Analysts/Institutional Investor Meet/Con. Call Updates

Date: August 10, 2026 Listing Compliance Department Listing Compliance Department BSE Limited National Stock Exchange of India Phiroze Jeejeebhoy Towers Limited Dalal Street, Exchange Plaza, C-1 Block G, Mumbai - 400 001 Bandra - Kurla Complex, Bandra (East) Mumbai - 400 051 SCRIP CODE: 544333 SYMBOL: SETL Dear Sir/Madam, Sub: Transcript of the quarter ended June 30, 2026, Results Conference Call hosted on August 06, 2026 Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, with reference to our results conference call intimation dated August 03, 2026, please be informed that the results conference call for the quarter ended June 30, 2026 was hosted on August 06, 2026 and the transcript of the conference call is enclosed herewith. You are requested to kindly take the above information on record. Thanking you, Yours faithfully, For STANDARD ENGINEERING TECHNOLOGY LIMITED (Formerly known as Standard Glass Lining Technology Limited) Kallam Hima Priya Company Secretary & Compliance Officer Encl: A/a Standard Engineering Technology Limited (Formerly known as Standard Glass Lining Technology Limited) Registered Office: D-12, Phase -I, IDA Jeedimetla, Hyderabad-500055 Corporate Office: 10th Floor, PNR High Nest, Hydernagar, KPHB Colony, Hyderabad-500085 Manufacturing Unit: Survey No. 42/A, Alinagar, Chetlapotharam Village, Gaddapotharam, SangaReddy-502319 CIN: L29220TG2012PLC082904 Email: corporate@standardengtech.com Website: www.standardengtech.com Tel: + 040 3518 2204 “Standard Engineering Technology Limited Q1 FY27 Earnings Conference Call” August 06, 2026 MANAGEMENT: MR. NAGESWARA KANDULA – MANAGING DIRECTOR – STANDARD ENGINEERING TECHNOLOGY LIMITED MR. RAMAKRISHNA KANDULA – EXECUTIVE DIRECTOR -STANDARD ENGINEERING TECHNOLOGY LIMITED MR. VENKATA MOHANA RAO KATRAGADDA- EXECUTIVE DIRECTOR STANDARD ENGINEERING TECHNOLOGY LIMITED MR. YASUYUKI IKEDA – EXECUTIVE DIRECTOR – STANDARD ENGINEERING TECHNOLOGY LIMITED MR. BRAHMA REDDY – MANAGING DIRECTOR – GSCALE ENERGY PRIVATE LIMITED MR. ANJANEYULU PATHURI – CHIEF FINANCIAL OFFICER – STANDARD ENGINEERING TECHNOLOGY LIMITED MODERATOR: MR. ASHISH PODDAR – MOTILAL OSWAL Page 1 of 21 Standard Engineering Technology Limited August 06, 2026 Moderator: Ladies and gentlemen, good day and welcome to the Standard Engineering Technology 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 the questions after the opening remarks from Mr. Nageswara concludes. Should you need any assistance during the conference call, please use the hand-raise function. Please note that this conference is being recorded. I now hand over the conference call to Mr. Ashish Poddar from Motilal Oswal. Thank you and over to you, Ashish. Ashish Poddar: Yes, thank you, Avish. Good evening everyone and welcome to Q1 FY27 Earnings Conference Call of Standard Engineering Technology Limited. We have on the call Mr. Nageswara Kandula, the Managing Director, and he is joined by his esteemed senior management team. We must remind you that the discussion on today's call may include certain forward-looking statements and must be therefore viewed in the conjunction with the risks that the company faces. I will now request MD sir to please take us through the financials and the business update, subsequent to which we will open the floor for the question-and-answer. Thank you and over to you, sir. Nageswara Kandula: Thank you, Ashish. Good evening everyone. Thank you for joining us today. A warm welcome to all our shareholders, investors, analysts, banking partners, customers, and every member of the Standard Engineering Technology family. This has been another record quarter for us, and I want to say this clearly, this is not a one-time achievement. Every quarter, we are setting a new number. That is the standard we have set for ourselves and that is the standard we intend to keep. This quarter, we took two big steps that will shape our future for many years. First, we became India's high-precision engineering powerhouse. Our core business, pharma and chemical engineering, grew strongly this quarter. But we did not stop there. We also entered a completely new market AI data centers infrastructure. We are acquiring up to 51% stake in GScale Energy. Every AI data center needs power systems, cooling, and strong engineering, and that is exactly what we are good at. We are building this infrastructure very fast. Our teams are already onboarded, machines ordered, designs are ready, and our large manufacturing facility is coming up in schedule. This response from data center clients has been very encouraging. Clients are showing strong interest and this gives us full confidence on this business. Page 2 of 21 Standard Engineering Technology Limited August 06, 2026 Second, we depend on our partnership with GL Hakko, Japan. We have worked with GL Hakko for almost 10 years. Now we have invested approximately INR71 crores for the approximately 19% stake, with the right to grow this up to 51% in the next two to three years. This gives us access to 70 years of Japanese glass-lining technology and new products, including conductivity glass technology and semiconductor grade equipment. This will strengthen our products and open new global markets. Our growth story is two engines. Now let me explain our simple growth story. We run on two engines. Our first engine is our core engineering business. This is already strong and proven. It is expected to grow 40% to 50% this year, reaching around INR1200 crores revenue. Our second engine is GScale, our new AI data center business. This is expected to bring in around INR250 crores in this year. Two engines, one company, running at double speed. This is SETL today. Our numbers this quarter, total income INR250 crores, 41% year-on-year growth. EBITDA is INR44 crores, 27% year-on-year growth. Profit before tax INR36 crores, 26% year-on-year growth. And profit after tax INR26 crores, up to 26% year-on-year growth. EBITDA margins 17.5%. We achieved this growth while also investing on our new business for the future. That shows the strength of our core operations. Our priorities going forward. One, keep leading in our core engineering business with better technology and stronger customer relationship, two, build GScale into a world-class AI data center manufacturing platform as fast as we can. Three, grow the GL Hakko partnership, bring new technology in India, and expand into a global market. Our goal is simple and clear, to become India's leading high-precision engineering company with two strong engines driving us forward quarter-after-quarter, record- after-record. Before I close, I want to thank our customers, employees, shareholders, banking partners, and technology partners for their continued trust. This quarter's results are the results of the hard work of our entire team and the confidence all of you on us. We remain committed to working with discipline, investing wisely, and creating long-term value for every shareholder. Thank you for your continued trust and support. With that, I am happy to take your questions. Thank you. Moderator: Thank you, Mr. Nagesh. We now open the floor for question-and-answers. The first question is from Mr. Raman KV. Raman KV, request you to please unmute yourself and ask the question. Raman KV: Hello, sir. Can you hear me? Nageswara Kandula: Yes. Page 3 of 21 Standard Engineering Technology Limited August 06, 2026 Raman KV: Yes, sir. I have some questions. One, starting with the GScale business, can you elaborate what kind of business we will be doing in terms of, like, data center-wise? What are we planning to do under this segment and what kind of margins can we expect? And also, a bit further on to this question is with respect to, have there been any order inquiry and when can we expect this to be converted into revenue? Nageswara Ka [Showing first 8,000 characters — download PDF for full document]