Investor Presentation with respect to the Investor Meet to be held on 17th August, 2026 at 15:30pm.

Date: 14-08-2026 To, To, The Manager The Manager Listing Department Listing Department BSE Limited The Calcutta Stock Exchange Limited Phiroze Jeejeebhoy Towers Lyons Range, Dalal Street, Mumbai- 400001 Kolkata – 700 001 Scrip Code: 542669 Scrip Code: 12141- CSE SYMBOL: BMW Dear Sir / Madam, SUBIECT: EARNING PRESENTATION Please find enclosed herewith the Earning Presentation on the Unaudited Standalone and Consolidated Financial Results for the First Quarter ended June 30, 2026. The above information is being uploaded on the website of the Company. You are requested to take the aforesaid information on your record. Yours faithfully, For BMW INDUSTRIES LIMITED Harsh Kumar Bansal Managing Director DIN: 00137014 Encl: As Above BMW Industries Limited Q1 FY27 Earnings Presentation Safe Harbor Statement This presentation may contain certain “forward-looking statements” within the meaning of applicable securities laws and regulations, which may include those describing the Company’s strategies, strategic direction, objectives, future projects and/or prospects, estimates etc. Investors are cautioned that “forward looking statements” are based on certain assumptions of future events over which the Company exercises no control. Therefore, there can be no guarantee as to their accuracy and readers are advised not to place any undue reliance on these forward-looking statements. The Company undertakes no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise. These statements involve a number of risks, uncertainties and other factors that could cause actual results or positions to differ materially from those that may be projected or implied by these forward-looking statements. Such risks and uncertainties include, but are not limited to; growth, competition, acquisitions, domestic and international economic conditions affecting demand, supply and price conditions in the various business's verticals in the Company’s portfolio, changes in Government regulations, laws, statutes, judicial pronouncement, tax regimes, and the ability to attract and retain high quality human resource. Management Commentary “We are pleased to report a robust start to FY27, marked by healthy profitability growth and steady progress on our strategic expansion. Operating Income stood at ₹16,600 lakh, a year-on-year growth of 11.6%. Operating EBITDA rose 7.1% year-on-year to ₹3,369 lakh, reflecting the continued strength of the Company's underlying operations, with an Operating EBITDA margin of 20.3%. Profit after tax grew 25.8% year-on-year to ₹1,912 lakh, with a PAT margin of 10.8%, expanding 92 bps over the corresponding quarter of the previous year. Our performance during the quarter was supported by continued improvement in the utilisation of our downstream capacities. The Rolling Mill business achieved an annualised capacity utilisation of approximately 83.5%, reflecting stronger absorption and a healthy ramp-up in volumes. The Pipes & Tubes business operated at an annualised utilisation of around 40.1%, with production continuing to increase sequentially. Backed by strong visibility, we expect this trajectory to accelerate, driving higher throughput, improved operating leverage and further strengthening margins. The next phase of growth will be driven by optimal utilisation of our existing capacity across the conversion business, alongside the new downstream capacities being established at Bokaro. The Company will operate a balanced business model, integrating our traditional conversion business with a proprietary supply model, wherein we will source input material directly and supply finished products, capturing greater value across the chain, while diversifying our customer base. The Greenfield Downstream Steel Complex at Bokaro is progressing well, with revenue generation expected to commence in Q2 FY27. This strategic expansion marks a significant milestone in the Company's growth journey, strengthening our value-added product portfolio, enhancing manufacturing capabilities, and positioning us to capture emerging growth opportunities. As we move forward, we remain focused on the disciplined execution of our expansion initiatives, driving greater operational Ram Gopal Bansal efficiencies and deepening our value-added product portfolio. With a clear focus on sustainable growth and prudent capital deployment, we remain committed to creating enduring long-term value for all our stakeholders.” Chairman Key Quarterly Highlights In INR Lakhs Particulars Operating Income Operating EBITDA1 PAT2 Q1 FY27 16,600 3,369 1,912 Growth YoY 11.6% 7.1% 25.8% Growth QoQ (20.8%) (41.6%) (42.3%) Margin (%) - 20.3% 10.8% Diluted EPS - - 0.85 Note: 1.Operating EBITDA Margin calculated on Operating Income; 2. PAT attributable to the owners of the company Balance Sheet Summary In INR Lakhs Particulars 31-Mar-25 31-Mar-26 30-Jun-26 NET DEBT / OPERATING EBITDA* NET DEBT / EQUITY* 0.57 3.48 Net Worth 73,267 80,400 82,308 0.45 2.20 Net Debt 1 14,211* 36,382 46,894 0.19 0.96 Net Fixed Assets 67,342 83,378 91,738 FY25 FY26 Jun'26 FY25 FY26 Jun'26^ Net Current Assets 2 10,674* 10,886 10,600 RETURN ON EQUITY4 RETURN ON CAPITAL EMPLOYED5 ,* Total Assets 1,01,555 1,29,056 1,41,914 12.8% 11.7% 10.8% 10.6% Net Fixed Asset Turnover 1.00 0.88 0.76^ 9.5% 9.4% Capital Employed Turnover 0.70* 0.61 0.52^ Cash Conversion Cycle 3 67* 87 111^ FY25 FY26 Jun'26^ FY25 FY26 Jun'26^ Note: 1: Net Debt = Total borrowings + Lease Liabilities - Cash and Cash Equivalents – Current Investments; 2: Net Current Assets exclude Cash & Cash Equivalents & Current Investments; 3: Cash Conversion Cycle calculated on Operating Income; 4: ROE calculated on Average Shareholders’ Equity; 5: ROCE calculated on Average Capital Employed; Capital Employed includes 202.4 Cr of Debt as on 30th June 2026, undertaken for the Greenfield Project in Bokaro; ^Annualized *In FY26, certain items were regrouped / reclassified to better reflect their nature. On the Balance Sheet, Operational Suppliers' Credit was regrouped under Short Term Borrowings. On the Statement of Profit and Loss, expenses previously classified under Other Expenses were reclassified to Finance Costs. To ensure comparability of Ratios across periods, similar regrouping has been retrospectively applied to the previous Financial years. Key Operational Highlights (1/2) FY26 Q1 FY27 Installed Capacity Particulars (MT) Production Utilization Production Annualized Utilization (MT) (%) (MT) (%) CGL Complex1 10,14,000 7,18,605 70.9% 1,65,609 65.3% Legacy Rolling Mill 1,80,000 74,975 41.7% 37,583 83.5% Business (TMT Bars) Pipes & Tubes 7,32,000 2,01,623 34.2% 73,345 40.1% Note: 1: CGL Complex includes proprietary sales, production & dispatch of GI products Key Operational Highlights (2/2) CGL Complex1 Rolling Mill (TMT)2 Pipes and Tubes 2,10,052 73,345 4,000.00 68,987 ₹ 3,288 ₹ 13,314 64,420 3,500.00 63,139 1,72,474 1,65,609 37,583 36,714 ₹ 3,14 3,000.008 51,743 50,474 2,500.00 28,041 27,267 ₹ 8,482 ₹ 7,775 ₹ 2,553 ₹ 2,065 1,03,480 21,159 2,000.00 20,812 84,895 84,261 1,500.00 ₹ 1,482 1,000.00 ₹ 1,308 500.00 Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27 Production (In MT) Dispatch (In MT) Production (In MT) Dispatch (In MT) Production (In MT) Dispatch (In MT) Revenue (In Lacs) Revenue (In Lacs) Revenue (In Lacs) Note: 1. CGL Complex includes proprietary sales, production & dispatch of GI products 2. Rolling Mill (TMT) data excludes Dispatch and Revenue for Bansal Super TMT Rebars Profit & Loss Summary In INR Lakhs Particulars Q1 FY27 Q1 FY26 YoY Change Q4 FY26 QoQ Change FY26 Revenue from Operations 16,600 14,869 11.6% 20,950 (20.8%) 66,523 Operating EBITDA 3,369 3,145 7.1% 5,766 (41.6%) 16,514 Operating EBITDA Margin (%) 20.3% 21.2% (85 bps) 27.5% (723 bps) 24.8% Other Income 1,068 486 119.9% 624 71.1% 1,479 Finance Costs 550 358 53.5% 517 6.3% 1,888 Depreciation 1,388 1,263 9.9% [Showing first 8,000 characters — download PDF for full document]