BSECompany Update6 Aug 2026 · 6 Aug 2026, 10:03 am

Presentation to be made at the 63rd Annual General Meeting of TRF Limited.

TRF Ltd-$ · 505854

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TRF Ltd presented its annual general meeting presentation, highlighting its safety performance, financial highlights, and future growth plans, including strategic integration with Tata Steel and leveraging group synergy for sustainable growth.

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Earnings Impact5/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact8/10
Market Sentiment5/10

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TRF Ltd-$ - 505854 - Announcement under Regulation 30 (LODR)-Investor Presentation

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T RF LI MIT ED August 6, 2026 The Secretary, Listing Department The Manager, Listing Department BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, 5th Floor, Plot No. C/1, Dalal Street, G Block, Bandra-Kurla Complex, Bandra (E), Mumbai - 400 001. Mumbai - 400 051. Maharashtra, India. Maharashtra, India. Scrip Code: 505854 Symbol: TRF Dear Madam, Sirs, Sub: Presentation to be made at the 63rd Annual General Meeting of TRF Limited Please find enclosed herewith the presentation to be made to the Investors at the 63rd Annual General Meeting of TRF Limited scheduled to be held today, i.e. August 6, 2026, at 11:30 a.m. (IST) over video conferencing/ other audio-visual means. This presentation is being submitted in compliance with Regulation 30 read with Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, as amended. This is for your information and records. Thanking you. Yours faithfully, TRF Limited Avishek Ghosh Company Secretary and Compliance Officer Encl.: As above 11 Station Road Burmamines Jamshedpur 831 007 INDIA Tel +91 657 2345727 FAX +91 657 2345718 e mail: comp_sec@trf.co.in www trf.co.in CIN L74210JH1962PLC000700 Annual General Meeting 2026 Presentation to Shareholders August 6, 2026 Safe Harbour Statement Statements in this presentation describing the Company’s performance may be “forward looking statements” within the meaning of applicable securities laws and regulations. Actual results may differ materially from those directly or indirectly expressed, inferred or implied. Important factors that could make a difference to the Company’s operations include, among others, economic conditions affecting demand/supply and price conditions in the domestic and overseas markets in which the Company operates, changes in or due to the environment, Government regulations, laws, statutes, judicial pronouncements and/or other incidental factors TRF Limited, Jamshedpur Works, India Committed towards excellence in Safety.. Sustained Safety performance maintaining Zero Fatality and no serious reportable accident. As an ongoing measure, reinforcing human and equipment safety protocols & safeguards, enhanced communication and special focus on working at height, material handling, fire safety and road safety. Safety Audits KPIs FY’24 FY’25 FY’26 FATALITY 0 0 0 Tools Box Comprehensive Talks & MASS LTI 0 1 1 Training Meeting ROAD ACCIDENT 11 8 6 100% - Contractors 100 % - Work 100 % - Statutory Safety Management Permit System Compliance System FIRST AID CASES 10 4 2 Our Focus Areas Prevent Prepare Participate Protect 3 TRF faced several challenges over the last decade Revenue PAT Order ValuRe s . Cr Rs. Cr 547 553 ₹ 324 7Crores 354 -10 177 -87 127 135 -106 -133 -146 FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY 25 FY 26 FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY 25 FY 26 Key Financial Highlights: Stabilizing performance Amount in Rs. Cr Operating income has remained broadly consistent, supported by disciplined execution. Revenue EBITDA 160 55 44 25 25 24 FY2024 FY2025 FY2026 FY2024 FY2025 FY2026 PAT Retained earnings FY2024 FY2025 FY2026 27 -514 -517 -545 17 1 * Dividend declaration remains constrained 10 by the Company's negative retained 1 earnings balance. FY2024 FY2025 FY2026 Operating Income One-time items Re-aligned for Efficiency, Positioned to Grow SAFETY & ENVIRONMENT BUSINESS CARBON INTENSITY ● Re-initiated product & spares business [OEM] 0.91 tco2/tonne ● Training: ~4,200 Man-hours TREE ● Facility added: Safety learning & ● Delivering trusted material handling solutions to the PLANTATION development center New 15 Nos. industries that power India's industrial and infrastructure growth. ● Campaigns: Working at Height, Road, CYBER SECURITY Fire Safety, etc. SPEND ● Closure of Loss-making contracts. ~ Rs. 22 Lakhs MODERNIZATION HUMAN RESOURCE ● Gender diversity: ~15 % ● Capex spent: ~ Rs. 8 Crores ● Skill development: 9,400 Man-hours training ● New installations: 3 machines (idler's production) 9,400 ● Wellness development: 12 out of 16-point scale ● Refurbishment: 6 critical machines (performance ● Social volunteering: 6,700 Man-hours restoration) ● Contract employee statutory compliance: 100% ● Roof & side wall sheeting: Completed 20,000+ Sq meter ● Productivity: ~6 ton per employee per year ● Civil structure: Re-enforced across the plant and offices Zero Harm Strong Business People Driving Investing Today, Our Priority Foundation Performance Building Tomorrow From Stability to Sustainable Growth: FY’27 and beyond TATA STEEL TATA GROUP COMPANIES OTHER COMPANIES Focused on chosen companies Building tomorrow with TATA Steel Leveraging group synergy for sustainable growth ➢ Strategic integration within Tata ➢ Leverages TRF’s core OEM ➢ OEM-led growth strategy Steel ecosystem capabilities to deliver leveraging proprietary offerings. standardized, high-quality ➢ Tailored solutions specific to solutions aligned with TATA ➢ Embedding execution learnings TATA Steel plant conditions and benchmarks. with strengthened risk controls. expansion needs ➢ Lower counterparty risk with ➢ Strong order pipeline & execution trusted ecosystem. support ➢ Enables cash flow stability and operational continuity Transforming Lives, Strengthening Communities 6,726 Volunteering Hours Highest in Small-Scale Industries | TATA Sustainability Group Recognition FY’25 Blood Donation Drive 400+ Units of Blood Collected Supporting critical healthcare needs and emergency Free Eye Care Camps medical services, helping save countless lives across the community. 150+ Individuals Benefited Promoting preventive healthcare through free eye check-ups and early detection initiatives, enhancing Akshar School Initiative community well-being. 80 Underprivileged Children Educated Empowering future changemakers by providing quality education, nurturing aspirations, and creating pathways to a brighter future. THANK YOU TRF LIMITED Registered Office and Works 11, Station Road, Burmamines, Jamshedpur – 831007,Jharkhand, India Phone no: +91-657-2345727, Fax: (0657) 2345715 Email: comp_sec@trf.co.in www.trf.co.in