Transcript of Post Earnings Conference Call held on 07th August, 2026 for Q1 FY 27

Date: 10.08.2026 BSE Limited Listing Department, Corporate Relationship Department Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai- 400001 Scrip Code: 504028 Symbol: GEE Ltd SUB: Transcript of Post Earnings Conference Call for Q1 FY 27 Dear Sir/Madam, Pursuant to Regulation 30 of the SEBI Listing Regulations, the transcript for the Post Earnings Conference Call held on Friday, August 07, 2026, on Unaudited Financial Results of the Company for the Quarter Ended June 30, 2026, has been uploaded on the Company’s website and can be accessed through the following link: - https://www.geelimited.com/uploads/gee_reports/63b134cfe2269a591bec74dc040efb58.pdf You are requested to take the above information on record. Thanking you, For GEE Limited Sumedha More Company Secretary & Compliance Officer Mem. No. 69980 GWELD SEAL OF TRUST GEE Limited Q1 FY27 POST EARNINGS CONFERENCE CALL August 7,2026 3:00 PM IST Management Team Mr. Umesh Agarwal - Joint Managing Director Ms. Payal Agarwal - Chief Financial Officer Call Coordinator kKAPTIFY" Strategy & Investor Relations Consulting GEE Limited Q1 FY27 Post Earnings Conference Call August 7,2026 3:00 PM IST Presentation Moderator: Ladies and gentlemen, on behalf of Kaptify Consulting Investor Relations team, I welcome you all to the Q1 FY27 Post Earnings Conference Call of GEE Limited. Today on the call from the management, we have with us Mr. Umesh Agarwal, Joint Managing Director, Ms. Payal Agarwal, Chief Financial Officer. As a disclaimer, I would like to inform all of you that this call may contain forward-looking statements which may involve risks and uncertainties. Also, this is a reminder that this call is being recorded. I would now request the management to detail us about the business performance highlights for the period ended June 2026, the growth perspective and the vision for the coming years, post which we will open the floor for Q&A. Over to the management team. Payal Agarwal: Thank you so much Mohsin. Good afternoon, everyone and warm welcome to everybody, all the investors who have taken out their time post-lunch to join us on this earnings call. I will give a quick brief overview to of course, a few of you who have joined for the first time who are probably tracking the company. So, GEE Limited is a leading, one of the leading welding consumables manufacturing companies. We manufacture welding consumables with presence not only in India but across the globe. The company is more than six decades old with plants in strategically located in both West Bengal in the East and Maharashtra in the West. So, that ways we have a pan-India presence supplying to all the critical areas. We have a very strong R&D team which actually caters and develops tailor-made products for the key engineering sectors which really build the infrastructure in any economy. We work very closely with all the leading B2B companies like BHEL, L&T, JCB, Adani, ONGC. So, all the sectors actually primarily, I will just give quickly that any and every sector that employs -- uses metal, be it steel, be it any other metal has to use welding consumable and that is exactly where we play our part. So yes, all these are, of course, we have been trusted by all the industry leaders. We work closely with all of them. And the first name that is featuring over there on the top left icon that is there of NPCIL, I would just like to give a brief update about that. This is a fairly recent development that has taken and the company has secured a very, very strategic approval from Nuclear Power Corporation of India Limited. Now, as you all would know that India is, as across the globe, this Page 2 0f 23 GEE Limited Q1 FY27 Post Earnings Conference Call August 7,2026 3:00 PM IST objective is to move towards cleaner energy sources. And energy as such is also a very, very, very hot sector because there's a lot of work happening in that sector. Now nuclear power, of course, India today has a capacity of around 8.8 gigawatts of nuclear power capacity, which is expected to triple by 2031-'32, but eventually go up to 100 gigawatts by 2047. And to even achieve these numbers, the government of India has not only outlaid around 14 lakh crores for this CapEx, but has also opened this sector to the private players like Adani, Reliance, Jindal. So, a lot of private players are also going to be working in this. In this context, securing this approval at this stage, at such an early stage is not only corroborates the company's technical and technical strength and expertise, but also gives a very strong barrier to entry because this is a highly regulated nuclear sector. So, this is going to unlock a huge market growth for the company because there's almost as I mentioned, a 14 lakh crore outlay in this. So, that's a very big transformative sector that is going to play a huge role. And securing this strategic approval, of course is a big milestone for the company in its growth journey. So, that was one of the, of course, key developments that took place in this quarter. I think what Mohsin is showing on the presentation is some of the key sectors -- and these are just some of the key five to six sectors where we are very deeply entrenched, where we are working very, very closely with all the leading players of the sector. So, infrastructure, of course, the entire infrastructure strength, be it the bridges, the roads, the industrial corridors that are being built by the government, they all require welding consumables. And we are empanelled with L&T, Tata projects, Afcons, NCC, KEC International, BHEL, Thermax, even with railways, of course, as you would all agree that there is a lot of CapEx lined up in railways, not only for building metro railway lines, for building freight corridor, for building station redevelopments, also for re-fixing the old electrical railway electrification projects and the rolling stock modernization. So we are, of course, working with RDSO, so we are empanelled with Indian railways for more than 10 years. Defence, of course, there was also a recent, very significant milestone for the company, where the company was very closely associated with the commissioning of the three naval warships, which the Prime Minister of India also announced and GEE is proud to say that we were supplying the welding consumables for those naval warships. So, yes, these are the few sectors, the INS Dunagiri yes, INS Agray and INS Sanshodhak. And it was a proud moment for us to be a part of this defence ramp-up journey that the country has taken. So rather than Page 30f 23 GEE Limited Q1 FY27 Post Earnings Conference Call August 7,2026 3:00 PM IST being import dependent now India is actually going ahead to not only being self-sufficient in this sector, but also exporting for the first time in its history since independence, it has started exporting to countries also in the defence sector. So, that again is a proud moment for us to participate in. T'll give, of course, having spoken about the business, I'll give a brief overview of the key financial highlights in this quarter. The turnover, of course, went up by 30% year-on-year from INR 79 crores to INR 103 crores Q1 FY27. EBITDA again went up by around 77% from INR 4 crores, INR 4.5 crores to INR 8 crores. And the EBITDA margin going up by 204 basis points from 5.7% to 7.8%. Again, the PBT went up drastically from INR 1 crore to INR 5.5 crores. 318% ofy ear-on-year growth. And the PBT margin again going up by 365 bps from 1.6% to 5.3% of turnover. The adjusted PAT again going up by 223% year-on-year from INR 1 crore to INR 3.2 crores. And the adjusted PAT margin going up from 1.2% to 3.1%, a growth of 183 bps. So, that was the quarter one in a snapshot. The growth strategy, I'll just quickly recap and say that, of course, the company looks at growing to INR 1,000 crores by 2029-'30. And that growth is going to be very organic coming from its existing product basket. Of course, adding a few product verticals whi [Showing first 8,000 characters — download PDF for full document]