As per the attached intimation

Ref. No. NBCC/NSEBSE/2026-27 November 10, 2026 National Stock Exchange of India Ltd. BSE Ltd. Exchange Plaza, Phiroze Jeejeebhoy Tower, Plot No C/1, G Block, Dalal Street, Bandra –Kurla Complex, Mumbai-400001 Bandra (E), Mumbai-400051 Subject: Transcript of Conference Call dated November 06, 2026 Q2-FY 2026-27 Un-Audited Financial Results Sir, This is in reference to the Investors Conference /Earnings Call held on November 06, 2026 at 11:00 AM wherein the Management discussed the unaudited financial results for the quarter ended September 30, 2026. Please find enclosed herewith the transcript of discussion held during the said conference/Earnings call. The above information is also available on the Company’s website at: nbccindia.in/webEnglish/PresentationNTranscript This is for your information and record. Thanking You, For NBCC (India) Limited Deepti Gambhir Company Secretary F-4984 Encl: as above NBCC (India) Limited Q2 FY27 Earnings Conference Call Event Date/Time : 06/11/2026, 11.00 Hrs NBCC PARTICIPANTS: Shri K. P. Mahadevaswamy Chairman-Cum-Managing Director Dr. Suman Kumar Director (Commercial) Shri Anjeev Kumar Jain Director (Finance) Shri Ashutosh Gautam Director (Projects) Shri M. B. Singhal Executive Director (Finance) NBCC (India) Limited Q2 FY27 Earnings Conference Call 06.11.2026 Moderator Good morning, ladies and gentlemen. I am Karthikeyan, moderator for the conference call. Welcome to NBCC (India) Limited Q2 FY27 Earnings Conference Call. We have with us today Shri K. P. Mahadevaswamy, Chairman-cum-Managing Director; Dr. Suman Kumar, Director (Commercial), Shri. Anjeev Kumar Jain, Director (Finance); Shri. Ashutosh Gautam, Director (Projects); and Mr. Sri M.B. Singhal, Executive Director (Finance). As a reminder, all participants will be in listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing * and then 0 on your touch-tone telephone. Please note this conference is being recorded. I would now like to hand over the floor to Shri. K. P. Mahadevaswamy, sir. Thank you, and over to you, sir. K. P. Mahadevaswamy Thank you, Mr. Karthikeyan. Good morning, everyone. A hearty welcome to all of you. First of all, Happy Dhanteras, and wish you a Happy Deepavali in advance. Before starting off call, we welcome our new Director (Projects), Shri. Ashutosh Gautam. He has been serving for more than 34 years in multidisciplinary wings of infrastructure, which will help NBCC in multiple fronts. For Q2 operation and execution, we have achieved a revenue from operation of INR 2,890 crores standalone and INR 3,396 crores on consolidated, reflecting a 38% YoY increase on standalone basis. On standalone basis, EBITDA increased significantly by 154% INR 219 crores from INR 86 crores. And our standalone PAT increased by 31%, stands at INR 225 crores, marking a significant growth. For H1 operation and execution, we have achieved a revenue of operation INR 4,713 crores standalone INR 5,655 crores on consolidated, reflecting 26% YoY increase on standalone basis. On standalone basis, EBITDA increased significantly by 105%, INR 379 crores from INR 183 crores. Our standalone PAT stands at INR 376 crores, marking a significant 31% YoY growth. In terms of order book position, NBCC's standalone order book is standing at INR 1,12,000 crores and consolidated order book INR 1,26,000 crore. New business secured in Q2 stands INR 3,600 crore on a consolidated basis and following are the major projects secured in last quarter. RBI Residential Complex at Amaravati, AP, New Andhra Pradesh, valuing INR 800 crores, Housing Project at Seychelles valuing around INR 600 crores. Business awarded to contractors: In Q2, we have awarded INR 1,500 crores of new tenders on consolidated level, which makes a total of INR 3,200 crores H1 in FY26-27. In next two quarters, we are expecting INR 15000-16,000 crore of new work will be awarded. Tenders of all the package of Supertech have been uploaded worth of INR 9,600 crores and will be awarded in this Q3 itself, and turnover will start from Q4. And many more projects including recently secured government of Bihar, West Bengal, J&K will be awarded in the upcoming quarters. NBCC (India) Limited Q2 FY27 Earnings Conference Call 06.11.2026 Redevelopment projects: In continuation of sale/resource mobilization under 7 GPRA project, NBCC successfully sold residential apartments of 8.8 lakh square feet area at Avenue Towers, opposite to Leela hotel, Sarojini Nagar, New Delhi through an open e-auction at a total sale value of INR 5,191 crores. All major packages in the redevelopment projects are in the running stage. Currently, it has INR 9,200 crores of balance workload. Amrapali Projects: Phase II of the Amrapali Project has started in different packages, and currently, there's INR 8,000 crores of balance workload. We are happy to share that NBCC has completed 24 Amrapali projects of Phase I, and now handing over is in progress. Amrapali Phase II works are progressing on fast track, and at one of the packages, the building site has reached up to 26 floors. And in the last, to update about the HSCC merger, it is on fast track so that we would have better synergy. Thank you. Now the forum is open for the question and answer. Moderator Thank you, sir. Ladies and gentlemen, we will now begin the question-and-answer session. If you have a question, please press * and 1 on your telephone keypad and wait for your turn to ask a question. If you would like to withdraw your request, you may do so by pressing * and 1 again. Ladies and gentlemen, we will wait for a moment while the question queue assembles. First question comes from the line of Pankaj Kumar from Kotak Neo. Please go ahead. Pankaj Kumar Thanks for taking my question. Congrats on good set of numbers. Sir, in terms of guidance that we had given for FY27 earlier, around INR 13,000-14,000 crores of standalone revenue. And with H1, we have reached around INR 4,700 crores. So where are we in terms of achieving this guidance? And how is the way forward for FY28 and ’29? K. P. Mahadevaswamy I'm assuring we will achieve INR 13,000-14,000 on standalone basis. Usually, our first and second quarter will be in a slow pace. Second, third and fourth quarter only, we're going to achieve this figure. It holds good. We're going to achieve INR 13,000-14,000 crores on standalone basis. Pankaj Kumar And how about '28 and '29? K. P. Mahadevaswamy 'FY29, already we have committed around INR 21,000 crores in consolidated-level basis, and 20-25% growth will be there, standalone as well. Pankaj Kumar This is for FY28 next year, you're saying, no? '29? K. P. Mahadevaswamy Yes. NBCC (India) Limited Q2 FY27 Earnings Conference Call 06.11.2026 Pankaj Kumar And earlier, we stated about INR 50-60,000 crores of order inflows, and that includes your one large project, 5 GPRA. So, what is the status of that? And how is the overall outlook in terms of order inflows for current sanction? K. P. Mahadevaswamy We're going to get INR 50,000-60,000 crores work order during this year. Still, it is holds good only. So recently, we have some government work of INR 2,500 crores that we got. Another INR 8,000 crore work order will come in this quarter itself. GPRA, it will come either this quarter or next quarter, definitely. It is in process. We're going to get that the earliest. Around INR 30,000-35,000 crores’ worth we're going to get from 5 GPRA., Pankaj Kumar And with this, due to the fall, environmental-related issues, we see the construction restrictions. So, how are the construction sites progressing? K. P. Mahadevaswamy It will be there, but we are following all the norms. But still, whenever AQI is increased, they'll be going to stop the construction. That will affect only our Delhi projects, not other projects. Across India, we are doing well. During this quarter, we'll going [Showing first 8,000 characters — download PDF for full document]