Analysts/Institutional Investor Meet/Con. Call Updates

4((JKTYRe K & INDUSTRIES LTD. JKTIL:SECTL:SE:2026 Date: 14thA ugust 2026 BSE Ltd National Stock Exchange of India Ltd Phiroze Jeejeebhoy Towers Exchange Plaza, C -1, Block G DalaI Street Bandra– Kurla Complex Mumbai - 400 001 Bandra( E), Mumbai– 400051 Scrip Code: 530007 Symbol: JKTYRE Dear Sir, Re. Transcript of Results/Earnings Conference Call held on 10thA ugust 2026 - Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 Further to our letter dated 3'd August 2026 re. Intimation of Schedule of Results Conference Call, we enclose herewith the transcript of the Quarter 1, financial year 2026-27 Results/EarningsC onference Cal (Group ConferenceC all) held on 10th August 2026, which is also available on the website of the Company at the following link:- https://jktyre.com/investor/investor-presentations Thankingy ou, Yours faithfully, tJ For JK Tyre & Industries Ltd. (Kamal Kumar Manik) CompanyS ecretary Encl: As Above Admin. Off.: 3, Bahadur Shah Zafar Marg, New Delhi.110 002, Phone: 91-11-660011126, 6001122 Regd. OK.: Jaykaygram, PO - Tyre Factory, Kankroli - 313342 (Rajasthan), Fax : 02952-232018, Ph. : 02952-233400 / 233000 VIKRAN T Website : www.jktyre.com OiN : L67120RJ1951PLC045966 JK Tyre & Industries Limited Q1FY’27 Earnings Conference Call August 10th, 2026 MANAGEMENT: MR. ANSHUMAN SINGHANIA – MANAGING DIRECTOR – JK TYRE & INDUSTRIES LIMITED MR. ARUN K. BAJORIA – DIRECTOR & PRESIDENT (INTERNATIONAL) – JK TYRE & INDUSTRIES LIMITED MR. SANJEEV AGGARWAL – CHIEF FINANCIAL OFFICER – JK TYRE & INDUSTRIES LIMITED MR. A. K. KINRA – FINANCIAL ADVISOR – JK TYRE & INDUSTRIES LIMITED MODERATOR: MR. CHIRAG JAIN – EMKAY GLOBAL FINANCIAL SERVICES LTD. Page 1 of 10 JK Tyre & Industries Limited August 10, 2026 Moderator: Ladies and gentlemen, good day, and welcome to JK Tyre & Industries Limited Q1FY'27 Earnings Conference Call hosted by Emkay Global Financial Services. As a reminder, all participant lines will be in 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 Zero (0) on your touchstone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Chirag Jain. Thank you, and over to you, sir. Chirag Jain: Thank you Atharva. Good evening everyone. On behalf of Emkay Global Financial Services, I welcome you all to the Q1FY'27 Earnings Conference Call of JK Tyre & Industries Limited. Today from the management team, we have with us Mr. Anshuman Singhania, Managing Director; Mr. Arun K. Bajoria, Director and President (International), Mr. A.K. Kinra, Financial Advisor; and Mr. Sanjeev Aggarwal, Chief Financial Officer. I will now hand over the call to the management team for their opening remarks, post which we will open the floor for Q&A. Over to you, sir. Anshuman Singhania: Good evening, everyone, and I again welcome you all to JK Tyre’s Q1FY'27 earnings call. Let me start with the macroeconomic perspective. The Indian economy in Q1FY27 showed solid growth supported by strong domestic demand. The industry showed resilience, but external uncertainties and higher input costs weighed on profitability. The real GDP is projected to grow at 6.6% in FY27. The country's growth outlook continues to be supported by robust domestic consumption, steady services activity, government's focus on capex and supportive monetary & fiscal conditions. The recently signed FTAs with several nations including EU, UK etc. augurs well to strengthen India’s exports and trade which will help cushioning the impact of macro-economic volatilities, while simultaneously penetrating deeper into these markets. In Q1FY27, Indian auto industry posted another consecutive quarter of record performance across all segments, registering high double-digit growth (overall retail sales growth of >15%, Source: FADA), supported by sustained demand momentum across urban and rural markets on the back of benefits of GST reforms, rising infrastructure activity, higher freight movement, new model launches along with availability of easy financing, supported by lower interest rates. During the quarter, PV segment witnessed a leading growth of 23%, CVs grew by 14% and 2/3W segment grew by 14% on a YoY basis, continuing with the record performance in FY26 led by demand momentum. Farm segment also performed very well with a robust growth of 22%, despite concerns of below normal monsoon. Coming to JK Tyre in Q1FY27, we have witnessed steady performance and recorded a consolidated turnover of Rs.3,956 crore, supported by strong demand momentum across segments. The performance is driven by focus on customer centricity, product excellence and sharp execution across markets. During the quarter, domestic sales volumes grew by 25% year- Page 2 of 10 JK Tyre & Industries Limited August 10, 2026 on-year, across both replacement and OE markets, with increasing contribution from higher- value added products. The continuing West Asis crisis led to a steep increase in raw material prices by approx. 20% v/s Q4FY26, which impacted our gross and operating margins. We are offsetting the same by taking selling price increases in a staggered manner, enriching our product mix, higher share of value added products, operating leverages, and taking efficiency improvement measures. We are hoping that the recent moderation in commodity and crude oil prices are expected to lower input costs and improve profitability margins going forward. We are optimistic that the demand momentum for automobiles and tyres would remain intact in the medium term, supported by new launches, strong replacement market needs, rapid infrastructure growth, and a rising vehicle park. Rural markets continue to gain traction in line with urban markets, driven by rising incomes, improving infrastructure, and growing aspiration for quality products, which is translating into increased vehicle ownership and thereby accelerating the tyre demand. We are strategically expanding our rural distribution network to cater to this emerging demand. At JK Tyre, our focus remains on sweating of assets fully, improving product mix, leveraging premiumisation and EV-oriented portfolios. This together with enhancing digital and manufacturing excellence by leveraging IOT, AI & ML and deepening customer engagement to deliver reliable, relevant and future-ready mobility solutions. Our Mobility business continues to register high double-digit growth, driven by connected and intelligent solutions. We are establishing PAN India ecosystem which is supported by a network of 100+ truck wheels and 700+ pitstops, enabling seamless and timely on-road services. India's EV ecosystem is growing rapidly with consumers moving from ICE to EV on the back of surging fuel cost, improving cost economics and wider model availability. We have witnessed a double-digit growth in overall EV volumes over the previous quarter. We offer a full stack solution for EV tyres and are well prepared to lead this emerging trend. It is my pleasure to bring to your attention that JK Tyre holds the international benchmarks in raw water usage and energy consumption and our aim is to grow responsibly, reducing resource consumption and strengthening long-term resilience. I am proud to share that our Vikrant and Chennai Tyre Plants have received the International Safety Award from the British Safety Council. CII has also recognized several of our plants for sustainability, environment, health and safety practices. Our Global Tech & Innovation Centre, RPSCOE, has signed an MoU with the National Institute of Engineering, Mysuru, strengthening industry–academia collaboration. This partnership aims to drive innovation in tyre engineering through leveraging emerging technologies like AI and data-driven solutions. Page 3 of 10 JK Tyre & Industries Limited August 10, 2026 Keeping our optimist [Showing first 8,000 characters — download PDF for full document]