Analysts/Institutional Investor Meet/Con. Call Updates

ADITYA BIRLA REAL ESTATE SH/XII/07 4 /20 2 6-2 7 20th August, 2026 Corporate Relationship Department Listing Department BSE Limited National Stock Exchange of India Limited 1st Floor, Phiroze Jeejeebhoy Towers Exchange Plaza, 5th floor, Dalal Street, Fort, Bandra-Kurla Complex Mumbai-400 001 Bandra (East), Mumbai-400 051. Scrip Code: 500040 Scrip Code: ABREL Dear Sir/ Madam, Sub: Transcript of Q1FY2026-27 Earnings Conference Call of Aditya Birla Real Estate Limited ('the Company') Ref: Regulation 30 of Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 ('Listing Regulations') Pursuant to Regulation 30 of Listing Regulations, please find attached transcript of Q1FY2026-27 Earnings Conference Call conducted on 14th August, 2026 at 11:00 AM. 1ST after the meeting of the Board of Directors of the Company held on 13th August, 2026. The above is also available on the website of the Company viz. www.adityabirlarealestate.com This is for your information and record. Thanking you, Yours truly, For Aditya Birla Real Estate Limited (Formerly Century Textiles and Industries Limited) Atul K. Kedia Jt. President (Legal) & Company Secretary Encl: as above Aditya Birla Real Estate Limited (Formerly known as Century Textiles and Industries Limited) Regd. Office: Century Bhavan, Dr. Annie Besant Road, Worli, Mumbai - 400 030, India. T: +91 22 2495 7000 I F: +91 22 2430 9491, +91 22 2436 1980 E: abrel.info@adityabirla.com I W: www.adityabirlarealestate.com Corporate ID No.: L17120MH1897PLC000163 REAL ESTATE “Aditya Birla Real Estate Q1 FY ‘27 Earnings Conference Call” August 14, 2026 motilal l os,va C H O R REAL ESTATE Financial Services MANAGEMENT: MR. R. K. DALMIA – MANAGING DIRECTOR, ADITYA BIRLA REAL ESTATE MR. K. T. JITHENDRAN – MANAGING DIRECTOR, & CHIEF EXECUTIVE OFFICER, BIRLA ESTATE MR. KEYUR SHAH – CHIEF FINANCIAL OFFICER, ADITYA BIRLA REAL ESTATE Page 1 of 19 ADITVA BIRLA REAL ESTATE Aditya Birla Real Estate August 14, 2026 Moderator: Ladies and gentlemen, good day and welcome to the Aditya Birla Real Estate Q1 FY27 Earnings Conference Call, hosted by Motilal Oswal Financial Services 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 “*” then “0” on your touchtone phone. Please note that this call is being recorded. I now hand the conference over to Harsh Pathak from Motilal Oswal. Thank you, and over to you, sir. Harsh Pathak: Yes. Thanks, Shruti. Good morning, everyone. On behalf of Motilal Oswal Financial Services, I welcome you all to the 1Q FY27 Earnings Conference Call of Aditya Birla Real Estate. We thank the Management for giving us the opportunity to host this conference call. From the Management we have with us today R. K. Dalmia – MD, Aditya Birla Real Estate, K. T. Jithendran – MD and CEO, Birla Estates, and Keyur Shah – CFO, Aditya Birla Real Estate. I now hand over the call to the Management for opening remarks. Over to you, gentlemen. R. K. Dalmia: Thank you, Harsh. Good morning, everyone, and thank you for joining us, our Q1 FY27 Earning Call. India continued to demonstrate strong macroeconomics momentum in the quarter ended June 2026, building on the 7.6% real GDP growth recorded in FY25-26. While inflation began to firm up, with headline CPI rising to 4.38% in June 2026, the broader economic environment remains supportive of sustained growth. The real estate sector continued to benefit from this backdrop and even as the composition of investors evolved meaningfully during the quarter. Despite external headwinds arising from geopolitical tensions, resilient domestic demand with steady investment activity continued to anchor India growth outlook. From an industry perspective, the strongest demand growth remained concentrated in high-value housing, employment-led corridors, and infrastructure-driven micro markets. MMR continued to lead the market in terms of volumes, while sales moderated in Pune and NCR. Bengaluru stood out, delivering healthy absorption alongside an increase in supply. Page 2 of 19 ADITVA BIRLA REAL ESTATE Aditya Birla Real Estate August 14, 2026 The commercial real estate market continued its strong performance, with the office segment recording its strongest quarterly gross leasing performance, led by robust demand from global capability centers and flexible workspace operators. Overall, the sector’s two key growth engines are now operating at distinctly different speeds. Residential demand is becoming increasingly selective, with greater emphasis on location, product quality and price discipline. While commercial office demands continue to reach new heights, supported by structural occupier demand from global corporates. Against this backdrop, we have sustained strong business momentum in Q1 FY27. Collection remained robust at Rs. 713 crores, registering 31% of Y-o-Y increase overall, from Rs. 445 crores in Q1 FY 2026. This performance reflects strong collection efficiency, disciplined execution, and continued customer confidence across our projects. Birla Taranya delivered an especially strong start. Within just first 3 months of receiving RERA approval, the project achieved booking value of over Rs. 1,000 crores, demonstrating strong customer acceptance and robust underlying demand. This performance further strengthened Birla Estates’ presence in MMR market and validates our strategy of creating premium, thoughtfully designed residential community in high potential locations. Our sustenance sales in Q1 FY27 remained well diversified across regions, demonstrating the depth of resilience in our portfolio. In MMR, Birla Taranya in the Thane micro market and plotted development at Birla Mrida in Boisar together delivered a strong sustenance booking value of Rs. 150 crores following their respective launches in previous quarters. Pune contributed Rs. 119 crores in booking value, supported by continued momentum at Birla Punya Phase-2 and Birla Evam. In Bengaluru, the response for Birla Trimaya Phase-4 has been particularly encouraging, with 91% of the inventory launched within the last 2 quarters already sold. This strong absorption reinforces our confidence in Bengaluru as a key growth market for the business. We also continue to strengthen our position in the redevelopment segment with the recent announcement of another redevelopment project in Vashi, Navi Mumbai, carrying a potential GDV of approximately Rs. 2,600 crores. With this addition, our total residential redevelopment portfolio has increased to approximately Rs. 4,300 crores. This represents another important step in scaling a business vertical that offers significant potential across high-demand MMR micro market, supported by trusted partnership and disciplined capital allocation. Our commitment to the core real estate business further strengthened by the successful completion of the divestment of Century Pulp and Paper to ITC. This transaction has enabled us to significantly reduce our net debt portion to nearly zero, materially strengthening our balance Page 3 of 19 ADITVA BIRLA REAL ESTATE Aditya Birla Real Estate August 14, 2026 sheet and creating greater financial headroom to pursue a larger and more attractive business development pipeline, while maintaining our disciplined approach to capital allocation. Safety remains a fundamental priority across our developments. The achievement of 15 million safe man-hours at Birla Niyaara is a significant milestone and testament to a collective commitment of our teams, partners, and workforce to building a culture where safety is non- negotiable and always comes first. As we look ahead, our priorities remain clear: Scale with discipline, execute with consistency, and create developments that are defined by trust, quality, and thoughtful design. We [Showing first 8,000 characters — download PDF for full document]