please find enclosed herewith transcript of the investor meet held on August 21, 2026.

Honouring the past Inspiring the future August 28, 2026 The Secretary BSE Limited Corporate Relationship Dept. PJ towers, Dalal Street, Mumbai -400 001 BSE Symbol: 505978 Dear Sirs, Sub: Transcript of Investors Meet held on August 21, 2026 This has reference to our intimation dated August 21, 2026 regarding the outcome of the Investor Call held on August 21, 2026 through virtual mode with investors. Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, we hereby enclose the transcript of the aforesaid Investor Call. The transcript is also available on the website of the Company at www.tritonvalves.com. This is for your information and records. Thanking You Yours truly For Triton Valves Limited Bibhuti Bhusan Mishra Company Secretary & Compliance Officer Encl: As above August 21,2026 Investor Meet- Q1 & FY27 Post Earnings Conference Call Triton Valves Limited CIN: L25119KA1975PLC002867 Date: 21.08.2026 Meeting Time: 04.00 PM Speakers: Mr. Aditya Maruti Gokarn Chairman & Managing Director Mr. Naresh Varadarajan Chief Financial Officer Moderator: Mr. Bibhuti Bhusan Mishra Company Secretary and Compliance Officer Page 1 of 43 August 21,2026 Bibhuti Bhusan Mishra: Good afternoon, everyone. On behalf of Triton Valves Limited, it is my pleasure to welcome you to today’s investor meeting being held through video conference. We sincerely appreciate your time and participation, and we are grateful for the interest and confidence you have shown in our Company. Today on the call from the management team we have with us Mr. Aditya Gokarn, Chairman and Managing Director Mr. Naresh Varadarajan, Group CFO. Mr. Appaiah K.B. Whole-time Director and my self Bibhuti Bhusan Mishra, Company Secretary of Triton Valves Limited. As a disclaimer, please note that the meeting is going to be recorded for compliance reasons and will be published in the Company website. The discussion may include certain statement, that may be construed as forward looking statement, this statement is made based on the company management current strategic plan and assumptions. We can’t guarantee that the forward looking statement will be realized, although we believe that the assumptions underlying these statements are reasonable and prudent, actual results may differ. we undertake no obligations to publicly update any forwarding looking statement whether as result of new information or future event or otherwise. With this note I handover the session to the Managing Director to brief us business and performance highlights for the period ended 30 June 2026 and take this meeting forward, post which we will open the session for Q & A. Over to you Sir. Page 2 of 43 August 21,2026 Aditya Maruti Gokarn: Thank You Bibhuti. Good evening to everybody and thank you all for joining us this evening. Yeah, so as usual, we put together a little slide deck to kind of walking you through the performance for Q1 FY 27. So without further do, I'll start off. Yeah, so just a quick safe Harbor declaration. This presentation and the discussion may contain certain words or phrases that are forward looking, which are tentative and based on current expectations of the management of the company and any of its subsidiaries and this presentation has been prepared only for information purposes. This is not a offer or invitation or recommendation to buy or sell securities of the company and no part of the presentation shall form the basis of or be relied on in connection with any contract or investment decision in relation to securities of the company. So the rest of course is on the screen, so I'll just move on to the next slide. Aditya Maruti Gokarn: So today what we've put together for all of you is a little bit about the group entities and what's the, what are the key drivers for growth. Some further let's say deep dive into the financial highlights and the segment wise results and of course kind of a cap off of the Q1 financial results. So many of you are familiar with the company for those of you who whom you those of whom are not familiar with the company, we basically have now, three entities. Triton Valves limited, this is the holding company. Triton Valves has two segments now, post-merger, the automotive segment and the climate control segment. The automotive segment of course makes the valves and components for the automotive industry, the climate control segment basically makes valves and components for the air conditioning industry, right. Second entity Tritonvalves Future Tech, this is a wholly owned subsidiary of the hold Co. This is a metals Page 3 of 43 August 21,2026 business. It's basically a brass mill and we produce brass roads, coils, hollows, and so on. We also have a Hong Kong entity, right, which is now slowly kind of being warmed down, but this entity is also part of the group console numbers that you'll see. Aditya Maruti Gokarn: Just a few quick highlights, this is more to do with the quarter gone by Q1, right. So there's some sales led, let's say drivers and there's some production led drivers, so maybe we'll just walk you through very quickly. If you look at the new products, there's a lot of EV components that we're working on and the sales in these in this segment has also been fairly good for us in the quarter. There's some global projects that the company is working on. You would have seen some disclosures, right, with that we made. We've received some LOIs from AUMOVIO and SENSATA these are two large global players in the TPMS census base and BOSCH, of course, is our existing customer also scaling up right now. We also had I would say a favorable product mix between two less TPMS, all the different product verticals in the quarter gone by. In terms of metals also, we are trying to move up the value chain as we've talked about in the past as well with the special alloys coming in and playing a bigger role in our performance. There's some risk mitigation as well that is in the pipeline. We are now developing some exports in western Europe, higher quality standards, possibly higher margins as well for us. The climate control segment, I would say with improving our engagement with the industry both domestic international. I'll also have to say that we are deepening our engagement with government of India as well to kind of level the playing field between us and, you know, some of the large Chinese players are dumping goods right now into our country and of course we are not making any compromises in achieving our gross margins, right. So we are not falling prey to the temptation to just, you know, enter the market just at a very low price and by sacrificing Page 4 of 43 August 21,2026 margins, we are right now not doing that. We are staying away from, you know, margin compromises. In terms of the production led drivers, I would say on the automotive side, there's been further cost output optimization, OE efficiency improvements. There's also an increase in the, I would say intercompany purchasing of brass, right, between the subsidiary Tritonvalves Future Tech Private Limited and the hold co. Triton valves Limited. We're also right sizing the inventory holding, you know, to kind of keep in step with the changing market conditions in terms of the product profile as well as the raw material scenario with you know the LME copper prices going higher and higher every quarter. On the metal side also we're increasing output and efficiency, widening the supplier customer base and you know, we are kind of deep de-risking the model right now. This is in light of obviously the Iran crisis through the Q1. On the climate control side, we are, we are still, I would say automating some processes, trying to lower our cost of production and kind of leveraging, you know, on whatever we can from the automotive business post-merger as well. So that's something that's also driving some growth for us. Aditya Maruti Gokarn: A [Showing first 8,000 characters — download PDF for full document]