Updates

1ei rlos1ear Industries 06 August 2026 BSE Limited National Stock Exchange of India Limited The Manager The Manager Corporate Relationship Department Listing Department 1st Floor, P. J. Towers, Exchange Plaza, C -1, Block G, Dalal Street, Fort, Bandra-Kurla Complex, Bandra (E), Mumbai 400 001. Mumbai 400 051. BSE Scrip Code: 500243 NSE Scrip Code: KIRLOSIND Sir / Madam, Subject: Updates of material subsidiary We wish to inform you that Kirloskar Ferrous Industries Limited (KFIL), a listed material subsidiary of the Company, has intimated to the stock exchange, where the shares of KFIL are listed, an intimation under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, (the Listing Regulations), a copy of the intimation (which is self-explanatory) filed with the stock exchanges by KFIL is enclosed for your ready reference. You are requested to take the same on your record. Thanking you. For Kirloskar Industries Limited Ashwini Mali Company Secretary Encl: a/a Kirloskar Industries Limited A Kirloskar Group Company Regd. Office: One Avante, Level 14, Karve Road, Kothrud, Pune 411 038 Tel: 020-69065007 Email: investorrelations@kirloskar.com | Website: www.kirloskarindustries.com CIN: L70100PN1978PLC088972 1e; r10s1ear Ferrous Ref No. 3355/26 5 August2026 The Department of Corporate Services BSE Limited P. J. Towers, Dalal Street, Fort, Mumbai 400001 (Scrip code :500245) Dear Sir/ Madam, Subject :Presentation for the conference call Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 and in continuation of earlier communication vide letterNo. 3348/26 dated 3 August 2026; this is to inform that the presentation to be discussed at the conference call has been enclosed herewith and also uploaded at the website of the Company viz. www.kirloskarferrous.com You are requested to take the same on record. Thanking you, Yours faithfully, For Kirloskar Ferrous Industries Limited Mayuresh Digitally signed by Vinayak Mayuresh Vinayak Gharpure Date: 2026.08.05 23:00:05 Gharpure +05'30' Mayuresh Gharpure Company Secretary Encl : a/a Kirloskar Ferrous IndustriesLimited A Kirloskar Group Company Registered Office: 'One Avante', Level 5, Karve Road, Kothrud, Pune 411038, Maharashtra Telephone : +91 (20) 69065040 Email : kfilinvestor@kirloskar.com Website: www.kirloskarferrous.com CIN: L27101PN1991PLC063223 1<Jrlos1<ar Fro Strength Ferrous to Va ue Presentation for Q1 FY 27 Investors Call 6th August 2026 M/\DE IN KIRLOSK/\R , 1elrlos1<ar DDisclaimer Ferrous This presentation has been prepared solely for use at the investor/analyst presentation. By attending the meeting where this presentation is made,orbyreadingthepresentationslides,youagreetobeboundbythefollowing limitations: Statements in this presentation, particularly those which relate to management’s views and analysis, describing the Company’s objectives, projections, estimates and expectations may constitute “forward looking statements” within the meaning of applicable laws and regulations. Actualresults may differ materially from those anticipated inthe forward-looking statements. The companyassumes no obligation to update forward-lookingstatementstoreflectactualresults,changedassumptionsorotherfactors. Previous year’s numbersin the presentationare restated post the merger of Oliver Engineering Private Limited and AdiccaEnergy Solutions Private Limited with the Company. Mark 'Kirloskar' used in any form as prefix or suffix and mark; are owned by Kirloskar Proprietary Limited and Kirloskar Ferrous Industries Limited is the permitted user. 1elrlos1<ar Integrated Iron & Steel Ferrous KIRLOSKAR Pig Iron | Castings | Steel | Tubes FERROUS INDUSTRIES LTD. (₹ Cr) 1,772 216 134 Quarter End Financial Highlights- Standalone Q1 Revenue (4% Up YoY) Q1 EBITDA (1% down YoY) Q1 PBT (6% Up YoY) NSE: KIRLFER | BSE: 500245 1elrlos1<ar Ferrous Macro Environment & Business Context Sector tailwinds across KFIL's key end-user industries I 1elrlos1<ar Macro Tailwinds — Key Sectors Ferrous Demand environment across KFIL's primary end-user industries Market Demand RInepuft: CIonmtmeordnitaiels Market Report, Q1 FY27 • Domestic demand remained strong, led by government infrastructure • Steel:Domestic demand remained robust, with consumption spending, while exports stayed mixed. outpacing production, supported by infrastructure and • Tractors:Healthy demand driven by mechanization, rural manufacturing. infrastructure, and replacement demand. • Commercial Vehicles:Growth supported by infrastructure, • Iron Ore:Global prices softened, while domestic production remained strong. mining, and fleet replacement. • Industrial :DG set demand remained strong, while industrial • Coking Coal:Prices stayed firm due to supply constraints, with engines were impacted by delayed capex. import dependence continuing to pressure costs. • Off-Highway:Construction demand softened, while mining remained resilient. • Policy:Government infrastructure spending and supportive policies • Bearings & Industrial Machinery:Supported by the massive 26% YoY continued to drive manufacturing demand. growth in passenger vehicles and robust commercial vehicle production, demand for precision bearings and industrial machinery • Ongoing geo-political uncertainties may continue to put pressure remains on a strong upward trajectory. across all the input commodities including power, fuel and logistics • Alloy Steel Market:The alloy steel segment saw significant expansion. costs. Consumption surged 25.6% YoY to 3.0 million tonnes in Q1 FY27, driven by high demand from the precision engineering and automotive sectors. Outlook:Demand is expected to remain healthy, supported by infrastructure spending, rural recovery, and improving industrial activity. Sources:MarkLinesIndia Sales Report; The Hindu–June Auto Retail Sales; TractorGyan–Retail Tractor Sales (Q1 FY27); The Economic Times–Steel Consumption; Megaproject – India Steel Production (Q1 FY27); BigMint–Global Steel & Raw Material Prices; Procurement Resource –Coking Coal Price Trends. 1elrlos1<ar Ferrous Financial and Operational Highlights Standalone & Consolidated —Q1 FY27 1elrlos1<ar Standalone Ferrous All amounts in INR Crores. Quarter ended Particulars 30th June 2026 31st March 2026 30th June 2025 Unaudited Audited Unaudited Revenue from Operations 1,771.5 1,817.2 1,698.1 Other Income 17.4 44.4 8.5 Total income (1+2) 1,788.9 1,861.5 1,706.5 Expenses (a) Cost of Materials consumed 1,005.1 979.9 957.7 (b) Purchase of stock-in-trade - - 4.3 (c) Changes in inventories of finished goods, Stock-in -Trade and (53.2) 56.9 32.3 work-in-progress (d) Employee benefits expense 98.9 90.9 87.1 (e) Finance costs 29.5 29.9 34.0 (f) Depreciation and amortisation 69.3 69.2 64.1 (g) Other expenses 505.0 464.8 399.9 Total Expenses 1,654.5 1,691.7 1,579.3 Profit Before tax (before exceptional items) 134.4 169.9 127.2 Exceptional Items 29.3 - - Profit Before tax (After exceptional items) 105.09 169.87 127.22 Profit After tax 82.3 125.7 235.5 EBITDA (excluding other income & before exceptional items) 215.7 224.6 216.9 I 1elrlos1<ar 5-Quarter Trend — Standalone Ferrous Revenue (₹ Cr) | EBITDA % | PAT (₹ Cr) I Finance (₹ Cr)I Material Costs % I Power Costs % Revenue EBITDA Margin % PAT 235.5 1,817.2 12.8% 12.2% 12.4% 12.2% 1,771.5 1,755.3 11.5% 1,698.1 I125.7 1,618.2 I88.5 I82.3 I55.0 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q1 FY26* Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Finance Costs Material Costs % of Revenue Power Costs % of Revenue 58.6% 34.0 9.3% 57.1% 8.7% 8.4% 32.6 7.7% I 55.2% 55.4% 6.2% 29.9 53.7% I 29.5 28.8 I Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 *Recognition of deferred Tax on unabsorbed depreciation and carry forward losses arising from Oliver and AdiccaMerger. 8 I 1elrlos1<ar Sales Volume & Realisations — Standalone Fe [Showing first 8,000 characters — download PDF for full document]