Transcript of Earnings Conference Call held on August 12, 2026

Date: 17th August, 2026 To To National Stock Exchange of India Limited BSE Limited Exchange Plaza, C-1, Block G Phiroze Jeejeebhoy Towers Bandra Kurla Complex Dalal Street Bandra (E), Mumbai – 400 051 Mumbai – 400001 Scrip Symbol: EIEL Scrip Code: 544290 Sub: Transcript of the Conference Call for Analysts and Investors held on 12th August, 2026 Dear Sir/ Madam, In compliance to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we have attached herewith transcript of the Earnings Conference Call for Analysts and Investors held on Wednesday, 12th August, 2026. The same will also be hosted on the Company’s website at www.eiel.in. You are requested to take the same on your records. Yours faithfully, For Enviro Infra Engineers Limited (Piyush Jain) Company Secretary & Compliance Officer A57000 Encl: a/a “Enviro Infra Engineers Limited Q1 FY27 Earnings Conference Call” August 12, 2026 MANAGEMENT: MR. MANISH JAIN – MANAGING DIRECTOR – ENVIRO INFRA ENGINEERS LIMITED ADFACTORS PR – INVESTOR RELATION TEAM – ENVIRO INFRA ENGINEERS LIMITED Page 1 of 19 Enviro Infra Engineers Limited August 12, 2026 Moderator: Ladies and gentlemen, good day and welcome to the Enviro Infra Engineers Limited Q1 FY27 Earnings Conference Call. 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 on 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 star then zero on your touchtone phone. Please note that this conference is being recorded. I would now like to hand the conference over to Mr. Manish Jain, Managing Director of Enviro Infra Engineers Limited. Thank you and over to you, sir. Manish Jain: Thank you, Manav. Good morning, everyone. I would like to welcome you all to our Q1 FY27 Earnings Call. On call today with me is Our Investor Relation Team from Adfactors. We have shared our earnings presentation and press release and I hope you have had the opportunity to go through it. On behalf of the entire team, I am pleased to share our operational and strategic progress for the first quarter of FY27. Q1 FY27 continued to reflect the transformation that Enviro Infra Engineers has been building over the past years as we strengthen our core position in water and wastewater infrastructure while expanding our presence across renewable energy and battery energy storage systems and wind EPC segment. Our water and wastewater treatment business along with our operations and maintenance portfolio remain the foundation of our execution during the quarter. At the same time, our renewable energy platform continued to gain momentum with increasing capabilities across solar, wind and battery storage. Our focus remains firmly on disciplined execution across all our businesses. In water and wastewater, we continue to strengthen our technical capabilities, expand our geographical presence and pursue larger and more complex projects. In renewable energy and BESS, we are focused on building a scalable platform supported by our capabilities across solar, wind and energy storage. We believe the convergence of water infrastructure, renewable energy and energy storage presents a meaningful, long-term opportunity for Enviro Infra Engineers. As an engineering and technology driven infrastructure company, we are focused on leveraging technology, engineering capabilities and execution expertise to address evolving infrastructure requirements. Our priority is to convert these opportunities into sustainable growth while maintaining execution discipline, healthy margins and prudent capital allocation. Now turning to our order book and execution pipeline, our total order book stands at approximately INR6,721 crores providing strong revenue visibility for the coming periods. The order book comprises INR3,694 crores in water and wastewater treatment segment and Page 2 of 19 Enviro Infra Engineers Limited August 12, 2026 INR3,027 crores across renewable energy and BESS. Within the water and wastewater segment, we have INR2,696 crores of execution orders and around INR998 crores O&M orders. While in the renewable portfolio, we have execution orders worth INR1,948 crores while IPP and O&M comprises projects worth INR1,079 crores. This diversified order book provides us with strong execution pipeline and allows us to participate across multiple segments of environmental infrastructure and clean energy value chain. During the quarter, we have secured a new EPC and O&M contract worth INR113 crores from Sardar Sarovar Narmada Nigam Limited in Gujarat, further strengthening our water infrastructure portfolio. Through our step-down subsidiary, which is Suyog Urja Limited, we have secured a renewable energy contract worth INR207.5 crores for land aggregation and balance of plant works for a hybrid wind and solar project. This further strengthens our capabilities in the renewable energy value chain and provides additional execution opportunities through the Suyog platform. During the quarter, we also secured two hybrid annuity model projects in Varanasi, Uttar Pradesh, under Namami Gange program with a combined value of INR256.9 crores. These include a 60 MLD sewage treatment plant at Lohta valued at INR130 crores and a 45 MLD sewage treatment plant at DDU Nagar valued at INR126.8 crores. Both projects have an 18-month construction period followed by a 15-year O&M period. With these additions, our HAM portfolio has now increased to five projects, further strengthening our long-term revenue visibility and the quality of our order book. On the execution and business outlook side, our focus remains on converting the strong order book into revenue through disciplined project execution. Our water and wastewater business continues to remain the core of our operations with execution spread across multiple states and project categories including WWTPs, WSSPs and ZLD projects. The core water and wastewater treatment segment contributed approximately INR255 crores representing 71% of the consolidated revenue, underscoring its significance to the overall business. At the same time, our renewable energy platform is also gaining meaningful scale. During Q1 FY27, renewable segment revenue contributed approximately INR104 crores, which is around 29% of the consolidated revenue, reflecting the increasing contribution of this business to overall operations. As mentioned, our renewable capabilities now span solar, wind and BESS with both EPC and IPP opportunities. We believe the combination of these capabilities provides us with a broader platform to participate in India's ongoing transition towards cleaner and more flexible energy infrastructure. Going forward, our priority remains to maintain execution momentum across existing order book, pursue quality opportunities and ensure disciplined bidding and capital allocation. On the financial performance side, for Q1 FY27, revenue from operations stood at INR359.2 crores, registering a growth of 49% Y-o-Y driven by continued execution across our order book. Page 3 of 19 Enviro Infra Engineers Limited August 12, 2026 EBITDA stood at INR75.7 crores, registering a 17.87 Y-o-Y growth. EBITDA margin stood at 21.07% compared with 26.65% in Q1 FY26 and 18.7% in Q4 FY26. The movement in EBITDA margin reflects the current project and execution mix along with the impact of input cost. Profit after tax stood at INR45.2 crores, registering a 6.47% Y-o-Y growth, while PAT margin stood at 12.38%, broadly stable sequentially compared with 12.37% in Q4 FY26. Ove [Showing first 8,000 characters — download PDF for full document]