The Board approved at their meeting Investors'' presentation for the Q1 FY 2027

Nirlon Limited CIN:L17120MH1958PLC011045 Pahadi Village, off the Western Express Highway, Goregaon (East), Mumbai 400 063. Tele:+91 (022) 4028 1919 / 2685 2257 / 58 / 59 E-mail id : info@nirlonltd.com, Website:www.nirlonltd.com ============================================================================== August 10, 2026 The Secretary, BSE Limited, P.J. Towers, Dalal Street, Mumbai- 400 001. Security Code: 500307 Dear Sir, Sub: Outcome of the Board meeting held on Monday, August 10, 2026: Earnings Presentation for the 1st Quarter ended June 30, 2026 Ref: Pursuant to the provisions of Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 We hereby inform you that inter alia; the Board of Directors of the Company at their meeting held on Monday, August 10, 2026 considered Earnings presentation for the 1st Quarter ended June 30, 2026 with disclaimers, are attached herewith. The said information with details will also be made available on the website of the Company “www.nirlonltd.com”. We request you to take the same on record. Thanking you, Yours faithfully, For Nirlon Ltd., Jasmin K. Bhavsar Company Secretary, Vice President (Legal) & Compliance Officer FCS4178 Encl: a/a Q1-FY27 Snapshot Key Strengths Focus on Sustainability NKP Characteristics Key Financials Present in the commercial / IT-ITES Environmentally Friendly Campus Occupier friendly design with Consistent and Sustainable License Fee real estate sector for 17 years typical ~80% efficiency Income Experienced management LEED Platinum / Gold Certified Marquee licensees including leading 3 Year CAGR (2023-2026) : team Buildings (Core & Shell) companies from IT / Financial Revenue: 5.9% Services sectors PAT: 29.9 % FY26 GIC Singapore (through its LEED Zero Water, TRUE Platinum Historically high average occupancy CFO: INR 4,775 Mn affiliate) is the major shareholder (Net Zero Waste) and LEED Zero ROE: 73.84% Waste certification for NKP Ph. 1 to 4 Nirlon Limited | Earnings Presentation 2 Company Overview Total Income(INR Mn) & EBITDA Margins (%) • Nirlon Limited was incorporated in 1958 and was a pioneer in the manufacturing of 6,833 syntheticyarnsandindustrialrubberproductsinIndia. 6,450 6,074 • Since 2006, Nirlon has primarily been in the business of development and managementofcommercial/IT-ITESRealEstate. • The company currently owns two primary assets: Nirlon Knowledge Park (NKP), which is an approx. 23 acre Information Technology Park located in Goregaon (East), 79.27% 79.33% 78.36% 77.30% Mumbai and also 75% of undivided interest in approx. 0.05 Mn sq. ft. in Nirlon House (NH),whichisabuildingintheprimelocationofWorli,Mumbai. 1,727 • The development of the company’s landmark project of Nirlon Knowledge Park began inphasesfrom2006,withthefinalphasei.e.PhaseVcompletedinFY22. FY24 FY25 FY26 Q1-FY27 • NKPhasatotalchargeableareaofapproximately3.08Mn.sq.ft. • GIC Singapore became the majority shareholder and a co-promoter in 2015 vide an open offer through its affiliate, Reco Berry Private Limited (Reco) of Singapore, and currentlyhasa63.92%holdinginthecompany. FY18 onward figures as per Ind AS Nirlon Limited | Earnings Presentation 33 Nirlon Knowledge Park – The Master Plan Conveniently located on Mumbai Metro Line-7 Mumbai's Western Express Station on the Western Highway, one of Mumbai's main Express Highway, just outside the campus arterial roads, NKP is an easy commute from the western and Phase –IV eastern suburbs of Mumbai. A Phase –I majority of the city's professional Western Railway Station workforce live in the western (Goregaon) is 1 Km away suburbs, which have a ready availability of residential Western Railway Station accommodation. NKP is also (Ram Mandir) is less than Central Railway located close to educational Phase –III 1 Km away Station institutions, hospitals, and (Kanjurmarg) is 9 recreationalfacilities. Km away Located on the arterial Western Express Highway Airport is 7 Km away Phase –V ≈ 3.08 Total office Phase –II Two suburban East-West Bandra-Kurla Complex, the Mn Sq. ft. space corridors are within 1 Km from CBD is 12 Km away campus • Jogeshwari-Vikhroli Link Road (Completed) • Goregaon-Mulund Link Road (Proposed) Nirlon Limited | Earnings Presentation 44 Phase Wise Details & License Renewals License Due for Renewals/Resets (Thousands Sq. ft.) as on 30thJune 2026 Phases I II III IV V Total Constructed Area 1.29 0.38 0.55 0.76 1.78 4.77 (Mn Sq. Ft.) Chargeable Area 0.79 0.31 0.40 0.43 1.16 3.08 300 233 (Mn Sq. Ft.) Date of Completion Oct-09 Jun-10 Sep-13 Mar-15 FY22 NA 100 30 FY27 FY28 FY29 FY30 FY31 FY32 FY33 FY34 FY35 As on 30thJune 2026, approx. 1,800 sq. ft. at NKP and 5,000 sq.ft at Nirlon House was vacant. ThechartassumesalllicensescontinuefortheirtotaltenureofLicense/notice period,includingrenewaloptions. OnlyNL’sshareconsideredforco-ownedspaceatNirlonHouse. Nirlon Limited | Earnings Presentation 5 Q1-FY27 Financial Overview Operational Highlights Marketing Updates • Ason30June26,approx.6,900sq.ft.areawasvacantinNKP+NHcombined. • Anofficeofapprox.1,100sq.ft.(NL’sshareofspace)atNirlonHousehasbeenlicensedinQ1FY27. DebtSummary(Asof30thJune2026) • TotalsecureddebtfacilitysanctionedbyHSBCisINR1,230CrwhichincludesanODfacility. • Debtoutstandingason30June26fromHSBCBankwasINR1,150Cr. • CRISILhasreaffirmed‘CRISILAA+/Stable’ratingtothisfacility. OtherUpdates • TheBoardproposesafinaldividendofINR15(150%)pershareforFY26,subjecttoapprovalbytheshareholdersintheforthcomingAGM. Nirlon Limited | Earnings Presentation 7 Q1-FY27 Financial Highlights Q1-FY27 Financial Highlights: INR 1,727 Mn INR 1,335 Mn 77.30% Total Income EBITDA EBITDA Margin INR 933 Mn INR 694 Mn 40.19% PBT PAT PAT Margin Nirlon Limited | Earnings Presentation 8 Quarterly Financial Performance (Ind AS) Particulars (INR Mn) Q1-FY27 Q4-FY26 Q-o-Q Q1-FY26 Y-o-Y License Fees 1,490 1,477 0.9% 1,452 2.6% Other Operating Income (CAM, etc.) 193 232 (16.8)% 178 8.4% Other Income 44 34 29.4% 41 7.3% Total Income 1,727 1,743 (0.9)% 1,671 3.4% Total Expenses 392 386 1.6% 352 11.4% EBITDA 1,335 1,357 (1.6)% 1,319 1.2% EBITDA Margins (%) 77.30% 77.85% (55) Bps 78.93% (163) Bps Depreciation 139 142 (2.1)% 138 0.7% Finance Cost 263 260 1.2% 279 (5.7)% PBT 933 955 (2.3)% 902 3.4% Tax 239 249 (4.0)% 318 (24.8)% Profit After Tax / Total Comprehensive Income 694 706 (1.7)% 584 18.8% PAT Margins (%) 40.19% 40.50% (31) Bps 34.95% 524 Bps Diluted EPS (INR per share) 7.70 7.83 (1.7)% 6.48 18.8% Nirlon Limited | Earnings Presentation 9 License Fees & Occupancy Rates 2000 n M 111 468 000 000 117 0 118 6 11 33 5 146 0 184 4 148 6 11 62 4 11 72 7 11 90 8 11 64 5 12 73 9 12 86 6 22 26 4 14 71 8 13 85 9 13 92 1 23 34 2 14 94 3 R 1200 N 1000 68 00 00 1,260 1,266 1,291 1,297 1,297 1,337 1,260 1,344 1,336 1,400 1,423 1,427 1,357 1,400 1,464 1,508 1,477 1490 Q4-FY22 Q1-FY23 Q2-FY23 Q3-FY23 Q4-FY23 Q1-FY24 Q2-FY24 Q3-FY24 Q4-FY24 Q1-FY25 Q2-FY25 Q3-FY25 Q4-FY25 Q1-FY26 Q2-FY26 Q3-FY26 Q4-FY26 Q1-FY27 License fee Other Operating Income Other Income Occupancy Rate for the Quarter (NKP + NH) 100.0% 99.4% 99.6% 99.6% 99.8% 99.8% 99.8% 99.5% 99.7% 99.7% 99.8% 96.0% 98.0% 97.1% 97.6% 97.6% 98.5% 98.2% 97.5% 98.6% 92.0% 88.0% 84.0% 80.0% Q4-FY22Q1-FY23Q2-FY23Q3-FY23Q4-FY23Q1-FY24Q2-FY24Q3-FY24Q4-FY24Q1-FY25Q2-FY25Q3-FY25Q4-FY25Q1-FY26Q2-FY26Q3-FY26Q4-FY26Q1-FY27 Nirlon Limited | Earnings Presentation 10 Historical Financial Performance (Ind AS) Particulars (INR Mn) FY24 FY25 FY26 Q1-FY27 License Fees 5,348 5,607 5,901 1,490 Other Operating Income (CAM, etc.) 684 754 790 193 Other Income 42 89 142 44 Total Income 6,074 6,450 6,833 1,727 Total Expenses 1,260 1,333 1,479 392 EBITDA 4,814 5,117 5,354 1,335 EBITDA Margins (%) 79.26% 79.33% 78.36% 77.30% Depreciation 564 563 556 139 Finance Cost* 1,235 1,170 1,079 263 PBT 3,015 3,384 3,719 933 Tax 959 1,202 259 239 Profit After Tax 2,056 2,182 3,460 694 PAT Margins (%) 33.85% 33.83% 50.64% 40.19% Diluted EPS (INR per share) 22.81 24.21 38.39 7.70 * -Pursuant to the [Showing first 8,000 characters — download PDF for full document]