Submission of Transcript of Investor Call held on 4th August, 2026.

10th August, 2026 National Stock Exchange of India Ltd. BSE Limited Exchange Plaza, C-1, Block G, P. J. Towers, Bandra Kurla Complex Dalal Street, Bandra (E), Mumbai – 400051 Mumbai – 400001 Symbol –TEXRAIL Scrip Code - 533326 Subject: Transcript of Investor Call - Disclosure under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 Dear Sirs, Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, we are enclosing herewith a copy of the transcript of the Conference Call with analyst / investor(s) held on Tuesday, 4th August, 2026 at 11:30 a.m. (IST). The same has been uploaded on the website of the Company i.e. https://www.texmaco.in/wp- content/uploads/2026/08/Q1FY27-Result-Concall-Transcript.pdf. We would also like to confirm that no unpublished price sensitive information was shared / discussed during the Conference Call. This is for your information and record. Thanking you, Yours faithfully, For Texmaco Rail & Engineering Limited Sandeep Kumar Sultania Company Secretary & Compliance Officer Encl.: As stated above. “Texmaco Rail & Engineering Limited Q1 FY27 Earnings Conference Call” August 04, 2026 MANAGEMENT: MR. INDRAJIT MOOKERJEE – EXECUTIVE DIRECTOR AND VICE CHAIRMAN – TEXMACO RAIL & ENGINEERING LIMITED MR. SUDIPTA MUKHERJEE – MANAGING DIRECTOR – TEXMACO RAIL & ENGINEERING LIMITED MR. KISHOR KUMAR RAJGARIA – CHIEF FINANCIAL OFFICER – TEXMACO RAIL & ENGINEERING LIMITED MODERATOR: MR. NAVIN SAHADEO – ICICI SECURITIES Page 1 of 18 Texmaco Rail & Engineering Limited August 04, 2026 Moderator: Ladies and gentlemen, good day, and welcome to Texmaco Rail & Engineering 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. Should you need assistance during the conference call, please signal an operator by pressing star, then zero on your touch-tone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Navin Sahadeo from ICICI Securities. Thank you, and over to you, Mr. Sahadeo. Navin Sahadeo: Thank you, Renju. So, on behalf of ICICI Securities, I welcome you all to the Q1 FY27 earnings call of Texmaco Rail & Engineering Limited. From the management, we have with us Mr. Indrajit Mookerjee, Executive Director and Vice Chairman; Mr. Sudipta Mukherjee, Managing Director; and also Mr. Kishor Kumar Rajgaria, CFO. So, without any further ado, I hand over the conference to the management for their opening comments. Over to you, sir. Indrajit Mookerjee: Good morning to all our dear investors. My name is Indrajit Mookerjee. I am Executive Director and Vice Chairman of Texmaco Rail & Engineering. With me, I have our Managing Director, Mr. Sudipta Mukherjee; and our CFO, Mr. Kishor Kumar Rajgaria. They will all participate in today's meeting, which is considered to me very very of importance and important for us. It is, as usual, always a great pleasure to connect with you. And on behalf of the entire management team, I would like to welcome you to the Q1 FY27 earnings call of Texmaco Rail & Engineering Limited. Today, we will be discussing the company's stand-alone results, which is the financial as well as the operational performance for the first quarter of FY27, which means April to June, along with the progresses we have made on our strategic priorities and many key business initiatives, some of it we discussed earlier, and I think we would be updating you. The first quarter has been a period of focused execution of the company. We continue to build on the progress made over the last few quarters with our teams remaining highly focused on timely execution, improving operational efficiencies and strengthening our business across multiple segments. At the same time, we also continued to make progress on several strategic initiatives that will support the company's long-term growth. Before I turn to the financial performance for the quarter, I would like to mention a few of our immediate short-term initiatives, which we have taken and which have started yielding results. Our -- some of the main initiatives, I have not been comprehensive, but I want to talk only of a few which are -- initiatives which are of importance to us. And I will try to prioritize them, but it won't be a comprehensive list. So, our short-term initiative has been, as we mentioned earlier, to drive to improve our EBITDA, turning around of the Rail Infra business, building on the strength of Bright Power to become a Page 2 of 18 Texmaco Rail & Engineering Limited August 04, 2026 market leader and also strong cash and financial management. Having said this, you would come across that these results have started fructifying and you would see them in the numbers. So let me first tell you about the first quarter of FY 2027. The company reported a stand-alone revenue from operations of -- stand-alone revenue from the operations of INR753 crores, which was impacted by lower execution of the Freight Car divisions and the Infra, which is Rail & Green, which used to be called as Kalindee before. However, our Electrical Infra business, that is Bright Power, continued to perform well with revenue increasing 76.8% year-on-year basis to INR175 crores, reflecting sustained execution across the Electrical Infrastructure business. EBITDA amounted to INR81 crores, translating to a margin of 10.8%, which itself is a strong growth from the earlier years. So, this is what I was saying, our short-term priorities. EBITDA remained in line with corresponding quarter of the previous year despite the lower revenues, reflecting the company's focus on cost optimization and margin improvement. During the quarter, we also saw encouraging improvement in the profitability of our infrastructure business. The Rail Infra and the Green -- the Infra Rail & Green business reported a positive EBIT margin of 1.4% compared to an EBIT loss in the corresponding quarter last year, making a significant turnaround in profitability. I expect this to keep on growing as the time passes. The Infra Electrical Bright Power, as I said before, continued to deliver a strong performance with its EBIT margin improving to 10.8%, representing an expansion of 150 basis points on year-on-year basis. Our continued focus on strengthening the balance sheet through improved cash management, disciplined debt payment and optimization of borrowing costs resulted in finance costs declining by 18.2% year-on-year basis and 17% sequentially, respectively. The reduction in finance costs supported profit before tax, which increased by 4.8% Y-o-Y to INR44 crores with the margin improving... Moderator: Sorry for interrupting. Speaker, your voice is breaking. Please go ahead. Yes. Indrajit Mookerjee: From where shall I repeat, would you be able to tell me? Moderator: Just a sentence backward, you can start from there. Indrajit Mookerjee: The reduction in finance costs supported by profit before tax increased by 4.8% Y-o-Y to INR44 crores with the margin improving by 1.23% to 5.9%. Profit after tax increased by 85.9% on a Y- o-Y basis to INR52 crores, translating into a PAT margin of 6.9%, an improvement of 381 basis points Y-o-Y. On the operational front, company delivered 1,054 freight cars during the quarter, while the Foundry Division recorded a production of 5,148 tons. These operational metrices reflect our continued focus on execution across our core manufacturing businesses. Beyond the quarterly financial and operational performance, we also strengthened our order book during the quarter. Page 3 of 18 Texmaco Rail & Engineering Limited August 04, 2026 As of June 30, 2026, company's order book is standing at INR9,923 crores, providing multiyear of execution visibility across Freight Cars, Infrastructure, Rail Infrastructure, Electrical and other [Showing first 8,000 characters — download PDF for full document]