Analysts/Institutional Investor Meet/Con. Call Updates

UNIPARTS INDIA LTD. August 12, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza, C-1, Block G Dalal Street, Mumbai – 400 001 Bandra Kurla Complex Bandra (E), Mumbai – 400 051 Scrip Code: 543689 Symbol: UNIPARTS Subject: Regulation 30: Transcript of Earnings Call pertaining to the Unaudited Financial Results for the quarter ended June 30, 2026 Dear Sir/Madam, In terms of Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed transcript of earnings call on the Unaudited Financial Results of the Company for the quarter ended June 30, 2026, which was held on Wednesday, August 05, 2026. The same is also being uploaded on website of the Company at https://www.unipartsgroup.com/home/quarterly_financial_results. You are requested to take the above on record. Thanking You, Yours faithfully, For Uniparts India Limited Jatin Mahajan Head Legal, Company Secretary and Compliance Officer Encl: As above Regd. Office: Gripwel House, Block-5, LSC, C 6&7, Vasant Kunj, New Delhi-110070, India|Tel: +91 11 26137979 |Fax: +91 11 26133195 Corporate Office: 1st Floor, B 208, A1 & A2, Phase-II, Noida-201305, (U.P.), India Tel: +91 120 4581400 | Fax: +91 120 4581499 E-mail: info@unipartsgroup.com; website: www.unipartsgroup.com An ISO 9001:2008 & 14001:2004 Company CIN : L74899DL1994PLC061753 “Uniparts India Limited Q1 FY27 Earnings Conference Call” August 05, 2026 E&OE – This transcript is edited for factual errors. In case of discrepancy, the audio recordings uploaded on the stock exchange on 5th august 2026, will prevail. MANAGEMENT: MR. GURDEEP SONI – CHAIRMAN AND MANAGING DIRECTOR – UNIPARTS INDIA LIMITED MS. TANUSHREE BAGRODIA – WHOLE TIME DIRECTOR AND GROUP CHIEF EXECUTIVE OFFICER – UNIPARTS INDIA LIMITED MR. SANDEEP TANEJA – GROUP CHIEF FINANCIAL OFFICER – UNIPARTS INDIA LIMITED MR. HIMANSHU SHARMA – HEAD, INVESTOR RELATIONS AND FP&A – UNIPARTS INDIA LIMITED MODERATOR: MR. KANAV KHANNA – EY Page 1 of 15 Uniparts India Limited August 05, 2026 Moderator: Ladies and gentlemen, good day, and welcome to the Uniparts India 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 questions after the presentation concludes. Should you need assistance during the 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. Kanav Khanna. Thank you, and over to you, sir. Kanav Khanna: Thanks, Anushka. Good afternoon, everyone, and welcome to the Q1 FY27 Earnings Call of Uniparts India Limited. We have on the call from the management side, Mr. Gurdeep Soni, Chairman and Managing Director; Ms. Tanushree Bagrodia, Whole-Time Director and Group CEO; Mr. Sandeep Taneja, Group CFO; and Mr. Himanshu Sharma, Head, IR and FP&A. We must remind you that the discussion in today's call may include certain forward-looking statements and must be, therefore, viewed in conjunction with the risks that the company may face. I will now hand over the call to Mr. Soni to take us through the financial and business update, subsequent to which we can open the floor for Q&A. Thank you, and over to you, sir. Gurdeep Soni: Thanks a lot. Good afternoon, everyone, and thank you for joining us. It is indeed a pleasure to welcome you all to the Uniparts Q1 FY27 Earnings Call. The first quarter of FY27 reflects the divergent dynamics currently shaping our end markets and importantly, how we are navigating them. Central to this is the operational rigor our teams have demonstrated in ensuring we continue to meet customer expectations without exception. On that note, the restoration of the finishing shop at our Ludhiana facility is progressing well and on schedule. And I'm pleased to report that customer supply has remained uninterrupted throughout. Equally, our Mexico operations are on track with first customer deliveries from the warehouse expected in Q3 of this year. This is a meaningful milestone in our journey as a global supply partner. Turning to the Q1 FY27 performance. We are pleased to report revenue growth of 27% year- on-year EBITDA growth of 55% year-on-year and a PAT growth of 64% year-on-year. This performance is in line with the quarter-on-quarter guidance we had shared, but better than the annual guidance we had given and reflects the quality of execution by the team across a quarter that was not without its challenges. The ongoing West Asia situation has continued to exert pressure on input costs and supply chains. Our teams have navigated this with discipline, working closely with vendors and ensuring that our delivery commitments were met without disruption. On a trailing 12-month basis, our earnings per share stand at INR39.97, and our ROCE is north of 27%, with ROE at 20%. Our net cash position at the end of quarter 1 stands at INR190 crores, reflecting the continued strength of our cash generation. Page 2 of 15 Uniparts India Limited August 05, 2026 Just to put this in context, when we declared the special dividend of INR101 crores in October of '25, our cash balance was approximately INR210 crores. Therefore, in just 10 months through focused operations and business growth, we have rebuilt to that level. Our balance sheet is in excellent health, and we continue to actively evaluate acquisition opportunities that can accelerate our strategic agenda. On the business development front, our trailing 12-month new business order book remains robust at over INR225 crores with a healthy pipeline. These wins span segments and geographies and reflect continued customer confidence in our capabilities across our 3 product platforms, which are the three-point linkage for agricultural and PMP and fabrications. We are continuing to invest in growing our construction and large agricultural equipment businesses, given that the small ag is already a segment where we hold significant global market share. The new business momentum is structural, and we intend to build on it. Let me talk about some of the industry segments that we work on. On the construction equipment, the momentum that started in the second half of calendar year 2025 has continued into Q1 of FY27. Infrastructure-led spending, particularly under the technology investments in the U.S. and the government-led investments in Europe, is sustaining healthy customer schedules and order visibility. This segment is performing well, and we are growing with it, supported by both market recovery and new business additions. Coming to the large agricultural equipment, conditions remain subdued as has been widely acknowledged across the industry. Leading OEMs have indicated that current year 2026 represents the cyclical bottom with a more meaningful recovery expected through calendar year 2027. Our growth in this segment is therefore not market-driven. It is entirely the result of new business wins, with particular momentum in Europe. This is a natural extension of our core competency and a segment we are investing in with a long-term view. In the small agriculture equipment, India continues to perform well, supported by government subsidy programs and rising adoption across the mid-to-higher horsepower categories. New business wins in India in the small ag segment have been particularly strong. In the Western market, small ag growth remains more measured. Consumer appetite for big- ticket equipment purchases has been tempered by the economic uncertainty and volatility, leading to continued deferral of buying decisions. That said, the bottom appears to be behind us. After 3 consecutive years of volume decline, we are beginning to see some recovery in unit volumes and the direction of growth is encouraging. Driven by our share position and continued new business additions, our business growth remains strong in this segment. Page [Showing first 8,000 characters — download PDF for full document]