Analysts/Institutional Investor Meet/Con. Call Updates

Date: August 13, 2026 To, To, Listing Department Listing Department National Stock Exchange of India Limited BSE Limited Exchange Plaza, C-1, Block G, Bandra Kurla Phiroze Jeejeebhoy Towers, Dalal Street, Complex Bandra (East), Mumbai – 400 051 Mumbai – 400 001 NSE Symbol: GKENERGY BSE Scrip Code: 544525 Dear Sir/Madam, Subject: Intimation under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 - Transcript of Earnings Conference Call Pursuant to Regulation 30 of Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the transcript of the Earnings Conference Call held on Friday, August 07, 2026, to discuss the Unaudited Financial Results of the Company for the quarter ended June 30, 2026. The same is also available on the Company’s website at www.gkenergy.in. You are requested to take the same on records. Thanking you, By order of Board of Directors For GK ENERGY LIMITED (Formerly known as GK Energy Private Limited, GK Energy Marketers Private Limited) Shubham Suresh Jain Company Secretary & Compliance Officer Membership No. A76578 Place: Pune “GK Energy Limited Q1 FY27 Earnings Conference Call” August 07, 2026 MANAGEMENT: MR. GOPAL KABRA CHAIRMAN, MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER – GK ENERGY LIMITED MR. SUNIL MALU CHIEF FINANCIAL OFFICER – GK ENERGY LIMITED Page 1 of 8 GK Energy Limited August 07, 2026 Moderator: Ladies and gentlemen, good day and welcome to GK Energy Limited Q1 FY27 Earnings Conference Call hosted by Churchgate Advisory Private 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 the conference call, please signal an operator by pressing "*" then "0" on your touchtone phone. I now hand the conference over to Mr. Gopal Kabra, Chairman, MD, and CEO of GK Energy Limited India. Thank you, and over to you, sir. Gopal Kabra: Thank you very much, and very warm good afternoon to everyone. I, Gopal Kabra, Chairman, Managing Director of GK Energy, welcomes you, everyone. I am very glad that all of you have joined us today for our investor call. Along with me, Mr. Sunil Malu, our CFO, is also present. We hope you all had a chance to go through our investor presentation uploaded on the stock exchange. We will share our key operating and financial highlights for the quarter ended June 30, 2026. We have started FY2027 on a positive note, delivering our highest ever quarterly revenue. Standalone revenue from our operation increased by 71.1% year-on-year to INR 505 crores, compared to INR 295 crores in Q1 of FY2026. EBITDA increased by 47.7% to INR 86.1 crores, with an EBITDA margin of 17.05%. PAT, profit after tax, increased by 61.6% to INR 59.7 crores, compared to INR 36.9 crores in the same quarter last year. Our order book as on June 2026, including order received post June, was INR 541 crores, providing visibility for execution over coming quarter. On the operational front, we installed 24,118 systems during Q1 FY27, more than double the 10,827 systems installed in the Q1 last year. With commissioning of 109 MW of renewable energy capacity during the quarter, with this, our cumulative installation base has crossed 1,64,500 systems and 726 MW of renewable energy capacity in decentralized way. Today, our network cover more than 7,500 villages and supported by workforce of over 1,500 people and our own logistics fleet of 40-plus vehicles. Our growth strategy continue to build around technology defined low capex model supported by our OEM/ODM manufacturing ecosystem. We control critical raw material and work with multiple manufacturing partners, allowing us to maintain quality, supply availability, and cost efficiency while keeping fixed capital requirement relatively low. Our decentralized warehousing, logistics, and field execution network further enable us to scale across geography without requiring proportionate investment in fixed infrastructure. From the market developing perspective, we continue to depend on our presence across existing state while building GK Energy brand across rural and residential market, village, block-level, Tier 2, and Tier 3 cities. Our presence across more than 7,500 village, built over 18 year, provided us with a direct access to communities where renewable energy adoption is increasing day-by-day. Page 2 of 8 GK Energy Limited August 07, 2026 We are also leveraging our network, our established rural presence to expand our offering across solar pump, rooftop solar, and other RE solutions. Our immediate focus remain on strengthening our solar agriculture pumping business and scaling up rooftop with the similar pace to achieve the better market share. Our long-term vision is to enter into the across the other available opportunities like BESS and hybrid energy solution. Looking ahead, our objective is to build GK Energy into one of the India's most trusted renewable energy brand. We intend to deepen our presence in existing market, enter new geographies in coming future as and when required, while maintaining execution discipline and following our low capex approach. Our long-term vision, as we have shared, is to reach 1 million houses with our system in place with them, as well as the 1 billion enterprise in decentralized renewable energy. With this, I would like to thank everyone for joining us today. Now I request the coordinator to open the floor for the question and answer. Thank you. Moderator: Thank you very much Sir. Our first question comes from the line of Bhagwat with Prosperity Wealth Management. Please go ahead. Bhagwat: Thank you for the opportunity and congratulations for the strong quarter results. My question is on the order book. The current unexecuted order book of around INR 541 crores seems relatively modest compared to the company's growth aspirations. Could you share your expectations for the order inflows over the remaining quarters of FY27? And based on the order pipeline, are we confident of achieving our growth guidance of doubling revenue in FY27? Gopal Kabra: Thank you, Bhagwat ji. So, this order book is as on today, right? So, we are in just first week of the August, and we are very confident. If you see what we have told, we have delivered and we are trying to deliver more better way. Looking towards the current market scenario, with the securing of this order book, and we will be expecting some more order in coming time. Phase 6 of Magel Tyala has been just got submitted and we are expecting some order there as well. And for the Phase 7 of Magel Tyala is also there in the pipeline. So, this will enable us to achieve what we have said in H1, and H2 we are expecting from the PM-KUSUM 2.0, as well as the rooftop systems. Bhagwat: Okay. So, the growth guidance is intact for FY27 of doubling, right? Gopal Kabra: We are definitely on that track only. Bhagwat: Okay. So, my second question is, can you please comment on the reasons for the slight margin compression in Q1 and what EBITDA/PAT margin ranges should be expected for the whole year FY27? And is the historical EBITDA of 19% to 20% margin still sustainable? Gopal Kabra: See, as I have given the guidance, when we had a last con-call also, we said that our PAT will be remain in two-digit, and that is there. And I have already given the indication that we may expect little bit down in the last con-call. So, whatever we have said is getting maintained. Page 3 of 8 GK Energy Limited August 07, 2026 Bhagwat: Okay. And we do expect to maintain for the whole year, right? Gopal Kabra: We are expecting profit to remain in the same line, what is been achieved in the quarter one. Bhagwat: Okay. Thank you for that. And if I may ask one more last question. So, with PM-KUSUM 2.0 expected to drive the next phase of solar pump adoption, could you share an update [Showing first 8,000 characters — download PDF for full document]