Analysts/Institutional Investor Meet/Con. Call Updates

August 08, 2026 National Stock Exchange of India Ltd. BSE Limited Symbol: UNIMECH Scrip Code: 544322 Subject: Transcript of Earnings Conference call Dear Sir/Ma’am, Pursuant to Regulation 30 read with Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed the transcript of the Earnings Conference call conducted on August 04, 2026, at 11:00 A.M. (IST), post announcement of Financial Results for the quarter ended June 30, 2026. The transcript of the Earnings Conference call is also available on the Company’s website at https://www.unimechaerospace.com/earnings-call. Thanking You, Yours Faithfully, For Unimech Aerospace and Manufacturing Limited Rashmi Gupta Company Secretary & Compliance Officer M. No: A25382 Encl: As above “Unimech Aerospace and Manufacturing Limited Q1 and FY '27 Earnings Conference Call” August 04, 2026 MANAGEMENT: MR. ANIL KUMAR PUTTAN – CHAIRMAN AND MANAGING DIRECTOR MR. RAMAKRISHNA KAMOJHALA – WHOLE-TIME DIRECTOR AND CHIEF FINANCIAL OFFICER MR. RAJANIKANTH BALARAMAN – WHOLE-TIME DIRECTOR MR. MANI PUTTAN – WHOLE-TIME DIRECTOR MR. PREETHAM S. V. – WHOLE-TIME DIRECTOR MR. AAKASH JAISWAL – AGM, INVESTOR RELATIONS MODERATOR: MR. MANISH VALECHA – ANAND RATHI SHARES & STOCK BROKERS LIMITED Page 1 of 17 Unimech Aerospace and Manufacturing Limited August 04, 2026 Moderator: Ladies and gentlemen, good day and welcome to Q1 and FY '27 Earnings Conference Call of Unimech Aerospace and Manufacturing Limited, hosted by Anand Rathi Share and Stock Brokers Limited. This conference call may contain forward-looking statement about the company which are based on the beliefs, opinions, and expectation of the company as on date of this call. These statement are not the guarantee of future performance and involve risk and uncertainties that are difficult to predict. As a reminder, all participant line will be in the listen-only mode and there will be an opportunity for you to ask question after the presentation concludes. Should you need assistant during the 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. Manish Valecha from Anand Rathi. Thank you and over to you, Manish. Manish Valecha: Thank you. Good morning, everyone. We welcome you all to the Q1 FY '27 earnings conference call for Unimech Aerospace and Manufacturing Limited. From the management team today, we have with us Mr. Anil Kumar Puttan, Chairman and Managing Director, Mr. Rajnikant Balaraman, Whole-Time Director, Mr. Ramkrishna Kamojhala, Whole-time Director and CFO, Mr. Mani Puthan, Whole-Time Director, Mr. Preetham S. V., Whole-Time Director, and Mr. Aakash Jaiswal, AGM Investor Relations. I would now like to hand over the call to Anil for his opening comments. Over to you, Anil. Anil Kumar Puttan: Thank you, Manish. Good morning, everyone, and a warm welcome to Unimech Aerospace and Manufacturing Limited's Q1 FY '27 earnings call. I am pleased to share that Q1 FY '27 marks an encouraging start to the new financial year and represents an important milestone for Unimech as we report our first quarter of consolidated performance following the acquisition of Hobel Bellows. Revenue for Q1 FY '27 stood at approximately INR108 crores, representing a growth of 71% year-on-year. During the previous earnings call, we indicated that improvement witnessed in Q4 FY '26 should support a stronger Q1. The quarter has progressed in line with that direction. This momentum is being driven by strong customer procurement behaviour, sustained demand across our core business, and the early benefits of the strategic investments we have made in the past quarters, which are now beginning to translate into tangible business opportunities and customer engagements. On tariffs, as we have indicated, free trade warehousing zone has strengthened our ability to mitigate tariff-related disruptions and provide customers with greater flexibility in managing delivery schedules. However, we remain watchful on any further developments. More importantly, we continue to see encouraging developments across the aerospace and precision engineering industries, positioning Unimech as a direct beneficiary of these long-term trends. The recent announcement of the additional leap engine demand by an Indian airline further reinforces our confidence in the long-term growth prospects of the aerospace tooling and MRO Page 2 of 17 Unimech Aerospace and Manufacturing Limited August 04, 2026 markets. Additionally, global OEMs are increasingly shifting and expanding their manufacturing outsourcing to the Indian manufacturing ecosystem, resulting in robust pipeline of business opportunities. We believe Unimech is well-positioned to benefit from these structural industry trends. I would now like to touch upon some significant developments during this quarter. The tooling business delivered healthy performance during the quarter based on customer schedules currently available to us. Demand visibility remains constructive for the next quarter. Our precision business is also seeing encouraging traction. A key milestone during the quarter was the signing of long-term supply agreement with FACC Austria, a leading aerospace Tier-1 supplier. The agreement carries an initial value of USD7.5 million over a five-year period with opportunities for scope expansion over time. More importantly, beyond the contract value, this agreement is strategically significant as it marks our entry to the recurring aerospace component supplies under a long-term program. It reflects that our investments in capability, qualifications, and customer engagements are now translating into multi-year commercial opportunities. We are also progressing qualification programs and commercial discussions with several other airframe Tier-1 manufacturers and engine Tier-1 for supply for similar long-term supply agreements. Discussions with one leading engine Tier-1 are at an advanced stage and we look forward to making further announcements as these engagements are finalized. Our consolidated order book, including Hobel Bellows, stood at approximately INR280 crores as of 30th June, marginally lower than the level indicated with the previously consolidated order book, including Hobel. This reduction primarily reflects the strength of execution during the quarter and customer pull- ins driven by a robust demand in their end markets. Order inflows remain constructive and we expect the order book to continue building as our tooling and precision component opportunities convert into commercial orders. We completed 165 FAIs during the quarter and initiated engagement with the 6 additional prospective customers. These programs remain at different stages of technical evaluation, qualification, and commercial discussion. While not all qualifications will necessarily convert into production orders, the level of activity meaningfully expands our potential customer and program pipeline. During the year, we are targeting to meaningfully increase our qualification rates over the previous year. These initiatives continue to strengthen our strategy of transforming Unimech into integrated precision manufacturing platform, expanding our capabilities beyond aerospace tooling while steadily increasing the share of recurring precision components and flying parts in our business. In the energy sector, our cumulative nuclear order wins now stand at approximately INR87 crores with execution planned during the second half of the financial year. More opportunities are visible in the segment as energy manufacturing infrastructure happens to be more invested. We will continue to update you as on this front. Page 3 of 17 Unimech Aerospace and Manufacturing Limited August 04, 2026 The integration of Hobel Bellows has progressed very well. Customer interactions have been encouraging and we are actively exploring oppo [Showing first 8,000 characters — download PDF for full document]