Analysts/Institutional Investor Meet/Con. Call Updates

GMM/SEC/2026-27/33 August 13, 2026 BSE Limited NSE Limited Scrip Code: 505255 Symbol: GMMPFAUDLR Sub.: Earnings Call Q1 FY27 – Transcript Ref.: Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 Dear Sir/ Ma’am, Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed the transcript of earnings conference call for the quarter ended June 30, 2026, conducted on August 6, 2026, for your information and records. The above information is also being made available on the website of the Company at www.gmmpfaudler.com. Thanking you. Yours faithfully, For GMM Pfaudler Limited Mittal Mehta Company Secretary & Compliance Officer FCS. No. 7848 Encl.: As above “GMM Pfaudler Limited Q1 FY27 Earnings Conference Call” August 06, 2026 MANAGEMENT: • MR. TARAK PATEL – MANAGING DIRECTOR, GMM PFAUDLER LIMITED • MR. GREGORY GELHAUS – GROUP CHIEF EXECUTIVE OFFICER, GMM PFAUDLER LIMITED • MR. ALEXANDER POEMPNER – GROUP CHIEF FINANCIAL OFFICER, GMM PFAUDLER LIMITED • MR. ANKIT NAYYAR – DEPUTY CHIEF FINANCIAL OFFICER, GMM PFAUDLER LIMITED • MS. MITTAL MEHTA- COMPANY SECRETARY & COMPLIANCE OFFICER • MR. RAVEEN KANABAR – SENIOR MANAGER FINANCE & ACCOUNTS, GMM PFAUDLER LIMITED • SGA – INVESTOR RELATIONS – GMM PFAUDLER LIMITED Page 1 of 27 GMM Pfaudler Limited August 06, 2026 Moderator: Ladies and gentlemen, good day and welcome to the Q1 FY27 Earnings Conference Call for GMM Pfaudler 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 “*” then “0” on your touchstone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Raveen Kanabar from GMM Pfaudler Limited. Thank you and over to you, sir. Raveen Kanabar: Thank you. Good afternoon, Ladies and Gentlemen. A very warm welcome to all of you to the Q1 FY27 Earnings Call of GMM Pfaudler Limited. The earnings presentation was uploaded on the stock exchanges yesterday and is also available on our website. Hope all of you had a chance to go through it. From the management today, we have with us our Managing Director Mr. Tarak Patel, our Group CEO Mr. Gregory Gelhaus, our Group CFO Mr. Alexander Poempner, our Deputy CFO Mr. Ankit Nayyar, our Company Secretary Ms. Mittal Mehta. We will give you a “Brief overview of the performance of the Company”, after which we will get into the “Q&A”. Before we begin with the overview, a brief disclaimer. The presentation which was uploaded on the stock exchanges and also on our website, including our call discussions that will happen now, contains or may have certain forward- looking statements regarding our business prospects and profitability, which are subject to several risks and uncertainties. Actual results could materially differ from those in such forward-looking statements. I will now hand over the call to Mr. Tarak Patel to provide you with a brief overview of the performance of the company. Over to you, Tarak. Page 2 of 27 GMM Pfaudler Limited August 06, 2026 Tarak Patel: Thank you, Raveen. Good afternoon, everyone and thank you for joining us today to discuss our financial performance for the June quarter ended and equally important the strategic transformation that is underway across our organization. The past few years have been defining for GMM Pfaudler, we successfully transformed ourselves from being a leading Indian engineering company into one of the world's largest process equipment platforms through the acquisition of the global Pfaudler business and a series of complementary technology acquisitions. With that foundation firmly established, we are now entering the next phase of our journey. This phase is about GMM Pfaudler taking a decisive step in its growth journey by evolving into a single globally integrated organization. Our customers operate worldwide and increasingly expect the same advanced technology, consistent quality, and prompt, reliable support wherever they are located. To meet their expectations and accelerate our ambitions, we are organizing our business into four distinct global divisions, each with a clear accountability and a sharp focus on the industries that they serve. Over the last year, we have undertaken one of the most significant organizational transformations in our history. Historically our businesses operate through geographical structures, with India and International businesses functioning independently. While this approach was appropriate immediately after the acquisition, as it allowed the business to stabilize and preserve customer relationships to continue, it was never intended to be the long-term operating model. Today we have evolved beyond that stage. We have reorganized the company into four distinct global divisions replacing the traditional geographic structure. These divisions are CRT- Corrosion Resistance Technologies, PPT- Process Performance Technologies, HET- Heavy Engineering Technologies, PST- Process Systems Technologies. Each division now operates globally under dedicated leadership, with clear accountability for technology development, product strategy, customer engagement, and operational excellence. This is far more than an organizational change. Page 3 of 27 GMM Pfaudler Limited August 06, 2026 It represents a fundamental shift in the way we go to market. Instead of managing similar businesses independently across the different regions, we are now bringing together global expertise under one technology platform. This enables us to leverage engineering knowledge across geographies, accelerate product innovation, improve customer responsiveness, strengthen cross- selling opportunities, and allocate capital more effectively. Most importantly, it creates a single global organization with common objectives rather than multiple regional organizations pursuing independent priorities. As I said earlier, our customers increasingly operate globally, they expect partners who can provide consistent technology solutions across markets. Our new operating model positions us much better to meet these expectations. The journey will take time, but we believe it creates a much stronger foundation for sustainable long-term value creation. It also helps our capital market stakeholders to better monitor the underlying business drivers across each of our business divisions, providing greater clarity on our overall business. In line with this vision, we have further strengthened our leadership team by establishing clearly defined roles and responsibilities across our business. Mr. Gregory Gelhaus has been appointed as Group Chief Executive Officer and will lead the cultural and organizational transformation required to build a truly global organization. This leadership structure will help institutionalize a global mindset, strengthen accountability, and align performance across the organization. It will also enable us to build a robust leadership pipeline, establish effective succession planning, and create global centers of excellence supported by shared service capabilities. Ultimately, our strategy is to establish leadership across our process technology businesses, expanding customer relationships through broader portfolio and driving operational excellence across each division. By capitalizing on growth opportunities more effectively with unified global organization, we expect to deliver sustainable, profitable and create long-term value for all our stakeholders. Page 4 of 27 GMM Pfaudler Limited August 06, 2026 The new global structure allows each division to focus on its own strategic priorities while unlocking meaningful value across the group. As we move forward, you should increasingly view the company not as a geographically managed organization, but as a global technology com [Showing first 8,000 characters — download PDF for full document]