Investor Presentation for the quarter ended June 30, 2026

Dated: August 8, 2025 The Manager, DCS The Manager The Bombay Stock Exchange Ltd. National Stock Exchange of India Ltd. Phiroze jeejeebhoy Towers, Exchange Plaza, C-1, Block G, Dalal Street, Bandra Kurla Complex, Mumbai Bandra (E), Mumbai – 400 051 Ref: Scrip Code: - 530655 Scrip Code: - GOODLUCK Dear Sir/Madam, SUB: Investor Presentation for Q1 FY 2027 Dear Sir, Pursuant to the regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 a copy of the Investor’s Presentation for quarter ended on 30th June 2026, of the Company is being enclosed herewith. This is for your information and doing the needful. Thanking You For Goodluck India Limited (Abhishek Agrawal) Company Secretary M.No. A20983. Encl: as above I N V E S T O R P R E S E N T A T I O N I N D I A L I M I T E D Q1 FY27 W W W . G O O D L U C K I N D I A . C O M KEY BUSINESS HIGHLIGHTS – Q1 FY27 (1/2) (Consolidated) Financial +31% +46% +67% +110 bps +113 bps Performance Revenue EBITDA Net Profit EBITDA Margin Net Profit Margin (YoY) Rs 12,922 Mn Rs 1,397 Mn Rs 672 Mn 10.8% 5.2% Export ~53% YoY ~29% Grew by and contributed of total revenue during the quarter Revenue Sales Achieved 1,22,718 MT sales volume for the quarter, delivering 8.8% growth Volume Capacity Utilisation (annualised), demonstrating operational efficiency, effective Capacity asset utilisation and continued strong demand for across product portfolio Utilisation KEY BUSINESS HIGHLIGHTS – Q1 FY27 (2/2) (Consolidated) Certified by DGQA Goodluck Defence and Aerospace Limited - (Ministry of Defence), for prescribed technical, operational, and quality assurance requirements DGQA and cleared the Visual Examination, Gauging, Dimensional Inspection and Dynamic Certification Test for 155mm M107 Ready-to-Fill Artillery Shells assembled with recovery Plug Defence Rs 2550 Mn + Rs 522 Mn for 155mm shells in Ready-to-Fill condition and Orders impressive order pipeline providing strong visibility for the coming quarters ~14,500 MT Export Secured order for supply of of Transmission Line Structures, valued USD 13.6 Mn Order at from an international entity (Consolidated) QUARTERLY FINANCIAL HIGHLIGHTS Volume (MT) Total Income (Rs Mn) EBITDA (Rs Mn) PAT (Rs Mn) 30.9% +45.8% +67.4% +8.8% 12,922.2 1,396.6 672.2 1,22,718 1,12,741 9,868.5 958.0 401.5 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 EBITDA Margin (%) PAT Margin (%) EPS (Rs) +51.6% +113 bps +110 bps 19.13 10.8 9.7 4.1 12.62 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 (Consolidated & Standalone) QUARTERLY INCOME STATEMENT Consolidated Standalone Particulars (Rs. Mn) Q1’FY27 Q4’FY26 Q1’FY26 YoY% Q1’FY27 Q4’FY26 Q1’FY26 YoY% Income from Operations 12,734.7 10,784.1 9,730.4 30.9 11,922.2 10,517.7 9,730.4 22.5 Other Operating Income 139.6 100.5 102.5 36.2 137.1 96.9 102.5 33.8 Total Income from Operations 12,874.4 10,884.6 9,832.9 30.9 12,059.4 10,614.6 9,832.9 22.6 Other Income 47.8 87.3 35.6 34.4 97.8 134.2 35.4 176.4 Total Income 12,922.2 10,971.9 9,868.5 30.9 12,157.1 10,748.8 9,868.3 23.2 COGS 8,845.6 7,281.3 6,866.5 28.8 8,533.9 7,377.1 6,866.5 24.3 Employee Benefit Expenses 655.2 601.4 432.7 51.4 581.3 552.8 432.7 34.4 Other Expenses 2,024.8 1,870.8 1,611.3 25.7 1,936.6 1,777.0 1,611.3 20.2 Total expenditure 11,525.6 9,753.5 8,910.4 29.3 11,051.9 9,706.9 8,910.4 24.0 EBITDA 1,396.6 1,218.4 958.0 45.8 1,105.3 1,041.9 957.8 15.4 EBITDA Margin (%) 10.8 11.1 9.7 +110 bps 9.1 9.7 9.7 - 61bps Depreciation 209.2 204.0 145.1 44.1 163.7 156.0 145.1 12.8 EBIT 1,187.4 1,014.4 812.9 46.1 941.5 885.9 812.7 15.9 Interest 304.4 247.3 279.5 8.9 280.5 225.1 279.5 0.3 Profit Before Tax 883.1 767.1 533.4 65.6 661.0 660.8 533.2 24.0 Tax 210.9 206.1 131.8 60.0 164.4 175.5 131.8 24.8 Reported Net Profit 672.2 561.0 401.5 67.4 496.6 485.3 401.4 23.7 Net Profit Margin (%) 5.2 5.1 4.1 +113 bps 4.1 4.5 4.1 +2 bps Reported EPS 19.13 16.58 12.62 51.6 14.94 14.86 12.62 18.4 GOODLUCK AT A GLANCE Led by first-generation techpreneur Mr. Mahesh Chandra Garg (an IIT Roorkee alumni) & supported by KEY BUSINESS SEGMENTS three generations of family members – all professionally qualified ENGINEERING STRUCTURES 5,00,000 MTPA total Artillery Shells - 1,50,000 39+ years of industry presence with a demonstrated track record of innovation & engineering & PRECISION FABRICATION capacity Annual Capacity 285,000 MTPA capacity - high- (Under Goodluck Defence margin value-added products & Aerospace Ltd - Subsidiary) 215,000 MTPA - high-volume FORGING products PRODUCTS 7 plants in 2 states 600+ customers (Uttar Pradesh & Gujarat) (Including a (100+ Countries of exports) PRECISION PIPES & defence manufacturing facility under AUTO TUBES the subsidiary) 4000+ employees ISO 9001:2008 certified CR COILS, PIPES & TUBES 1,22,718 MT Rs 12,922 Mn Rs 1,397 Mn Rs 50,948 Mn of sales volume Total Income of EBITDA Market Cap (Q1FY27) (Q1FY27) (Q1FY27) (06.08.2026) ESTABLISHED MANUFACTURER OF PRECISION- ENGINEERED STEEL PRODUCTS FOR HIGH-GROWTH SECTORS Hands-on involvement of the Fast evolving from manufacturing family’s three generations backed steel products to becoming an by robust professional Engineering Solutions provider management across business verticals Strategically focused on High Own R&D set-up with state-of-the- Margin Value Added Products & art NABL (ISO / IEC17025) high-growth sectors like Auto, accredited Quality Testing Lab Solar, Railways & Defence Catering to Marquee Clients across Consistent financial performance the world with margin improvement OUR JOURNEY 1986 1987 1994 1995 1997 Incorporated Pvt. Ltd. First Plant Converted into Public Got publicly listed on Capacity Enhanced to Company Commissioned Ltd. Company stock exchanges 50,000 MTPA 2016 2015 2014 2007 2006 2003 Company changed name to Expanded Engineering structured Commissioned another plant for First plant commissioned for Commissioned First Forging Turnover Crossed Goodluck India Ltd products to high growth sectors ERW/CDW Precision Tubes ERW/CDW Precision Tubes Plant USD 31 Mn like solar & railways 2018 2020 2021 2022 Commissioned Kutchch Plant for Obtained approval from RDSO* for Awarded Lol by L&T for High-Speed Added new machinery - increase ERW Precision Tubes Kutchch Plant – Sikandrabad plant Railway Project -worth over USD 27 capacity of forging single piece to already approved Mn for supply and fabrication of 14,000 Kgs and total capacity per Special bridges & Enhanced annum to 30,000 MT Capacity for Precision Tubes 2026 2025 2024 Inaugurated a dedicated defence Inaugurated a state-of-the-art Incorporated subsidiary, Goodluck manufacturing facility with an hydraulic tubes plant with a 50,000 Defence and Aerospace Ltd to annual capacity of 150,000 artillery MTPA capacity, aimed at replacing strengthen presence in defence shells, under Goodluck Defence & imported seamless tubes. sector exclusively Aerospace Ltd HANDS-ON MANAGEMENT TEAM MAHESH CHANDRA GARG RAMESH CHANDRA GARG NITIN GARG RAM AGARWAL CHAIRPERSON WHOLE TIME DIRECTOR WHOLE TIME DIRECTOR CHIEF EXECUTIVE OFFICER • Graduated in 1967 from the prestigious - • Engineer in the field of mining from highly • Qualified Engineer and M.B.A. from • Qualified Engineer and completed his IIT, Roorkee acclaimed ISM – Dhanbad Narsee Monjee Institute of Management graduation in 1990 • 5+ decades of experience across the • Fine experience in the Coal industry • Worked with Yamaha Motors and Honda • 33 years experience in steel industries world Motors • Possesses more than five decades of • Handled CR, Structure projects and • A visionary with exceptional experience • Looking after the production process Maintains equivalent exposure in the management skills field of sales and marketing • Great motivator and an excellent team leader HANDS-ON MANAGEMENT TEAM MANISH GARG SHYAM AGARWAL SANJAY BANSAL ABHISHEK AGRAWAL CHIEF OPERATING OFFICER CHIEF OPERATING OFFICER CHIEF FINANCIAL OFFICER COMPANY SECRETARY • Qualified Engineer from Indian Institute • Qualified Engineer • Qua [Showing first 8,000 characters — download PDF for full document]