Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, we attach herewith transcript of Post Results ....

Mandar Vasmatkar Company Secretary & Chief - Compliance mandar.vasmatkar@timken.com 10 August, 2026 The National Stock Exchange of India Limited Exchange Plaza, Plot No. C/1, G-Block, Bandra- Kurla Complex, Bandra (E), Mumbai- 400051. NSE Symbol - TIMKEN BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Fort, Mumbai- 400 001. Scrip Code- 522113 Dear Sir/Madam, Sub: Transcript of Post Results Conference Call Q1 FY 2026-27 Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, we attach herewith transcript of Post Results Conference Call Q1 FY 2026-27 held on Wednesday, 5 August, 2026. A copy of the same is available on the website of the Company at below link: https://www.timken.com/en-in/investors/statutory-compliances/ Thanking you, Yours faithfully, For TIMKEN INDIA LIMITED Mandar Vasmatkar Company Secretary & Chief - Compliance Registered office: Timken India Limited 39-42, Electronic City, Phase II, Hosur Road, Bangalore 560 100. Tel: +91(80) 41362000, Fax: +91(80) 41362010, Website: www.timken.com/en-in/ CIN:L29130KA1996PLC048230 “Timken India Limited Q1 FY27 Post Results Earnings Conference Call” August 05, 2026 MANAGEMENT: MR. SANJAY KOUL – CHAIRMAN AND MANAGING DIRECTOR – TIMKEN INDIA LIMITED MR. SUJIT KUMAR PATTANAIK – CHIEF FINANCIAL OFFICER – WHOLE-TIME DIRECTOR – BUSINESS CONTROLLER, INDIA – TIMKEN INDIA LIMITED MODERATOR: MR. ANNAMALAI JAYARAJ – 360 ONE CAPITAL MARKETS LIMITED Page 1 of 9 Timken India Limited August 05, 2026 Moderator: Ladies and gentlemen, good day, and welcome to Timken India Limited Q1 FY27 Post Results 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 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. Annamalai Jayaraj from 360 ONE Capital Markets Limited. Thank you, and over to you, sir. Annamalai Jayaraj: Thanks, Sumit. On behalf of 360 ONE Capital, welcome all to Timken India Limited 1Q FY27 Post Results Conference Call. From Timken management, we have with us today: Mr. Sanjay Koul, Chairman and Managing Director; Mr. Sujit Kumar Pattanaik, Business Controller, India, CFO and Whole-time Director. I will now hand over the call to Mr. Sanjay Koul for the opening remarks to be followed by a question-and-answer session. Over to you, sir. Sanjay Koul: Thank you, Mr. Annamalai. Thanks a lot. Hello to everybody, and a very warm good afternoon, and thank you for joining. So, I must say it is my privilege, and Sujit is with me, our privilege of both of us from the Timken India side for this investor call and to share with you a little bit more details on the first quarter, which ended 30 June '26. Before I turn to the current quarter, let me briefly reflect on how we closed FY26. It was a strong finish to the year, as we spoke in May a little bit as well. The fourth quarter, always in India and traditionally for us, has been the best, and FY26 was no exception. We closed the year with the highest stand-alone revenue of INR3,147 crores, and robust Q4 was more than INR1,000 crores. So, against that backdrop, I am pleased to report that we have started FY27 on a steady note, carrying forward the consistent and broad-based performance which we have been doing which defines Timken India. We have delivered high double-digit revenue growth this quarter Y-o-Y, driven by resilient demand, especially in the core segments, and our execution both for export and domestic. As is typical to our business, bearing business being cyclical in nature, the first quarter comes off from the last quarter, which is always very high. So, against that backdrop, our revenue has been INR929 crores, almost 15% growth for the same period last year. PBT for the quarter stood at INR150 crores, and it was at INR130 crores in the same quarter last year. So that gives us 15% top-line growth, 15% bottom-line growth, and the cost pressures we are at. Our PBT margin was at 16.2%, broadly in line with 16.1% in Q1 '26. It is worth noting that the same quarter last year did not carry depreciation of our new capacity investment, which has since been capitalized. So, adjusted for this higher depreciation, that is also in that. So you can see there is a margin improvement because depreciation has grown. Other income for the quarter was INR10 crores. Net profit after tax stood at INR115 crores. The EBITDA Page 2 of 9 Timken India Limited August 05, 2026 margin for the quarter was at 19.6%. We also have the consolidated numbers because of the other entity. Consolidated revenues were INR943 crores for the quarter ended 30th of June, consolidated profit at INR156 crores, and consolidated net profit at INR119 crores. Also, I am happy to share that during the quarter, we have secured the BIS certification for CRB and CRB rollers and TRB rollers, and we are on the journey to complete that process. That is obviously certifying our commitment to the quality and the standards for our domestic market. The scheme of amalgamation of Timken GGB Technology Private Limited with Timken India Limited has been approved by the Board earlier and is now with the NCLT, that is the Law Tribunal, Bangalore Bench. This merger will help drive further synergies and efficiencies and reduce overall cost. Our new Bharuch plant continues to ramp up progressively, and investment towards rail expansion at Jamshedpur and plain bearings continues to be on track. With that, I would open the question-and-answer session. So happy to answer any questions. Moderator: Thank you very much. We will now begin the question-and-answer session. The first question is from the line of Mukesh Saraf from Avendus Spark. Mukesh Saraf: Yes, sir. Good evening and thank you for the opportunity. First, just a bookkeeping question. If you could give the revenue breakup for this quarter for this INR929 crores. Sanjay Koul: Thanks, Mukesh. For this quarter, FY27 first quarter, rail stood at INR200 crore, that is 22% of the total INR929. Mobile others was at INR184 crore. Distribution was at INR153.9, which is INR154 almost. Process was INR186. Exports was at almost INR200 crore, slight export incentive of 1% of the total. Mukesh Saraf: Got it. Thank you. So, my question now is I am just seeing that the parent has recently divested its belts business under its 80/20 philosophy and has been mentioning about relooking at the portfolio to improve profitability and kind of getting out of some low-margin businesses. Just trying to understand how this reflects for the India business? Is there going to be some kind of a change in strategy here in India? I mean, you are obviously expanding into Bharuch, but is there something more strategic that the India business is also going to be doing? Sanjay Koul: Yes. Thanks for the question, Mukesh. Obviously, Timken Global, more than 50% of their revenue is in America. And in the Americas, they have their portfolio, which is different from India. The markets are different. And 80/20 at the end of the day is largely a Pareto analysis of how and why you should serve. Obviously, the endeavour for every company is to grow their margins. And at the same time, I would say exit: how do you serve some businesses which are not conducive to the overall business? So, 80/20 is that, who are your 80s, which are the performance enhancers, or who are your 20s, which are maybe a little bit of a drag down. Page 3 of 9 Timken India Limited August 05, 2026 So that strategy is being used, and 80/20 is a very proven science. It has been effective in elevating many companies and necessarily is to focus on improving sales, improving service levels, say, for example, in our business, on-time delivery level should it be [Showing first 8,000 characters — download PDF for full document]