Kirloskar Pneumatic Company Ltd - 505283 - Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome

Ref.: SEC&LEG/599 July 29, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza, C -1, Block G, Dalal Street, Bandra-Kurla Complex, Bandra (E), Mumbai 400 001 Mumbai 400 051. Scrip Code – 505283 NSE Symbol: KIRLPNU Dear Sir / Madam, Sub.: Transcript of the Conference Call Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 and in continuation of earlier communication vide letter SEC&LEG/583 dated July 18, 2026; we inform that the Conference Call for Investors and Analysts was held on Wednesday, July 22, 2026 at 4:00 p.m. (IST) to discuss on the unaudited financial results of the Company for the quarter ended June 30, 2026. The Transcript of the Conference Call is enclosed and is available on the website of the Company viz. www.kirloskarpneumatic.com You are requested to take the same on record. Thanking you, Yours faithfully, For Kirloskar Pneumatic Company Limited Jitendra R. Shah Company Secretary Membership No. 17243 Encl: As above Kirloskar Pneumatic Company Limited A Kirloskar Group Company Regd. Office: Plot No. 1, Hadapsar Industrial Estate, Hadapsar, Pune, Maharashtra 411013 Tel: +91 (20) 26727000 Fax: +91 (20) 26870297 Email: sec@kirloskar.com | Website: www.kirloskarpneumatic.com CIN: L29120PN1974PLC110307 “Kirloskar Pneumatic Company Limited Q1 FY27 Earning Conference Call” July 22, 2026 MANAGEMENT: MR. AMAN KIRLOSKAR – MANAGING DIRECTOR – KIRLOSKAR PNEUMATIC COMPANY LIMITED MR. RAMESH BIRAJDAR – CHIEF FINANCIAL OFFICER – KIRLOSKAR PNEUMATIC COMPANY LIMITED MR. JITENDRA SHAH – COMPANY SECRETARY – KIRLOSKAR PNEUMATIC COMPANY LIMITED MODERATOR: MR. SANJEEV ZARBADE – ANTIQUE STOCK BROKING LIMITED Page 1 of 15 Kirloskar Pneumatic Company Limited July 22, 2026 Moderator: Ladies and gentlemen, good day, and welcome to Kirloskar Pneumatic Company Limited Q1 FY27 Earnings Conference Call hosted by Antique Stock Broking Limited. As a reminder, all participant lines will be in the lesson 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 star then zero on your touchtone phone. I now hand the conference over to Mr. Sanjeev Zarbade from Antique Stock Broking. Thank you, and over to you, Mr. Sanjeev. Sanjeev Zarbade: Thank you, operator. Good evening. On behalf of Antique Stock Broking, I welcome you all to 1Q FY27 Earnings Conference Call of Kirloskar Pneumatic. I am pleased to have with us today, Mr. Aman Kirloskar, Managing Director; and Mr. Ramesh Birajdar, the Chief Financial Officer. Along with the management team, congratulations to Mr. Aman and team Kirloskar Pneumatic for delivering steady profit growth in 1Q and all the best for the future. So may I now invite Mr. Aman Kirloskar to discuss the results, post which we can take the Q&A. So over to you, Aman. Thank you. Aman Kirloskar: Yes. Thank you. Good evening. Thank you all for joining the call today. I have with me Mr. Ramesh Birajdar, Chief Financial Officer; and Mr. Jitendra Shah, Company Secretary. Before proceeding with the business updates, I kindly ask Mr. Jitendra Shah, our Company Secretary, to read out the disclaimer statement. Jitendra Shah: Thank you, sir, and good evening to all. The presentation uploaded on the website of the company and discussion on the financial results during the earnings call may contain statements relating to future business development and economic performance that could constitute forward-looking statements. While these forward-looking statements represent the company's judgment and future expectations, a number of factors could cause actual developments and results to differ materially from expectations. The company undertakes no obligation to publicly revise any forward-looking statements to reflect future events or circumstances. Further, investors are requested to exercise their own judgment in addressing various risks associated with the company and also the effectiveness of the measures which taken by the company in tackling them as indicated during the discussion. Thank you. Aman Kirloskar: Thanks, Jitendra. I will proceed with the business updates. The first quarter of this financial year came with some headwinds, particularly from the ongoing conflict in the Middle East. The geopolitical uncertainty weighed on broader risk appetite and caused a temporary slowdown in capex decisions and order finalization, resulting in a softer quarter for order bookings in our package business. Our equipment business, which is largely domestic, saw an opposite trend with record order inflows driven by strong demand across end-user segments and continued market share gains across newer products like the Tezcatlipoca centrifugal compressor. Page 2 of 15 Kirloskar Pneumatic Company Limited July 22, 2026 Despite the geopolitical events, our operational execution remained robust with our supply chain concentrated around Pune and our integrated unique manufacturing capabilities, we were able to work through the challenges posed by the external environment. I'm pleased to report our highest ever Q1 revenue crossing the INR300 crores mark, along with EBITDA growth of over 20%, underscoring the strong value addition from our product mix and in-house manufacturing strength. We also continue to push the envelope on innovation, filing 35 IPs this quarter, a new record. We expanded our portfolio with the launch of 2 advanced solutions, the Tonalli containerized biogas plant and the highly anticipated A-800 centrifugal compressor in the Tezcatlipoca range. These additions strengthen our presence across high potential industrial applications, broaden our addressable market and enhance our competitive positioning. We believe these new offerings will support sustainable growth and position the company to capitalize on improving market conditions as demand normalizes. Coming to individual business units. I'll start with the air compressor division. This division had the highest order booking in its history this quarter, driven by strong orders coming in from sectors like power plants, carbon dioxide and metals. This was also particularly due to large orders booked for our Tezcatlipoca centrifugal machines, which continue to gain market share and acceptance. We have also had a moderate growth in our screw compressor business. Coming to refrigeration compressors. This was a quarter as usual for the division with no large package dispatches. This quarter also did not have any package orders booked. It is important to note, however, that the division did book several large package orders in the last month of the previous year. We have, however, seen the highest order booking for Khione in a quarter, which is still at a low base but growing rapidly. Our standard ammonia reciprocating compressors saw growth in order booking, mainly driven by growth in some of the end user segments. We also successfully commissioned the Tyche semi-hermetic compressor last year and it has gained market acceptance, reflecting the product's reliability, performance and the customers' confidence. On the process gas side, order booking was muted largely due to the impact of the geopolitical crisis in the Middle East. We were expecting to close some large orders abroad, which have been delayed. CNG compressors, however, have had a decent demand this quarter, slightly higher than the previous year. Biogas, in particular, has been doing very well this quarter with order booking levels that are a record high for us. The outlook for this business is quite good with many large tenders expected this year. We expect this year will be a good year as far as order booking is concerned but many of these packages would be slated for dispatch starting next year. Page 3 of 15 Kirloskar Pneumatic Company Limited July 22, 2026 On the precision engineering division, we had a slow [Showing first 8,000 characters — download PDF for full document]