Transcript of the Analyst / Investor meet held on August 06, 2026 is enclosed.

Sundram Fasteners Limited REGISTERED&coRPORATEOfflCE 98-A, VII FLOOR DR. RADHAKRISHNAN SALAI, MYLAPORE, CHENNAJ -600 004, INDIA TELEPHONE : +91 -44 -28478500 Email: investorshelpdesk@sfl.co.in PAN : AAACS8779D CIN : L35999TN 1962PLC004943 WEBSITE : www.sundram.com August 10, 2026 National Stock Exchange of India Limited By NEAPS Symbol -SUNDRMFAST Exchange Plaza, 5th Floor, Plot No. C/1, G Block, Bandra-Kurla Complex, Sandra (East), Mumbai - 400 051 BSE Limited By Listing Centre Scrip Code -500403 Phi Roze Jeejeebhoy Towers, Dalal Street, Mumbai - 400 001 Dear Sir/ Madam, Sub: Disclosure under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015-Transcript of Analysts/Investors Meet held on August 06, 2026 Further to our letter dated July 31, 2026, on the subject, please find attached the transcript of the Analysts / Investors meet held on August 06, 2026 (Thursday) for your information and records. The transcript is also available on the Company's website at https://www.sundram.com/recentupdate.php Please take the above information on record. Thanking you, Yours truly, For Sundram Fasteners Limited G Anand Babu Senior Manager - Finance & Company Secretary “Sundram Fasteners Limited Q1 FY27 Earnings Conference Call” August 06, 2026 MANAGEMENT: MR. DILIP KUMAR – CHIEF FINANCIAL OFFICER – SUNDRAM FASTENERS LIMITED MR. S. BHARATHAN – EXECUTIVE VICE PRESIDENT, MARKETING – SUNDRAM FASTENERS LIMITED MR. R. GANESH – VICE PRESIDENT, FINANCE AND PROJECTS – SUNDRAM FASTENERS LIMITED MODERATOR: MR. MUKESH SARAF – AVENDUS SPARK INSTITUTIONAL EQUITIES Page 1 of 16 Sundram Fasteners Limited August 06, 2026 Moderator: Ladies and gentlemen, good day and welcome to the Sundram Fasteners Q1 FY27 Earnings Conference Call hosted by Avendus Spark Institutional Equities. As a reminder, all participant lines will be in the listen only mode, there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Mukesh Saraf. Thank you and over to you, sir. Mukesh Saraf: Thank you. Good morning, everyone. Mukesh here from Avendus Spark. Appreciate everybody logging into this Q1 FY27 Earnings Call of Sundram Fasteners. From the management team, I'm pleased to host Mr. Dilip Kumar, Chief Financial Officer, Mr. S. Bharathan, Executive Vice President, Marketing, Mr. R. Ganesh, Vice President, Finance and Projects. I'll now hand over the call to Mr. Dilip Kumar for his opening remarks, post which we'll begin the Q&A. Over to you, sir. Dilip Kumar: Thank you. Good morning, welcome to call on our Q1 results for FY27. Want to inform everyone we have had a very good start in Q1. We have had 20% growth in the turnover, not only at the standalone, at the consolidated level as well. We have grown from INR1,367 crores to INR1,618 crores. The growth has been there in all the three key segments in which we have a play, both in OE, aftermarket, as well as exports. Exports, we have grown well in dollar terms, the Q2 outlook also looks quite strong, Q2 as well as Q3. We are quite positive about the coming months. Talking about the middle line, we have had challenges on account of inflation because of a rise in the cost of inputs, both direct and indirect materials, primarily because of West Asia conflict. As most of you know in our interactions that we have pass-through arrangements with domestic customers. In the aftermarket, we raise our prices, we are well protected there. Also in the indirect materials, all energy related indirect materials like LPG gas, everything has gone up. We are also in discussions with the customers to get a price compensation. The profit for the year has grown from INR138 crores to INR150 crores at the standalone level. Thanks to a greater degree of control over fixed costs, this helped us to post about almost 10% growth in profits. The subsidies also have done reasonably well with China leading the way. Strong momentum there in the construction segment. The U.K. subsidy performance has been satisfactory, the domestic subsidy, Upasana, has also had a reasonable run. Page 2 of 16 Sundram Fasteners Limited August 06, 2026 Overall, it's been a good quarter. We are quite excited about the coming quarters. Thank you. Moderator: Thank you very much. We will now begin the question and answer session. The first question is from the line of Sucrit D. Patel from Eyesight Fintrade Private Limited. Please go ahead. Sucrit D. Patel: Good morning to the team. I have 2 questions. The first question to Mr. Kumar is, from a financial point of view, want to understand what key risks or challenges do you anticipate in the coming quarters, and what specific measures are being taken to manage margins, cash flow, and balance sheet strength, especially in areas like raw material cost volatility, receivables, and compliance. That's my first question. I'll ask my second question after? Thank you. Management: Yeah. On the financial strength, the company's debt equity, as you would have seen, is just about 0.1 or 0.2, I think. The stability and liquidity, the strength of the balance sheet has never been a concern. On working capital, the increase is in line with the operations. In fact, both in terms of number of days, our inventories and receivables have actually come down. In terms of challenges from finance perspective, there are none because the liquidity is available, the market, and as you know, the repo rate has been held, and we don't expect the interest rates to go up. So on our capital expenditure, our working capital can be financed out of internal accruals if necessary through borrowings. On the raw material and indirect material, like I explained in my opening remarks, in the domestic market, we have pass-through arrangements, so we are well protected there. With the settlement reached between the steel mills and the car manufacturers or OEMs, and we raise back-to-back invoices on the customers, and we also pay the steel mills. In the aftermarket segment, we protect ourselves by raising the prices. In the export segment, we are reasonably protected or well protected, I should say, because of rupee depreciation. This year, with the tariff behind us in a manner of speaking, I think we have also grown in dollar terms. Your second question, sir? Sucrit D. Patel: Thank you. My second question to Mr. Ganesh is, from a projects point of view, how are you aligning Sundram Fasteners capital allocation and project pipeline with long-term growth, and what risk do you see in execution timelines, financing or industry dynamics, and any steps taken to mitigate them? Just want to understand a forward guidance on this? Thank you. R. Ganesh: With respect to the capital allocation, it's incurred towards enhancing our non-auto business. With respect to growing the auto business in line with the customer requirements, capital allocation is made, and the execution with respect to all projects are as per timeline. Page 3 of 16 Sundram Fasteners Limited August 06, 2026 Given the West Asia crisis, whatever the imported content of machinery, that also we are monitoring on a case-to-case basis so that the receipt and commissioning of capital equipments are as per timelines. With respect to financing, we do not see any concern and overall, we are very positive about execution of all projects on hand, our capex is whatever we have planned. Sucrit D. Patel: Thank you and best wishes. R. Ganesh: Thank you, sir. Moderator: Thank you. The next question is from the line of Rushabh Shah from BugleRock PMS. Please go ahead. Rushabh Shah: Hello, sir. Sir, in the previous calls you have mentioned that the growth drivers would be the new customers that you acquire. Just wanted to know any new customers that you have acquired in the [Showing first 8,000 characters — download PDF for full document]