Analysts/Institutional Investor Meet/Con. Call Updates

Date: August 14, 2026 To, To, Sr. General Manager Sr. General Manager Listing Department Listing Department BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block G, Bandra Kurla Dalal Street, Mumbai – 400 001 Complex, Bandra (E), Mumbai – 400 051 Scrip Code: 544744 Symbol: POWERICA Subject: Transcript of Earnings Conference Call held with Analysts & Investors on August 10, 2026 (Q1 FY 2026-27). Ref: Regulation 30 read with Para A of Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Please find enclosed the transcript of the Earnings Conference Call of the Company for the quarter ended June 30, 2026, held on Monday, August 10, 2026 at 11:30 a.m. (IST). The aforesaid Transcript will be available on the Company’s website at: https://www.powericaltd.com/investor-relations/disclosure-under-regulation-46-of- sebi/audio-or-video-recordings-and-transcripts-of-post-earningsquarterly-calls We request you to take the same on record. For Powerica Limited Anita Renuse Company Secretary & Compliance Officer ACS: 25102 Place: Mumbai Encl: As above POWERICA LIMITED Registered & Corporate Office: 9th Floor, Bakhtawar, Nariman Point, Mumbai - 400021 CIN: L31100MH1984PLC032825 | Tel: 022 66562525 | Email: investorrelations@powericaltd.com | Web: www.powericaltd.com “Powerica 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 August 10, 2026, will prevail. MANAGEMENT: MR. JAI RAM OBEROI – WHOLE-TIME DIRECTOR – POWERICA LIMITED MR. PRADEEP GUPTA – WHOLE-TIME DIRECTOR – POWERICA LIMITED MR. RITESH KUMAR AGRAWAL – GROUP CHIEF FINANCIAL OFFICER – POWERICA LIMITED SGA – INVESTOR RELATIONS ADVISOR MODERATOR: MR. ARAFAT SAIYED - DOLAT CAPITAL MARKETS PRIVATE LIMITED Page 1 of 15 Powerica Limited August 10, 2026 Moderator: Ladies and gentlemen, good day and welcome to the Powerica Limited Q1 FY27 Earnings Conference Call, hosted by Dolat Capital Markets Private Limited. Before we begin the conference, a brief disclaimer. This conference call may contain forward-looking statements about the company, which are based on beliefs, opinions, and expectations of the company as of the date of this call. These statements are not the guarantees of future performance and 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 at the end of today's presentation. Should you need assistance during this conference call, please signal an operator by pressing '*' then '0' on your touchtone phone. Please note that this conference is being recorded. I would now like to hand the conference over to Mr. Arafat Saiyed from Dolat Capital Markets Private Limited. Thank you and over to you, sir. Arafat Saiyed: Thank you, Manav. Good day and warm welcome to everyone. On behalf of Dolat Capital, I'm pleased to welcome you all for the earnings call of Powerica. We have with us today Mr. Jai Ram Oberoi, Whole-time Director; Mr. Pradeep Gupta, Whole-time Director; and Mr. Ritesh Kumar Agrawal, Group CFO at Powerica. At this time, I'll hand the call to Mr. Jai for his opening remarks. Post-speech, we'll open the floor for the Q&A. Thank you and over to you, sir. Jai Ram Oberoi: Yes, thank you. Good morning, everyone. Welcome, and thank you so much for joining Powerica's Q1 FY27 earnings call. I'm joined today by our Whole-time Director, Mr. Pradeep Gupta, our Group CFO, Mr. Ritesh Agrawal, and SGA, our Investor Relations Advisor. The results and the investor presentation have both been uploaded on the stock exchange and company website. I hope everyone has a chance to go through them. Let me begin first by taking you through the financial highlights for the quarter. Q1 FY27 was marked by strong financial performance with revenue recorded at INR780 crores, reflecting a 26.7% year-on-year growth. EBITDA was INR106 crores, delivering a margin of 13.6%, and PAT was INR64 crores, resulting in a margin of 8.3%. As flagged on our last call, the geopolitical uncertainties and energy prices have had an impact on our performance. Commodity price inflation weighed on our margins this quarter as there is typically a certain time lag before we can pass rising input costs through to our customers. That said, margins are likely to improve over the longer term through operating leverage, product mix improvements, and continued growth in our engineering-led solutions. Our Group CFO will provide a detailed review of the quarter's financial performance. Within our DG set business powered by Cummins, the order book as of 31st July 2026 stood at INR1,700 crores, providing strong visibility for future growth. Out of this, data center-specific orders within this business stood at INR900 crores. These orders are expected to be executed over the next 12 to 18 months. The contribution continues to increase, supported by expansion of the digital services in India. Page 2 of 15 Powerica Limited August 10, 2026 I am proud to share that Powerica's support in critical data center infrastructure was recognized by the Excellence in Power Backup Solutions for Data Centers award at the 25th Edition Data Center Summit and Awards 2026. The recognition reinforces our position as well as the trust placed in us in providing reliable backup power infrastructure for mission-critical applications and supports our focus on building robust, future-ready solutions for this segment. Looking beyond data centers, the rentals end-user industry is also witnessing strong demand, while our core segments continue to remain steady and offer numerous growth opportunities. With robust prospects on the DG side, along with strong pipeline on the wind side, which Mr. Gupta will update you about shortly, we have immense confidence in longer-term opportunities that lie ahead of us. For FY27, we reiterate our double-digit revenue growth guidance. With that, I'll hand over the call to Mr. Gupta, who will walk you through our wind portfolio in greater detail. Pradeep Gupta: Thank you, Jai. Good morning, everyone. Building on Jai's comments, let me provide an update on the progress of our wind power business. Last month, we executed a PPA, Power Purchase Agreement, for 100 MW wind project for GUVNL, wind power project it is located in Gujarat at a tariff of 3.435 per kWh for a period of 25 years. Recently, we emerged as the successful bidder for a 50-megawatt wind power project under GUVNL Wind Farm tender, and another 100 megawatt wind project under SECI Wind Power tender. We have received LOA, Letter of Award, for SECI project, and for GUVNL, LOA is awaited. Including above projects, we have clear visibility to take our IPP portfolio to 634 megawatt, or to be more precise, it is 633.55 megawatt. (Wrongly said on call. The correct number is 638.35 megawatt) We continue to follow a disciplined approach while participating in new tenders, evaluating each opportunity based on site feasibility, transmission connectivity, land availability, and overall project economics. As part of strengthening our project execution capabilities, we incorporated two wholly-owned subsidiaries, Windfusion Renewable Private Limited and Whisperwind Renewable Private Limited, by acquiring 100% ownership in both entities. These subsidiaries have been established to facilitate transmission connectivity and support the expansion of our wind power portfolio. Additionally, we have acquired a 49% stake in Fuji-Kailash Energy Private Limited, a company engaged in the generation and distribution of renewable power across solar and bioenergy solutions. This strategic investment will further strengthen our renewable energy platform and broaden our presence across multiple clean energy technologies. I am also delighted to share that Pow [Showing first 8,000 characters — download PDF for full document]