Analysts/Institutional Investor Meet/Con. Call Updates

Ref: SGL/Compliance/2026-27/084 August 11, 2026 Listing / Compliance Department Listing/Compliance Department BSE Limited National Stock Exchange of India Limited Floor 25, P J Towers, Exchange Plaza, Dalal Street, Bandra Kurla Complex, Mumbai – 400 001 Bandra (East), Mumbai – 400 051 Scrip Code: 532993 Symbol: SEJALLTD Subject: Transcript of Earnings Call for quarter ended June 30 2026. Reference: Regulations 30 of SEBI (LODR) Regulations,2015 read with Schedule III to the SEBI (LODR) Regulations, 2015 and our intimation dated July 30, 2026, Dear Sir/Madam, Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, we enclose herewith the transcript of the Earnings Call hosted by the Company on Tuesday, August 04, 2026, at 02.15 PM (IST), to discuss the operational and financial performance for the quarter ended June 30, 2026. The aforesaid transcript is also being made available on the website of the Company at https://www.sejalglass.co.in/investor-presentations.html This is for your information and records. Thanking you, Yours faithfully, For Sejal Glass Limited Ashwin S. Shetty Vice President Operations & Company Secretary - Compliance Officer Membership No.: A20942 Encl.: As Above “Sejal Glass Limited Q1 FY27 Results Conference Call” August 04, 2026 MANAGEMENT: MR. AMRUT GADA – PROMOTER – SEJAL GLASS LIMITED MR. CHANDRESH RAMBHIA – CHIEF FINANCIAL OFFICER – SEJAL GLASS LIMITED MODERATOR: MR. PARTH ACHARYA – KIRIN ADVISORS PRIVATE LIMITED Page 1 of 19 Sejal Glass Limited August 04, 2026 Moderator: Ladies and gentlemen, good day and welcome to the Q1 FY27 Results Conference Call of Sejal Glass Limited. 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. Parth Acharya from Kirin Advisors Private Limited. Thank you and over to you, sir. Parth Acharya: Thank you. On behalf of Kirin Advisors, I welcome you all to the conference call of Sejal Glass Limited. From the management team, we have Mr. Amrut Gada, Promoter of the company, and Mr. Chandresh Rambhia, CFO. With that, now I hand over the call to Mr. Amrut Gada for the opening remarks. Over to you, sir. Amrut Gada: Yes, thank you, everyone and the participants here, so good afternoon, everyone, and welcome to the Q1 FY27 earnings conference call of Sejal Glass Limited. On behalf of the management team, I would like to thank all our investors, analysts, stakeholders for joining us today. We sincerely appreciate your continued trust, confidence, and support. For those who may be joining us for the first time, Sejal Glass is an integrated architectural glass company with manufacturing operations in both India and UAE. We offer a comprehensive portfolio of value-added architectural glass solutions catering to residential, commercial, and infrastructure projects. Over the years, our focus on quality, innovation, and execution excellence has enabled us to establish a strong presence across both domestic and international markets. We are pleased with our performance of first quarter for FY27, which reflects the strength of our business model and execution capability. During the quarter, we reported consolidated revenue of INR117.95 crores, near to INR118 crores, registering a healthy year-on-year growth of 52.88%. Our India business delivered strong performance with revenue increasing 67.03% year-on-year to INR36.43 crores, while our UAE operations continued their strong momentum, reporting revenue of INR81.52 crores, up 47.31% year-on-year. This robust revenue growth translated into a healthy profitability with consolidated EBITDA increasing by over 44% year-on-year to INR18 crores, and consolidated profit after tax growing by more than 63% year-on-year to INR7.22 crores. We are encouraged by the consistent progress across both our operating geographies. Looking ahead, we remain confident in our long-term growth strategy, supported by healthy order pipeline and strong execution visibility. In our UAE operation, the order book has Page 2 of 19 Sejal Glass Limited August 04, 2026 increased from approximately AED50 million to around AED72 million, reflecting incremental order inflow of nearly AED22 million to AED27 million. Execution of these projects commenced during June and July, and it is expected to continue over the next two quarters, providing stronger revenue visibility. Our India business also witnessed a healthy order inflow during the quarter, securing orders exceeding INR50 crores from leading developers such as Godrej, L&T, Prestige, and Raheja, with execution planned over the next 6 months. Based on our current order book and execution pipeline, we see potential upside of our initial FY27 revenue growth guidance of around 25% or more. As execution accelerates, we expect further improvement in capacity utilization. Following the completion of our strategic acquisition of two units in India last year, increasing order inflow will enable us to utilize the expanded manufacturing capacity more effectively. Higher operating volumes are expected to improve fixed cost absorptions and support an improvement in EBITDA margin of approximately 1% over the upcoming quarters. The long-term outlook for the architectural glass industry continues to remain encouraging, supported by increasing investment in premium residential development, commercial infrastructure, and energy-efficient buildings. We believe Sejal Glass is well-positioned to capitalize on these opportunities through its integrated manufacturing capabilities, diversified product portfolio, and longstanding customer relationships. At the same time, we remain focused on enhancing our product mix by increasing the contribution of value-added architectural glass solutions like insulated glass, laminated glass, digitally printed glass. This strategic focus is expected to strengthen our competitive positioning and improve our overall revenue mix. Alongside this, we continue to drive operational efficiencies across manufacturing, power consumption, logistics, and our supply chain. As these initiatives continue to deliver results, we remain confident of further improving profitability during FY27. With that, I would like to thank all of you once again for joining us today and for your continued support and confidence in Sejal Glass Limited. We will now be happy to take your questions. Thank you. Moderator: Thank you very much. We will now begin the question-and-answer session. The first question is from the line of Gaurav Shukla from Finvestors. Please go ahead. Gaurav Shukla: Am I audible, sir? Moderator: Yes, sir, you're audible. Please go ahead. Gaurav Shukla: Thank you, sir, for giving me the opportunity. Sir, I just want to know about the margin guidance for this year, blended margin guidance for FY27. Sir, I want to know margin guidance for this year, FY27. Page 3 of 19 Sejal Glass Limited August 04, 2026 Chandresh Rambhia: We are not able to hear you, sir. Gaurav Shukla: Sir, am I audible? Chandresh Rambhia: Yes. Gaurav Shukla: Sir, margin guidance, EBITDA margin guidance for FY27. Chandresh Rambhia: For FY27, as we had already said that our EBITDA will be improved by around 1%, and we are targeting the improvement on the PAT also. So, nearly 9% PAT we are expecting this year, FY27. Gaurav Shukla: Okay, sir. And closing order book, sir? I am not able to hear. Closing order book for this quarter ended 30th June? Chandresh Rambhia: Closing order book, already we had given a guidance that we have already the order book in India of around INR50 crores and in UAE around AED 70 Mn. So, that guidance has been already been given in the excha [Showing first 8,000 characters — download PDF for full document]