Presentation for Earnings Call which is scheduled on Friday , August 7 2026 for UFR for quarter ended June 30, 2026

August 6, 2026 To To Sr. General Manager Sr. General Manager Department of Corporate Services Listing Department BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza, C-1, Block G Dalal Street Bandra Kurla Complex Mumbai - 400001 Bandra (E), Mumbai - 400 051 Scrip Code: 544317 Scrip Symbol: TRANSRAILL Sub: Presentation on the Earnings Call for Unaudited Financial Results for the quarter ended June 30, 2026 Ref: Regulation 30 read with Schedule III of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 Dear Sir/Madam, Pursuant to Regulation 30 read with Schedule III of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, as amended from time to time (‘Listing Regulations’), please find enclosed herewith the presentation for the Earnings Call which is scheduled on Friday, August 7, 2026, for Unaudited Financial Results for quarter ended June 30, 2026. You are requested to take the aforementioned on your records. For Transrail Lighting Limited Monica Gandhi Company Secretary and Compliance Officer Encl: As above TRANSRAIL LIGHTING LIMITED Corporate & Registered Office: 501 A, B, C, E, Fortune 2000, Block-G, Bandra Kurla Complex, Bandra East, Mumbai - 400051, Maharashtra, India Tel: +91 22 61979600 | Web: www.transrail.in | CIN: L31506MH2008PLC179012 TRANSRAIL LIGHTING LIMITED Q1 FY27 Investor Presentation Building Scale Creating Value Expanding Globally TRANSRAIL LIGHTING LIMITED | Q1 FY2027 INVESTOR PRESENTATION Disclaimer This presentation is issued by Transrail Lighting Limited (the “Company”) for general information purposes only and does not take into account any specific objectives, financial situations or needs of any particular person. It does not constitute, and should not be construed as, an offer, invitation, or solicitation of any kind to sell or issue, or any invitation to subscribe for, purchase or deal in any securities of the Company in any jurisdiction. Norshall it or any part of it, or the fact of its distribution, form the basis of or be relied upon in connection with any contract or investment decision. This presentation may include statements which may constitute forward-looking statements. All statements that address expectations or projections about the To change future, including, but not limited to, strategy, business development, market position, expenditures and financial results, are forward-looking in nature. These are based on certain assumptions and expectations of future events and are not guarantees of future performance. Actual results may differ materially. The Company does not undertake to update any forward-looking statements that may be made from time to time. This presentation and its contents are confidential and may not be copied, disseminated or distributed, in whole or in part, directly or indirectly, in any jurisdiction where such distribution is unlawful. TRANSRAIL LIGHTING LIMITED | Q1 FY2027 INVESTOR PRESENTATION TRANSRAIL LIGHTING LIMITED | Q1 FY2027 INVESTOR PRESENTATION To change Corporate Overview TRANSRAIL LIGHTING LIMITED | Q1 FY2027 INVESTOR PRESENTATION Transrail at a Glance: A Snapshot of Our Scale BUSINESS VERTICALS To change T&D Substation Civil Construction Railways Poles & Lighting Solar EPC QUALIFIED REACH DELIVERED SCALE EXECUTION CONTROL 4 decades+ 37,300+ 20,500+ of expertise CKM transmission lines constructed Man-months of design & engineering experience 64 countries 231,000+ 5 Footprints across six continents KM of conductors supplied Integrated manufacturing facilities 2,800+ 1.50 Mn+ MT ₹16,035 Cr Employees Towers supplied Unexecuted order book including L1 of Rs.400 Cr TRANSRAIL LIGHTING LIMITED | Q1 FY2027 INVESTOR PRESENTATION Our Strengths: A differentiated T&D platform with scale, manufacturing integration and legacy FOUNDATION EXECUTION CONTROL CAPABILITY OUTCOMES Leadership and operating discipline Integration and technical depth Delivery proof and forward visibility To change 01 03 05 Operational prowess Backward integration Execution track record Consistent delivery through Towers, conductors and poles Established global T&D disciplined operations and manufactured in-house for presence with strong financial management. quality and reliability. implementation capability. 02 Experienced leadership 04 Design & Engineering 06 Order-book visibility excellence More than 2.3 times Organization with deep In-house design, engineering orderbook to revenue ratio. domain expertise. and testing capabilities. TRANSRAIL LIGHTING LIMITED | Q1 FY2027 INVESTOR PRESENTATION Four Decades of Growth: From niche engineering roots to global infrastructure platform 1984 1987 1993 2007 2008 Transrail Engineering Factory for Tower Factory of conductor Company (TEC) started First Direct 400 kV manufacturing in manufacturing First International with first foundation transmission Line Baroda established in Silvassa. Turnkey project work on 132kV line job received To change 2012 2010 2010 2009 First 800 KV HVDC Factory for Pole Tower Testing Unit Factory for line (Champa - Manufacturing at started Deoli manufacturing of Kurukshetra Silvassa tower at Deoli, Wardha. 2017 2018 2022 2024 2025 2026 First 220kV & 400kV Listed on Stock Established Civil Completed First Foray into Solar EPC Tower & Turnkey Substation Exchanges division of Underground Cabling Deoli Plant awarded Conductor Project orders received. Special Appreciation Transrail Project of the 'A Grade' by PGCIL Manufacturing Rly electrification Awards for 765kV TL Company Capacity being Turnkey job received projects from PGCIL doubled TRANSRAIL LIGHTING LIMITED | Q1 FY2027 INVESTOR PRESENTATION Performance Snapshot: Sustained growth over the 5 years Closing Order Book (Rs.Cr.) Revenue (₹ Cr.) 20,000 8,000 6,880 16,313 14,551 15,000 6,000 5,308 9,619 10,100 4,077 10,000 4,000 3,152 5,908 2,350 To change 5,000 2,000 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 EBITDA (₹ Cr.) PAT (₹ Cr.) 1000 500 820 421* 800 676 400 327 600 478 300 233 400 294 200 206 108 200 100 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 * PAT excludes provision made of ₹ 17 Cr in Q3 FY26 towards new labour code TRANSRAIL LIGHTING LIMITED | Q1 FY2027 INVESTOR PRESENTATION Governed by a seasoned and capable board: Professional Governance Driving Strategic Growth Digambar Bagde Sanjay Kumar Verma Randeep Narang Executive Chairman Non-Executive Vice Chairman Managing Director & CEO To change D Suryanarayana Shrikant Chaturvedi I. S. Jha Whole-time Director Non-Executive Director Non-Executive Director Ranjit Jatar Ashish Gupta Vinod Dasari Independent Director Independent Director Independent Director Maj Gen Dr. Dilawar Dr. D S Gangwar, IAS Ravita Punwani Rajeev Jain Singh (Retd.) (Retd.) Independent Director Independent Director Independent Director Independent Director TRANSRAIL LIGHTING LIMITED | Q1 FY2027 INVESTOR PRESENTATION With Expert Management Team Powering the Platform DIGAMBAR BAGDE RANDEEP NARANG Executive Chairman Managing Director & CEO With over 35 years of experience in diversified sectors, he has strong domain He is the Promoter of our Company and a stalwart of the Power T&D industry, with five decades of rich and diverse experience. He holds a expertise in Power T&D including operations in international markets. Mr Narang Bachelor of Science degree in Civil Engineering from the Maharaja holds a Bachelor's degree in Commerce from the University of Delhi and a Sayajirao University of Baroda. After his initial decade of working for a Postgraduate Diploma in Marketing from the Institute of Marketing To change reputed T&D Company, he started Transrail in 1984 and has been at the Management, New Delhi. He has worked with Bharti Airtel Limited in his capacity helm of affairs, steering a journey of 4 decades saw various landmarks. as the Chief Operating Officer (West). He was also associated with CEAT Kelani He is leading the board and [Showing first 8,000 characters — download PDF for full document]