Analysts/Institutional Investor Meet/Con. Call Updates

JYOTI CNC AUTOMATION LIMITED CIN: L29221GJ1991PLC014914 Regd. Off.: G – 506, Lodhika GIDC, Vill.: Metoda, Dist.: Rajkot – 360 021. Gujarat India. Date: November 06, 2026 To, To, The Department of Corporate Services, The Listing Compliance Dept. BSE Limited, Mumbai National Stock Exchange of India Ltd, Mumbai BSE Script Code: 544081 NSE Script Symbol: JYOTICNC Respected Sir/ Madam, SUB : Submission of Transcript of Earning Call Held on Tuesday November 03, 2026. Respected Sir/ Madam, Pursuant to provisions of Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, a transcript of an earning call held on Tuesday November 03, 2026 is enclosed herewith and the same is available on website of the company at https://jyoti.co.in/investors/announcements/investor-meet-and-related-disclosures/. Kindly take the same on your records. Thanking You, For Jyoti CNC Automation Limited Maulik B. Gandhi Company Secretary and Compliance Officer Encl.: Stated As Above. “Jyoti CNC Automation Limited Q2 and H1 FY27 Earnings Conference Call” November 03, 2026 E&OE - This transcript is edited for factual errors. In case of discrepancy, the audio recordings uploaded on the stock exchange on 3rd November 2026 will prevail MANAGEMENT: MR. PARAKRAMSINH JADEJA – CHAIRMAN AND MANAGING DIRECTOR – JYOTI CNC AUTOMATION LIMITED SGA, INVESTOR RELATIONS ADVISORS – JYOTI CNC AUTOMATION LIMITED MODERATOR: MR. NEMISH – ELARA CAPITAL Moderator: Ladies and gentlemen, we welcome you all to the Q2 and H1 FY27 Earnings Conference Call of Jyoti CNC Automation Limited, hosted by Elara Capital. This conference call may contain forward-looking statements about the company, which are based on beliefs, opinion, and expectations of the company as on the date of this call. These statements do not guarantee the future performance of the company and may involve risks and uncertainties that are difficult to predict. Page 1 of 18 Jyoti CNC Automation Limited November 03, 2026 As a reminder, all participant lines will be in the listen only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing star then zero on your touch- tone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Nemish from Elara Capital. Thank you, and over to you, sir. Nemish: Thank you. Good evening, everyone. On behalf of Elara Capital, I welcome you to the Q2 and FY27 Earnings con-call of Jyoti CNC Automation Limited. We are pleased to have with us the management team represented by Mr. Parakramsinh Jadeja, Chairman and Managing Director, and the senior management team for Jyoti CNC Automation Limited. We will now have the opening remarks from the management, followed by a question and answer session. Thank you, and over to you, sir. Parakramsinh Jadeja: Thank you, Nemish. Good evening, everyone, and a very warm welcome to our Q2 and H1 FY27 earning conference call. Along with me, I have a senior management team and SGA, our Investor Relation Advisor. Results and presentation have been uploaded on the stock exchanges. I hope everyone has had a chance to go through the same. I will begin my opening remarks with an overview of economy, followed by industry and company's operational and financial performance. The global economy continues to face a challenging environment, with the ongoing conflict in the Middle East adding to uncertainty. The conflict has led to higher energy and commodity prices, disruption in shipping routes and supply chains, and increased freight and logistic cost. These factors are adding the inflationary pressure and waging on global growth. India has also felt the impact of this development, particularly through higher energy cost, rising raw materials prices, and increased freight costs for manufacturers. However, India's economy continues to remain strong, supported by domestic demand and growing focus on manufacturing. In this environment, building a strong and reliable manufacturing base in India has become increasingly important. While India has traditionally been known for its service sectors, manufacturing is now emerging as a key driver of economic growth, job creation, and India's position in global markets. The Government of India continues to support this journey through initiatives such as Make in India, the PLI scheme, and several sector-specific programs covering electronics, semiconductors, defence, and aerospace. One of the initiative is the ECMS scheme, which aims to strengthen the domestic manufacturing in electronic sector. I am proud to share that Jyoti CNC has also received a capital subsidy under this scheme, and I will share more detail on during the call. As India moves forward towards building a stronger manufacturing ecosystem, one area that deserved special attention is the manufacturing of machine tools, often referred to as mother machines. These machines from backbone of manufacturing and are used across sectors, including automotive, defense, aerospace, railways, and electronics. Page 2 of 18 Jyoti CNC Automation Limited November 03, 2026 Despite the large domestic opportunity, around 60 percentage of the India's CNC machine demands is currently met through imports, largely from Japan, Europe, and South Korea. Given the critical role this machine play in both commercial and defence manufacturing, reducing import dependence and building domestic capabilities is important for India's long-term manufacturing security. This presents a significant opportunity for Indian manufacturers to develop the high-quality, technologically advanced machines locally and support the country's journey towards greater self-reliance. At Jyoti CNC, we are well-positioned to participate in this opportunity. We are among the India's leading CNC machine manufacturers with backward integrated manufacturing capabilities. That gives us greater control over our value chain. Over the years, we have built a strong customer base with more than 40,000-plus machines installed across sectors such as automotive, railways, and defence, along with sectors such as electronics and manufacturing. Our technology and product capabilities enable us to compete with leading global players, while our strong domestic presence gives us a good understanding of customer needs. With India's manufacturing sector entering an important phase of growth, we believe we are well-placed to benefit from the rising demand from advanced manufacturing solutions and contribute meaningfully to India's journey towards self-reliance. Let me now give you a quick update on our business. During the quarter, we dispatched approximately 1,900 machines, marking the highest quarterly dispatches in the history of the company's operations. This is on the back of additional 10,000 machines which we put to use during this quarter. Our foundry operations will commence operations in the coming days. As we continue to improve capacity utilization and ramp up production, we expect our volumes to grow further going forward. Speaking of our order book, we recorded a robust order book intake of INR800 crores during the quarter, taking our total order book to INR5,082 crores as of September 30, 2026. This order book is on the back of a strong demand from the auto sector, where OEMs are adding more capabilities, more capacities, particularly in the EV space. Overall, the order book provides us with strong revenue visibility for the coming quarters. And with additional capacity coming on stream, we are well-positioned to convert this demand into sustained growth. On the Huron front, we had added a new manufacturing capacity in November 2025. Dispatches from this expanded capacity are expected to commence during the third and fourth quarter of FY27, providing an additional contribution to our growth in the second half of the year. One of the product dev [Showing first 8,000 characters — download PDF for full document]