CARBORUNIV

Current scenario: - Standalone sales for Q2 FY27 grew 28% YoY to INR 911 crores; H1 standalone sales grew 24.6% to INR 1,757 crores. - Consolidated sales for Q2 FY27 grew 13.1% YoY to INR 1,455 crores; H1 consolidated sales grew 14.9% to INR 2,865 crores. - All three segments (Ceramics, Electrominerals, Abrasives) recorded double-digit growth at the standalone level. Changes in trends: - Standalone Abrasives margins dropped to around 10% over the last two quarters due to cost pressures in phenolic resins and oil-based products, though management believes margins have bottomed out. - Consolidated performance impacted by exceptional items related to the closure of AWUKO Abrasives and low operations at Foskor Zirconia. Management Guidance & Outlook: - Maintained consolidated sales growth guidance of 11% to 12% (excluding Foskor and AWUKO). - Revised consolidated Ceramics growth guidance upwards from 23-25% to 25-28%, and margins from 20.5-21% to 22.5-23.5%. - Retained consolidated Electrominerals growth guidance at 9-10% and margin guidance at 9-9.5%. - Retained full-year consolidated capex guidance at INR 400 crores. Capex & Growth Drivers: - H1 capex spent at INR 127 crores against INR 162 crores last year; total capex guidance of INR 400 crores maintained. - Growth driven by industrial activities, construction, and infrastructure-led demand, along with new product introductions in engineered ceramics and metallized cylinders.

- Carborundum Universal Limited has informed the stock exchanges about the change in the corporate office of its Registrar and Share Transfer Agent (RTA), KFin Technologies Limited. - The corporate office will shift to a new location in Kokapet, Hyderabad, effective from December 1, 2026. - The registered office of the RTA remains unchanged.

- Carborundum Universal Limited informed the exchange about the audio recording of the investor call held on 3rd November 2026 at 11:00 a.m. (IST). - The audio recording has been made available on the company website via the provided link.

Q2 FY27 Consolidated Revenue ₹1,469Cr vs ₹1,298Cr (▲13% YoY) EBITDA ₹111Cr vs ₹162Cr (▼32% YoY) PAT ₹12Cr vs ₹74Cr (▼84% YoY) EBITDA Margin 7.5% vs 12.5% (▼498bps)

Q2 FY27 Consolidated Revenue ₹1,469Cr vs ₹1,298Cr (▲13% YoY) EBITDA ₹111Cr vs ₹162Cr (▼32% YoY) PAT ₹12Cr vs ₹74Cr (▼84% YoY) EBITDA Margin 7.5% vs 12.5% (▼498bps)

Q2 FY27 Consolidated Revenue ₹1,469 Cr vs ₹1,298 Cr (▲13% YoY) EBITDA ₹111 Cr vs ₹162 Cr (▼32% YoY) PAT ₹12 Cr vs ₹74 Cr (▼84% YoY) EBITDA Margin 7.5% vs 12.5% (▼498bps)

Concall Schedule Concall Date: 3rd November 2026 Concall Time: 11:00 hrs. (IST)

- Carborundum Universal Limited received an independent ESG rating from NSE Sustainability Ratings & Analytics Limited on October 16, 2026. - The company clarified that it did not engage the rating provider; the report was prepared independently based on public information. - The ESG rating report has been published on the websites of BSE and NSE.

- Carborundum Universal Limited has allotted 4,750 equity shares of Re. 1/- each on 6th October 2026 under the Company's ESOP Plan 2016. - Consequent to this allotment, the total outstanding equity shares increase to 19,05,10,134. - The paid-up equity share capital stands revised at Rs. 19,05,10,134/-.

- Carborundum Universal Limited has infused USD 3 million (approx. ₹28.78 crore) into its wholly owned subsidiary, CUMI International Limited, Cyprus. - The capital infusion was done through the subscription of equity shares to support funding requirements for the proposed closure of its German subsidiary, CUMI Awuko Abrasives GmbH. - CUMI International Limited continues to be a 100% wholly owned subsidiary of the company post-investment.

- Trading window will remain closed from 1st October 2026 to 4th November 2026 (both days inclusive). - Closure is in connection with the unaudited financial results for the quarter and half year ending 30th September 2026.

- Carborundum Universal Limited (CUMI) received an unsolicited ESG rating from SEBI-registered Niche Ninety Nine Capability and Certifications. The report was independently prepared based on public domain information and not through company engagement.

- Carborundum Universal Limited announced the appointment of Mr. Sriram Seshadri as the Chief Financial Officer (CFO) and Key Managerial Personnel (KMP). - The appointment is effective from September 7, 2026.

- Carborundum Universal Limited informed about an ESG rating assigned by Crisil ESG Ratings & Analytics Limited. - The ESG report was independently prepared by Crisil using public information, as the Company did not engage them. - The report was uploaded to BSE and NSE websites on August 24, 2026.

- Consolidated sales growth guidance for FY27 (excluding Foskor/Awuko) revised upwards to 15%. - Consolidated Ceramic sales growth guidance for FY27 revised upwards to 23-25%. - Consolidated Abrasive and Electrominerals sales growth guidance for FY27 maintained at 11-12% and 9-10% respectively. - Maintained FY27 CAPEX guidance of ₹400 Cr and segment-wise margin guidance (Abrasives 9.5-10%, Ceramics 20.5-21%, Electrominerals 9-9.5%). - Abrasives PBIT margin declined YoY due to cost push from oil-based products and fuel, with improvements expected over coming quarters. - Strategic exits for commercially unviable Foskor Zirconia and CUMI Awuko Abrasives are in progress. - Strong future growth drivers include semiconductor wafer fabrication equipment components, aerospace & defence, Metallized Cylinder, Engineered Ceramics, and SOFC Ceramics, with semiconductor revenues expected to pick up from FY28.

- Audio recording of the Investor Call conducted on August 10, 2026, at 11:00 a.m. (IST) has been uploaded. This recording is accessible on the company's website.

- Carborundum Universal Limited allotted 6882 equity shares of Re.1/- each on August 7, 2026, under its ESOP Plan 2016. - Post-allotment, outstanding equity shares are 19,05,05,384, with a paid-up capital of ₹19,05,05,384.

- Consolidated Revenue ₹1410.57 Cr vs ₹1206.65 Cr (▲16.90% YoY) - EBITDA ₹146.82 Cr vs ₹129.48 Cr (▲13.39% YoY) - PAT ₹76.40 Cr vs ₹61.89 Cr (▲23.44% YoY) - EBITDA Margin 10.29% vs 10.62% (▼33bps)

- Consolidated Revenue ₹1,426.63 Cr vs ₹1,219.02 Cr (▲17.03% YoY) - EBITDA ₹145.82 Cr vs ₹129.48 Cr (▲12.62% YoY) - PAT ₹76.40 Cr vs ₹61.89 Cr (▲23.44% YoY) - EBITDA Margin 10.22% vs 10.62% (▼40bps) - Cash and cash equivalents of Volzhsky Abrasive Works (VAW), Russia, amounting to ₹360.90 Cr are not available for use by other group entities due to temporary repatriation restrictions arising from US sanctions.

- Carborundum Universal Limited allotted 5,000 equity shares of Re.1/- each under its ESOP Plan 2016 on July 31, 2026. - Post-allotment, the number of outstanding equity shares is 19,04,98,502, and the paid-up equity share capital is Rs. 19,04,98,502.

- Concall Schedule - Concall Date: 10th August 2026 - Concall Time: 11:00 hrs. (IST) - The company, Carborundum Universal Limited, is organizing an Analyst/Investor call to discuss the unaudited financial results for the quarter ended 30th July 2026.

- Submitted Business Responsibility and Sustainability Report for FY 2025-26. - Details ESG commitments and 2030 targets: 25% GHG, 20% water, 25% waste intensity reduction, 50% renewable energy. - FY25-26 performance (11% GHG, 2% water, 15% waste reduction, 28% renewable energy) is on track.

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- Mr. Ajit Kolhe, Head- Information Technology (Senior Management), is stepping down from the company. - His resignation is effective from the close of business hours on June 26, 2026. - He is leaving to pursue career prospects outside the Company.

- The trading window for Designated Persons will remain closed. - Closure period: July 1, 2026, to August 9, 2026. - Reason: Impending publication of unaudited financial results for the quarter ended June 30, 2026.

Carborundum Universal Limited (CUMI) has completed the acquisition of a 29.58% equity stake in Putrim Renewables Private Limited (PRPL) for an investment of Rs. 6.48 crores. This acquisition is pursuant to a Share Subscription and Shareholders' Agreement and an earlier Power Purchase Agreement with PRPL.

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Carborundum Universal Limited announced that the audio recording of its Investor Call, held on May 15, 2026, to discuss the Q4 FY26 earnings, has been uploaded to the Company's website and is accessible via the provided link.

Carborundum Universal Limited announced the allotment of 1,000 equity shares of Re.1/- each to eligible employees under its ESOP Plan 2016. Post-allotment, the total number of equity shares outstanding is 19,04,93,502, and the paid-up equity share capital is Rs. 19,04,93,502/-.

Consolidated Revenue ₹1398.35Cr vs ₹1217.12Cr (▲14.89% YoY), EBITDA ₹18.24Cr vs ₹157.66Cr (▼88.45% YoY), PAT (loss) ₹(17.59)Cr vs (profit) ₹29.14Cr (▼160.36% YoY). EBITDA Margin 1.30% vs 12.95% (▼1165bps). The Board also recommended a final dividend of Rs. 2.50 per equity share, making the total dividend for FY26 Rs. 4.00 per share.

Standalone Revenue ₹855.27 Cr vs ₹699.19 Cr (▲22.32% YoY), EBITDA ₹140.65 Cr vs ₹92.29 Cr (▲52.41% YoY), PAT ₹122.44 Cr vs ₹61.30 Cr (▲99.74% YoY) for the quarter ended March 31, 2026. EBITDA Margin expanded from 13.20% to 16.44% (▲324bps). The Board also recommended a final dividend of ₹2.50 per share, making the total dividend for FY26 ₹4.00 per share.

Standalone Revenue ₹855.27 Cr vs ₹699.19 Cr (▲22.32% YoY), EBITDA ₹140.65 Cr vs ₹92.29 Cr (▲52.39% YoY), PAT ₹122.44 Cr vs ₹61.30 Cr (▲99.74% YoY). EBITDA Margin 16.44% vs 13.20% (▲324bps). Additionally, the board recommended a final dividend of Rs. 2.50 per share, bringing the total dividend for FY26 to Rs. 4.00 per share.

Standalone Revenue ₹845.11 Cr vs ₹686.81 Cr (▲22.9% YoY), EBITDA ₹180.13 Cr vs ₹101.57 Cr (▲77.3% YoY), PAT ₹122.44 Cr vs ₹61.30 Cr (▲99.7% YoY) for the quarter ended March 31, 2026. EBITDA Margin expanded to 21.31% vs 14.79% (▲652bps). The company also recommended a final dividend of Rs. 2.50 per equity share for FY 2025-26, bringing the total dividend for the year to Rs. 4.00 per share.

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Carborundum Universal Limited announced that the National Stock Exchange of India Limited (NSE) and BSE Limited (BSE) have granted their no-objection for the reclassification of M/s. Algavista Greentech Private Limited from the Promoter Group category. The company had submitted its reclassification application on February 2, 2026, and received the approvals on April 29, 2026, in compliance with Regulation 31A(8) of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.