Earing Presentation as attached

REGO. OFFICE : REMI HOUSE, PLOT N0.11 CAMA INDL. ESTATE, WALBHAT ROAD. GOREGAON (E), MUMBAI • 400 063. INDIA TEL.: +91 • 22 • 4058 9888 / 2685 1998 e>&-,e1·,---------------..-..w11 FAX: +91 • 22 • 2685 2335 / 2685 3868 E-MAIL: rmi_igrd@remigroup.com REM/ EDELSTAHL TUBULARS LIMITED WEBSITE : www.remigroup.com CIN: L28920MH1970PLC014746 .,., July 31, 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 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 June 30, 2026. Thanking you, For Remi Edelstahl Tubulars Limited H H. Joshi -.·11·. Company Secretaryee ~om pliance Officer Encl :a/a REMI EDELSTAHL TUBULARS LTD. India's Pioneer in Stainless Steel Pipe & Tube Manufacturing Since 1970 Investor Presentation Q1FY27 COMPANY OVERVIEW SNAPSHOT KEY FINANCIALS 50+ YEARS of manufacturing Excellence 100+ CUSTOMERS Profit After Tax Revenue From Operation Across India & Global Markets ₹3,537.17 LAKHS ₹45.14 LAKHS 300+ SKILLED WORKFORCE 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, Wind energy supplies over 50% Super Duplex and UHP of power requirement (Dhule manufacturing capability windmills) TESTING & QUALITY Zero Liquid Discharge (ZLD) facility with 100% water re-use Chemical & Mechanical Testing: Elemental analysis, corrosion evaluation, ASTM-compliant testing Non-Destructive Testing: Ultrasonic, Eddy Current, 5% reduction in power Hydrostatic and Radiographic inspection. consumption over the last 2 years 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 BUSINESS UPDATES Order book – ₹114 Crs (Approx.) Includes multiple export orders worth over ₹10 Crs from oil majors in the Middle East. Includes received order for supplying corrosion resistant alloy (CRA) grade Mechanical standard pipes in the mineral processing industry. Includes multiple orders worth over ₹12 Crs for specialty seamless and welded tubing _ for refining and refrigeration applications. _ 5 new customers added, _ across the oil & gas and water treatment industries. First supplies of OD-polished tubes completed. _ First export order received for Seamless High Purity Tubes _ marking the start of sales in a new product line. Approval secured from a Middle East refinery for heat-exchanger tube supply. STRATEGIC PARTNERSHIP WITH WSG CO.LTD EXPANDING INTO HIGH-MARGIN MARKETS Our technology partnership with WSG Co. Ltd., South Korea, has progressed from setup to full execution. With machinery now installed and trials underway, REMI is entering the high-purity tube segment for semiconductors, biotech ,life sciences and AI data centers. Building on this momentum, Remi is also planning to add further production lines to scale capacity amid growing demand. Machinery installed and technical collaboration with WSG is live, in record time of only 9 months. Product trials with WSG's technology successfully completed. Trial orders for High Purity Tubes received from domestic and overseas clients. With new investments in machinery, Remi will be a pioneer. It will provide complete solutions across the complete range of High Purity and Ultra High Purity Tubular Applications. FINANCIAL PERFORMANCE — Q1 FY27 ₹ in lakhs Particulars Q1 FY27 Q1 FY26 YOY% FY26 Total Income ₹ in lakhs 3,537.17 Total Income 3,537.17 2,734.74 29.34% 14,291.88 2,734.74 EBITDA 204.40 144.83 41.13% 911.22 +29.34% Profit Before Tax 61.15 27.62 121.40% 372.94 YoY% Profit After Tax 45.14 21.07 114.24% 274.25 Cash PAT 127.87 110.83 15.37% 631.51 Q1 FY26 Q1 FY27 EBITDA PAT CASH PAT ₹ in lakhs ₹ in lakhs ₹ in lakhs 204.40 127.87 45.14 144.83 110.83 21.07 +41.13% +114.24% +15.37% YoY% YoY% YoY% Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 Q1 FY26 Q1 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 c [Showing first 8,000 characters — download PDF for full document]