Investor Presentation

July 3, 2026 To To Sr. General Manager Sr. General Manager Department of Corporate Services Listing Department BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza, C-1, Block G Dalal Street Bandra Kurla Complex Mumbai - 400001 Bandra (E), Mumbai - 400 051 Scrip Code: 544317 Scrip Symbol: TRANSRAILL Sub: Presentation for Group Meetings with Buy Side and Sell Side scheduled on Friday, July 3, 2026 Ref: Regulation 30 read with Schedule III of SEBI LODR Dear Sir / Madam, Pursuant to provisions of Regulation 30 read with Schedule III of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, as amended from time to time, please find enclosed herewith the presentation for Group Meetings with Buy Side and Sell Side, scheduled on Friday, July 3, 2026 at 03:30 P.M. (IST). You are requested to take the above mentioned on your records. For Transrail Lighting Limited Monica Gandhi Company Secretary and Compliance Officer Encl: As above TRANSRAIL LIGHTING LIMITED Corporate & Registered Office: 501 A, B, C, E, Fortune 2000, Block-G, Bandra Kurla Complex, Bandra East, Mumbai - 400051, Maharashtra, India Tel: +91 22 61979600 | Web: www.transrail.in | CIN: L31506MH2008PLC179012 TRANSRAIL LIGHTING LTD Investor Presentation Building scale Creating Value Expanding globally Disclaimer This presentation is issued by Transrail Lighting Limited (the “Company”) for general information purposes only and does not take into account any specific objectives, financial situations or needs of any particular person. It does not constitute, and should not be construed as, an offer, invitation, or solicitation of any kind to sell or issue, or any invitation to subscribe for, purchase or deal in any securities of the Company in any jurisdiction. Nor shall it or any part of it, or the fact of its distribution, form the basis of or be relied upon in connection with any contract or investment decision. This presentation may include statements which may constitute forward-looking statements. All statements that address expectations or projections about the future, including, but not limited to, strategy, business development, market position, expenditures and financial results, are forward-looking in nature. These are based on certain assumptions and expectations of future events and are not guarantees of future performance. Actual results may differ materially. The Company does not undertake to update any forward-looking statements that may be made from time to time. This presentation and its contents are confidential and may not be copied, disseminated or distributed, in whole or in part, directly or indirectly, in any jurisdiction where such distribution is unlawful. Corporate Overview Transrail at a Glance Diversified Business Portfolio T&D Substation Civil Construction Railways Poles & Lighting Solar EPC Footprint across Supplied 4 Decades + 1.50 Mn of Expertise Countries MT of Towers Constructed Supplied 19,500+ 36,900+ 226,000+ Man Months of CKM Transmission Lines KM of Conductors Design & Engineering experience INR 16,361 Cr 2,700 + Unexecuted Order book & L1 Employees Integrated Manufacturing Facilities as on 01.04.2026 Performance Snapshot Closing Order Book (₹ Cr.) Revenue (₹ Cr.) 16,313 14,551 6,880 9,619 10,100 5,308 4,077 5,908 3,152 2,350 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 EBITDA (₹ Cr.) PAT (₹ Cr.) 820 421* 676 327 478 233 206 108 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 55 SUSTAINED GROWTH OVER LAST 5 YEARS * PAT excludes provision made of ₹ 17 Cr in Q3 FY26 towards new labour code Global Reach & Operations India • Ongoing Projects: 50+ • Over 300 projects completed, working with all leading developers in India. • Turnkey EPC of Transmission lines of 765 kV, 800 kV HVDC constructed. • AIS & GIS Substations constructed on turnkey basis. • Rural electrification and underground cabling jobs completed. • Factories for towers, conductors, and monopoles. • Diversified presence across Railways, Civil, and Poles & Lighting business. Africa • Footprint in over 28 African countries across all regions of Africa. • Executing large EPC projects in transmission lines, substations and rural electrification. • Projects funded by global agencies such as World Bank, AfDB, EBID, KfW, and BOAD • Major cross-country transmission lines constructed. Rest of Asia • Strong presence across SAARC, Southeast Asia • Executed multiple EPC & supply orders across the region. • Supply of towers and poles • Turnkey EPC of Transmission Lines Americas & Europe • Supply of towers and conductors Active • Solar EPC projects being executed. Footprint across Active Projects New Countries Countries: 20+ 63 Countries in India: 50+ added FY26: 4 30+ projects Board of Directors Digambar Bagde Sanjay Kumar Verma Randeep Narang Executive Chairman Non-Executive Vice Chairman Managing Director & CEO Raman Rajagopalan D Suryanarayana Shrikant Chaturvedi I. S. Jha Deputy Managing Director Whole-time Director Non-Executive Director Non-Executive Director Ranjit Jatar Vinod Dasari Ashish Gupta Independent Director Independent Director Independent Director Maj Gen Dr. Ravita Punwani Dilawar Singh Dr. D S Gangwar Rajeev Jain (Retd.) IAS (Retd.) Independent Director Independent Director Independent Director Independent Director Leadership DIGAMBAR BAGDE Executive Chairman He is the Promoter of our Company and a stalwart of the Power T&D industry, with five decades of rich and diverse experience. He holds a Bachelor of Science degree in Civil Engineering from the Maharaja Sayajirao University of Baroda. After his initial decade of working for a reputed T&D Company, he started Transrail in 1984 and has been at the helm of affairs, steering a journey of 4 decades saw various landmarks. He is leading the board and management team in strategizing the pathway to growth. RANDEEP NARANG Managing Director & CEO With over 35 years of experience in diversified sectors, he has strong domain expertise in Power T&D including operations in international markets. Mr Narang holds a Bachelor's degree in Commerce from the University of Delhi and a Postgraduate Diploma in Marketing from the Institute of Marketing Management, New Delhi. He has worked with Bharti Airtel Limited in his capacity as the Chief Operating Officer (West). He was also associated with CEAT Kelani Holdings, Sri Lanka as MD and CEO. His last assignment was with KEC International Limited as President-International ( T&D, Solar) & Cables. RAJESH DEEPAK RAMAN DSURYANARAYANA NEELAKANTAN KHANDEWAL RAJAGOPALAN Whole-time Chief Strategy Chief Financial Officer Deputy Managing Director Officer Director & Group CFO Chandrakant Anant Kadiwal Ashok Rawat Sonal Raj Monica Gandhi Majgaonkar Head- Civil Business Head – CHRO Company President – Pole & Lighting Secretary Design & Business Engineering Business Overview Legacy of 4 Decades 1984 1993 2007 1987 2008 Transrail Engineering Factory for Tower Factory of conductor Company (TEC) started First Direct 400 kV manufacturing in manufacturing First International with first foundation transmission Line Baroda established in Silvassa. Turnkey project work on 132kV line job received 2012 2010 2010 2009 First 800 KV HVDC Factory for Pole Tower Testing Unit Factory for line (Champa - Manufacturing at started Deoli manufacturing of Kurukshetra Silvassa tower at Deoli, Wardha. 2017 2018 2022 2024 2025 2026 First 220kV & 400kV Listed on Stock Established Civil Completed First Foray into Solar EPC Tower & Turnkey Substation Exchanges division of Underground Cabling Deoli Plant awarded Conductor Project orders received. Special Appreciation Transrail Project of the 'A Grade' by PGCIL Manufacturing Rly electrification Awards for 765kV TL Company Capacity being Turnkey job received projects from PGCIL doubled Diversified Business Portfolio Power Transmission & Distribution Civil Construction Poles & Lighting Capabilities [Showing first 8,000 characters — download PDF for full document]