Dear Sir/Madam, Please find enclosed the update of Kirloskar Ferrous Industries Limited (KFIL), a listed material subsidiary of the Company. You are requested to take the same on record.

1ei rlos1ear Industries 13 August 2026 BSE Limited National Stock Exchange of India Limited The Manager The Manager Corporate Relationship Department Listing Department 1st Floor, P. J. Towers, Exchange Plaza, C -1, Block G, Dalal Street, Fort, Bandra-Kurla Complex, Bandra (E), Mumbai 400 001. Mumbai 400 051. BSE Scrip Code: 500243 NSE Scrip Code: KIRLOSIND Sir / Madam, Subject: Updates of material subsidiary We wish to inform you that Kirloskar Ferrous Industries Limited (KFIL), a listed material subsidiary of the Company, has intimated to the stock exchange, where the shares of KFIL are listed, an intimation under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, (the Listing Regulations), a copy of the intimation (which is self-explanatory) filed with the stock exchanges by KFIL is enclosed for your ready reference. You are requested to take the same on your record. Thanking you. For Kirloskar Industries Limited Ashwini Mali Company Secretary Encl: a/a Kirloskar Industries Limited A Kirloskar Group Company Regd. Office: One Avante, Level 14, Karve Road, Kothrud, Pune 411 038 Tel: 020-69065007 Email: investorrelations@kirloskar.com | Website: www.kirloskarindustries.com CIN: L70100PN1978PLC088972 1e; r10s1ear Ferrous Ref No. 3360/26 13 August2026 The Department of Corporate Services BSE Limited P. J. Towers, Dalal Street, Fort, Mumbai 400001 (Scrip code : 500245) Dear Sir/ Madam, Subject : Transcript of the conference call Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015and in continuation of earlier communication vide letter No. 3357/26dated 6 August 2026; this is to inform that the transcript of the conference call for investors and analysts held on Thursday, 6 August 2026 at 4:00 p.m. (IST) is enclosed herewith and has beenavailable at the website of the Companyviz. www.kirloskarferrous.com You are requested to take the same on record. Thanking you, Yours faithfully, For Kirloskar Ferrous Industries Limited Mayuresh Digitally signed by Vinayak Mayuresh Vinayak Gharpure Date: 2026.08.13 18:12:45 Gharpure +05'30' Mayuresh Gharpure Company Secretary Encl : a/a Kirloskar Ferrous IndustriesLimited A Kirloskar Group Company Registered Office: 'One Avante', Level 5, Karve Road, Kothrud, Pune 411038, Maharashtra Telephone : +91 (20) 69065040 Email : kfilinvestor@kirloskar.com Website: www.kirloskarferrous.com CIN: L27101PN1991PLC063223 acJrlosacar Ferrous “Kirloskar Ferrous Industries Limited Q1 of FY '27 Earnings Conference Call” 6 August 2026 1eJrlos1ear Ferrous ANTIQUE MANAGEMENT: MR.R.V.GUMASTE–MANAGINGDIRECTOR– KIRLOSKARFERROUS INDUSTRIES LIMITED MR.R.S.SRIVATSAN–EXECUTIVE DIRECTOR (FINANCE)AND CHIEF FINANCIAL OFFICER – KIRLOSKARFERROUS INDUSTRIES LIMITED MODERATOR: MR.PALLAV AGARWAL–ANTIQUESTOCK BROKING LIMITED Page 1of 15 1eJrlos1ear Kirloskar Ferrous Industries Limited Ferrous 6 August2026 Moderator: Ladies and gentlemen, good day, and welcome to the Kirloskar Ferrous Industries Limited Q1 FY '27 Earnings Conference Call hosted by Antique StockBroking 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 star then zero on your touch-tone phone.Please note that this call is being recorded. I now hand the conference over to Mr. Pallav Agarwal from Antique StockBroking. Thank you, and over to you, sir. Pallav Agarwal: Yes. Thank you, Shruti, and good afternoon, everyone. A very warm welcome to the Kirloskar Ferrous Industries First Quarter FY '27 Earnings Call. We have the senior management team of the company, represented by Mr. R.V. Gumaste, the Managing Director; and Mr. R. S. Srivatsan, the Executive Director, (Finance)and CFO. I would now like to hand over the call to Mr. Gumaste for his opening remarks. Over to you, sir. R.V. Gumaste: Yes. Thank you, Pallav. Let me, first of all, welcome all the analysts and investors to this call, quarter 1 Kirloskar Ferrous Industries Limited.And I would like to start with a few highlights, before we start with the question and answers. All of you have already seen the results published by the company. And just to bring on the production and sales quantities, with respect to pig iron, we produced 1,65,120 metric tonof pig iron against last year's 1,57,112 metric ton, an increase of 5%. And in case of castings, against last year first quarter 36,929 ton, we produced 43,800 tons, an increase of 19%, whereas the tube total production last year was 56,558 metric tons. Against that, we have come down to 51,968 metric tons, which is a drop of 8%. Coming to the sales quantities, we sold 1,28,737 metric tonin quarter 1 external sales against 1,32,392 tonsin the quarter. So it's a drop of 3%, which indicates that internal consumption was higher because last year Q1, we had stoppage of Jejuriplant for a few days. So the consumption in this year first quarter is more than last year's first quarter. And casting sales is 41,345 metric tonsagainst 34,941 metric tons, which is an increase of 18% compared to last year's first quarter. Tube sales totalled41,512 tonsagainst last year's 48,461 metric tons, which is a drop of almost 14%. During the quarter, we improved sales realization on pig iron and we could hold the sales realization on castings, whereas the tube product mix, we could not hold on to the sales realization. We had to sell more of line pipes in the absence of high realizing export orders as well as realizing oil and gas tubes. We continue to work on our all the projects. There's no change in our project plans. And currently, we are right now executing all the important projects, completion of 35-megawatt solar plant already in the stage of commissioning and 12 windmills of 2.1 megawatt each. And we expect all this will get commissioned in the quarters to June to September. Page 2of 15 1eJrlos1ear Kirloskar Ferrous Industries Limited Ferrous 6 August2026 Completion of 2-part foundry in Solapur with a capacity of 15,000 metric tonper annum for producing the large castings. Expansion of Rajpura in 2 phases. Phase 1 is expanding the present capacity to between 40,000 to 50,000 metric ton per annum. The existing capacity is about 25,000 metric tonper annum and which means about 2,200 metric tonper month, and we have started producing and selling that quantity. The capacity at Rajpurafoundryis totally sold out. So in the next 8 months, we will expand the capacityto 2x of that, at least go up to 40,000 to 45,000 metric tonsper annum and subsequently in Phase 2, take it to 6,000 tonsper month or 70,000 metric tonsper annum. With this, we will have a producible capacity of 1,10,000 at Koppal close to 90,000 in Solapur and Rajpura with Phase 2 implementation, 70,000 metric tons. So, we will have a realizable capacity across all the 6 foundries put together will have a capacity of 270,000 metric tonper annum. We are also working for upgradation of Hiriyur pig iron plant with the capacity to produce pig iron upto 360,000 metric tonalso bring the efficiency in terms of reduced coal consumption with pulverized coal injection, bell-less topand all the features what we have incorporated in MBF blast furnace 1 and 2 at Koppal. We are also progressing well on oxygen plant and the enhanced pulverized coal injection in Koppal blast furnace 1 and 2, and we expect by February, March, we complete those projects. We've also taken up the rolling capacity enhancement at Jejuri togo to 25,000 metric tonof rolling against 15,000 metric tonrolling today. So the capacity will go to 3 lakh metric tonrolling out of which 240,000 tonswill be saleable product, external sales of alloy steel products. We have also started the project for premium couplings to be made in Baramati. And we expect to order this project in next few weeks' [Showing first 8,000 characters — download PDF for full document]