BANSALWIRE

Current Performance - Achieved highest-ever quarterly revenue of ₹1,308 Cr (up 24% YoY), EBITDA of ₹105 Cr (up 29% YoY), and PAT of ₹53 Cr (up 38% YoY). - Sales volume for Q2 reached 1,29,000 MT compared to 1,14,609 MT in Q2 FY26. - Generated robust operating cash flow of ₹339 Cr in H1 FY27 and reduced debt by 40% to ~₹300 Cr (D/E at ~0.2x). Management Guidance & Outlook - Guided for 20% YoY volume growth in H2 FY27 despite temporary raw material supply constraints in October. - EBITDA per ton expected to sustain at ₹7,000 - ₹7,500 for FY27, with long-term targets of ₹8,000 - ₹10,000+ as specialty wire mix improves. - Operating cash flow targeted at ~₹800 Cr cumulatively across FY27 and FY28, with near-term ROCE target of 25%. Capex & Capacity Expansion - Annual capex guided at ₹200 - ₹225 Cr funded via internal accruals. - Capacity expanding from 6.8 lakh tonnes to ~8.3 lakh tonnes by next year end via 60,000 MT brownfield at Dadri and 90,000 MT greenfield in Sanand, Gujarat. Specialty Products & Growth Drivers - Steel tyre cord pilot facility (20,000 MT capacity) received customer trial orders with commercialization anticipated within FY27, aiming for 2,00,000 MT capacity in the long run. - IHT-OHT capacity expanding to 15,000 MT delivering higher EBITDA margins of ₹15,000 - ₹20,000 per ton. - B2C segment accounts for 10-12% of volumes and generates ~50% higher EBITDA margins than standard B2B.

- Bansal Wire Industries submitted the audio recording link of its Earnings Conference Call held on October 23, 2026. - The call covered Un-Audited Financial Results for the quarter and half-year ended September 30, 2026. - The recording is accessible on the company's website.

Q2 FY27 Consolidated Revenue ₹1,308.1Cr vs ₹1,055.4Cr (▲23.9% YoY) EBITDA ₹105.0Cr vs ₹81.6Cr (▲28.7% YoY) PAT ₹52.9Cr vs ₹38.3Cr (▲38.0% YoY) EBITDA Margin 8.03% vs 7.73% (▲30bps)

- Q2 FY27 Revenue grew 23.9% YoY to ₹1,308.1 Cr, while EBITDA rose 28.7% YoY to ₹105.0 Cr. - PAT increased 38% YoY to ₹52.9 Cr with record quarterly volume of 1,28,867 MT. - ROCE reached 22.3%, on track for 25% target; combined IHT/OHT capacity expanding to 15,000 MT by Q4 FY27.

Q2 FY27 Consolidated Revenue ₹1,308.14Cr vs ₹1,055.40Cr (▲24.0% YoY) EBITDA ₹104.62Cr vs ₹76.78Cr (▲36.3% YoY) PAT ₹52.90Cr vs ₹38.32Cr (▲38.1% YoY) EBITDA Margin 8.00% vs 7.28% (▲72bps)

- Bansal Wire Industries Limited has received credit confirmation from depositories (NSDL and CDSL) for the sub-division/split of equity shares. - One existing equity share with a face value of ₹5/- has been split into five equity shares with a face value of ₹1/- each. - The sub-divided shares are credited under the new ISIN: INE0B9K01033. - Authorized share capital remains ₹89 crores in equity shares (now 89,00,00,000 shares of ₹1 face value) and ₹1 crore in preference shares. - Issued, subscribed, and paid-up equity capital stands at ₹78,27,79,760 consisting of 7,82,77,976 shares of ₹1 face value.

Concall Schedule Concall Date: Friday, October 23, 2026 Concall Time: 11:00 AM IST

- Bansal Wire Industries Limited reported its highest-ever quarterly sales volume of 1,28,867 MT in Q2 FY27, representing a 12.44% YoY growth compared to 1,14,609 MT in Q2 FY26. - The company recorded its highest-ever half-yearly sales volume for H1 FY27 at 2,40,812 MT, up 10.10% YoY compared to 2,18,709 MT in H1 FY26. - Q1 FY27 sales volume stood at 1,11,945 MT, while total volume for FY26 was 4,58,054 MT.

- Trading window for dealing in company's shares to remain closed from October 1, 2026. - Closure is in view of the declaration of Un-Audited Financial Results for Q2/H1 ending September 30, 2026. - Window will reopen 48 hours after the declaration of financial results.

- Bansal Wire Industries Limited has fixed October 16, 2026, as the record date for the stock split. - One existing equity share of face value ₹5 each will be sub-divided into 5 equity shares of face value ₹1 each. - The split was approved by shareholders in the AGM held on September 17, 2026.

- Investor Conference Schedule - Date: Tuesday, September 22, 2026 - Time: 10:00 AM onwards - Event: Anand Rathi Annual Flagship Conference G-200 Summit 2026 (Group and One-on-One meeting, In Person, Mumbai) - Note: No Unpublished Price Sensitive Information (UPSI) will be discussed.

- Board Meeting held on August 12, 2026, approved the appointment of Shri Ramesh Kumar Choubey as an Additional Independent Director for a 5-year term from August 12, 2026. - Accepted the resignation of Smt. Sunita Bindal as an Independent Director, effective August 12, 2026, due to personal and professional commitments. - Approved the sub-division (stock split) of 1 equity share of ₹5/- into 5 equity shares of ₹1/- each to improve affordability and liquidity. - Fixed the 41st Annual General Meeting for September 17, 2026.

- Board approved the appointment of Shri Ramesh Kumar Choubey as an Additional (Independent) Director for 5 years, effective August 12, 2026. - Smt. Sunita Bindal resigned as an Independent Director, effective August 12, 2026, due to personal and professional commitments. - Board approved a 1:5 stock split, changing face value from ₹5 to ₹1, to enhance affordability and liquidity. - The 41st Annual General Meeting (AGM) is scheduled for September 17, 2026.

- Board approved the appointment of Shri Ramesh Kumar Choubey as an Additional Independent Director for a term of 5 years, effective August 12, 2026. - Smt. Sunita Bindal resigned as an Independent Director, effective August 12, 2026, due to personal and professional commitments. - Approved a sub-division/split of 1 equity share of face value ₹5 into 5 equity shares of face value ₹1 each, subject to shareholder approval, to improve affordability and liquidity. - The 41st Annual General Meeting (AGM) is scheduled for September 17, 2026, at 12:00 Noon (IST) via Video Conferencing.

- The Board of Directors met on August 12, 2026. - Approved the appointment of Shri Ramesh Kumar Choubey as an Additional Director (Non-Executive, Independent Director) for a 5-year term from August 12, 2026, subject to shareholder approval. - Accepted the resignation of Smt. Sunita Bindal as an Independent Director, effective from close of business hours on August 12, 2026, due to personal and professional commitments. - Approved the sub-division/split of one equity share of face value ₹5/- into five equity shares of face value ₹1/- each, to improve affordability and liquidity, subject to shareholder approval. - Fixed the 41st Annual General Meeting for September 17, 2026, at 12:00 Noon (IST) via Video Conferencing.

- Board meeting on August 12, 2026, to consider sub-division/split of existing equity shares (face value Rs. 5 each). - Trading window for dealing in equity shares closed till August 14, 2026.

- Company reported Q1 FY27 revenue of INR 1,168 crore (▲25% YoY), EBITDA of INR 57 crore, and Net Profit of INR 20 crore, with sales volume growing to 112,000 MT from 104,000 MT YoY. - Q1 profitability was initially impacted by geopolitical tension, natural gas disruption, and higher input costs for the first 45 days, but conditions improved in the latter half, with operations returning to normal and EBITDA margins recovering to INR 7-8/kg. - Management maintained guidance for 20% volume growth and 20% EBITDA growth for the rest of FY27, targeting 25% ROCE in the current business. - Annual CAPEX is projected at INR 200-250 crore to support 20-25% volume growth, with an emphasis on capital efficiency and internal manufacturing of equipment. - Strategic initiatives in the Speciality Wire portfolio (Steel Cord, IHT, OHT) are progressing, including a first trial order for Steel Cord and advanced approvals for IHT/OHT, targeting higher EBITDA margins. - The B2C segment contributed approximately 10% of Q1 sales, with an ambition to reach 25% of total sales, offering 20-30% higher EBITDA per tonne compared to B2B low carbon products. - The company continues to focus on improving working capital by reducing inventory and receivable days, while leveraging advance payments to suppliers for better pricing.

- Joint Commissioner of State Tax (Appeals) accepted Bansal Steel & Power Limited (WOS) appeal against GST interest demand of ₹16,88,804/- for FY 2017-18. The demand has been reduced to NIL and the case closed, with no financial or operational impact.

- Audio recording of the Earnings Conference Call for the quarter ended June 30, 2026, has been made available. - The conference call was held on Thursday, July 23, 2026. - Link to access the recording: https://bansalwire.com/wp-content/uploads/2026/07/Earnings-Call-Q1-FY27-1.mp3

- Consolidated Revenue ₹11,679 Mn vs ₹10,554 Mn (▲10.66% YoY) - EBITDA ₹567 Mn vs ₹745 Mn (▼23.89% YoY) - EBITDA Margin 4.85% vs 7.06% (▼221bps) - Profitability during the quarter was impacted by higher input costs and operational disruptions due to geopolitical tensions. - Secured first trial order for Steel Tyre Cord and broadened B2C footprint with new products. - Company remains on track to deliver growth targets for volumes and EBITDA for the remaining year.

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- Consolidated Revenue ₹1,167.89 Cr vs ₹939.01 Cr (▲24.38% YoY) - EBITDA ₹56.36 Cr vs ₹71.83 Cr (▼21.54% YoY) - PAT ₹20.46 Cr vs ₹39.28 Cr (▼47.93% YoY) - EBITDA Margin 4.82% vs 7.65% (▼283 bps)

- Consolidated Revenue ₹11,678.91Mn vs ₹9,390.07Mn (▲24.37% YoY) - EBITDA ₹567.07Mn vs ₹744.55Mn (▼23.84% YoY) - PAT ₹204.61Mn vs ₹392.79Mn (▼47.91% YoY) - EBITDA Margin 4.86% vs 7.93% (▼307bps)

- Consolidated Revenue ₹11,678.91 Mn vs ₹9,390.07 Mn (▲24.4% YoY) - EBITDA ₹563.58 Mn vs ₹718.33 Mn (▼21.4% YoY) - PAT ₹204.61 Mn vs ₹392.79 Mn (▼47.9% YoY) - EBITDA Margin 4.83% vs 7.65% (▼282bps)

- Concall Schedule - Concall Date: Thursday, July 23, 2026 - Concall Time: 11:00 AM (IST)

- Board meeting on July 22, 2026, to consider and approve Un-audited Financial Results (Standalone and Consolidated) for the quarter ended June 30, 2026. - The trading window for dealing in equity shares remains closed until July 24, 2026.