Press Release Q1 2026-27

14th August, 2026 The Manager - Corporate Service Dept. The Manager- The Listing Department, BSE Limited National Stock Exchange of India Limited Jeejeebhoy Towers Exchange Plaza, Bandra Kurla Complex, Dalal Street, Bandra (E), Mumbai – 400 001 Mumbai – 400051. Scrip code: 530919 Symbol: REMSONSIND Dear Sir, Sub.: Press Release Kindly find enclosed herewith a press release relating to announcement for Un-Audited Standalone and Consolidated Financial Results of the Company for the quarter ended 30th June, 2026. Kindly take the same in your record. Thanking you, Yours faithfully, For REMSONS INDUSTRIES LIMITED ROHIT DARJI COMPANY SECRETARY & COMPLIANCE OFFICER Encl.: A/a Reg. Office: 1122, Solitaire Corporate Park, Andheri Ghatkopar Link Road, Chakala, Tel: (+91) (22) 42300000 Near Satam Wadi, Andheri (E), Mumbai, 400093 Maharashtra, India. CIN: L51900MH1971PLC015141 Website: www.remsons.com Email: corporate@remsons.com Remsons Industries reports Q1FY27 results Q1FY27 At a Glance: Rs 29 Mn Rs 1,197 Mn Rs 104 Mn Rs 43 Mn NET PAT REVENUE EBITDA PBT MUMBAI • 14 AUGUST 2026 • FOR IMMEDIATE RELEASE The Board of Directors of Remsons Industries Ltd. (NSE: REMSONSIND | BSE: 530919), an automotive OEM components manufacturer with a legacy of three generations supplying to two, three and four-wheeler vehicles, commercial vehicles and off-highway vehicles across India and to automotive OEMs globally, today approved the audited financial results for the quarter ended 30th June, 2026. Financial Performance Consolidated Performance Indicators Performance Indicators 1QFY27 1QFY26 FY26 FY25 Revenue 1,197 996 4,687 3,766 EBITDA 104 106 495 374 Profit Before Tax 43 61 277 224 Net Profit After Tax 29 36 181 144 EPS Diluted 0.82 1.04 5.18 4.12 All values are in ₹ Mn and consolidated. EPS is after considering Stock Split. Numbers are rounded off to their nearest digit. Key Business Updates  Leadership Transition to Support Next Growth Phase: Remsons Industries appointed Mr. Rahul Prabhakar Desai as Chief Executive Officer (CEO), effective August 3, 2026. The appointment is aimed at leading the Company through its next phase of growth. Mr. Desai succeeds Mr. Amit Srivastava, whose resignation will take effect from September 4, 2026.  Global OEM Order Win — Hood Rods: Remsons secured an order from a leading global commercial vehicle OEM for the supply of Hood Rods. This also opens up future business from multiple global OEMs. REMSONS INDUSTRIES LIMITED Page 1 of 5  10-Year Global CV Pedal Box Programme: Remsons Automotive Ltd. (UK), the Group’s UK step-down subsidiary, was nominated by a global commercial vehicle OEM for a 10-year pedal box programme, with production scheduled to commence in Q4 CY2028. The programme carries an estimated lifetime value of ~₹1600mn, further strengthening Remsons’ position as a Tier-1 system supplier to global truck and bus manufacturers.  Pedal Box Order Win — Stellantis (Landmark Win): Remsons Automotive (UK) has secured a landmark ₹3,000mn, 7-year order from Stellantis N.V. for the supply of control cables — one of the largest in the Company's history. Deliveries are set to begin in FY27.  Lighting Design Order Win: BEE Lighting Ltd has secured a significant ₹120mn order from a Global Multinational OEM for the design and development of exterior vehicle lighting.  Gear Shifter Order Win: Received a business award from a leading Commercial Vehicle Indian OEM for Gear Shifter with Push Pull Cables worth ₹600mn, to be executed over a period of five years.  Strategic Expansion in NCR: Remsons has identified an additional 20,000 sq. ft. of property in the National Capital Region to bolster manufacturing capacity — supporting the vision to reach ₹9,000-10,000mn revenue by 2030. Management Discussion and Commentary: Performance Overview Revenue from operations grew 20% YoY to ₹1,197mn, well above the broader auto-components sector. EBITDA stood at ~₹104mn at a ~9% margin (excluding other income), & PAT attributable to shareholders stood at ₹29mn, with diluted EPS at ₹0.82. Key Drivers of Performance Three engines combined to drive growth well above the industry rate, even against a challenging macroeconomic backdrop characterised by raw material inflation and global trade dislocation: 1. New order book activation: Multi-year programmes including the ₹3,000mn Stellantis order, the ₹600mn Gear Shifter contract, and a 10-year international pedal box programme at the UK subsidiary will begin to flow through revenue. 2. Product-mix premiumisation: Shift from pure-play cables and gear-shifters into sensors (Remsons-Uni Autonics), lighting (BEE), and Locomotives (Edge Technologies) has lifted realisation per unit. 3. Export tailwind: With most net sales additions concentrated in international programmes (UK, Europe, North America), the Company has benefited from the China+1 sourcing rotation among global OEMs. REMSONS INDUSTRIES LIMITED Page 2 of 5 Strategic Roadmap — FY27 and Beyond The Company remains firmly on track toward its publicly stated revenue aspiration of ₹9,000– 10,000mn by FY30. From the FY26 base of ₹4687mn, this implies a CAGR of roughly 24–29% through FY30. The strategic priorities are well-defined: ▶ Stellantis programme ramp-up: Deliveries commence in FY27 the single biggest visible revenue lever for the next two years. ▶ Capex of ₹1,000mn over three years: Targeting plant upgrades in India and the UK, with focus on EV-compatible parts, sensors and tyre mobility kits. ▶ Geographic diversification of manufacturing: India + UK + Brazil (via licensing) reduces single- region risk and provides natural currency hedges. ▶ Customer diversification: Exposure spread across Stellantis, Tata Motors, Hero, Maruti, and UK luxury/supercar OEMs via BEE Lighting put together across PV, CV, EV and two-wheeler segments. ▶ Selective M&A: Net debt is manageable, giving room to fund one more meaningful acquisition. Geopolitical & Raw Material Outlook for Q2 & H1FY27 Direct revenue impact from Middle East tensions is limited. Remsons' disclosed export geography is the UK, Europe, North America, Brazil, Mexico and SAARC. there is no material direct Middle East customer concentration. The risk is in logistical and input-cost rather than demand-side. Indirect impact channels — in order of relevance: 1. Freight & shipping: Red Sea / Strait of Hormuz disruption has lifted freight rates on the India→Europe and India→US routes as vessels divert via the Cape of Good Hope. We expect a 100–200 bps pressure on margins for exports priced ex-works versus those at landed pricing. 2. Raw material inflation: Materials consumed ran at 54% of revenue in Q1FY27. Recent moves of hot-rolled steel +11%, aluminium +27%, and copper +28% are material, every 5% increase in average input cost, holding pricing constant, would compress EBITDA margin by approximately 265 bps on FY26 numbers. However, most international programmes carry quarterly raw- material pass-through clauses, so the actual P&L hit is typically 1–2 quarters lagged and dilutes by ~40–60%. 3. Currency: Rupee at ~95–96/USD is a net positive for export realisations, partially offsetting input cost inflation. The GBP translation gain also helps. Management positioning: Hedging via foreign-currency-denominated order books with built-in escalation clauses; disciplined inventory management and the geographic spread of manufacturing across UK and India together provide structural insulation. REMSONS INDUSTRIES LIMITED Page 3 of 5 FROM THE CHAIRMAN & MANAGING DIRECTOR “For Q1FY27 Revenue grew 20% year-on-year to ₹1197 million. EBITDA stood at ₹104 million, with margins at 9%. while Net PAT came in at ₹29 million. The quarter reflects continued momentum in our core business and sustained demand across our product portfolio. Our focus remains firmly on strengthening our product mix, improving operational efficiencies and expanding our presence across higher-value opportunities. The initiatives undertaken across the b [Showing first 8,000 characters — download PDF for full document]