Pursuant to Regulation 30 read with Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we hereby submit the transcript of the Earnings Conference ....

20th August, 2026 The Corporate Relationship Department BSE Limited P.J. Towers Dalal Street, Fort Mumbai – 400 001 Scrip Code: 522101 Sub: Transcript of Earnings Conference Call on the Unaudited Financial Results for the Quarter ended 30th June, 2026 Dear Sir/Madam, Pursuant to Regulation 30 read with Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we hereby submit the transcript of the Earnings Conference Call held on 17th August, 2026, to discuss the unaudited financial results of the Company for the quarter ended 30th June, 2026. The same is enclosed herewith for your information and records. Thanking you, Yours faithfully, For Kilburn Engineering Limited Abhijit Mehta Company Secretary & Compliance Officer Encl.: As above “Kilburn Engineering Limited Q1 FY27 Earnings Conference Call” August 17, 2026 MANAGEMENT: MR. RANJIT LALA – MANAGING DIRECTOR – KILBURN ENGINEERING LIMITED MR. AMRITANSHU KHAITAN – CHAIRMAN – KILBURN ENGINEERING LIMITED MR. SACHIN VIJAYAKAR – CHIEF FINANCIAL OFFICER – KILBURN ENGINEERING LIMITED MR. K. VIJAYSANKER KARTHA –MANAGING DIRECTOR – M.E. ENERGY PRIVATE LIMITED MR. RAKESH MONGA –DIRECTOR – MONGA STRAYFIELD PRIVATE LIMITED MODERATOR: MR. ANANTH JAYARAM – SKP SECURITIES LIMITED Page 1 of 11 Kilburn Engineering Limited August 17, 2026 Moderator: Good day, ladies and gentlemen. Welcome to the Kilburn Engineering Limited Q1 FY27 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 management's opening remarks. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. I will now hand the conference over to Mr. Ananth Jayaram from SKP Securities Limited. Thank you, and over to you, sir. Ananth Jayaram: Good afternoon, ladies and gentlemen. I am pleased to welcome you all to this financial results conference call on behalf of Kilburn Engineering and SKP Securities. We have with us Mr. Amritanshu Khaitan, Chairman; Mr. Ranjit Lala, Managing Director; Mr. Sachin Vijayakar, Chief Financial Officer; Mr. Vijaysanker Kartha, Managing Director, M.E. Energy Private Limited; and Mr. Rakesh Monga, Whole-Time Director, Monga Strayfield Private Limited. We will have the opening remarks from Mr. Ranjit Lala, followed by a Q&A session. Thank you, and over to you, Mr. Lala. Ranjit Lala: Thank you, Ananth. Good afternoon, everyone, and thank you for joining us. I would like to begin by acknowledging that Q1 FY27 was a quarter where revenue performance was below the level we would have ideally targeted. However, we want to put the performance of the company into the right context. The primary issue in the quarter was not deterioration in the underlying demand environment, but the timing of the customer deliveries and deferment of certain project executions into subsequent quarters. At the same time, the geopolitical situation has resulted in longer decision- making cycles for some customers and projects. Importantly, we have continued to see healthy inquiry activities across our businesses, and we have already secured approximately INR190 crores of order inflows in the current financial year till date at the group level. So while Q1 revenue was impacted by timing, our trust in the underlying business opportunity remains intact. Referring to Q1 performance. For the quarter, consolidated revenue from the operations was approximately INR117 crores. EBITDA stood at INR24.2 crores, translating into EBITDA margin of 20.1%. For us, maintaining a 20% operating margin in a quarter with lower revenue is significant. It reflects the great discipline we have brought into the project execution. Our objective is to have sustainable business maintaining healthy and sustainable profitability. Let me explain why we remain confident about H2. A most important point I would like to state is that we expect FY27 to be significantly second half weighted. We have visibility from an existing order book, expected order book arising from deferred order intake, scheduled customer deliveries and projects that have moved into the subsequent quarters. Page 2 of 11 Kilburn Engineering Limited August 17, 2026 As these projects enter execution, we expect the revenue trajectory to improve meaningfully through H2. Accordingly, we continue to maintain our FY27 expectation of around INR700 crores on a consol revenue basis with EBITDA of 20%. We will remain focused on increasing our order book and committed on efficient execution. Order pipeline and market opportunity. The second area I would like to state is the opportunity pipeline. Today, we continue to have an inquiry pipeline in the range of INR4,000 crores across sectors and geographies at the group level. Obviously, an inquiry pipeline should not be equated with an order book. Conversion depends on customer decisions, project economics, timings and our own commercial discipline. But the breadth of this pipeline gives us the confidence that the addressable market for the group has sustained continuously. We are particularly encouraged by the opportunities in the fertilizer and nuclear where we noticed maximum traction and rapidly developing data center infrastructure ecosystem, which will generate more business in quarters to come. We are seeing increased engagement with our global customers and EPC companies, and our objective is to convert this opportunity into a large and more diversified order book over the coming quarters. We still continue to target the group order inflows at INR800 crores in the current financial year. Next, I would like to address the capacity expansion. The next phase of our strategy is not only about winning more orders, it is about ensuring that Kilburn has the capacity and capabilities to execute them efficiently. We are, therefore, investing across the group as informed earlier. Kilburn Engineering and M.E. Energy are expanding the manufacturing and execution capabilities, which are at advanced stage and expected to complete by end October this year. At Monga Strayfield, we are in the process of expanding metal sheet fabrication capacity, details of which will be disclosed over a period of time. The capacity investments being made today are designed with a medium-term objective to enable the group's aspirations of INR1,000 crores annually. Thus, we see this platform building phase for the company for the next level of growth. All in all, our approach to the growth will be as follows: we will be focusing on 3 things: first, converting our order -- our strong opportunity pipeline into orders; second, executing these orders efficiently on schedule; and third, maintaining our margin discipline. The transformation of Kilburn over the last few years has been driven by organic growth and strategic acquisitions, which will continue. We now have a broader platform, a diversified customer base and access to larger growth markets. Our next objective is to scale this operation in a disciplined and sustainable manner. So going forward, our immediate priorities are very clear: deliver the revenue from the existing order book efficiently, accelerate H2 execution, convert the INR4,000 crores pipeline into opportunities or into orders selectively and rationally with a target of INR800 crores and maintain the EBITDA margins of 20%. That's all from my side. With this, I hand over to Ananth. Moderator: Thank you. We will now begin the question-and-answer session. We take the first question from the line of Sagar Shah of Spark Capital PWM. Page 3 of 11 Kilburn Engineering Limited August 17, 2026 Sagar Shah: Sir, I had around a couple of questions actually. So, the first question was that in this quarter, we got around INR98 crores of subscription money actually. We had further diluted our share capital. Now if I'm not wrong, we have [Showing first 8,000 characters — download PDF for full document]