please find enclosed investor presentation

Honouring the past Inspiring the future Date: 21.08.2026 The Secretary BSE Limited Corporate Relationship Dept. 14th floor, P. J. Tower Dalal Street, Fort Mumbai - 400 001 Dear Sir/Madam, Sub: Presentation for Analyst/Investor Meeting under the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. This is further to our letter dated 18th August, 2026, this is to inform you that pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we are enclosing a presentation to be made at the Investor Meeting today. No unpublished price sensitive information pertaining to the Company is proposed to be shared during the aforesaid Investor meeting today. The aforesaid information will also be made available on the Company's website at www.tritonvalves.com This is for your information and records. Thanking You, Yours faithfully, For Triton Valves Limited Bibhuti Bhusan Mishra Company Secretary & Compliance Officer M. No: A43643 Presentation to the Investors Q1 FY 27 August 21, 2026 Safe Harbour • This presentation and the discussion may contain certain words or phrases that are forward-looking statements, which are tentative, based on current expectationsofthemanagementofTritonValvesLimited(hereinafterreferredtoas“TVL”or”Triton”or“Company”)oranyofitssubsidiaries(hereafterreferred astothe“TritonGroup”). • This presentationhas beenpreparedforinformationpurposesonlyanddoesnotconstituteanofferor invitationorrecommendation tobuyorsell anysecurities ofthe Company, andno partor the entire presentationshall form the basis of, or be reliedoninconnectionwith, anycontract or investmentdecisionin relation toanysecuritiesoftheCompany. • This document is strictly confidential and may not be copied, published, distributed or transmitted to any person, in whole or in part, by any medium or in any formforanypurpose. • The information in this document is being provided by the Company and is subject to change without notice. The Company relies on information obtained from sourcesbelievedtobereliablebutdoesnotguarantee itsaccuracyorcompleteness. • This document contains statements about future events and expectations that are forward-looking statements. The Company assumes no obligations to update theseforward-lookingstatementscontainedhereintoreflectactualresults,changesinassumptionsorchangesinfactorsaffectingthesestatements • Anystatementinthisdocumentthatisnotastatementofhistoricalfactisaforwardlookingstatementthatinvolvesknownandunknownrisks,uncertaintiesand other factors which may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressedorimpliedbysuchforward-lookingstatements.None ofthe future projections, expectations, estimates or prospects inthis documentshould be taken as forecasts or promises nor should they be taken as implying any indication, assurance or guarantee that the assumptions on which such future projections, expectations,estimatesorprospectshavebeenpreparedarecorrectorexhaustive or,inthecaseoftheassumptions,fullystatedinthedocument. • You acknowledge that you will be solely responsible for your own assessment of the market and the market position of the Company and that you will conduct yourownanalysis andbesolelyresponsibleforformingyourownviewofthepotential futureperformanceofthebusinessoftheCompany. Triton Valves Limited 2 Index About the Group Entities and Key Growth Drivers Key Growth Drivers Q1 Financial Highlights High-level Segment results Financials Q1 FY 27 Triton Valves Limited 3 Group Entities Valves & Core-Tyre & Tube, OE Tubeless, Automotive Segment TPMS, EV, Aftermarket, Exports Triton Valves Limited Service Valves, Charging Climate Control Valves, Ball Valves, Parts Segment Interdependence & Accessories Triton Valves Group Tritonvalves Future Tech Brass Rods, Coils, Metals Private Limited Hollows, Exports Valve manufacturing- Triton Valves Hong Kong Limited Brass borings input for TVFT Brass rods/ coils for TVL Triton Valves Limited 4 Key Growth Drivers- Existing Business Production led, supported by intra-group procurement/ Sales led, supported by Product Engineering/ Sourcing/ Manufacturing Engineering Marketing: a) Automotive a) Automotive • Cost/Output optimization • New Products (EV components) • Increase brass purchase from the Metals Segment • Global Projects (TPMS for Bosch, Aumovio, and • Right-size inventory holding (volume/ value) Sensata) • Favorable Product Mix (Tubeless, TPMS) b) Metals b) Metals • Increase in output and efficiency • Moving-up the value chain (Special Alloys for the Metals • Widen supplier/customer base to derisk Segment • Risk mitigation- Exports to Western Europe c) Climate Control • Automation c) Climate Control • Lower cost of production by leveraging on the • Improve engagement with industry both domestic and Automotive Business International • No compromises in achieving necessary gross margins Triton Valves Limited 5 Quick Summary of Q1 FY 27 Performance • Completed, the Bonus issue of shares: 3 fully paid-up equity shares for 1 share held • Completed, the Merger of TritonValves Climatech Private Limited with Triton Valves Limited • Implemented, the net reporting of brass borings sales from Q1 FY 27 • thebye-productof theAutomotiveBU is theraw materialforthe MetalsBU • theproductsalesoftheMetalsBU is theraw materialfor the AutomotiveBU • No changein theGST documentation • Increased the inter-company purchases for a win-win at the individual entity and the Group Consol level • Allocated sufficient funds to the Metals Segment for increasing the throughput from Jun 2026  Triton Valves Limited is the consolidating manufacturer of Automotive and Climate Control Valves/ Cores  Tritonvalves Future Tech Private Limited would continue to be the backward integration entity for the Group, also focusing on selling to external customers Triton Valves Limited 6 Consolidated financial performance Q1 FY 27- Segment wise PBT INR 6.15cr FY 27 Q1 Revenue of INR 186.60 cr Up from INR 2.34 cr (YOY) and INR 4.74 cr (QOQ) up from INR 134.73 (YOY) and INR 159.33 (QOQ) PAT without Merger benefit INR 5.25cr FY Q1 EBITDA of INR 12.41 cr PAT Reported INR 9.75cr up from INR 11.31 (YOY) and INR 8.84 (QOQ) Up from INR 1.54 cr (YOY) and INR 3.60 cr (QOQ) +38.5% +17.1% Y-O-Y Comparison Q-O-Q Comparison Triton Valves Limited 7 Financial Q1 FY 27- Segment wise Revenue Segment sales, INR cr Automotive Metals Climate Group Q1 FY 26 77.99 52.23 4.51 134.73 57.9% 38.8% 3.3% 100.0% Growth 25.73 26.76 (0.62) 51.87 ₁ Automotive Segment- sales revenue growth for Q1 FY 27 was due to superior volume-mix, Increased realisation, 33.0% 51.2% -13.7% 38.5% and the Commodity impact Q1 FY 27 103.72 78.99 3.89 186.60 55.6% 42.3% 2.1% 100.0% ₂ Metals Segment-sales revenue growth for Q1 FY 27 was also due to the increasing share of special alloys and volume Segment sales, INR cr Automotive Metals Climate Group Q4 FY 26 86.18 68.80 4.36 159.33 54.1% 43.2% 2.7% 100.0% ₃ Climate Control Segment- sluggish sales, as expected, due to the seasonal impact Growth 17.54 10.19 (0.47) 27.27 20.4% 14.8% -10.7% 17.1% Q1 FY 27 103.72 78.99 3.89 186.60 55.6% 42.3% 2.1% 100.0% Triton Valves Limited 8 Financial Q1 FY 27- Triton Valves Limited SA SSttaannddaalloonnee FFiinnaanncciiaall GGrroowwtthh IINNRR ccrr QQ11 FFYY 2277 QQ44 FFYY 2266 QQ11 FFYY 2266 QQOOQQ YYOOYY SSaalleess rreevveennuuee 110077..6611 111177..6622 110044..2299 …… TToottaall ssaalleess 114422..2200 111177..6622 110044..2299 2200..99%% 3366..44%% …… IInnddAASS NNeett ((3344..5599)) -- -- ₁ IndAS Net- Impact of accounting Triton Valves’ bye- GGrroossss CCoonnttrriibbuuttiioonn 3322..3311 3300..6699 2255..2288 product sales as a negative material cost (commenced from MMaarrggiinn %% 3300..00%% 2266..11%% 2244..22%% 339944 bbppss 557799 bbppss Q1 FY 27) OOppeerraattiinngg PPrrooffiitt 66..5533 77..1199 33..9977 MMaarrggiinn %% 66..11%% 66..11%% 3 [Showing first 8,000 characters — download PDF for full document]