Analysts/Institutional Investor Meet/Con. Call Updates

ELDECO Date: 10.11.2026 Department of Corporate Services The Manager, Listing Department BSE Limited, The National Stock Exchange of India Ltd. Phiroze Jeejeebhoy Towers, Exchange Plaza, 5" Floor, C- 1, Dalal Street, Block G, Bandra - Kurla Complex, Mumbai-400001 Bandra (E), Mumbai - 400051 BSE Scrip Code-523329 NSE Symbol- ELDEHSG Subject: Transcript of Earnings Conference Call held on Friday, November 06, 2026 Dear Sir/Madam, This is with reference to the intimation dated October 10, 2026 made by the Company about the Earnings Conference Call scheduled for Friday, November 06, 2026 at 1:00 p.m. IST. A copy of Transcript of the conference call held with the Investors/Analysts is enclosed herewith. The aforesaid Transcript is also being made available on the Company’s website at www.eldecogroup.com You are requested to take the above information on record. Thanking you, For Eldeco Housing and Industries Limited Chandni Vij Company Secretary Mem. No. : A46897 Eldeco Housing & Industries Ltd. Corp. Off. & Communication Add. : Eldeco Corporate Chamber-1, 2nd Floor, Vibhuti Khand (Opp. Mandi Parishad), Gomti Nagar, Lucknow, U.P. - 226010 Tel.: 0522-4039999, Fax: 0522-4039900, Email: eldeco@eldecohousing.co.in Website: www.eldecogroup.com RegOffd. % :Sho p No. S-16, Second Floor, Eldeco Station-1, Site No.-1, Sector-12, Faridabad, HaryanCaIN: -[4152022H1RT90850PLC7 1,325 36 “Eldeco Housing and Industries Limited Q2 & H1 FY27 Earnings Conference Call” November 06, 2026 MANAGEMENT: MR. PANKAJ BAJAJ – CHAIRMAN AND MANAGING DIRECTOR MR. VAIBHAV SINGH – GROUP CHIEF EXECUTIVE OFFICER MR. RAJIV KHURANA -- GROUP VICE PRESIDENT, ACCOUNTS AND TAXATION MODERATOR: MR. ABHISHEK BHATT – EY INVESTOR RELATIONS Page 1 of 12 Eldeco Housing and Industries Limited November 06, 2026 Moderator: Ladies and gentlemen, good day, and welcome to the Eldeco Housing and Industries Limited Q2 and H1 FY27 Earnings Conference Call. As a reminder, all participant lines are 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 and then zero on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Abhishek Bhatt from EY Investor Relations. Thank you, and over to you, sir. Abhishek Bhatt: Thank you for joining us on the call today. Before we begin, I would like to remind everyone that today's discussion may contain forward-looking statements that involve certain risks, uncertainties and other factors. These statements should be considered in conjunction with the risks and assumptions discussed in the company's public disclosures, which could cause actual results, performance or outcomes to differ materially from those expressed or implied in such statements. Please note, the financial results and investor presentation have been filed with the stock exchanges and are also available on the company's website. Should you require a copy, please feel free to write to us, and we'll be happy to share it. Joining us on the call today are members of the senior management team of Eldeco Housing and Industries Limited, including Mr. Pankaj Bajaj, Chairman and Managing Director; Mr. Vaibhav Singh, Group CEO; Mr. Rajiv Khurana, Group Vice President, Accounts and Taxation. We'll begin with the management's opening remarks, followed by a question-and-answer session. With that, I would now like to hand over the call to Mr. Pankaj Bajaj for his opening remarks. Over to you, sir. Pankaj Bajaj: Thanks, Abhishek. Good afternoon, ladies and gentlemen. Thank you for joining us today. I would like to welcome all of you to the Q2 and H1 FY27 Earnings Call of Eldeco Housing and Industries Limited on the eve of the auspicious occasion of Diwali. The first half of FY27 has been a period of steady execution for us. We have continued to see healthy collections, maintained our focus on construction and deliveries and reported a meaningful improvement in profitability. At the same time, we have continued to build our development pipeline through land additions and progress on forthcoming projects. Let me start with our operational performance. During Q2FY27, our booking value stood at INR 94.9 crores, up 7.8% year-on-year, while the area booked stood at approximately 1.21 lakh square feet. For H1 FY27, booking value is about INR 200 crores with an area booked of approximately 2.47 lakh square feet. As we have mentioned earlier, bookings can vary from quarter-to-quarter depending on the timing of new launches. With no new project launches during Q2, our booking performance during the first half reflects largely the sales momentum across our existing portfolio. As our Page 2 of 12 Eldeco Housing and Industries Limited November 06, 2026 forthcoming projects move towards launch readiness, we expect these additions to broaden the inventory available for sale. Collections continue to be a key highlight of our performance. Q2 collections increased 37.5% year-on-year to INR 125 crores, taking H1 FY27 collection to INR 256 crores, an increase of 51% year-on-year. This reflects the progress across our ongoing projects and the quality of our existing sold portfolio. Our focus on execution also remains strong. Construction spend stood at nearly INR 60 crores during the quarter and INR 117.7 crores during H1 FY27, representing a year-on-year growth of 60% and 54%, respectively. During Q2, we delivered 125 units covering approximately 1.57 lakh square feet. For the first half, total deliveries stood at 177 units covering approximately 2.07 lakh square feet. Coming to our financial performance. Total income for Q2 FY27 increased 49% year-on-year to INR 52 crores, while profit after tax increased 180% to INR 7.4 crores. For the H1FY27, total income stood at INR 103 crores, growing 55% year-on-year, while profit after tax increased by 290% to INR 22.5 crores. Let me now briefly touch upon some of the business developments during the quarter. At Eldeco City Courtyard, our 1.68-acre commercial development comprising approximately 37,000 square feet of saleable area, we have seen healthy customer traction with over 45% of the area sold as of end of Q2 FY27. We have also continued to strengthen our land pipeline and acquired 9.72 acres during the quarter. Our approach remains focused on building a development pipeline that gives us visibility for future launches while maintaining capital discipline. Looking ahead, we remain committed towards strong execution of our ongoing projects, maintaining the momentum in collections and deliveries, pushing along forthcoming projects towards launch and continuing to evaluate land opportunities that can support our next phase of growth. As we discussed on our previous call, we see significant opportunity in Lucknow market and continue to expand our pipeline with a long-term perspective. We had also indicated that most of our identified forthcoming project pipeline was targeted for launch during FY27, subject to approvals and market conditions. We believe the combination of our existing portfolio, upcoming launches and expanding development pipeline provides us with a strong platform for growth over the coming years. With that, I would like to thank you all once again for your continued interest and support. Abhishek, we can open the floor for questions if there are any. Moderator: Thank you. We'll now begin the question-and-answer session. The first question is from the line of Gunit Singh from Counter Cyclical PMS. Page 3 of 12 Eldeco Housing and Industries Limited November 06, 2026 Gunit Singh: Congratulations on good set of numbers. So, firstly, I would like to understand why have our margins fallen quarter-on-quarter given that we were to mostly deliver Imperia Phase 2, which was a high-margin project. So, can you just help me understand? Pankaj Bajaj: Rajiv-ji, CFO, will you like [Showing first 8,000 characters — download PDF for full document]