Analysts/Institutional Investor Meet/Con. Call Updates

GRAVITA INDIA LTD. Corp. Office: Gravita Tower, A-27 B, Shanti Path, Tilak Nagar, JAIPUR- 302004, Rajasthan (INDIA) Phone: +91-141-4057700/800 Web: www.gravitaindia.com CIN: - L29308RJ1992PLC006870 30th July, 2026 GIL/2026-27/63 The BSE Limited The Listing Department Phiroze Jeejeebhoy Towers The National Stock Exchange of India Ltd. Dalal Street, Exchange Plaza, C-1, Block G, Mumbai- 400 001 Bandra- Kurla Complex, Fax No.: 022-22721919 Bandra(east) Mumbai- 400 051 Scrip Code- 533282 Fax No.: 022-2659 8120 Company Code- GRAVITA Dear Sir/Madam, Sub: Transcript of the earnings conference call for the quarter ended June 30th, 2026 Pursuant to Regulation 30 and 46 read with clause 15 of Para A of Part A of Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed the transcript of the earnings conference call for the Quarter ended June 30, 2026 held on July 28, 2026 for your information and records. The above information is also available on the website of Company: https://www.gravitaindia.com/investors/financial-details This is for your kind information and records. Thanking you. Yours Faithfully For Gravita India Limited Nitin Gupta (Company Secretary) FCS: 9984 Encl: As above Regd. Office : ‘SAURABH’, C hittora Road, Diggi-Malpura Road Tehsil: Phagi, JAIPUR- 303 904, Raj. (INDIA) Phone: +91-9928070682 Email: companysecretary@gravitaindia.com Gravita India Limited Q1FY27 Earnings Conference Call July 28, 2026 MANAGEMENT: MR. YOGESH MALHOTRA – WHOLE TIME DIRECTOR AND CHIEF EXECUTIVE OFFICER – GRAVITA INDIA LIMITED MR. NAVEEN PRAKASH SHARMA – EXECUTIVE DIRECTOR (NON-BOARD MEMBER) – GRAVITA INDIA LIMITED MR. SUNIL KANSAL – WHOLE TIME DIRECTOR & CHIEF FINANCIAL OFFICER – GRAVITA INDIA LIMITED MR. ANANT JAIN –INVESTOR RELATIONS – GRAVITA INDIA LIMITED MODERATOR: MR. MANISH MAHAWAR – ANTIQUE STOCK BROKING LIMITED Page 1 of 16 Gravita India Limited July 28, 2026 Moderator: Ladies and gentlemen, good day, and welcome to the Gravita India Limited Q1 FY27 Earnings Conference Call hosted by Antique Stockbroking Limited. 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 the conference call, please signal an operator by pressing star then zero on your touchtone phone. I now hand the conference over to Mr. Manish Mahawar from Antique Stockbroking. Thank you, and over to you, sir. Manish Mahawar: Thank you. A warm welcome to all the participants on the 1QFY27 Earnings Call of Gravita India. Today, we have with us leadership team represented by Mr. Yogesh Malhotra:, Whole- Time Director and CEO; Mr. Sunil Kansal, Whole-Time Director and CFO; Mr. Naveen Sharma, Executive Director, non-Board member; and Mr. Anant Jain, Investor Relations on the call. Without any delay, I would like to hand over the call to Mr. Malhotra for opening remarks, post which we will open the floor for Q&A. Thank you. Over to you, Yogeshji. Yogesh Malhotra: Thank you, Mr. Manish. Good afternoon, everyone, and welcome to our Q1 FY27 Earnings Call. Thank you for joining us today. I hope you've had the opportunity to review our financial results and investor presentation, which have been uploaded to the stock exchanges. During today's call, I will take you through the key business developments, strategic initiatives, operational highlights and financial performance for the quarter. Following my remarks, we will be happy to take your questions. Building on the momentum of the previous year, even as geopolitical uncertainties persisted globally, during Q1 FY27, our strategic capacity additions, richer value-added product mix and consistent operational execution translated into another quarter of robust financial performance with 4% growth in volumes, 42% in revenue, 29% in EBITDA and 14% in PAT on a year-on- year basis. This performance underscores the resilience of our diversified recycling platform and our disciplined approach to execution. As we navigate an evolving global environment, we remain committed to operational excellence, portfolio diversification, prudent capital allocation and sustainable growth, enabling us to capitalize on the expanding circular economy opportunity while delivering long-term value to our stakeholders. Before discussing our financial performance in detail, let me first walk you through the key strategic developments during the quarter that continued to strengthen our growth trajectory. I'm pleased to share that Gravita has achieved a significant global milestone with the London Metal Exchange Brand Listing for lead metal produced at our division -- at our lead division at Mundra, Gujarat under the brand name GRAVITA M. This recognition places Gravita among a select group of Indian secondary lead recyclers whose products are approved by the LME. Page 2 of 16 Gravita India Limited July 28, 2026 The accreditation is one of the most stringent global quality benchmarks for lead metal and reinforces our commitment to world-class manufacturing standards, product consistency and operational excellence. With this listing, our lead products are now eligible for delivery across all LME-approved warehouses worldwide in addition to our existing deliverability on MCX. We believe this achievement will further enhance our credibility and acceptance with the global OEM customers, strengthen our international presence and create new opportunities in export markets. Our manufacturing facility at Chittoor, Mundra and Phagi continue to remain in panel with MCX, reflecting our consistent adherence to stringent quality standards. During the quarter, we continued to strengthen our manufacturing footprint in line with our long- term growth road map. Our total installed capacity now stands at 4.97 lakh metric tons per annum, and we firmly remain on track to achieve our target for scaling this to over 8 lakh metric tons per annum by FY29. A key milestone during the quarter was the successful expansion of our Phagi, Jaipur lead facility, where we commissioned an additional 40,500 metric ton per annum of lead recycling capacity, taking the plant's total capacity to 75,819 metric tons per annum. This expansion was completed with an investment of approximately INR30 crores, entirely funded through internal accruals, reflecting our disciplined capital allocation approach. As part of the company's ongoing efforts to enhance operational efficiency and optimize resource utilization, the management has decided to consolidate the operations of the Kathua manufacturing unit with the company's Jaipur manufacturing facility, where the same line of business can be carried out more efficiently. This strategic consolidation is expected to strengthen operational effectiveness, improve cost efficiencies and enable better utilization of the group's resources. Our strategic diversification into copper continues to progress well. Following the acquisition of Rashtriya Metal Industries Limited, the integration process is advancing as planned with operational synergies gradually being realized across procurement, manufacturing, logistics and sales. We have also made steady progress on the development of our 29,400 metric ton per annum copper recycling facility at Gujarat, which is being set up with an estimated investment of approximately INR160 crores. The project remains on track for commissioning within the next 12 months, as previously guided. The project will continue to be funded through internal accruals and will further strengthen our backward integration, expand our value-added product portfolio and support long-term profitable growth. The company has earmarked a total capex of INR1,680 crores through FY29, with INR850 crores allocated towards strengthening the existing businesses, while the balance will support entry into new recycling verticals, including lithium-ion batteries, copper and steel. Page 3 [Showing first 8,000 characters — download PDF for full document]