Analysts/Institutional Investor Meet/Con. Call Updates

KNOWLEDGE MARINE & ENGINEERING WORKS LIMITED Ship Builders, Repairers, Charterers and Marine Contractors CIN: L74120MH2015PLC269596 Ref: KMEW/SE/Reg-30/2026-27/13 Date: June 21, 2026 Listing Department Listing & Compliance Department BSE Limited The National Stock Exchange of India Limited P. J. Towers, Exchange Plaza, C-1 Block G, Dalal Street, Fort Bandra Kurla Complex, Mumbai- 400001 Bandra (E), Mumbai – 400051 Scrip Code Symbol ISIN 543273 KMEW INE0CJD01029 Sub: Outcome of the Investor Meet In terms of Regulation 30 read with Schedule III of Securities and Exchange Board of India (Listing Obligation and Disclosure Requirement) Regulation, 2015, as amended, please find attached herewith the outcome of Investor Meet – “Samruddhi Season 3 – Nav-Bharat ka Caravan”, organized by Hem Securities Ltd. held on 19th June, 2026 for all the stakeholders of the Company and the same is available on the Company’s website at https://www.kmew.in/investor- information.html Kindly take the above on record and oblige. Thanking You, Yours Faithfully, For Knowledge Marine & Engineering Works Limited Avdhoot Kotwal Company Secretary & Compliance Officer Encl.: a/a Regd. Office: Unit No. 706-707, The Epicentre, W. T. Patil Marg, Off Eastern Freeway, BEST Colony, Near Shivaji Chowk, Chembur East, Mumbai – 400 071 Phone: 022 – 35374606 | E-mail: info@kmew.in | Website: www.kmew.in Listed on BSE & NSE exchange (KMEW | 543273 | INE0CJD01029) Knowledge Marine & Engineering Works Ltd. Investor Meet – Formal Meeting Summary Hosted by: HEM Securities Company Overview Knowledge Marine & Engineering Works Ltd. (KMEW) is an integrated maritime infrastructure company engaged in dredging, charter hire, shipbuilding, vessel repair and marine engineering services. Since its incorporation in 2015, the company has evolved into a diversified maritime solutions provider focused on ports, inland waterways and green maritime infrastructure. Meeting Highlights 1. Business Verticals The company operates through three key segments: • Dredging Services – Capital, maintenance and river dredging along with sand mining projects. • Charter Hire – Pilot boats, mooring boats, speed patrol boats, service vessels and Green Tug operations. • Shipbuilding – Construction of specialized vessels, work boats, accommodation boats and cutter suction dredgers. 2. Strategic Positioning • Integrated marine solutions platform with diversified capabilities. • Focus on government and central government clients. • Expanding presence in green maritime infrastructure and shipbuilding through the upcoming Safale Shipyard. 3. Industry Opportunity Management highlighted strong sector growth supported by government initiatives. • Indian dredging industry is expected to grow at ~8.4% CAGR. • Capital dredging demand is projected to increase significantly by 2030. • Charter hire market continues to offer substantial vessel deployment opportunities across major ports. 4. Green Maritime Initiative The Green Tug program remains a key long-term growth driver. • KMEW has secured two Green Tug contracts, among the first in India. • Each Green Tug costs approximately ₹90 crore to construct and carries a 15-year contract tenure. • The company also benefits from a 20% shipbuilding subsidy on Green Tug projects. 5. Shipyard Expansion The company has acquired 15 acres at Saphale (Palghar) near Vadhavan Port. • Planned CAPEX of ~₹300 crore across three phases in ~2.5-3 years plan. • Phase-I is expected to be operational next year. • The facility will support Green Tug construction and future shipbuilding orders. 6. Order Book & Revenue Mix Current Order Book Segment Contract Value Dredging ~₹500 crore Charter Hire ~₹900 crore Shipbuilding ~₹233 crore Revenue Mix • Dredging – 70% • Shipbuilding – 21% • Charter Hire & Ancillary – 7% Management confirmed 100% utilization across dredging and charter hire assets. 7. Fleet Strength KMEW operates a diversified fleet comprising: • Trailing Suction Hopper Dredgers • Cutter Suction Dredgers • Hopper Barges • Self-Propelled Backhoe Dredgers • Self-Propelled Grab Dredger • 27+ Port Ancillary Vessels The company also owns River Pearl 47, India's largest self-propelled backhoe dredger. 8. Competitive Advantage Key differentiators highlighted by management include: • Proprietary seabed survey data and technical expertise. • Cost-efficient vessel acquisition strategy. • Strong capabilities in shallow draft dredging. • Integrated operations spanning dredging, chartering and shipbuilding. 9. Growth & CapEx Plans For FY27, the company plans to acquire: • Bigger Hopper Capacity Trailing Suction Hopper Dredgers, • Bigger capacity Cutter Suction Dredgers, and, • Green and Conventional Tugs These investments are expected to strengthen execution capabilities for larger projects. 10. Bid Pipeline Management disclosed a ₹3,000 crore bid pipeline across dredging, charter hire, Green Tug and shipbuilding projects expected from Inland Waterways Authority of India and Dredging Corporation of India Limited. 11. Fund Raising Following the ₹285 crore preferential allotment, the company is evaluating an additional ₹150–200 crore fund raise to finance fleet expansion and larger dredger acquisitions. 12. Management Outlook Management remains optimistic on India's maritime sector, supported by Maritime Vision 2047 and inland waterway development initiatives. The focus will remain on expanding the fleet, strengthening shipbuilding capabilities and capitalizing on government-led infrastructure opportunities. Key Takeaways • Diversified maritime infrastructure platform with strong government exposure. • Healthy order book and 100% fleet utilization support earnings visibility. • Green Tug projects and the Safale shipyard provide long-term growth drivers. • ₹3,000 crore bid pipeline and planned fleet expansion position the company for sustained growth in the coming years.