BIGBLOC

Current Performance & Volume Trends - H1 FY27 revenue grew 31% YoY to ₹162 Cr, with EBITDA increasing to ₹10 Cr (vs ₹3 Cr in H1 FY26); reported a net loss of ₹3.5 Cr. - Q2 FY27 revenue up 23% YoY to ₹83 Cr; net loss for the quarter stood at ₹2.75 Cr. - October 2026 recorded the company's highest-ever monthly turnover and sales volume. - Capacity utilization improved to 68.74% in H1 FY27 (up from 56-57% in H1 FY26), with targets to reach ~75% in H2 FY27. Margin Trends & Operational Efficiencies - Input costs (lime, coal, aluminum) increased by 8-12%; the company passed on 5-7% and plans to pass on the remaining cost hikes in Q3. - Deployment of electric forklifts and boiler automation across plants is expected to expand EBITDA margins by 2-3% across Q3-Q4. - Total installed rooftop solar capacity reached ~3.5 MW across facilities. Growth Drivers & Outlook - AAC panels gaining traction with orders from AdaniConneX data center, bullet train stations, ITC, Foxconn, and Embassy Group. - Recently commercialized construction chemicals plant has an estimated revenue potential of ₹20-25 Cr. - Network expansion and steady demand substitution from red bricks to AAC blocks remain key volume drivers. Capex & Leverage - Acquired 57,000 sq m of land in Madhya Pradesh with regulatory approvals secured; construction commencement will be evaluated in the next 1-2 quarters. - Debt-to-equity ratio currently stands at ~1.4x (or ~1.2x adjusting for promoter unsecured loans).

- Bigbloc Construction Limited has submitted the audio/video recording link of the Earnings Call held on 04th November, 2026. - The recording is accessible on the company's official website.

- Bigbloc Construction released its Q2/H1-FY27 investor presentation highlighting its 13,00,000 CBM p.a. capacity across four facilities. - H1-FY27 revenue reached ₹1,620 Mn with an EBITDA margin of 5.93%. - Acquired 57,500 sq. mts. of land in Madhya Pradesh to expand its presence across Central India.

- Q2 FY27 Revenue grew 23.2% YoY to ₹829 Mn; sales volume increased 13% YoY to 2,25,241 CBM. - EBITDA rose 73.7% YoY to ₹33 Mn with an EBITDA margin of 3.98%. - Net loss narrowed to ₹27 Mn compared to a loss of ₹32 Mn in Q2 FY26. - Commissioned 3.5 MW rooftop solar capacity across facilities.

Q2 FY27 Consolidated Revenue ₹82.86 Cr vs ₹67.32 Cr (▲23% YoY) EBITDA ₹3.33 Cr vs ₹1.90 Cr (▲75% YoY) PAT ₹-2.75 Cr vs ₹-3.15 Cr (Loss reduced YoY) EBITDA Margin 4.0% vs 2.8% (▲120bps)

Concall Schedule Concall Date: Wednesday, 4th November, 2026 Concall Time: 02:30 PM (IST)

- Bigbloc Building Elements Limited (BBEL), a material subsidiary of Bigbloc Construction Limited, has approved in principle an Initial Public Offering (IPO) of its equity shares. - The proposed IPO is subject to shareholder, regulatory, and statutory approvals, including SEBI and stock exchange clearances. - BBEL was recently converted to a public limited company and will remain a subsidiary of Bigbloc Construction Limited post-IPO.

- Trading window for Designated Persons and their relatives closed from October 1, 2026. - Window will reopen 48 hours after declaration of financial results for quarter ending September 30, 2026. - Board meeting date for declaring results will be intimated in due course.

- Bigbloc Construction Limited will host a Plant Visit for Investors/Brokers on Friday, September 11, 2026. - The physical group visit, organized by Valorem Advisors, will take place at the Wada plant.

- The 11th Annual General Meeting (AGM) of Bigbloc Construction Limited was held on August 25, 2026, via Video Conferencing/OAVM. - Key ordinary businesses transacted included adopting Audited Standalone and Consolidated Financial Statements for FY ended March 31, 2026, re-appointing Mr. Mohit Narayan Saboo as Director, and approving Material Related Party Transactions for FY 2026-27. - E-voting results will be announced within two working days of the meeting's conclusion.

- BigBloc Construction Limited released its Investor Presentation for August 2026. - Highlights include being a large AAC Blocks manufacturer with 1.3 Mn CBM p.a. capacity, 100+ realtor clientele, and a 5-year revenue CAGR of 22%. - The company reported Q1-FY27 revenue of ₹791 Mn with an EBITDA margin of 7.96%.

- Bigbloc Building Elements Private Limited, a subsidiary of the Company, received shareholder approval on August 17, 2026, for its conversion from a Private Company to a Public Company. The conversion is subject to completion of all applicable statutory and regulatory formalities.

- Q1 FY27 saw a strong start with revenue up ~40% YoY to ₹79 crores and sales volume growing 32% YoY. - EBITDA improved significantly to ₹6 crores from ₹1 crore YoY, with margins expanding to 8%. Net loss narrowed to ₹70 lakhs from ₹6 crores. - Current AAC block capacity utilization is ~69%; targeting 70%+ for margin improvement and stronger operating leverage, expecting profitability to improve significantly as utilization rises to 75%+. - Plans to begin construction for a new plant in Central India (MP) post-monsoon, aiming for commercial production in FY28. - Focus on increasing higher-value AAC wall panels (potential 30-35% EBITDA margin) and expanding into construction chemicals. - Expects to reduce debt by ₹25-30 crores by end of FY27. - Emphasized continuous volume improvement, with Q3 and Q4 historically being the strongest quarters.

- Earnings Call recording held on Monday, August 10, 2026, at 12:00 Noon (IST) is now available on the company's website. - The recording can be accessed at https://bigbloc.in/quarterly-concall/.

- Q1 FY27 Consolidated Revenue ₹79.1Cr vs ₹56.4Cr (▲40.2% YoY) - EBITDA ₹6.3Cr vs ₹1.3Cr (▲384.6% YoY) - PAT ₹(0.7)Cr vs ₹(5.0)Cr (Loss reduced by 86.0% YoY) - EBITDA Margin 7.96% vs 2.30% (▲566bps) - Sales volumes grew 32% YoY to 221,545 CBM. - Capacity utilisation improved to ~69% in Q1 FY27. - Company nearing operational break-even.

- Consolidated Revenue ₹79.15 Cr vs ₹56.36 Cr (▲40.45% YoY) - EBITDA ₹6.28 Cr vs ₹1.29 Cr (▲386.06% YoY) - PAT Loss ₹0.72 Cr vs Loss ₹4.96 Cr (Loss reduced by 85.50% YoY) - EBITDA Margin 7.93% vs 2.29% (▲564bps) - Auditor expressed qualification for not providing for Post-Employment Benefits on accrual basis, which may have understated expenses and overstated profit.

- Concall Schedule - Concall Date: Monday, 10th Aug, 2026 - Concall Time: 12:00 P.M. (IST) - Purpose: To discuss Q1-FY27 earnings and business outlook.

- Intimation of book closure and other events for the 11th Annual General Meeting (AGM) on August 25, 2026. - Cut-off date for e-voting is August 18, 2026. - Book closure period: August 19 - August 25, 2026. - Remote e-voting: August 22 - August 24, 2026.

- Notice of 11th Annual General Meeting (AGM) on August 25, 2026, at 12:00 Noon (IST) via VC/OAVM. - Agenda: Adoption of FY2025-26 financials, re-appointment of Director Mohit Narayan Saboo, and approval of FY2026-27 related party transactions. - Remote e-voting: August 22-24, 2026. Cut-off date: August 18, 2026.

- Trading window for Designated Persons and their immediate relatives closed from July 1, 2026. - Closure is ahead of Un-audited Financial Results for the quarter ending June 30, 2026. - Window will reopen 48 hours after results declaration.

- Reported Q4 FY26 net loss of ~₹1 Cr and FY26 net loss of ~₹9 Cr. - Q4 FY26 revenue from operations at ~₹87 Cr (▲35% YoY volume growth), with EBITDA margin at 7.36%. - FY26 revenue from operations at ~₹283 Cr (▲26% YoY), with EBITDA margin at 6.21% (vs 13% in FY25). - Q4 FY26 sales volume increased ▲40% YoY; FY26 sales volume increased ▲37% YoY. - Average capacity utilization improved to ~78% in Q4 FY26 (from 53% in Q1 FY26). - Expects 10-20% volume growth and 10-14% increase in capacity utilization for FY27, aiming for 80-85% utilization. - Anticipates improving margin realization in next 2-3 quarters by passing on cost increases. - AAC panel business offers higher EBITDA margins (30-45%) with potential revenue of ₹100-125 Cr at full utilization. - Construction chemicals business offers EBITDA margins (25-30%) with potential revenue of ₹20-30 Cr. - Received orders for bullet train station projects (~₹8-9 Million) and exploring further capacity expansion. - Overall building material industry demand is improving, and the company expects to benefit as an organized player.

BIGBLOC CONSTRUCTION LIMITED announced that the recording of its Earnings Call, held on Friday, May 29, 2026, at 11:00 A.M. IST, is now available on the company's website at https://bigbloc.in/quarterly-concall/ for investor reference.

BigBloc Construction reported Consolidated Revenue from Operations of ₹869 Mn in Q4-FY26 against ₹646 Mn in Q4-FY25 (▲34.5% YoY). EBITDA grew to ₹64 Mn from ₹57 Mn (▲10.5% YoY). However, PAT widened to a loss of ₹(8) Mn from ₹(3) Mn in the previous year's quarter. EBITDA Margin contracted to 7.36% from 8.82% (▼146bps). The company noted operational performance was impacted by elevated input costs, labour shortages, and slower AAC panel adoption, limiting its ability to pass on cost increases.

Consolidated Revenue ₹86.9 Cr vs ₹64.6 Cr (▲34.5% YoY), EBITDA ₹6.4 Cr vs ₹5.7 Cr (▲12.3% YoY), PAT ₹(0.8) Cr (current quarter). EBITDA Margin was 7.36% vs 8.82% (▼146bps).

Consolidated Revenue ₹86.93 Cr vs ₹64.59 Cr (▲34.59% YoY), EBITDA ₹6.36 Cr vs ₹5.75 Cr (▲10.61% YoY), PAT loss of ₹0.82 Cr vs loss of ₹0.31 Cr (deterioration). EBITDA Margin 7.31% vs 8.90% (▼159bps).

Bigbloc Construction Limited announced an earnings conference call with analysts/investors on Friday, May 29, 2026, at 11:00 AM (IST) to discuss the financial results for the fourth quarter and full financial year ended March 31, 2026, and the business outlook. The call will be hosted by Valorem Advisors and attended by Mr. Mohit Saboo (CFO) and Mr. Manish Saboo (Promoter).