Please find attached herewith transcript of Investor Call

Date: 13th August 2026 BSE Scrip Code: 533293 NSE Scrip Code: KIRLOSENG To To Corporate Relationship Department Listing Department BSE Limited National Stock Exchange of India Ltd. 1st Floor, Rotunda Building, Exchange Plaza, C -1, Block G, Dalal Street, Fort, Bandra-Kurla Complex, Bandra (E), Mumbai – 400 001 Mumbai – 400 051 Dear Sir/Madam, This is to inform you that: Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 including amendments thereunder and in continuation of earlier communication vide letter dated 3rd August 2026, 6th August 2026 and 7th August 2026, we hereby inform that the Transcript of the Conference Call for Investors and Analysts held on 7th August 2026, at 4.00 p.m. (IST) to discuss the Un-Audited Financial Results of the Company for the quarter ended 30th June 2026, has been uploaded on the website of the Company, viz. www.kirloskaroilengines.com. The same is also enclosed herewith. You are requested to take the same on your record. Thanking you, Yours faithfully, For Kirloskar Oil Engines Limited Farah Irani Company Secretary and Compliance Officer Encl.: As above. “Kirloskar Oil Engines Limited Q1 FY27 Earnings Conference Call” August 07, 2026 MANAGEMENT: MS. GAURI KIRLOSKAR – VICE CHAIRPERSON & MANAGING DIRECTOR – KIRLOSKAR OIL ENGINES LIMITED MR. SACHIN KEJRIWAL – CHIEF FINANCIAL OFFICER – KIRLOSKAR OIL ENGINES LIMITED MR. RAHUL SAHAI – CHIEF EXECUTIVE OFFICER – KIRLOSKAR OIL ENGINES LIMITED MRS. KIRAN KHAPRE– CHIEF HUMAN RESOURCES OFFICER – KIRLOSKAR OIL ENGINES LIMITED MS. FARAH IRANI – COMPANY SECRETARY – KIRLOSKAR OIL ENGINES LIMITED MS. RIDHI GANGAR – CHIEF FINANCIAL OFFICER – ARKA FINCAP LIMITED MODERATOR: MR. SANJEEV ZARBADE – ANTIQUE STOCK BROKING LIMITED Page 1 of 15 Kirloskar Oil Engines Limited August 07, 2026 Moderator: Ladies and gentlemen, good day, and welcome to the Kirloskar Oil Engines Limited Q1 FY27 Earnings Conference Call, hosted by Antique Stock Broking Limited. As a reminder, all the 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 conference is being recorded. I now hand the conference over to Mr. Sanjeev Zarbade. Thank you, and over to you, sir. Sanjeev Zarbade: Thank you, Anushka. Good evening, everyone. On behalf of Antique Stock Broking Limited, I extend a warm welcome to all participants joining us for the 1Q FY27 Post-Earnings Conference Call of Kirloskar Oil Engines Limited. We are pleased to have with us the senior management team of the company, comprising Ms. Gauri Kirloskar, Managing Director; Mr. Rahul Sahai, Chief Executive Officer; and Mr. Sachin Kejriwal, the Chief Financial Officer. The management will begin the call with their opening remarks on the company's performance during the quarter and the business outlook. This will be followed by a question-and-answer session, where participants will have the opportunity to interact with the management. With that, I would like to hand over the call to Ms. Gauri Kirloskar for her opening remarks. Over to you, ma'am. Gauri Kirloskar: Thank you, Sanjeev, for the introduction. Good evening, ladies and gentlemen, and thank you for joining us for Kirloskar Oil Engines Limited's First Quarter FY27 Earnings Conference Call. Joining me today are Rahul Sahai, CEO of KOEL; Sachin, our CFO; Kiran, our CHRO; Farah, Company Secretary; and from Arka, Ridhi Gangar, Chief Financial Officer. Thank you all for joining us. The first quarter of FY27 reflects an important milestone in KOEL's transformation. While the quarter was characterized by significant geopolitical uncertainty and unusually weak export markets, our domestic businesses delivered broad-based growth across all our major operating segments. This reinforces our confidence that the strategic actions we have taken over the last few years are translating into stronger execution, improved market positioning and a more resilient business model. Our standalone revenue grew 16% year-on-year to INR1,461 crores, led by robust domestic demand across power generation, industrial and distribution and aftermarket businesses. Power generation grew by 18%, industrial by 19% and distribution and aftermarket business delivered another strong quarter with 20% growth. These are not isolated performances. They reflect sustained execution across our portfolio, continued customer engagement and increasing market competitiveness. In the power generation business, one of the highlights of the quarter has been the continued strengthening of our position in the domestic power generation market. Over the last year, we have fundamentally redesigned our approach to the sub-30 kVA market. Page 2 of 15 Kirloskar Oil Engines Limited August 07, 2026 Rather than competing with individual products, we have created a comprehensive portfolio architecture covering multiple customer segments, technologies and price points. This strategy has significantly strengthened our competitive position in India's largest genset segment and has contributed meaningfully to our domestic market share gains. Alongside strengthening our core businesses, we continue to invest in building the next generation of growth platforms. Our Optiprime modular power platform continues to gain momentum as customers increasingly evaluate resilient and scalable power architectures for data centers and mission-critical infrastructure. During the quarter, we secured an important order in the data center segment, validating both the market need and the differentiated capabilities of our modular architecture. Now coming to the industrial business. Our industrial business grew 19% domestically. Our Construction segment saw double-digit growth in spite of muted growth in the overall construction industry. Marine segment more than doubled, growing 125%. Railways grew 62%. Both marine and railway segments are businesses where we have built durable platform relationships and a strong spares and service annuity behind the first sale. But the more interesting development in industrial is that our growth is no longer confined to selling engines into applications we have always served. We received a landmark order from the oil and gas segment for natural gas gensets across ratings up to 500 kVA. This reinforces our presence as a credible gas power solutions partner and further strengthens our position in industrial gas-based power solutions and our investments in advanced fuel-agnostic technologies. Last quarter, we also established a dedicated subsidiary for our defense business called Kirloskar Advanced Systems Limited. India's defense opportunity is expanding rapidly, and our position here is unusual. The research, development and intellectual property are entirely indigenous. That allows us to offer global standard solutions that directly reinforce national capability. We are building this deliberately and for the long term. Now coming to the distribution and aftermarket business. The distribution and aftermarket business is in many ways, the truest measure of our franchise. It cannot be bought with a quarter of good pricing. It grows only where the installed base is large, the service network reaches and the customer chooses to come back. This quarter, it grew across every channel, led by service, which brings resilience and healthy cash generation alongside that loyalty. And we completed our first end-to-end turnkey repowering high horsepower project. A 1,010 kVA installation won in direct competition, a signal of how far the capability now extends. On the international business, as expected, our international business remained affected by geopolitical developments and delayed customer investment decisions across several regions. The Middle East region is an importan [Showing first 8,000 characters — download PDF for full document]