Carraro India Limited has informed the exchange about investor presentation.

06th August, 2026 The Manager, The Manager, BSE Limited, National Stock Exchange of India Limited, Phiroze Jeejeebhoy Towers, Exchange Plaza, Bandra-Kurla Complex, Dalal Street, Bandra (E), Mumbai - 400 001 Mumbai - 400 051 BSE Scrip Code: 544320 NSE Symbol: CARRARO Sub.: Investor presentation on the unaudited financial results for the quarter ended 30th June, 2026. Ref.: Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“Listing Regulations”). Dear Sir/Madam, Pursuant to above referred Listing Regulations, please find enclosed, a copy of the Investor Presentation on the unaudited financial results for the quarter ended 30th June, 2026. This Investor Presentation may also be accessed on the website of the Company at https://www.carraroindia.com/investors/investor-information/investor-presentation. You are requested to take this intimation on record. Thanking you, Yours faithfully, For Carraro India Limited Mr. Mohith Kumar Khandelwal Company Secretary and Compliance Officer Membership No.: F11243 Encl.: As above. Carraro India Limited Investor Presentation August 2026 Safe harbour This presentation and the accompanying slides (the “Presentation”), which have been prepared by Carraro India Limited (the “Company”), have been prepared 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 contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means ofa statutory offeringdocument containing detailed informationabout the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain forward-looking the information that you may consider material. Any liability in respect of the contents of,or any omissionfrom,this Presentation is expressly excluded. This presentation contains certain forward-looking statements concerning the Company’s future business prospects and business profitability, which are subject to a number of risks and uncertainties and the actual results could materially differ from those in such forward-looking statements. The risks and uncertainties relating to these statements include, but are not limited to, risks and uncertainties regarding fluctuations in earnings, our ability to manage growth, competition (both domestic and international), economic growth in India and abroad, ability to attract and retain highly skilled professionals, time and cost over runs on contracts, our ability to manage government policies and actions regulations, interest and other fiscal costs generally prevailing in the economy. The Company does not undertake to make any announcement in case any of these forward-looking statements become materially incorrect in future or update any forward-lookingstatements made from time to time by or on behalf of the Company. Q1 FY27 Highlights Management Commentary Commenting on the performance Dr. Balaji Gopalan, Managing Director said: “Carraro India reported a resilient start to the financial year. Q1 FY27 Revenue from operations increased by 10% year-on-year to INR 5,447 million, supported by sustained momentuminthedomesticbusiness.Domesticrevenuegrewby~26%year-on-year,drivenbyrobustdemandfor4WDaxlesintheagriculturalvehiclesegment,despiteuncertainty surroundingthemonsoonoutlook.Exportrevenuedeclinedby~14%year-on-yearduetogeopoliticaldisruptionsandunevendemandacrossglobalmarkets. Profitability improved in absolute terms, with EBITDA rising by ~6% and PAT by ~8% year-on-year. EBITDA Margins were affected by higher energy and raw-material costs arising from geopolitical disruption, along with labour availability constraints. However, disciplined cost management and execution efficiencies helped contain the impact and sustain earningsgrowth. The domestic agriculture business continues to benefit from the GST reforms, accelerating the shift towards 4WD tractors, with demand for our axles growing in line with expectations.Weareaccordinglyexpandingcapacitytosupportanticipateddemand. In the construction-equipment segment, the export programme for TBH axles continues to progress as planned. We are also expanding our domestic TBH presence through new projectswithIndianOEMsandtheIndianoperationsofglobalOEMs.Carraro’sBHLsalestoIndianOEMscontinuedtooutperformthebroadermarket. Ourengineering-servicesbusinessgainedfurthermomentumduringthequarter.TheMontraElectricprojectisprogressingwell,whileassignmentsworth~INR33millionthatwere under discussion at quarter-end have since been received. These developments reflect growing customer confidence in our engineering capabilities and technology solutions. Discussionswithanotherprospectivecustomerarealsoprogressing,supportingfurthergrowthinthisbusiness. Our higher-HP transmission programmes reached an important milestone, with series production for a Turkish customer beginning in Q1 FY27. The programme for an Indian customerisadvancingasscheduled,withstartofproductiontargetedbyFY28. The gears business remained subdued during the quarter. However, focused initiatives are underway to strengthen the portfolio and support a gradual recovery over the coming quarters. We alsomade progressonourmanufacturingandcapacity-enhancementroadmap.Constructionofthe new paint-shopbuildingcommencedduringthe quarter, while aside-drive sub-assemblylineandabacklashmachinewerecommissionedtoenhancePortalaxlecapacityandexpanddifferential-supportcomponentsusedin4WDaxleproduction. Global market conditions remain uncertain due to geopolitical developments and mixed demand trends. Nevertheless, strong domestic momentum, recovering supply chains, the ramp-upofnew programmes andongoingcapacityadditionspositionus wellforthe yearahead.We remainfocusedondeliveringpositivegrowthinFY27.Bettercost absorption, improvedoperatingefficiencies,higherutilisationlevelsandcontinuedcostdisciplineareexpectedtosupportmarginimprovementasweworktowardsourmedium-termrevenue andprofitabilityobjectives.” Key Highlights Key highlights for quarter ended June 2026 Tele-boomHandler(TBH):ConstructionEquipment: • The ramp-up of the new range of TBH axles for a major international OEM continued during DomesticAG4WDaxle&Gearsbusinessupdate: the period under review, with healthy traction and strong visibility for sustained growth, • The GST reduction has narrowed the price gap by bringing post-GST 4WD tractor prices close to whileexportprogrammesprogressedasplanned. pre-GST 2WD levels, accelerating the shift towards 4WD models. Consequently, domestic 4WD • New Projects with a domestic customer (Global and Indian) for the TBH family of axles, are axle demand continues to grow as anticipated, with CIL ramping up capacity to support future progressing well and remain on track, as the Company continues to expand its TBH business demand. andstrengthenitspresenceinthedomesticmarket. • During Q1FY27, the gears business remained subdued. However, efforts are underway to strengthen the business, which is expected to support a gradual improvement over the coming BackhoeLoader(BHL)transmission&axles: quarters. • OverallBHLsalesbyIndianOEMs,comprisingdomesticsalesandexports,grewby~14%year- • In the gears business, secured a business nomination from a major OEM for bull gears, valued at on-yearduringthequarter. approximately ~INR 150 million p.a. effective FY28. The company is also working with two new • Duringthesameperiod,Carraro’ssalesofdrivelinestoIndianOEMsincreasedby~18%year- customers/projects. on-year,outperformingthebroadermarket. Engineeringservicesbusiness: Agrihigh [Showing first 8,000 characters — download PDF for full document]