Earnings Presentation for Unaudited Financial Results for Q1 FY2026-27

Date: August 12, 2026 To, To, BSE Limited National Stock Exchange of India Ltd P J Towers, Dalal Street, Exchange Plaza, Bandra Kurla Complex, Fort, Mumbai – 400001 Bandra (East), Mumbai – 400051 Scrip Code: 544821 Trading Symbol: KUSUMGAR Dear Sir/Madam, Sub: Intimation of Earnings Presentation for Unaudited (Standalone & Consolidated) Financial Results for the Quarter ended June 30, 2026 Dear Sir/Ma’am, Pursuant to Regulation 30 read with Para A Part A of Schedule III of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed a copy of Earnings Presentation with reference to the published Unaudited (Standalone & Consolidated) Financial Results of the Company for the Quarter ended June 30, 2026. The presentation shall also be placed on the website of the Company at www.kusumgar.com. Kindly take the same on your records. Thanking you. Yours faithfully, For Kusumgar Limited (Formerly known as Kusumgar Private Limited) Devanand Parshottam Mojidra Company Secretary and Compliance Officer Kusumgar Ltd | Earnings Presentation Q1 FY’ 27 PrivateandConfidential 1 Operating Performance & Outlook – Q1 FY27 Revenue • Revenue up 102% YoY to ₹2,472 Mn, led by execution ramp-up on finished parachutes contracts • QoQ decline to ₹2,472 Mn (vs ₹3,128 Mn) due to higher export shipments in Q4 FY26 post-Trump tariff resolution, a one-off catch-up • Quarterly revenue expected to normalize progressively Capacity Utilization • Utilization trending upward across manufacturing facilities, supporting operating leverage EBITDA Margin • Margin expanded to 31.1% in Q1 FY27 vs 22.0% in Q1 FY26 (+~910 bps), driven by richer, higher-margin product • QoQ moderation from 41.1% (Q4 FY26) due to lower operating leverage as revenue normalized off an elevated base Diversification & Pipeline • New product development pipeline strengthening; funnel expanding across products, segments and geographies • Deliberate strategy to de-risk revenue concentration and build medium-term resilience • Continued focus on building technical capabilities and human resources to drive medium and long-term growth agenda Financial Summary for FY’27 Q1 (₹ in millions) Particulars FY27 Q1 (UA) FY26 Q1 (UA) Change YOY FY26 Q4 (UA) Change QOQ Revenue 2,472 1,225 102% 3,128 -21% Other Income 14 39 -65% 130 -89% Total Income 2,486 1,263 97% 3,258 -24% Cost of Materials 910 419 117% 1,152 -21% Cost of service 10 21 -55% 21 -55% Employee cost 206 210 -2% 226 -9% Other expenses 601 343 75% 572 5% EBITDA 759 270 181% 1,287 -41% EBITDA margin 31% 22% 39% 41% -25% Finance Cost 62 69 -11% 50 23% Depreciation 127 107 19% 114 11% Profit/(Loss) before Tax 578 93 521% 1,122 -48% Tax including Deferred Tax 152 27 470% 302 -50% Profit for the year 426 66 542% 820 -48% PAT margin 17% 5% 218% 26% -34% Our Executive Summary Leadership in engineeredfabrics • Core expertiseinpolyamides&polyester filamentsandpolyurethane chemistry • Expertiseinapplicationswhere performanceparameters suchastensilestrength,tearstrength,abrasionresistance, comfort, air- permeability,andwater-proofingetcarecritical • Selectivelyexpandedintomanufacturingend-usersolutionsforaerospaceanddefencemarkets Majority businessfrom aerospaceanddefencesegmentwithdiversification acrossautomotiveand activewearsegments • Indiaisacceleratingitsshifttowardindigenousdefencemanufacturingtoreducerelianceonimportsandaddressbordersecurity challenges • Closecollaboration withglobalbrands • Steadygrowth inautomotive andindustrialsegmentbyprovidingcustomisedsolutionsandprioritisingcustomers withlowcost sensitivity Leveraged processknowledgeand productdevelopmentexpertisewithuniquefabricconfigurations • Productportfoliocomprising1,000+uniqueSKUs,buildinganichearoundsynthetic,functionalandperformancefabrics • Longstandingrelationships withkey customers • Technicalcapabilitiesallowingthedevelopment ofuniquesolutionsforcustomers PrivateandConfidential 4 We Offer Engineered Fabrics and Solutions catering to High-Performance Requirements of Customers Expertise Polyamides PolyesterFilaments PolyurethaneChemistry KeySegments Aerospace&Defence AutomotiveandOutdoorEngineeredFabrics AerospaceandDefenceFabrics IndustrialandAutomotiveFabrics AerospaceandDefenceSolutions OutdoorandLifestyleFabrics FinancialHighlights(Q1 FY27) INR2.472.47 Mn 31.05% 17.24% Revenuefrom Operations EBITDAMargin PATMargin Our Aerospace and Defence Offerings AerospaceandDefenceFabrics AerospaceandDefence Solutions AerialSystems ParachuteFabrics RecoveryParachute EntryDescentand CargoDropParachutes HighAltitudeParachute RecoveryParachute Systems LandingSystems CargoDropParachutes PenetrationSystems Systems TacticalAssault DrogueParachutes ParachuteSystems TacticalAssault SpaceModuleRecovery ParachuteSystems DrogueParachutes Parachutes StealthSystems (entrydescent&landingsystems) 2DMultispectral 3DMultispectral InfraredReflective TacticalClothing&SpecialtyGearFabrics CamouflageNets CamouflageNets Uniforms Modularlightweightload- ColdWeatherClothing SleepingBags GhillieSuits InvisibilityCloaks carryingequipment RapidDeploymentSystems RainWear RuckSacks&KitBags Decoys InflatableShelters StealthSystems MaintenanceandRepairServiceAgreements 2D&3DCamouflagenets Ghillie(Camouflage)Suits Decoys RegularInspectionand PreventiveMaintenance SpecializedRepairs Testing Protectionagainst,visual AirPermeabilityControl Durable&Flexible HandleLargerWeights thermalandradardetections Lightweight&Robust Lightweight,portableand Solutions quicktodeploy Our Automotive and Outdoor Engineered Fabrics Offerings Activewear Hardlines Withstandextremeenvironments whileprovidingcomfort,durability andaestheticappeal Athleisure Backpacks Optimizefabricsforbreathability andmoisturemanagement WinterWear Luggage Highlevelsofwaterproofing Rainwear SleepingBags Outdoor& Lifestyle Abrasionresistantandstretchable Fabrics FashionJackets Tents DimensionalStability ThermalResistance FabricsforTapes CustomFabricSolutions AbrasionResistance FlameRetardancy MechanicalRubberGoodsFabrics Tear&Tensile Strength MechanicalDurability Industrial& Automotive Inflatable Fabrics EnhancedAdhesion LongtermPerformance Fabrics Our Manufacturing Operations are Vertically Integrated 6manufacturingfacilitiesinIndia Vertically integrated capabilities Kosamba: Total Weaving Workforceof 2,077^ Kothwa: Preparatory Coating Weaving Processing Fabrication &Weaving &Lamination Karanj: Preparingyarnforweaving Washingandother Applyingspecialized Cutting,stitching,and Processing;Coating byaligningand treatments chemicallayerstofabric assemblyofcoatedor Valsad: strengthening. Applyingcolourtofabric surface laminatedfabricsinto Yarnsare interlacedusing usingcontrolledprocesses Combiningmultiplelayers finishedproducts Coating automatedlooms Treatingdyedfabrics offabricusing Vapi: throughchemicaland adhesives/heat ProcessingCoating mechanicalmethods Applyingcolour/patterns ontofabrics R&Dandqualitycontrol Certifications Establishedsystems&processescovering… Rapidprototyping Parachute&InflatableFabrics Applicationsimulation Advancedmulti-spectralcamouflagesystems CertificateofMembershpfromParachute Robust qualityvalidation Durablelifestyle&activeweartextiles NationalAwardforIndigenisation IndustryAssociation CapabilitiesenableKusumgartomanufactureworld-classengineeredfabrics,meetingdiversecustomerneedswithspeed,reliability,andinnovation Thank you Kusumgar Ltd. 101,Manjushree,VMRoad,VileParle(W),Mumbai400056, India +912261125100 +912226115611 info@kusumgar.com www.kusumgar.com PrivateandConfidential 9