Earnings Call Transcript held on November 4, 2026

November 6, 2026 BSE Limited Corporate Relationship Department, Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai – 400001. Scrip Code: 544332 ISIN: INE0HSD01011 Sub: Transcript of of the Earnings Conference call held on Wednesday, November 4, 2026 Ref.: Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 Dear Sir/ Madam, Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the transcript of the Earnings Conference Call held on Wednesday, November 4, 2026, at 04:00 p.m. (IST) to discuss the Company’s Unaudited Standalone and Consolidated Financial Results for the half- year ended September 30, 2026. Request you to take the above information on record. Thanking You, Yours Faithfully, For Fabtech Cleanrooms Limited, (Formerly known as Fabtech Technologies Cleanrooms Limited) Amjad Adam Arbani Executive Director DIN: 02718019 Fabtech Cleanrooms Limited (Formerly known as Fabtech Technologies Cleanrooms Limited) Registered Office: 615, Janki Center, Off. Veera Desai Road, Andheri West, Mumbai – 400 053, Maharashtra, India Tel: +91 22 6159 2900 Web: www.fabtechcleanroom.com Email: quote@fabtechnologies.com Factory Address: 190/191, G.I.D.C Umbergaon, Dist: Valsad, Gujarat – 396 171, India CIN: L74999MH2015PLC265137 Fabtech Cleanrooms Limited H1 FY27 Earnings Conference Call 04th November 2026 MANAGEMENT: MR. AASIF KHAN – DIRECTOR & CHAIRPERSON – FABTECH CLEANROOMS LIMITED MR. ANUP MUNSHI – CHIEF EXECUTIVE OFFICER – FABTECH CLEANROOMS LIMITED MR. SAJJAN KUMAR BAWRI – CHIEF FINANCIAL OFFICER – FABTECH CLEANROOMS LIMITED MR. AHMAR ABRAR – SALES HEAD – FABTECH CLEANROOMS LIMITED MR. ARRIHANT DHARIWAL – INVESTOR RELATIONS, STRATEGIC FINANCE & FP&A – FABTECH CLEANROOMS LIMITED MR. AMJAD ARBANI – EXECUTIVE DIRECTOR– FABTECH CLEANROOMS LIMITED MR. RAJESH GUPTE – DIRECTOR – AART INTEGRATED PROJECTS PVT. LTD. HOST: MS. VAISHNAVI VAITY – AKMIL STRATEGIC ADVISORS Fabtech Cleanrooms Limited November 04, 2026 Vaishanvi Vaity: Good evening, everyone. I am Vaishanvi Vaity from AKMIL Strategic Advisors Private Limited. It is my pleasure to welcome you all to the H1 FY27 earning conference call of Fabtech Cleanrooms Limited. I would like to welcome Mr. Anup Munshi, Chief Executive Officer. Welcome, sir. With that, now I would like to hand over this session to Anup, sir, who will introduce the management team and will take us through the company's future growth. Over to you, sir. Thank you. Anup Munshi: Thank you, Vaishnavi. I hope I'm audible to everyone. Vaishanvi Vaity: Yes, sir. Anup Munshi : Yeah. So, thanks, Vaishnavi, and a very warm welcome to all our investors, analysts, and stakeholders for joining us today for the half-year earnings call of Fabtech Cleanrooms Limited. As Vaishnavi told you, I am Anup Munshi, the CEO who looks after the company. Before we begin, I hope all our investors and stakeholders have had an opportunity to go through our H1 FY27 investor presentation, which provides A comprehensive overview of our financial performance, including our other plans, key business developments and strategic initiatives during the first half of the financial year, which I want to talk about also subsequently. Let me take this opportunity to introduce the management team joining us today. Yeah. Leading is Mr. Aasif Khan, Director and Chairperson, Fabtech Cleanrooms Limited. Mr. Sajjan Kumar Bawri, Chief Financial Officer, Fabtech Cleanrooms Limited. Mr. Ahmar Abrar Who is our head of sales, and you can wish him he's been recently promoted as Vice President Sales at FCL. Mr. Rajesh Gupte, who's online from his office, he's the head of AART Integrated Projects Private Limited. Mr. Arihant Dhariwal. Head, Investor Relations, Strategic Finance and FP&A, Financial Planning Analyst. Right. So, my colleagues and I will be very happy to share our perspectives and we will address your questions at the end of the introduction that I will be talking about and then our chairman will speak. And after that, of course, you have all the time to ask all your questions. So, I would like to sincerely again thank all our investors, analysts and stakeholders for their continued trust, confidence and support in our endeavour to deliver the best possible performance to all our shareholders and to our stakeholders of FCL. Okay, I will now begin my, as they say, the formal speech of the first half of the year, 26-27. Yeah. Good afternoon, everyone, and thanks for joining us. I hope I'm audible to everyone. Now, first of all, let me talk about how the first half came together. Okay. So consolidated revenue rose about 75% to 133.23 crores. EBITA rose 75% to 10.28 crores. Profit after tax rose about 55% to 5.15 crores with EPS of rupees 4 and 18 paise. Our standalone business grew faster still with revenues of about 107 crores, more than double the same half last year. Now behind these numbers is a great deal of work by our projects teams, our factory personnel, site teams, often running into several large sites at once. I want to thank them first. They kept our commitments to the customers through a difficult half, and that is a large part of why our order book looks the way it does Today, as you are aware, the first half was fairly difficult to navigate to talk about what sits inside this order book, because that's a very critical part of every business. Our order book Page 2 of 22 Fabtech Cleanrooms Limited November 04, 2026 stands at 468 crores as of 30th September, more than double when it was in March. It's also better balanced, as you can see when we talk about the analysis. Parma and life sciences account for about 217 crores, which has increased substantially over the previous period. Renewable energy, 195 crores. Data centers, semiconductors, and other industries for the remaining 56 crores. You will see that no single sector carries us. And in a projects business, that balance matters, which has been our endeavor that we will diversify over as many sectors as possible. Right? Two things encourage us the most. Ticket sizes are rising, especially in life sciences and microelectronics, and a good share of our new orders coming from customers we have served before, which is a sort of an endorsement of our quality service and the experience that we provide to the customers. The nature of our conversations is also changing too, you know, which endorses our one-stop shop concept. We are increasingly brought in right at the design stage. Because customers want one team responsible for the upstream and the downstream work. We have strengthened our team to pursue larger mandates, and we are working through a 600 crore hot pipeline out of a total of 1,250 crores in the total offers. We intend to be selective about which of those we take on, which definitely, as you can see, is going to help us to improve our margins going ahead. Yeah. Looking at the costs and margins, this was not an easy half on costs, as you all know. The geopolitical scenario was very challenging. We have GI sheets, Rockwool, aluminium, and powder coating material, which is all critical raw material for us. Yeah, these were very volatile throughout, and the supply chain delays put huge pressure on several of our projects. Then we had to choose between a customer commitment and our margin on a reference project that we choose. Finally, we choose commitment, because I think commitment to the customer pays the best dividends in the future. Even so, our EBITA margin came in at 7.67%, slightly ahead of the same half last year. For the second-half, we see margins improving as larger projects reach billing milestones and volumes rise, as input costs settle, and as new orders come in, on better commercial terms, which we definitely expect to get better terms now because we are in a better position to evaluate the changing costs and the inputs. Coming to cash and working [Showing first 8,000 characters — download PDF for full document]