Earning Presentation as per attached letter

REGO. OFFICE : REMI HOUSE, PLOT N0.11 CAMAINDL. ESTATE, WALBHAT ROAD, GOREGAON (E), MUMBAI - 400 063. INDIA TEL.: +91 - 22 - 4058 9888 / 2685 1998 November 6 , 2026 The General Manager - Dept. Corporate Services, BSE Limited, P J Towers, Dalal Street, Mumbai - 400 001 Scrip Code:513043 Sub.: Earnings Presentation Pursuant to Regulation 30 and 46 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the earnings presentation on the Unaudited Financial Results of the Company for the quarter ended September 30, 2026. Thanking you, For Remi Edelstahl Tubulars Limited H H. Joshi Vcompany Secretary & Com plianee Officer Encl :ala REMI EDELSTAHL TUBULARS LTD. India's Pioneer in Stainless Steel Pipe & Tube Manufacturing Since 1970 Investor Presentation Q2FY27 COMPANY OVERVIEW SNAPSHOT KEY FINANCIALS H1 FY27 50+ YEARS of manufacturing Excellence 100+ CUSTOMERS Total Income EBITDA Profit After Tax Across India & Global Markets ₹8946.01 LAKHS ₹672.94 LAKHS ₹238.03 LAKHS 300+ SKILLED WORKFORCE ↑ 46.81% ↑ 65.52% ↑ 91.63% Across mechanical engineering, metallurgy & operations ONE STOP SHOP TRUSTED BY LEADING INSTITUTIONS Widest range of products from 6mm to ACROSS CRITICAL INDUSTRIES 2000mm OD and from 0.45mm to 80mm THK under one single roof GLOBAL PRESENCE EPC & Thermal & Defence & Global Engineering Nuclear Power Aerospace Energy INDIA | UAE | OMAN | KUWAIT | QATAR PRODUCT PORTFOLIO Industries: Oil & Gas · Water Treatment · Fertilizers Large-diameter stainless steel piping with Advanced Super Duplex capability SS WELDED Manufactured across a wide size spectrum — from ½" NB up to PIPES 80" OD and wall thickness up to 80 mm — in compliance with ASTM A-358, A-778, A-928 and A-312. Industries: Thermal & Nuclear Power · Defence & Aerospace · Oil & Gas SS COLD DRAWN Supplied specialty seamless pipes to the Indian Navy (submarine-grade precision) — FY26 SEAMLESS TUBES Precision-engineered in sizes from 6 mm to 76 mm OD with wall thickness of 0.8–10 mm, as per ASTM A-213, A-268, A-269 and A-789 Industries : Thermal & Nuclear Power · Chemicals & HVAC · Food, Dairy & Pharma SS WELDED Custom U-bends and engineered tube solutions; approved by leading EPC contractors. TUBES MARQUEE CLIENT BASE MANUFACTURING EXCELLENCE MANUFACTURING CERTIFICATIONS & STRATEGIC APPROVALS 51,000 SQ.M Quality Standards: integrated manufacturing ISO 9001 · ISO 14001 · ISO 45001 facility at Tarapur International Certifications: 12,000 MT PED 2014/68/EU · AD 2000-Merkblatt W0 · NORSOK M650 annual installed capacity Strategic Approvals: COMPLETE BIS, IRS, IBR range of seamless & welded stainless steel tubes and pipes SUSTAINABILITY LARGE-DIAMETER PIPES up to OD 80" and thk upto 80mm, Zero Liquid Discharge (ZLD) Super Duplex and UHP facility with 100% water re-use manufacturing capability TESTING & QUALITY 5% reduction in power Chemical & Mechanical Testing: Elemental analysis, consumption over the last 2 years corrosion evaluation, ASTM-compliant testing Non-Destructive Testing: Ultrasonic, Eddy Current, Hydrostatic and Radiographic inspection. Customer Qualification: Approved by leading EPC consultants and global project owners JOURNEY: 1972 – 2026 1977 1995 2005 2016 2025 Technical collaboration Relocated to fully Diversified into the Delivered critical Strategic partnership with Kobe Steel, Japan integrated Tarapur Thermal Power tubing for nuclear with WSG Co. Ltd., manufacturing facility segment power projects South Korea 1972 1992 2002 2010 2024 2026 Manufacturing Listed on the Wind energy Entered the space Introduced India's first Commercial production of operations Bombay Stock project sector, supplying 70mm thick welded electropolished tubes commenced Exchange commissioned at to ISRO pipe and coil-form commenced under WSG Dhule tubes partnership- food, dairy, pharma, semiconductor REMI'S GROWTH OPPORTUNITY The global stainless steel pipes and tubes market size was valued at around USD 38.9 Billion in 2025 and is projected to reach USD 60.1 Billion, by 2034 and is estimated to grow annually at a CAGR of around 4.6% over the forecast period (2026-2034) MARKET SEGMENTATION Source - fnfresearch.com India's power sector build Water treatment infrastructure Other emerging demand pockets Mumbai: 4.5–6.5 GW India's thermal & nuclear ~1,054 GW Data Centers: Capacity 7 STPs ~2,464 MLD 2030 installed capacity is set FY 36 to grow, with rising liquid under construction combined capacity to nearly double. cooling adoption ~1.9 GW 566 GW Bengaluru (BWSSB): Pharmaceuticals: Nuclear alone scaling from 185 MLD 20 ~USD 60 billion India market in 2026, 22 GW to 100 GW by 2047. under construction existing plant upgrades driving hygienic tubing demand REMI's heat-exchanger, condenser, and Delhi and other major cities: Also scaling up sewage 9~9.2% CAGR Green Hydrogen: feedwater-heater tubes are core components treatment capacity Global piping market growing across both conventional and nuclear steam Material trend: Stainless steel increasingly specified 2035 cycles. for corrosion resistance in continuous wastewater Strategic takeaway: Each represents a long-term structural contact — reflected in this quarter's new customer wins driver beyond REMI's traditional oil & gas and power base ORDER BOOK UPDATES Order Book Strength of ₹173 Crore The company currently has a robust order book of ₹173 crore, diversified across multiple industries, providing revenue visibility and reflecting broad-based demand for its offerings. Others 5.3% Water treatment & desalination 14.4% Total Order Book ₹173 cr Oil & Gas 23.1% Thermal & nuclear power 57.2% STRATEGIC PARTNERSHIP WITH WSG CO.LTD EXPANDING INTO HIGH-MARGIN MARKETS Our technology partnership with WSG Co. Ltd., South Korea, has moved from trials to commercial execution. With machinery installation and trial orders successfully completed, REMI is now executing multiple orders for high-purity tubes serving pharmaceuticals industry. With Phase 2, we are expanding our size range, product portfolio and precision capabilities to capture growing demand. Phase 2 expansion extends our high-purity size range up to 6", opening access to larger-diameter process and utility lines. High-precision in-process equipment being added for tighter tolerances and consistent quality at every stage of production. New value-added products joining the portfolio, positioning REMI as a one-stop supplier for high- purity tubular requirements. Upgraded polishing machinery for finer surface finish and higher precision, critical for Ultra High Purity and semiconductor applications. FINANCIAL PERFORMANCE — Q2 & H1 FY27 ₹ in lakhs Particulars Q2 FY27 Q1 FY27 H1 FY27 H1 FY26 QoQ% YoY% Total Income 5,408.84 3,537.17 8,946.01 6,093.56 ↑ 52.91% ↑ 46.81% EBITDA 468.54 204.4 672.94 406.56 ↑ 129.22% ↑ 65.52% PBT 254.03 61.15 315.18 168.05 ↑ 315.42% ↑ 87.55% PAT 192.89 45.14 238.03 124.21 ↑ 327.31% ↑ 91.63% Cash PAT 345.81 127.87 480.58 329.14 ↑ 170.44% ↑ 46.01% EBITDA PAT EBITDA PAT ₹ in lakhs ₹ in lakhs ₹ in lakhs ₹ in lakhs 468.54 192.89 672.94 238.03 204.4 45.14 406.56 124.21 +129.22% +65.52% +91.63% +327.31% QoQ% YoY% YoY% QoQ% Q1 FY27 Q2FY27 Q1 FY27 Q2FY27 H1 FY26 H1 FY27 H1 FY26 H1 FY27 DISCLAIMER This presentation and the accompanying slides (the "Presentation"), which have been prepared by Remi Edelstahl Tubulars Ltd (the "Company"), solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reli [Showing first 8,000 characters — download PDF for full document]