Analysts/Institutional Investor Meet/Con. Call Updates

JYOTI CNC AUTOMATION LIMITED CIN: L29221GJ1991PLC014914 Regd. Off.: G – 506, Lodhika GIDC, Vill.: Metoda, Dist.: Rajkot – 360 021. Gujarat India. Date: August 14, 2026 To, To, The Department of Corporate Services, The Listing Compliance Dept. BSE Limited, Mumbai National Stock Exchange of India Ltd, Mumbai BSE Script Code: 544081 NSE Script Symbol: JYOTICNC Respected Sir/ Madam, SUB : Submission of Transcript of Earning Call. Respected Sir/ Madam, Pursuant to provisions of Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, a transcript of an earning call held on Friday August 07, 2026 is enclosed herewith and the same is available on website of the company at https://jyoti.co.in/investors/announcements/investor-meet-and-related-disclosures/. Kindly take the same on your records. Thanking You, For Jyoti CNC Automation Limited Maulik B. Gandhi Company Secretary and Compliance Officer Encl.: Stated As Above. “Jyoti CNC Automation Limited Q1 FY27 Earnings Conference Call” August 07, 2026 E&OE - This transcript is edited for factual errors. In case of discrepancy, the audio recordings uploaded on the stock exchange on 20th May 2026 will prevail MANAGEMENT: MR. PARAKRAMSINH JADEJA – CHAIRMAN AND MANAGING DIRECTOR – JYOTI CNC AUTOMATION LIMITED SGA, INVESTOR RELATIONS ADVISORS – JYOTI CNC AUTOMATION LIMITED MODERATOR: MR. ANIKET JAIN – ANAND RATHI Page 1 of 22 Jyoti CNC Automation Limited August 07, 2026 Moderator: Ladies and gentlemen, good day, and welcome to Jyoti CNC Automation Q1 FY27 Earnings Conference Call hosted by Anand Rathi. Before we begin, a brief disclaimer. 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 it may involve risks and uncertainties that are difficult to predict. 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 than zero on your touch- tone phone Please note that this conference is being recorded. I now hand the conference over to Mr. Aniket Jain from Anand Rathi. Thank you, and over to you, sir. Aniket Jain: Thank you. Good evening, everyone. On behalf of Anand Rathi, I welcome you all to Q1 FY27 Earnings Conference Call of Jyoti CNC Automation Limited. We are pleased to have with us management represented by Mr. Parakramsinh Jadeja, Chairman and Managing Director. We will have opening remarks from the management followed by a question-and-answer session. Thank you, and over to you, sir. Parakramsinh Jadeja: Thank you, Aniket. Good evening, everyone, and a very warm welcome to our Q1 FY27 Earnings Conference Call. Along with me, I have a senior management team and SGA, our Investor Relations adviser. Results and presentation have been uploaded on the stock exchange. I hope everyone has had a chance to go through the same. I'll begin my opening remarks with an overview of the economy, followed by industry and company's operational and financial performance. The global economy witnessed a challenging FY26 with the geopolitical tensions creating uncertainty across markets for a significant part of the year. The conflict in the Middle East disturbed global supply chain and energy markets leading the volatility in crude oil price, raw material cost and inflation. These developments have created an uncertain operating environment for businesses across the industries. FY27 has begun on a relatively stronger footing. Geopolitical tension in the Middle East have moderated with greater restraint being shown by all countries. While the outlook has improved, the global environment continued to remain sensitive and any fresh geopolitical or trade-related disruptions can once again impact global supply chains, commodity prices and cross-border trade. In today's interconnected world, no economy remain insulated from global events. India to witness the impact of higher crude oil prices and supply chain disruption during the past year. Page 2 of 22 Jyoti CNC Automation Limited August 07, 2026 At the same time, these events have reinforced the importance of building the resilient and self- reliant manufacturing ecosystems. While India has traditionally been recognized as a service- led economy, there is now a clear policy focus on strengthening our domestic manufacturing as a long-term driver of economic growth, employment generation and global competitiveness. The government of India continues to accelerate the country's manufacturing ambition through initiatives such as Make in India, the PLI Scheme. Higher infrastructure spending and the development of industrial corridor, sector-specific policies are also driving investment across key industries, including PLI incentives for mobile and Electronic Manufacturing, increased private participation in the space sector, continued focus on to defense indigenization and policy support for automotive industry through EV and advanced manufacturing initiatives. Together, these measures are strengthening India's manufacturing ecosystem, attracting investments and reinforcing the country's position as a preferred global manufacturing hub. As a company, we are closely aligned with the structural growth opportunity. Our business is a direct reflection of manufacturing activity across the country as our CNC machines enables customers to expand capacity, improve productivity and manufacture with greater precision. Speaking about the machine tool industry, the global market today is estimated around USD85 to USD90 billion. China remains the largest consumer of machine tools, followed by the United States, reflecting the scale of their manufacturing ecosystems. India's machine tool market, while currently estimated at around USD4 billion as an inflection point as manufacturing investments accelerate across the sectors. We believe the domestic market has potential to grow multiple times over the next decade. Despite this opportunity, India has continues to depend heavily on imports with nearly 60% of domestic machine tool demand being met through imports, primarily from Japan, Europe and South Korea. This presents a significant opportunity for import substitution as Indian manufacturer increasingly look for reliable, technological advanced and locally supported solutions. Domestic machine tools companies are well positioned to capture larger share of this market while contributing to India's vision of becoming a global manufacturing powerhouse. Coming to the key updates during the quarter for stand-alone businesses. During the quarter, for Jyoti in India, we continue to witness a strong demand from general engineering, automotive, EMS, defense and other precision engineering sectors. This reflects increasing capital expenditure by manufacturers, rising localization initiatives and continued investment in expanding domestic manufacturing capabilities. The demand environment remains encouraging with customers increasingly looking to automate operations, improve productivity and enhance manufacturing precision. We recently launched a new product, NX, a high-precision double column machine. The product is targeted to cater primarily to railway sector along with the commercial vehicles, infra, power Page 3 of 22 Jyoti CNC Automation Limited August 07, 2026 and heavy engineering. These type of machines was largely imported previously, and we are confident we will receive encouraging response from our customers. India demand is reflected in our stand-alone performance. Q1 FY27 revenues witnessed a robust growth of 37% to INR509 crores compared to same period last year. Profitability front as well at Q1 FY27 EBITDA adjusted for forex losses stood at INR145 crores compared to [Showing first 8,000 characters — download PDF for full document]