Technocraft Industries (India) Limited has informed the exchange about the transcript of Conference Call

Technocraft Industries (India) Limited Regd. Office: Technocraft House, A-25, Road No. 03, MIDC Industrial Estate, Andheri (East), Mumbai - 400093, Maharashtra, India Tel: 022-4098 2222; Fax No. 4098 2200; CIN No. L28120MH1992PLC069252 E-mail: investor@technocraftgroup.com ; website: www.technocraftgroup.com August 19, 2026 National Stock Exchange of India Limited BSE Limited Exchange Plaza, Listing Department Bandra Kurla Complex, P.J. Towers, 1st Floor, Bandra (E), Dalal Street, Fort, Mumbai- 400051 Mumbai – 400001 Ref: Script Name: TIIL Script Code: 532804 Dear Sir/ Madam, Sub: Transcript of Conference Call held for discussion of financial performance of First Quarter ended June 30, 2026 Pursuant to Regulation 30 and 46 read with clause 15 of Para A of Part A of Schedule III of the SEBI (Listing obligations and Disclosure Requirements) Regulations, 2015, please find enclosed the transcript of the Analyst / Investor Conference Call held on August 17, 2026 regarding the Unaudited Standalone and Consolidated financial results for the quarter ended June 30, 2026. The said transcript has been uploaded on the Company’s website at the following link https://www.technocraftgroup.com/investor-meet-and-presentation/ Kindly take note of the same on your records. Thanking you. Yours sincerely, For Technocraft Industries (India) Limited Neeraj Rai Company Secretary & Compliance Officer Encl. as above “Technocraft Industries India Limited Q1 FY '27 Earnings Conference Call” August 17, 2026 MANAGEMENT: MR. NAVNEET KUMAR SARAF – DIRECTOR AND CHIEF EXECUTIVE OFFICER, TECHNOCRAFT INDUSTRIES INDIA LIMITED MR. ASHISH KUMAR SARAF – DIRECTOR AND CHIEF FINANCIAL OFFICER, TECHNOCRAFT INDUSTRIES INDIA LIMITED MR. ANIL GADODIA – GROUP CHIEF FINANCIAL OFFICER, TECHNOCRAFT INDUSTRIES INDIA LIMITED MODERATOR: MS. POORVA ZAWAR – 360 ONE CAPITAL Page 1 of 16 Technocraft Industries India Limited August 17, 2026 Moderator: Ladies and gentlemen, good day and welcome to Technocraft Industries India Limited Q1 FY '27 Earnings Conference Call. 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 this conference call, please signal an operator by pressing “*”, then “0” on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Ms. Poorva Zawar from 360 ONE Capital. Thank you and over to you, ma'am. Poorva Zawar: Thank you. On behalf of 360 ONE Capital Markets, we welcome you all to Q1 FY '27 Conference Call of Technocraft Industries India Limited. From the management side, we have Mr. Navneet Kumar Saraf - Director and CEO; Mr. Ashish Kumar Saraf - Director and CFO and Mr. Anil Gadodia - Group CFO. I will now hand over the call to management for their opening remarks followed by the Q&A session. Over to you, sir. Navneet Kumar Saraf: Thank you and good morning to everybody and welcome to the Q1 FY '26-27 Quarterly Earnings Call. On behalf of the management team here at Technocraft, we extend a warm welcome to all the participants and look forward to an engaging Q&A. Thank you and I think we are ready to start. Moderator: Thank you very much. We will now begin the question-and-answer session. The first question is from the line of Prateek Bhandari from Aart Ventures. Please proceed with your question. Prateek Bhandari: Yes, hi sir. Thanks for the opportunity. If you could just provide a split between the Scaffolding and the Formwork revenue for the quarter? Navneet Kumar Saraf: Anilji, would you like to give it since it is a direct financial question? Anil Gadodia: Sure. Yes, one second. Yes, we will give that. For the quarter, only right? Navneet Kumar Saraf: Yes, for the quarter only. Anil Gadodia: So, for the quarter, on a consolidated basis, Steel Scaffolding is Rs. 240 crores and the Mach One, that is Aluminum, is Rs. 165 crores. Prateek Bhandari: And my second question would be on, you have alluded to the growth for the Scaffolding and Formwork division. I wanted to understand how much of the growth would have come from the Aluminum Extrusion plant during the quarter? Page 2 of 16 Technocraft Industries India Limited August 17, 2026 Navneet Kumar Saraf: So, the Aluminum Extrusion plant is now running at 100% capacity. And as far as, and this has been happening since the March quarter. So, no increase in volume from that, but there has been a notable contribution to the EBIT result because of having the Aluminum Extrusion plant. There has been a large increase in the price of Aluminum during the quarter. And so, having the Aluminum Extrusion plant has helped the company navigate that. So, yes, so that has resulted to an improvement in the bottomline of the segment. Prateek Bhandari: And just one last question. If I see on a Y-o-Y basis, there has been a decline in the volume growth for Mach One. So, how do you see the competitive intensity for Mach One at the moment? Navneet Kumar Saraf: On a Y-on-Y basis, yes, there is a decline. And this is a not really so much due to the competitive intensity or demand. On a quarter-on-quarter basis, the volume is dependent on a lot of external factors like site readiness, project readiness, etc. I have mentioned this in the past. So, that can obviously be deferred from quarter to quarter. I think a more relevant comparison would be not the quarter-on-quarter Y-o-Y basis, but the immediate preceding quarter. If you compare with that, then there has been actually a small increase. Having said that, our focus is not rapid expansion of volume, but more sensible expansion. And we are very conscious about the kind, the quality of the customers that we service and we deal with, and also the profitability. So, taking all that into consideration, we are quite comfortable with the current volume of the Q1 for Mach One. Prateek Bhandari: Thank you. I will join back in the queue for follow up questions. Thanks a lot. Moderator: Thank you. The next question is from the line of Siva from ithought PMS. Please proceed. Siva: Hi, sir. Thank you for taking my question. Sir, firstly, on our margin with the Drum Closure segment, it has reached around 43% EBIT margin. And I think this is the highest that we have ever been at. Could you explain like, what helped us reach this margin, sir? Navneet Kumar Saraf: So, volumes is the main thing. This has been our highest revenue as well as EBIT margin and absolute EBIT ever for the segment and the sales, the quantity that has been sold as, has been higher. The rupee depreciation has also contributed because, Drum Closures majority, almost 100% of our revenue is export. And so obviously, the decline in the rupee vis-a-vis dollar has directly contributed to increase in absolute sales realization. So, I think those two are the main driving factors that has led to these results. Siva: Understood. But do you think the margin is sustainable, sir, 43% that we are doing right now? Navneet Kumar Saraf: I always have given guidance earlier also that a sustainable margin is upwards of 30%. We have consistently been doing higher than that. We continue to have turbulent geopolitical situation worldwide, with the war and disruptions in freight, freight costs, tariffs, etc. None of that has gone away. Fortunately for us, we have been able to navigate all that pretty well and see consistently strong quarters. So, I don't think we can say that 43% is the new normal going Page 3 of 16 Technocraft Industries India Limited August 17, 2026 forward. I think we continue to target upwards of 30% and manage the business as best as we can. Siva: Understood, sir. That helps. And my second question is with regards to the Defence vertical. So, have we already started selling our JT Cooler product, sir, if you can give any update on that? Navneet Kumar Saraf: Yes, we have already started receiving orders from Israel. And yes, we are looking forward to ex [Showing first 8,000 characters — download PDF for full document]