Investor Presentation

14th August, 2026 BSE Limited (BSE) National Stock Exchange of India Limited (NSE) The Department of Corporate Services The Listing Compliance Department Phiroze Jeejeebhoy Towers Exchange Plaza Bandra-Kurla Complex Dalal Street, Mumbai – 400 001 Bandra (E), Mumbai – 400 051 Scrip Code: 532966 Symbol: TITAGARH Dear Sir/Madam, Sub: Announcement under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (Listing Regulations) Pursuant to Regulation 30 of Listing Regulations, we enclose herewith the copy of Q1 & FY27 Investor Presentation of the Company for the quarter ended 30th June, 2026. The above is for your information and record. Thanking you, yours faithfully, For Titagarh Rail Systems Limited Aditya Purohit Company Secretary & Compliance Officer ACS 27825 Encl. as above CIN: L27320WB1997PLC084819 Registered Office: Poddar Point, 10th Floor, 113 Park Street, Kolkata 700016, India Corporate Office: Titagarh Towers, 756 Anandapur, E.M Bypass, Kolkata 700107, India Phone:+91 33 40190800 Fax: +91 33 40190823 Email: corp@titagarh.in; Web: www.titagarh.in INVESTOR INVESTOR PRESENTATION PRESENTATION Q3 & 9M FY26 Q1 FY27 Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Titagarh Rail Systems Limited (TRSL, the “Company’), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide, competition, the company’s ability to successfully implement its strategy, the Company's future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cashflows, the Company's market preferences and its exposure to market risks, as well as other risks. The Company's actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third-party statements and projections. All Maps used in the presentation are not to scale. All data, information, and maps are provided "as is" without warranty or any representation of accuracy, timeliness or completeness. Pioneering Innovation & Precision Engineering for Unparalleled Rail Systems 01 Titagarh Rail Systems Limited: About the Company 02 Order Book Position 03 Major Business Update 04 Q1 FY27 Operational 05 Subsidiaries & Joint Ventures – Key Updates 06 Shareholding Pattern About the Company Manufacturing Facilities & Engineering Center Kolkata (India) Passenger Rail Systems Unit Delhi (India) Regional Office North 2 Kolkata (India) Wagon Plant Mumbai (India) Foundry Unit 1 Regional Office West Foundry Unit 2 Chennai (India) 9 Regional Office South 3 Bharatpur (India) Wagon and Defence Pune (India) Depot 4 Hyderabad (India) Engineering Centre Surat (India) Depot 1 6 7 5 Bangalore (India) Engineering Centre Ahmedabad (India) Depot 6 Kolkata (India) Engineering Centre FRS Manufacturing facility 7 Kolkata (India) PRS Manufacturing facility Titagarh Naval Systems Limited Falta Shipyard Engineering Centre 5 8 Chennai (India) Wheel Manufacturing Facility Ramkrishna Titagarh Rail 8 Wheels Ltd Regional Office & Depot (JV with Ramkrishna Forgings Ltd.) Shipyard Order Book Position Strong Order Book Position ~13,335 ~26,635 ₹ Cr ₹ Cr TRSL Order Book (STANDALONE Incl. WOS) Total Order Book incl prorate share of JVs Sr. No. Business Unit Contribution to Orderbook (Amount) Contribution to Orderbook (%) 1 Freight Rail Systems ~2,470 Crores 19.20% 2 Passenger Rail Systems ~10,395 Crores 80.80% A TOTAL ~12,865 Crores 100.00% Shipbuilding and Maritime Systems (Through Titagarh 3 ~470 Crores Naval Systems Limited, wholly owned subsidiary) B TRSL (incl WOS) Orderbook ~13,335 Crores 4 Forged Wheel manufacturing JV with RKFL ~6,300 Crores 5 Vande Bharat AMC JV with BHEL ~7,000 Crores C TRSL’s Orderbook Share in JVs ~13,300 Crores D Total (A+B+C) ~26,635 Crores Major Business Update Business Updates ~5,300 1,284 1,771 30 31% wagon order book wagons dispatched coaches in order book coaches dispatched share of Q1 revenue FRS FRS PRS PRS PRS FRS — Freight Rolling Stock PRS — Passenger Rolling Stock • Order book of 491 metro coaches and 1,280 Vande Bharat coaches, • Order book of ~5,300 wagons for Indian Railways and private at June 30, 2026. Also includes 74 propulsion sets and 72 traction customers, at June 30, 2026 motors (excluding option) • 30 coaches dispatched in the quarter; highest ever quarterly PRS • Entire order book scheduled for delivery in FY27 revenue • Monthly run-rate can be upscaled to 1,000 wagons once new Railway • TRSL and TuTr Hyperloop, an IIT Madras-incubated deep-tech startup enter into a strategic collaboration agreement to advance indigenous tenders are awarded Hyperloop Technology for India's First Hyperloop-Enabled Freight Mobility Solutions Opportunity in Pipeline – PRS Combined identified pipeline opportunity of ~ ₹ 16,365 cr across three regions Western India South India Central & North ~₹ 3,500 cr ~₹ 4,000 cr ~₹ 8,865 cr • Pune Ph 2 • Chennai Ph 2 • Delhi Line 1 & Line 8 Extns • Nagpur Ph 2 • Bangalore Metro • Lucknow Ph 1B • Thane • Kochi Extension • Patna • Jaipur Ph 2 • Gurugram • Namo Bharat RRTS The Company is progressing in line with its strategic plan and augmenting its production capacity to meet the robust demand for passenger rolling stock, and is preparing to enter the HIGH-SPEED TRAIN segment in a few years. SPECIALISED WAGONS Q1 FY27 Operational Key Financial Highlights Rs 230 Cr 30 31% 1,284 PRS revenue coaches dispatched PRS share of revenue wagons dispatched Highest ever quarter, +197% YoY +400% YoY / +43% QoQ vs 20.2% QoQ / 11.5% YoY vs 1,628 YoY / 1,749 QoQ ₹ in Crores Segment Breakup Q1 FY 27 % Q4 FY 26 % Q1 FY 26 % FY 26 % Freight Rail Segment 505.31 68.74% 685.21 79.81% 596.57 88.51% 2,604.25 82.84% Passenger Rail Segment 229.75 31.26% 173.33 20.19% 77.43 11.49% 539.33 17.16% Revenue 735.06 858.54 674.00 3,143.58 Freight Rail Segment 61.68 12.21% 88.57 12.93% 69.20 11.60% 317.93 12.21% Passenger Rail Segment 33.69 14.66% 32.63 18.83% 8.74 11.29% 76.95 14.27% EBIT 95.37 12.97% 121.20 14.12% 77.94 11.56% 394.88 12.56% Key Financial Numbers – Last 5 quarters (standalone) [Showing first 8,000 characters — download PDF for full document]