Transcript of the Earnings Call held on August 4, 2026 for the quarter ended June 30, 2026.

JAIN RESOURCE RECYCLING LIMITED (Formerly Known as Jain Resource Recycling Private Limited) Date: August 8, 2026 JRRL/2026-27/0052 National Stock Exchange of India Limited BSE Limited Exchange Plaza, C-1, Block G Phiroze Jeejeebhoy Towers Bandra Kurla Complex Dalal Street, Mumbai – 400 001 Bandra (E), Mumbai – 400 051 SYMBOL: JAINREC SCRIP CODE: 544537 Dear Sir/Madam, Subject: Transcript of Earnings Call held on August 4, 2026 Ref: Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“Listing Regulations”) Dear Sir/Madam, In furtherance to our letter dated July 28, 2026 and pursuant to Regulation 30 and other applicable provisions of the Listing Regulations, please find enclosed herewith the transcript of the Earnings Conference Call held on August 4, 2026, in respect of the Un-audited Financial Results of the Company for the quarter ended June 30, 2026. The transcript can also be accessed on the Company’s website at the following link: https: jainmetalgroup.com/results-announcements.php Kindly take the above information on record. Yours faithfully, For JAIN RESOURCE RECYCLING LIMITED ARAVINDKUMAR V COMPANY SECRETARY AND COMPLIANCE OFFICER Registered Office: THE LATTICE, Old No. 7/1, New No. 20, 4th Floor, Bishop Ezra Sargunam Road, Kilpauk, Chennai 600 010, T.N, India Unit I : D-12, SIPCOT lndl. Complex, Gummidipoondi, Thiruvallur, 601 201, T.N, India Unit II : Plot No. R1 - R3, Pappankuppam Village, SIPCOT Ind!. Complex, Gummidipoondi, Thiruvallur, 601 201, T.N, India T: +91 44 4340 9494 E: info@jainmetalgroup.com W: www.jainmetalgroup.com CIN No. L27320TN2022PLC150206 “Jain Resource Recycling Limited Q1 FY '27 Earnings Conference Call” August 04, 2026 “E&OE - The transcript is edited for factual errors. In case of discrepancy, the audio recordings uploaded on the stock exchange on 04th August 2026 will prevail” MANAGEMENT: MR. KAMLESH JAIN - CHAIRMAN AND MANAGING DIRECTOR, JAIN RESOURCE RECYCLING LIMITED MR. MAYANK PAREEK - JOINT MANAGING DIRECTOR, JAIN RESOURCE RECYCLING LIMITED MR. HEMANT JAIN - EXECUTIVE DIRECTOR AND CFO, JAIN RESOURCE RECYCLING LIMITED MR. SANCHIT JAIN - EXECUTIVE DIRECTOR, JAIN RESOURCE RECYCLING LIMITED MODERATOR: MR. ABHISHEK MEHRA - DAM CAPITAL Page 1 of 17 Jain Resource Recycling Limited August 04, 2026 Moderator: Ladies and gentlemen, good day and welcome to the Jain Resource Recycling Limited Q1 FY '27 Earnings Conference Call hosted by DAM Capital Limited. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions at the end of today's presentation. Should you need assistance during the conference call, please signal an operator by pressing “*” then “0” on your touchtone phone. Please note that this conference is being recorded. I would now like to hand the conference over to Mr. Abhishek Mehra from DAM Capital. Thank you and over to you, sir. Abhishek Mehra: Good morning, everyone. Welcome to Jain Resource Recycling Limited Q1 FY' 27 Earnings Conference Call. From the Management side, we have with us Mr. Kamlesh Jain – Chairman and Managing Director, Mr. Mayank Pareek – Joint Managing Director, Mr. Hemant Jain – Executive Director and CFO, Mr. Sanchit Jain – Executive Director. Without taking any more time, I would hand it over to Mr. Kamlesh Jain for his opening remarks. Thank you and over to you, sir. Kamlesh Jain: Thank you, Abhishek, and a very good day to everyone. Welcome to Jain Resource Recycling Limited Q1 FY '27 Earnings Conference Call. I am Kamlesh Jain – Chairman and Managing Director of the Company. Joining me today are Mr. Mayank Pareek – Joint MD, Mr. Hemant Jain – Executive Director and CFO, Mr. Sanchit Jain – Executive Director, along with other senior members of our management team and our investor relations advisors - SGA. Thank you all for taking the time to join us and for your continued interest and confidence in Jain Resource Recycling. We are pleased to start FY '27 on a strong note with healthy growth across our business and continued progress on our strategic initiatives. During Q1 FY '27, our consolidated revenue from operations stood at approximately Rs. 2,725 crores, representing a year-on-year growth of approximately 76%. EBITDA stood at approximately Rs. 110 crores, registering a year-on-year growth of approximately 22% while PAT at approximately Rs. 69 crores, representing a year-on-year growth of approximately 23%. Our performance reflects the resilience of our core recycling operations, strong growth in copper volumes and the initial contribution from our value-added copper products. While margins were impacted by evolving product mix and ramp-up phase of our newer value-added business, we remain Page 2 of 17 Jain Resource Recycling Limited August 04, 2026 focused on improving the quality of our earnings through greater value addition, better product mix and improved capacity utilization as these businesses scales up. Before discussing our business performance, I would like to briefly update you on the incident at our Unit-2 facility following the furnace accident on 14th July 2026 at our Gummidipoondi plant, which tragically resulted in the loss of one contract worker and injuries to a few others. We immediately prioritized employee welfare, extended support to the affected families and worked closely with the relevant authorities. After completing the required assessment and corrective actions, approval was received on 27th July 2026 to resume the operation at Unit-2. Normal operations have now started. The insurance claim is under settlement and we expect substantial recovery of the full extent of the damage under our insurance policies. Safety remains our highest priority, and we continue to strengthen the safety systems and process across our operation. Moving to our broader business performance: Our growth agenda continues to be anchored on two key objectives, driving volumes and enhancing profitability. Our core recycling business provides scale, sourcing strength and a robust raw material platform, while our forward integration initiatives are focused on increasing value addition, improving product mix and enhancing profitability per tonne. Copper remains our latest strategic focus area. During Q1 FY '27, copper and copper products contributed 67% of our consolidated revenue compared with 55% in FY '26. This reflects strong growth in copper volumes as well as initial contribution from our value-added copper portfolio and reinforces our efforts to build a more integrated copper value chain. During the quarter, we successfully commissioned the copper anode facility and have already sold around 600 tonnes of copper anodes since commissioning and the ramp-up production is progressing in line with our expectations and project roadmap. We also continue to make steady progress across our copper cathodes, copper wire rod, copper busbar, profiles, antimony and plastic recycling projects, with execution, broadly tracking the timelines and milestones communicated earlier. In addition, we have commenced trial production at our Ahmedabad joint venture facility and advanced our Kuwait strategic investment, despite certain logistic related delays because of the West Asia war crisis. These initiatives strengthen our value-added products portfolio with deepen integration across our recycling ecosystem and position us well for the next phase of growth. Looking ahead, we remain encouraged by the long-term outlook for the non-ferrous metal recycling industry. The increasing focus on sustainable manufacturing, circular economy practices and resource efficiency and decarbonization continues to drive demand for recycled metal and support industry growth. Our global sourcing network, diversified product portfolio, strategically located facilities, in- house technology capabilities and disciplined commodity risk management provides a strong foundation for future growth. Page 3 of 17 Jai [Showing first 8,000 characters — download PDF for full document]