KSB

- Management expects a much better H2 FY26, aiming for double-digit top-line and bottom-line growth for the full year, despite subdued H1 performance due to geopolitical issues affecting exports and supply chain challenges. - H1 FY26 consolidated revenue from sales was INR 12,920 million, EBITDA INR 1,465 million, and PBT INR 1,279 million. - Order intake showed a 14% CAGR, with INR 27,445 million orders on hand as of June 2026. - Strong growth outlook for the Nuclear business, targeting 100 GW by 2047, with current nuclear orders on hand of INR 1,235 crores. Capacity at the Shirwal plant increased by 20% to meet future demand. - Key growth drivers include Energy (Thermal, Nuclear, Renewable), Water & Wastewater, Commercial Building Services, Petrochemical, Marine, and Data Centres. - Valve margins dropped to single-digit in H1 but are expected to recover. Solar revenue was below expectations due to KUSUM 2.0 scheme delays. - Supply chain issues are largely resolved (85-90% stability), and price increases are being passed on gradually. - Annual CapEx for sustenance and growth is projected at INR 80-120 crores. - S/4HANA implementation will enhance internal efficiency, with related OpEx anticipated next year.

- Investor Meet Intimation - Event: Non-deal Roadshow - Dates: 26th and 27th August, 2026 - Location: Singapore

- Non-Deal Roadshow Schedule - Dates: 26th & 27th August 2026 - Location: Physical at Singapore - Meeting Type: One on One/Group meet

- KSB Limited participated in an Institutional Investors Meet on 19th August, 2026. - A video recording of the meet is available on the company's website and YouTube.

- KSB Limited intimated the schedule of an Investor's Meet to be held on August 19, 2026. - The enclosed presentation provides an overview of KSB India, covering its milestones, facilities, management team, and board of directors.

- Resignation of Mr. Philip Varghese Puthenpurackal, Head – Corporate Quality, Integrated Management, Safety & Sustainability, effective August 14, 2026, citing personal reasons.

- Concall/Meet Schedule - Concall Date: 19th August 2026 - Mode: Physical at Mumbai - Type: One on One / Group Meet - Organized by: ICICI Securities

- KSB announced a 20% capacity expansion at its Shirwal plant, to be completed by 2027. - The INR 400 Million investment, funded by internal accruals, will cater to future growth in Project business (Energy, Oil & Gas).

- Operating Revenue ₹690.70 Cr vs ₹666.70 Cr (▲3.60% YoY) - Profit Before Tax (PBT) ₹77.90 Cr vs ₹95.20 Cr (▼18.17% YoY) - PBT Margin 11.27% vs 14.27% (▼300bps) - Significant new orders secured across energy, nuclear, solar, wind, data centre, water infrastructure, and metro rail segments. - Management highlights consistent business momentum and healthy order pipeline despite margin pressures.

- Consolidated Revenue ₹690.7Cr vs ₹666.7Cr (▲3.6% YoY) - EBITDA ₹86.7Cr vs ₹103.2Cr (▼16.0% YoY) - PAT ₹57.2Cr vs ₹70.4Cr (▼18.8% YoY) - EBITDA Margin 12.55% vs 15.48% (▼293bps)

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