Analysts/Institutional Investor Meet/Con. Call Updates

August 03, 2026 To, To, Corporate Relations Department Corporate Relations Department BSE Limited National Stock Exchange of India Ltd. 2nd Floor, P.J. Towers, Exchange Plaza, Plot No. C/1, G-Block, Dalal Street, Bandra Kurla Complex, Bandra (E), Mumbai – 400001 Mumbai – 400051. SCRIP CODE: 543288 SYMBOL: DEEPINDS Sub: Regulation 30 of SEBI (Listing Obligation and Disclosure Requirements) Regulation, 2015- Transcript of Earnings Call Respected Sir/ Ma’am, Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the transcript of audio call recording of the Company’s Earning Call held to discuss the Un-audited Financial Results (standalone and consolidated) for the Quarter ended on 30th June, 2026. The Transcript will also be made available on the Company’s website at https://www.deepindustries.com/call-transcript.html. Thanking you, For, Deep Industries Limited Rohan Vasantkumar Shah Whole-time Director & Chief Financial Officer DIN: 09154526 Encl: a/a “Deep Industries Limited Q1 FY27 Earnings Conference Call” July 29, 2026 MANAGEMENT: MR. PARAS SAVLA – CHAIRMAN AND MANAGING DIRECTOR – DEEP INDUSTRIES LIMITED MR. ROHAN SHAH – DIRECTOR FINANCE AND CHIEF FINANCIAL OFFICER – DEEP INDUSTRIES LIMITED MODERATOR: MR. SIDDHARTH RATH – INCRED EQUITIES Page 1 of 20 Deep Industries Limited July 29, 2026 Moderator: Ladies and gentlemen, good day, and welcome to Deep Industries Q1 FY27 Earnings Conference Call. 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 this conference call, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Siddharth Rath from InCred Equities. Thank you, and over to you, sir. Siddharth Rath: Yes. Thank you, and good morning, everyone. Thanks for joining us today for Q1 FY27 Earnings Call of Deep Industries Limited. On behalf of the InCred Equities, I would like to thank the management for giving us the opportunity to host the call. Today, we have with us Mr. Paras Savla, Chairman and Managing Director; and Mr. Rohan Shah, Director of Finance and CFO. Now, I would like to hand over the call to the management for the opening remarks, and then, we can open the call for a Q&A. Thank you, and over to you, sir. Paras Savla: Good morning, everyone. It gives me immense pleasure to speak to you all today as we present our first quarter performance for the financial year 2027. We sincerely appreciate your continued interest and confidence in Deep Industries. I trust you have had the opportunity to review our financial results, press release and investor presentation, which have been made available on the company website and stock exchanges. I'm joined today by our -- with our Director, Finance and CFO, Mr. Rohan Shah, who will take you through the financial performance for the quarter ended 30th June 2026 in detail after my remarks. So let me briefly take you through the India's macroeconomic environment and the evolving dynamics of the energy sector. The global energy landscape is undergoing a pivotal shift. While the acute high tension crisis management of early 2026 triggered by the sharp closure of the Strait of Hormus has begun to settle into a structural rebalancing of supply chain, the underlying gravity of the situation remains. With the Strait still operating under restricted capacity, lingering geopolitical friction and operational bottlenecks continue to keep global markets on edge even as supply networks gradually adapt to the new realities. Driven primarily by Asian economy, global oil demand is projected to rebound sharply through FY 2027. However, the overarching theme across boardrooms is clear, energy security over short-term expediency. To achieve long-term security, natural gas is firmly taking -- as the critical bridge fuel. Emerging markets across Asia, led aggressively by India and China, are accelerating LNG regasification infrastructure investments to insulate domestic manufacturing from crude markets. I'll give an idea about the domestic landscape. So here in India, the regulatory policy backdrop has shifted dramatically in favour of domestic exploration and production that is E&P players. Page 2 of 20 Deep Industries Limited July 29, 2026 The government strategy has undergone a fundamental transformation, pivoting from a revenue-sharing mindset to an aggressive exploration first agenda. This policy overhaul aims to reverse a decade-long decline in domestic crude oil production, which fell from 28.4 MMT in '24-'25 and dramatically slashed our national import dependency. Upstream discovery is only half the battle, bringing molecules to market efficiently is what yield cash flows. Through the implementation of the unified pipeline tariff, a manufacturing unit in a remote district space, the exact same gas transportation tariff as one located next to an import terminal. This creates a truly democratic steady national market for every standard cubic meter of gas we produce. Guided by the vision of Honourable Prime Minister Shri. Narendra Modiji for an Atmanirbhar Bharat, India is actively positioning itself to attract capital into its E&P sector, part of the broader USD500 billion energy infrastructure opportunity by 2030. The Ministry of Petroleum and Natural Gas is drawing up INR80,000 crores incentive package under the National Deepwater Exploration Mission termed as Samudra Manthan. The mission aims to derisk high-stakes offshore oil and gas exploration and attract global energy majors to India's deepwater basins. Government to bear up 50% of the cost of drilling exploratory wells. India imports over 85% of its crude oil requirements. Boosting domestic offshore production is key to insulating the economy from global energy volatility and supply chain disruptions. As a leader covering over 70% of the post-exploration services value chain, spanning gas compression, gas dehydration, gas processing facilities, workover rigs, drilling rig services, integrated project management and production enhancement contract and offshore support, these macro shifts and policy overhauls act as direct structural tailwinds for our core business. I'll just take you through our business verticals. Basically, we are active into 4 business verticals. The first one is gas processing. Charter Hire of entire natural gas processing A gas processing facility is a specialized industrial plant designed to receive raw natural gas from wells and process it into marketable products suitable for distribution and use. This is a value- added services by Deep and a unique proposition by Deep wherein, we have converted EPC projects into Charter Hire model. Deep Industries Limited has started providing design, supply, installation, commissioning and regular operation and maintenance of production system to receive, process and deliver hydrocarbons at custody transfer points, which are produced from the wells. The development of facility signifies the continuous efforts of the company to offer various value-added services to the client as a key player in oil and gas industry. It started with one such plant of Cairn site in Jaya and then has been adding a few more of such facilities with ONGC. Page 3 of 20 Deep Industries Limited July 29, 2026 With gas compression, this is the first services that the company has started with in 1996. Natural gas compression refers to the process of increasing the pressure of natural gas to make it usable for different end uses. Various type of compressors are used in natural gas compression, including reciprocating compressors, centrifugal compressors and screw compressors. These compressors are designed to handle different volumes and pressures of natural gas based on specific operational [Showing first 8,000 characters — download PDF for full document]