Analysts/Institutional Investor Meet/Con. Call Updates

CMR GREEN TECHNOLOGIES LIMITED REGD. OFFICE: 7TH FLOOR, TOWER 2, L & T BUSINESS PARK, 12/4 DELHI MATHURA ROAD, FARIDABAD, HARYANA-121003 CIN: L00337HR2005PLC085675, PH: +91-129-4223050 E-MAIL: COMPLIANCEOFFICER@CMR.CO.IN WEBSITE: WWW.CMR.CO.IN Ref. CMRG/Reg30/Transcript-Investor Meet/Q4-FY- 2025-26 Date: 04th July, 2026 National Stock Exchange of India Limited BSE Limited Exchange Plaza, C-1, Block G Department of Corporate Services Bandra Kurla Complex Phiroze Jeejeebhoy Towers Bandra (E), Mumbai – 400 051 Dalal Street, Mumbai – 400 001 Equity Scrip Code CMRGREEN Equity Scrip Code 544777 ISIN INE00WV01027 ISIN INE00WV01027 Dear Sir/Madam, Subject : Transcript of Earnings Conference Call for Investors and Analyst for the quarter and year ended 31st March, 2026 Pursuant to Regulation 30 of Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the transcript of Analysts/Investors conference call held on July 02, 2026, on the financial results of the Company for the quarter and year ended March 31, 2026. The said transcript is also available on the Company’s website at https://www.cmr.co.in/press-release/ . Please receive the above in order and acknowledge Thanking You, For CMR Green Technologies Limited Srishti Saxena Company Secretary & Compliance Officer M. No: A40576 CMR Green Technologies Limited 4Q FY26 and FY26 Earnings Conference Call” July 02, 2026 MANAGEMENT: MR. MOHAN AGARWAL – CHAIRMAN AND MANAGING DIRECTOR – CMR GREEN TECHNOLOGIES LIMITED MR. ANKUR SINGH – DIRECTOR, BUSINESS DEVELOPMENT – CMR GREEN TECHNOLOGIES LIMITED MR. YUGAL GARG – CHIEF FINANCIAL OFFICER – CMR GREEN TECHNOLOGIES LIMITED MODERATOR: MR. NEEL MEHTA – EQUIRUS SECURITIES Page 1 of 15 CMR Green Technologies Limited July 02, 2026 Moderator: Ladies and gentlemen, good day and welcome to the first Earnings Conference Call of CMR Green Technologies Limited. 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 the conference call, please signal an operator by pressing star and then zero on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Neel Mehta from Equirus. Thank you and over to you, sir. Neel Mehta: Yeah, hi. Good afternoon everyone. So, on behalf of Equirus Securities, I would like to welcome you all to the 4Q FY26 and FY26 earnings conference call of CMR Green Technologies. Today from the management team, we have with us Mr. Mohan Agarwal, Chairman and Managing Director; Mr. Ankur Singh, Director, Business Development; and Mr. Yugal Garg, Chief Financial Officer. Without taking much time, I now hand over the call to Mr. Mohan Agarwal, Chairman and Managing Director, for the opening remarks, followed by question and answer. Thank you. Over to you, Mohan ji. Mohan Agarwal: Thank you, Neel. Good afternoon everyone. I am Mohan Agarwal. I am the CMD of the company. And it is my pleasure to be here today and to interact with all of you on the first earnings calls of CMR Green Technologies for Q4 and financial year FY26. My honor that for the first time I am addressing our honorable shareholders. We truly appreciate your time and interest in joining us today to discuss our performance. First and foremost, I would like to sincerely thank all our investors who have overwhelmingly reposed trust in us and have invested in the company during the IPO. We successfully listed on both the NSE and BSE on the 10th of June. The IPO size was INR630 crores, which was a pure offer for sale. Achieving this milestone and completing our listing journey is a matter of great pride for us. In many ways, it reflects the confidence and belief that our stakeholders have placed in our business model and in the long-term vision. This achievement is also a testament to the strong value proposition that we have built for our customers, supported by our commitment to quality, to innovation, to operational excellence, and to sustainable growth. So, before I go on further with the presentation, a little about myself. It's been 40 years that I've been working. And in these 40 years, recycling and primarily aluminum is the only thing that I have done. We created CMR in 2006, which is about 20 years back. It was created with me and my father, who is now the Chairman Emeritus, Gauri Shankar Agarwala ji. And we had a vision to build an organization which is founded on the principles of integrity, on strong governance, on ethics, and responsible business practices. I am also very fortunate that my two sons, Akshay and Raghav, have joined our business and are actively contributing to its running. Overall, I also feel that human capital is really a big differentiator for a successful business. And for that reason, at CMR, we follow a people-first approach. We are a people-first organization. And we have built a future-ready and resilient organization which can adopt, innovate, and grow with the changing times. We have a strong professional Page 2 of 15 CMR Green Technologies Limited July 02, 2026 leadership team of CXOs, which is heading all our verticals. So, we are like both a owner-run and a professional organization into one. Now, as a testament to our focus on people, we have recently been awarded the 15th Great Place to Work certification in the country in mid-sized segment across sectors. This position last year was number 60. So, we think we have done some good things to be able to transcend such a large trajectory. Coming to CMR now, CMR is the largest in its field. We are 4 times bigger than our nearest competition in terms of our installed capacity. We also happen to be amongst the largest in the world. According to ICRA report on the industry recently, we are rated number 12 in the world, including China. In the automotive recycled aluminum space, what we produce is alloy ingots, liquid alloy in aluminum. So, those are mostly going to the auto sector. In the auto sector, we have nearly a 45% market share, which means that more or less every second vehicle that you see on the road, be it a two-wheeler or a four-wheeler, it's made from aluminum supplied from CMR. So, we have been able to build a very, very strong market presence. Apart from aluminum, we do other non-ferrous metal also, like stainless steel, zinc, lead, copper, brass, and magnesium. That non-aluminum portion forms about 20% of our sales, and 80% is coming from aluminum. Recently, we have from the auto sector, we have diversified into two new sectors. One, we have built a beverage can recycling plant, put up in Odisha near to Hindalco Industries, where we supply liquid recycled liquid metal to Hindalco. This is a very strategic initiative because this is supplying new metal to a primary producer. This also tells us that recycling is here to stay. Going forward, recycling is going to overtake the overall consumption of the aluminum metal and will become the dominant supplier of new metal rather than primary. So, we have taken first step in that direction. Second initiative, which is also a first in the country, is we have put up a large facility for producing recycled green billets and sheet ingots. Up to now, this was primarily being serviced by the primary producers. With technology and our experience, we have been able to produce very good quality of that product, which has got large acceptance amongst our customers. And it services the construction sector, it services the ever-growing solar panel manufacturing and the solar electricity sector. So, during the last seven -- growth is a strong focus for us. In the last seven years, we have put up seven plants. And as I speak, we are building two more plants. One is in a place called Shoolagiri in Tamil Nadu. That is in an electric vehicle parts plant which is electric vehicle mobility, future mobility pa [Showing first 8,000 characters — download PDF for full document]