In continuation of our letter dated July 29, 2026 and pursuant to the SEBI Listing Regulations as referred above, read with Part A of Schedule III thereto, please find enclosed the transcript ....

J. KUMAR INFRAPROJECTS LIMITED Regd Off: J. Kumar House, CTS No. 448, 448/1, 449, Subhash Road, Vile Parle (East), Mumbai 400 057, Maharashtra, India, Phone: +91 22 67743555. Fax: +91 22 26730814, Email: investor.grievances@jkumar.com Website: www.jkumar.com, CIN: L74210MH1999PLC122886 August 10, 2026 The General Manager The Listing Department Department of Corporate Services National Stock Exchange of India Ltd BSE Ltd Exchange Plaza, Plot No. C/1, G- Block Mumbai Samachar Marg Bandra- Kurla Complex, Bandra East Mumbai - 400 001 Mumbai - 400 051 Scrip Code: 532940 Scrip Symbol: JKIL ISIN: INE576I01022 Sub: Disclosure under Regulation 30 (6) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“SEBI Listing Regulations”) Ref: Transcript of the Conference Call on the financial and operational performance of the Company for the quarter ended as on June 30, 2026 (Q1 FY27) held on August 07, 2026 Dear Sir’s, In continuation of our letter dated July 29, 2026 and pursuant to the SEBI Listing Regulations as referred above, read with Part A of Schedule III thereto, please find enclosed the transcript of the Q1 FY27 Earnings Conference Call as held on August 07, 2026 at 02:30 P.M. IST. The said Transcript is also available on the website of the Company https://www.jkumar.com/investor-corner/investor-information/transcript-of- conference-call Yours faithfully, for J. Kumar Infraprojects Ltd Poornima Company Secretary Enclosures: As Above “J Kumar Infraprojects Limited Q1 FY27 Earnings Conference Call” August 07, 2026 Disclaimer: E&OE - This transcript is edited for factual errors. In case of discrepancy, the audio recordings uploaded on the Company’s website will prevail MANAGEMENT: MR. KAMAL GUPTA – MANAGING DIRECTOR – J KUMAR INFRAPROJECTS LIMITED ALIN UPTA ANAGING IRECTOR UMAR NFRAPROJECTS LIMITED MR. VASANT SAVLA – CHIEF FINANCIAL OFFICER – J KUMAR INFRAPROJECTS LIMITED Page 1 of 18 J. Kumar Infraprojects Limited August 07, 2026 Moderator: Ladies and gentlemen, good day and welcome to the J. Kumar Infraprojects Limited Q1 FY27 Earnings Conference Call. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Before we begin, a brief disclaimer. The presentation which J. Kumar Infraprojects has uploaded on the stock exchange and their website, including the discussions during this call contains or may contain certain forward- looking statements concerning J. Kumar Infraprojects business prospects and profitability, which are subject to several risks and uncertainties and the actual results could materially differ from those in such forward-looking statements. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touchtone phone. I now hand the conference over to Mr. Kamal Gupta, MD, J. Kumar Infraprojects Limited. Thank you and over to you, sir. Nalin Gupta: Good afternoon, everyone. This is Nalin Gupta, Managing Director, J. Kumar Infraprojects Limited. On behalf of J. Kumar Infraprojects Limited, I warmly welcome you all to our Q1 FY27 Earnings Conference call. Joining me today are Kamal Gupta, Managing Director; Mr. Vasant Savla, CFO and our Investor Relations partner, Marathon Capital. I trust you have all had the opportunity to review our earnings presentation and press release available on the stock exchange and our corporate website. Q1 FY27 has commenced on a positive note with the company recording revenue growth of 2% over the corresponding quarter of the previous year. While margins moderated during the quarter, this was primarily attributable to the timing-related factors and the evolving mix of projects under execution. Importantly, our balance sheet remains strong and liquidity continues to be adequate, ensuring operational resilience. At the same time, growth during the quarter was tempered by external factors, including the U.S. Iran war and most notably the restrictions imposed by the BMC on water usage at construction sites. This temporary ban has slowed progress on certain projects, impacting near-term execution schedules. The quarter has also reinforced the strength of our order pipeline with significant inflows already booked and a healthy bid pipeline. We are confident of sustaining momentum in order intake. This positions us well to accelerate execution in the coming quarters, supported by expanding capabilities across our core verticals. Now coming to the financial performance, consolidated performance highlights for Q1 FY27. Revenue from operations for Q1 FY27 increased by 2% to INR1,511 crores as compared to INR1,484 crores in Q1 FY26. EBITDA for Q1 FY27 moderated by 1% to INR215 crores as compared to INR217 crores in Q1 FY26. EBITDA margin for Q1 FY27 stood at 14.1% as compared to 14.6% in Q1 FY26. PAT for Q1 FY27 moderated by 6% to INR97 crores as compared to INR103 crores in Q1 FY26. PAT Page 2 of 18 J. Kumar Infraprojects Limited August 07, 2026 margin for Q1 FY26 stood at 6.4% as compared to 7% in Q1 FY26. Net debt as on June 30, 2026 stood at negative INR45 crores. Working capital days for Q1 FY27 stood at 103 days as compared to 99 days for FY26. Total order book as on 30th June 2026 stood at INR22,246 crores. The order book comprises elevated corridors and flyovers of 48%, roads and road tunnels of 20%, metro projects elevated and underground at 9%, others 23%. We can now begin with the questions and answers. Thank you. Moderator: Thank you very much. We will now begin the question and answer session. The first question is from the line of Vaibhav Shah from JM Financial. Please go ahead. Vaibhav Shah: Yes. Thanks for the opportunity. Sir I wanted the execution status on a few big ticket projects. So how is the execution going on in Chennai project? Nalin Gupta: The Chennai project, we have four packages of central government and one package of state government. So the state government project was costing INR580 crores, which is like almost 65% completed. So we plan to hand over it by March 2027 the work should be completed. It is going in full swing. And the four packages of National Highway Authority costing INR3,570 crores, that projects are going very well, Mr. Vaibhav. And like the time line has been extended than the initially stipulated time. So we plan to complete that by December 28 now. Vaibhav Shah: And how much we have already done in terms of percentage execution? Nalin Gupta: Percentage execution of Chennai is around 20%. Vaibhav Shah: So we are confident to complete it by December '28? Nalin Gupta: Yes. Vaibhav Shah: And this extension was due to by the given extension? Nalin Gupta: Extension was basically due to like the whole project is out of 25 kilometers, 21 kilometer is in the Cooum river. So in Cooum River there are some restrictions by the state department. So that was the reason it has gone ahead. And NHAI has already given us the extension for that. Vaibhav Shah: Okay. Sir secondly on the. Nalin Gupta: For that delay -- I'm sorry Vaibhav for the delayed thing, we have also taken a prolongation cost from them and they have paid us that as well. Vaibhav Shah: Okay. So no impact on the margins? Nalin Gupta: No impact on the margins, yes. Vaibhav Shah: Sir, secondly, on the Anand Nagar project in Mulund. So how is the work going on over there? How much we have done and what is our target completion date? Page 3 of 18 J. Kumar Infraprojects Limited August 07, 2026 Nalin Gupta: So Anand Nagar project, the scheduled completion as per government is October -- November 28 and we are well within time, of course, the initial 2.5 kilometres stretch of NHAI was not handed over because of that between NHAI and MMRDA, there's some decision to be taken for toll and all. So we had a meeting last week and it is sorted now. So we have got that 3 kilometres also out of 8.5 kilometres. So all other places, the work is going [Showing first 8,000 characters — download PDF for full document]