Transcript on June Quarter Results 2026

Brahmaputra Infrastructure Ltd. Registered Office: Brahmaputra House, A-7, Mahipalpur (NH 8-Mahipalpur Crossing), New Delhi- 110037 Phones: 91-11-42290200 (50 Lines) Fax: 91-11-41687880, 26787068 E-mail: delhi@brahmaputragroup.com web: www.brahmaputragroup.com CIN:L55204DL1998PLC095933 Date: 20th August, 2026 Scrip Code: 535693 The Manager, Department of Corporate Services, BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai - 400 001 Subject: Submission of Earnings Transcript Outcome – Q1 FY2027 (June Quarter Results) Dear Sir/Madam, Re: Earnings Call Transcript – June Quarter Results for the Financial Year 2026-27 Please find attached the transcript of the earnings call conducted on August 17,2026, wherein the Company discussed its financial and operational performance for the quarter ended June 30, 2026. The earnings call transcript has been prepared in accordance with the requirements prescribed under Regulation 30 and other applicable provisions of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (Listing Regulations). Key Highlights — Q1 FY27 ● Consolidated Top Line at Rs. 110.79 crore, up 20.24% YoY and 17.95% QoQ. ● Consolidated PBT at Rs. 20.11 crore, up 15.38% YoY; consolidated PAT at Rs. 16.48 crore, up 9.57% YoY. ● Consolidated EBITDA at Rs. 25.15 crore, up 13.08% YoY and 21.50% QoQ. ● Standalone Top Line at Rs. 96.05 crore, up 4.24% YoY; standalone PAT at Rs. 16.28 crore, up 8.24% YoY. ● Consolidated EPS improved to Rs. 5.68, up 9.65% YoY; standalone EPS at Rs. 5.61, up 8.30% YoY. ● Real Estate & Other Income segment revenue up 65.71% YoY, with segment results up 74.76% YoY — an emerging growth engine. The complete transcript of the earnings call is enclosed herewith for your records and dissemination as required under the Listing Regulations. The Company has ensured that all material information has been appropriately disclosed and is in compliance with the applicable regulatory requirements. Should you require any further information or clarification regarding the earnings call transcript or the Q1 FY2027 financial results, please feel free to contact us. Yours faithfully, For BRAHMAPUTRA INFRASTRUCTURE LIMITED Raktim Acharjee Whole Time Director Din: 06722166 Enclosures: 1. Earnings Call Transcript – Q1 FY2027 “Brahmaputra Infrastructure Limited Q1 FY27 Earnings Conference Call” August 17, 2026 MANAGEMENT: MR. UMANG PRITHANI – JOINT MANAGING DIRECTOR – BRAHMAPUTRA INFRASTRUCTURE LIMITED MR. VIVEK MALHOTRA – HEAD OF FINANCE – BRAHMAPUTRA INFRASTRUCTURE LIMITED MODERATOR: MS. SELINA SHEIKH – GO INDIA ADVISORS Page 1 of 15 Brahmaputra Infrastructure Limited August 17, 2026 Moderator: Ladies and gentlemen, good day and welcome to the Brahmaputra Infrastructure 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 presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing star and zero on a touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Ms. Selina. Thank you and over to you, ma'am. Selina: Good afternoon, everybody, and welcome to Brahmaputra Infrastructure Limited Earnings Call to discuss the quarter one FY27 operational and financial performance. Hosted by Go India Advisors, we have on the call Mr. Umang Prithani, Joint Managing Director, and Mr. Vivek Malhotra, Head of Finance. We must remind you that the discussion on today's call may include certain forward-looking statements and must be therefore moved in conjunction with the risks that the company faces. We now request Mr. Umang Prithani to take us through the company's business outlook and performance, subsequent to which we will open the floor for Q&A. Thank you and over to you, sir. Umang Prithani: Thank you. Good afternoon and thank you for joining Brahmaputra Infrastructure Limited's Earnings Call for the first quarter of FY27. We will begin with a brief review of our performance for the quarter, followed by an interactive Q&A. The financial statements and presentation are available on the company website and I hope you have had the opportunity to review them. We deeply appreciate the continued interest and confidence you have placed in BIL as we strengthen our position in India's and specifically Northeast India's infrastructure story. India's infrastructure spending continues on a structurally upward path. The Union Budget has raised infrastructure outlay to INR12.2 lakh crores up from INR11.2 lakh crores in the prior year, and the Ministry of Road Transport and Highways alone has received an 8% year-on-year higher allocation of INR3 lakh crores. This is being reinforced by an improving financial ecosystem. The Infrastructure Risk Guarantee Fund, for instance, is now providing partial credit guarantees that enhance lender confidence for established players like us. Within this broader momentum, Northeast India's move from a peripheral region to a strategic national priority. The government's Act East policy, growing trade and logistics integration with Bangladesh, Bhutan, Myanmar, and beyond, and the sustained national defense and border connectivity focus are all converging on this region in a way we have not seen before. This momentum is backed by real budgetary commitment across a suite of flagship programs and BIL sits at the intersection of nearly all of them. NESIDS, which is over INR3,400 crores sanctioned for water, power, connectivity, and tourism infrastructure; PM Gati Shakti, integrated multimodal infrastructure planning; Bharatmala Pariyojana, highway and border road expansion; and SARDP-North Eastern, envisaging over Page 2 of 15 Brahmaputra Infrastructure Limited August 17, 2026 7,800 kilometers of highway and state road development. Together, these programs represent a multi-year pipeline of EPC opportunities. Connectivity logistics infrastructure in Northeast is being rebuilt from ground up. Roads, railways, bridges, airports, they are designed not just for regional mobility but as a gateway to Southeast Asia under the Act East framework. Border infrastructure and multimodal development enjoys sustained national security priority, translating into consistent order inflow for contractors with an established regional presence. BIL was incorporated in 1998 and 28 years later, we remain one of the most established infrastructure players native to the Northeast. Over this period, we have executed 100 plus projects worth a cumulative INR5,000 plus crores. Our core differentiation has always been in execution in terrain that most contractors avoid: hilly, riverine, and seismically active geographies across Assam, Arunachal Pradesh, Mizoram, and beyond. This creates a genuinely technical entry barrier. We are among a few players with proven repeatable capability across anti-erosion works, hydraulic engineering, riverbank protection, and geotechnical solutions. Our order book spans four segments: buildings, railways and tunnels, roads and bridges, and river protection, giving us diversified revenue visibility. We continue to work with sovereign and sovereign-grade counterparts including NHAI, NHIDCL, MoRTH, Indian Railways, BRO, Airport Authority, ADB funded projects, which support both payment security and execution credibility. Our priority remains disciplined, timely execution of the pipeline we have already secured with a growing focus on urban infrastructure in Northeast India. We intend to lean further into segments where we hold clear technical differentiation: river and flood protection and hilly terrain works, while extending our geographic footprint beyond Northeast into North and East India. Our approach continues to prioritize selective high-margin bidding over volume, sustaining the strong margin profile and balance sheet discipline we have built over the recent years. With that [Showing first 8,000 characters — download PDF for full document]