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PNC lnfratech Limited An ISO 9001 .2015 Certified Company Ref No: PNC/SE/49 126-27 Date: 14.8.2026 To, To, The Manager The Manager Department of Corporate Services Listing Department BSE Limited National Stock Exchange of India Limited Floor 25,P.J. Towers, Exchange Plaza, BandraKurla Complex, Dalal Street, Mumbai - 400 001 Bandra (E), _Mumbsi:100_051 Scrip code:539150 NSE Symbol: PNCINFRA Dear Sir, Sub- Transcrint of Ol FY2027 Earninqs Call on Financial Results for the quarter ended June 30,2026 Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 we are enclosing herewith the transcript of an earnings conference call on Financial Results for the quarter ended June 30 2026held on Monday, 1Oth August,2026. You are requested to take this information on your record. Thanking you, Yours faithfully, For PNC Infratech Limited Tapan Jain Company Secretary & Compliance Officer ICSI M. No.: 422603 Encl: a/a t6 Corporate Office : PNC Tower, Tel. : 91-562-4054400 (30 Lines) Fax : 91-562-4070011 Email : ho@pncinfratech.com 3122-D, Civil Lines, Bypass Road, 91-562-4070000 (30 Lines) NH-2, Agra-282002 Regd. Office : NBCC Plaza, Tower ll, Iel. : 91 -11 -2957+aOO 1t O t-iries'1 Fax: +91-11-29563844 Email delhioffice@pncinfratech.com 4th Floor, Pushp Vihar, Sector-V Saket 91-11-29566511, 64724122 Web. www. pncinfratech.com New Delhi-110017 (lndia) crN 145201D11999P1C195937 “PNC Infratech Limited Q1 FY27 Earnings Conference Call” August 10, 2026 E&OE - This transcript is edited for factual errors. In case of discrepancy, the audio recordings uploaded on the stock exchanges on 10th August 2026 will prevail. MANAGEMENT: MR. YOGESH JAIN – MANAGING DIRECTOR – PNC INFRATECH LIMITED MR. T.R. RAO – DIRECTOR, INFRA – PNC INFRATECH LIMITED MR. PANKAJ AGARWAL – VICE PRESIDENT, FINANCE & ACCOUNTS – PNC INFRATECH LIMITED STRATEGIC GROWTH ADVISORS – INVESTOR RELATIONS – PNC INFRATECH LIMITED MODERATOR: MR. MUDIT BHANDARI – IIFL CAPITAL SERVICES LIMITED Page 1 of 16 PNC Infratech Limited August 10, 2026 Moderator: Ladies and gentlemen. Good day and welcome to PNC Infratech Limited Q1 FY27 Earnings Conference Call hosted by IIFL Capital Services 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 star then zero on your touchtone phone. Please note that this conference is being recorded. This conference call may contain forward-looking statements about the company, which are based on the beliefs, opinions, and expectations of the company as on date of this call. These statements are not the guarantees of future performance and involve risk and uncertainties that are difficult to predict. I now hand the conference over to Mr. Mudit Bhandari from IIFL Capital. Thank you and over to you. Mudit Bhandari: Thank you so much Neerav. Good afternoon, ladies and gentlemen. On behalf of IIFL Capital, I am pleased to welcome you all on the PNC Infratech Limited first quarter FY27 Earnings Conference Call. We have with us the Managing Director of the company, Mr. Yogesh Jain along with the senior management team. We will begin with the opening remarks from the management followed by a question-and-answer session. Thank you and over to you, sir. Yogesh Jain: Good afternoon, everyone. On behalf of PNC Infratech Limited, I extend a very warm welcome to everyone for joining us today on this call. Today, I have with me Mr. T. R. Rao, Director (Infra), Mr. Pankaj Agarwal, Vice President, Finance and Accounts and Strategic Growth Advisors - our Investor Relations Advisors. The financial results and investor presentation have been uploaded on the Stock Exchanges and the Company’s website for your reference. I would first like to share the key developments across the industry with you, followed by operational updates of the Company and highlights of financial performance during the quarter ended 30th June 2026, post which we will be happy to answer your questions. ✓ In the Highway Sector NHAI's project awarding activity remained subdued in Q1 FY2027 also, with only 107 kilometers awarded. Execution also moderated to approximately 640 kilometers. This slowdown was primarily driven by a weak award pipeline, and continued geopolitical tensions. ✓ However, we expect the pace of awarding to improve going forward supported by healthy pipeline of projects. ✓ Recently, NHAI launched 54 highway and expressway projects, for an estimated aggregate value of around INR 1.8 lakh crore, for bidding over the coming 2 to 3 months. ✓ The identified pipeline comprises 26 EPC projects, 21 HAM projects and 7 DBOT- Toll projects across the states. Page 2 of 16 PNC Infratech Limited August 10, 2026 ✓ A balanced mix of projects with sizeable value is expected to create opportunities across different implementation formats for both fund based and non-fund based highway developers. ✓ The Government also continues to make steady progress in expanding India's high- speed highway network & other sector also. ✓ A cumulative 10,389 kilometres of National High-Speed Corridors have been launched across the country, out of which 4,809 kilometres have already been completed, while 5,580 kilometres are currently under bidding and implementation. ✓ Beyond highways, we are seeing significant opportunities emerging across other sectors. ✓ Continued Government focus on highways, railways, metro rail, freight corridors, power transmission, renewable energy & storage, mining, airports, water resources development including drinking water supply and urban development, provides confidence in the sustained growth opportunities for well-established infrastructure companies with strong execution capabilities, proven expertise and financial credibility. ✓ Railways continue to offer robust project pipeline as the Government endeavours to strengthen railway infrastructure through both budgetary support and investments, in capacity expansion, station redevelopment and freight connectivity. ✓ The proposed expansion of PPP-led rail projects including HAM based development akin to highway development is expected to create broader opportunities for experienced highway infrastructure developers. ✓ Similarly, the power transmission sector is expected to witness a capital expenditure to the tune of 6.0 lakh crore over the next five financial years, driven by the Government's plans to strengthen the transmission network and facilitate evacuation from over 900 GW of non-fossil fuel capacity including solar, wind and hydro by FY2035-36. This is expected to drive significant investments across transmission, energy storage and associated infrastructure, creating robust long-term opportunities for the infrastructure developers. ✓ Water infrastructure continues to offer significant medium-term opportunities as Jal Jeevan Mission 2.0 already achieved remarkable progress, with functional drinking water tap connections reaching 82% of rural households as of July 2026, up from just 17% in 2019. ✓ While highways remain the primary focus, we continue to identify and pursue increasing opportunities across the above mentioned sectors to expand our business landscape for driving sustainable growth going forward. With the objective of building a more diversified & sustainable order book. Now coming to the recent updates on the company: ✓ In May 2026, the Company received Letter of Award (LOA) from the Lucknow Development Authority, Uttar Pradesh, for the construction of a 4-lane flyover on EPC basis. The project is valued at INR 194 crore and is scheduled to be completed within 24 months. Page 3 of 16 PNC Infratech Limited August 10, 2026 ✓ In May 2026, PNC Infratech JV received Letter of Acceptance (LOA) from UP State Bridge Corporation Limited, for the construction of 4-Lane Major Bridge Over Ganga River Conne [Showing first 8,000 characters — download PDF for full document]