Please find Earning Call Transcript for Q1FY27 held on 11th August, 2026

The Listing Department BSE Limited 14th August, 2026 Scrip Code: 522004 Sub: Transcripts of Earnings Call held on Tuesday, August 11, 2026 Ref: Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Dear Sirs This is in furtherance to our letter dated 31st July, 2026 and 11th August, 2026 with respect to Intimation of Schedule of Earnings conference Call for the 1st Quarter ended 30th June, 2026 (Q1FY27) and submission of audio recording post such conference call, respectively. In terms of Regulation 30(6) read with Schedule Ill Part A Para A Clause 15 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (Listing Regulations), the transcripts of the earning conference call conducted on Tuesday, August 11, 2026 for the 1st Quarter ended 30th June, 2026 (Q1FY27) is attached herewith. The same will also be hosted on the website of the company at www.batliboi.com. Kindly take the aforesaid information on record and oblige Thanking you, Yours faithfully, For Batliboi Limited Pooja Sawant Company Secretary & Compliance Officer ACS- 35790 Place: Mumbai “Batliboi Limited Q1 FY27 Earnings Conference Call” August 11, 2026 MANAGEMENT: MR. NIRMAL BHOGILAL – CHAIRMAN – BATLIBOI LIMITED MR. SANJIV JOSHI – MANAGING DIRECTOR – BATLIBOI LIMITED MR. KAPIL ARORA – CHIEF FINANCIAL OFFICER – BATLIBOI LIMITED MS. POOJA SAWANT – COMPANY SECRETARY – BATLIBOI LIMITED MODERATOR: MS. SELINA SHEIKH – GO INDIA ADVISORS LLP Page 1 of 15 Batliboi Limited August 11, 2026 Moderator: Ladies and gentlemen, good day and welcome to Batliboi Limited Q1 FY27 Earnings Conference Call hosted by Go India Advisors LLP. 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. I now hand the conference over to Ms. Selina Sheikh from Go India Advisors LLP. Thank you and over to you, ma'am. Selina Sheikh: Good afternoon, everyone. On behalf of Batliboi Limited, I would like to welcome you to our Earnings Call to discuss the operational and financial performance for the first quarter of the fiscal FY27. The session is being hosted by Go India Advisors. Joining us from the management team are Mr. Nirmal Bhogilal, Chairman; Mr. Sanjiv Joshi, Managing Director; Mr. Kapil Arora, CFO; and Ms. Pooja Sawant, Company Secretary. Please note that today's discussion may include forward-looking statements which are subject to various risk and uncertainties. I encourage participants to consider these factors and interpreting company developments. With that, I now invite Mr. Sanjiv Joshi to provide an overview of Batliboi's business outlook and performance. After his remark, the flow will be open for question and answers. Thank you and over to you, sir. Sanjiv Joshi: Thank you, Selina. Good afternoon and thank you for joining Batliboi Limited's Earnings Call for the first quarter of FY27. We will begin with a brief overview of our performance for the quarter ended June 30, 2026, followed by an interactive question and answers. The financial statements and the presentations are already available on the company website and I hope you have had a chance to review them. Quarter 1 FY27 has delivered a better performance on a year-on-year basis. We continue to focus on strengthening our core capabilities, improving operational efficiencies, optimizing costs, and delivering measurable value to customers and all our shareholders as well as stakeholders. Sustainability and long-term value creation will continue to guide our strategy as we position Batliboi for the next phase of growth. India's macro story is now favorable. The domestic market is showing considerable positive momentum driven by policy support for Atmanirbharta and a sustained emphasis on enhancing manufacturing capabilities. Global supply chain realignment and a new free trade agreements with UK and UN often are reinforcing India's competitiveness as a reliable manufacturing hub, creating sizable opportunities across all sectors. The industrial landscape is also being redefined by a move to a smarter, more complex, and productive machinery. Customers increasingly are demanding machines that can handle a wider range of materials and maintain consistent performance across various specifications. Page 2 of 15 Batliboi Limited August 11, 2026 In line with this requirement, Batliboi has acquired Penta Automation Systems Private Limited, a profitable, specialized in customized industrial automation and robotics integration. This transaction strengthens our offering in industrial automation and robotics in the industry segment we operate, as well as accelerates our entry into high-value technology-led solutions. For the past few decades, India was known for software and services rather than a machine- building industry. That is changing rapidly as policy support, targeted funding, and industry focus has pushed the country up the manufacturing value chain. This shift is driving sustained demand for CNC machines and automation solutions across multiple sectors. We view this demand drivers as a structural rather than cyclical change and the acquisition of Penta perfectly aligns directly with Batliboi's strategy to capture this long- term opportunity. Also, India's renewable energy story is entering into an expanding phase by investments in the solar space, storage battery solutions, and EVs. Investment by companies that build capability across the manufacturing value chain, be it polysilicon or wafers or ingots, all solar systems, power electronics, energy management, you name it. Having already demonstrated that India can become a global solar powerhouse, the larger opportunity now lies with those prepared to scale beyond modules. Our Batliboi Environmental Engineering division is rising to that challenge, aligning its investments and expertise with the nation's renewable and solar ambitions. I am now pleased to announce to you that Environmental Engineering division has secured a landmark order from SAEL Industries Limited for design, supply, installation, and commissioning of a pollution control system for their upcoming solar cell manufacturing facility in Jewar, Uttar Pradesh. This order is valued at around INR52 crores and the project is on track for commissioning within next six to eight months. Building on our successful delivery of the similar system for Adani Mundra Solar Limited, this contract underscores this division's technical capabilities in executing such large orders. This win represents an important step in Batliboi's expansion into the solar manufacturing ecosystem and reinforces our commitment to be a key enabler in India's clean energy solutions. Moving forward, now let me give you updates on the divisions of Batliboi. Demand for machine tool is picking up, primarily due to government push for private industry participation in defense, aerospace and power industries. Based on the customer feedback and competitive benchmarking, our investment in capex is in machine tool divisions has started yielding results in terms of increasing production capacity around by around 30% over the last year. Further, to expand our market, we are in the process of upgrading our existing manufacturing range of machines. Our Canadian subsidiary, Quickmill, continues to do well. Its focus is to expand in newer geographies like Gulf, Mexico and South America. Healthy pending orders at the start of the year and strong prospects in the pipeline would considerably improve performance of Quickmill in FY26. Page 3 of 15 Batliboi Limited August 11, 2026 Regarding textile industry, we expect this industry to do better with introduction of a new textile incentive policies announced by the government. FTAs with UK and EU in the [Showing first 8,000 characters — download PDF for full document]