INOXINDIA

Concall Schedule Concall Date: Tuesday, 17th November, 2026 Concall Time: Not specified (In-person meeting at JM Financial India Conference Xchange 2026)

Concall Schedule Concall Date: 17th November, 2026 Concall Time: Not specified Event: JM Financial India Xchange 2026 Conference (In Person)

Current scenario - Order backlog crossed INR2,200 crores, marking the highest level in the company's history, with 72% coming from exports. - Space sector orders comprise about INR1,100 crores, including a mega order for subcoolers from a U.S. space company. - Beverage keg sales grew approximately 446% YoY in Q2, with an entry into a 3-year global supply agreement with a leading brewing company. - Total income for Q2 FY27 stood at INR467 crores (up 26.6% YoY) and EBITDA was INR100 crores (up 10.8% YoY) with an EBITDA margin of 21.3%. Management Guidance & Outlook - Margin dip in Q2 was a mix of rate and strategic pricing and is not structural; H1 EBITDA margin remained healthy at 22.3%. - The company expects to maintain its annual margin guidance range going forward. - Balance sheet remains strong, being debt-free with a net cash of INR384 crores. Growth Drivers - Expanding opportunities in global and domestic aerospace, space applications, LNG infrastructure, scientific research (LIGO-India), and semiconductor manufacturing (Dholera fab). - Emerging high-growth areas include beverage kegs, data center cooling, and water treatment microfactories.

Current Scenario - Order backlog reached a record high of over INR2,200 crores, with space sector orders comprising approximately INR1,100 crores. - Beverage keg sales grew about 446% YoY in Q2, backed by a 3-year global supply agreement with a leading brewing company. - Secured initial piping order for the semiconductor manufacturing facility in Dholera and inaugurated the SemiOrbit skill center for orbital welding. Changes in trends - Margin dip in Q2 was attributed to a mix of rate and strategic pricing for competitive market share, along with geopolitical uncertainties and higher logistic costs. - Beverage keg order book grew by approximately 155% YoY in Q2, with 4 out of 5 targeted global beverage approvals secured. Management Guidance & Outlook - Management remains confident in achieving full-year EBITDA margins within the guided range of 21% to 24%. - Space sector orders from the major U.S. customer are expected to be 10% to 15% executed by March 2027, with the remaining 80% to 90% in FY28. Capex - Company is debt-free with net cash of INR384 crores and funds capacity expansion through internal accruals. - New land acquired near Kandla port for manufacturing expansion, with construction expected to finish by March. Growth Drivers - Emerging opportunities in cryogenic infrastructure for global aerospace, semiconductor fabs, data center cooling, and water treatment microfactories.

- Shreyasi Goenka (Acquirer) proposes to acquire 18,18,449 shares (2.00% stake) of INOX India Limited. - The shares will be acquired as a gift (inter se transfer amongst promoters/immediate relatives) with no consideration involved. - Transferor: Mr. Pavan Kumar Jain. - Proposed date of acquisition: 13/11/2026. - Transaction is exempt under Regulation 10(1)(a)(i) of SEBI SAST Regulations, 2011.

INOX India Limited has submitted the audio recording link for the Q2FY27 results conference call held with analysts and investors on November 4, 2026.

- INOX India Limited has approved the allotment of 43,852 equity shares of face value ₹2 each pursuant to the exercise of options under the INOX Employee Stock Option Plan 2022. - The paid-up share capital of the company increased from 9,09,22,459 shares (₹18,18,44,918) to 9,09,66,311 shares (₹18,19,32,622). - The newly allotted shares rank pari-passu with the existing equity shares of the company.

INOX India Limited has submitted its Investor Presentation for Q2 FY27 scheduled for a conference call on November 4, 2026. - Highlighted robust business updates including a 3-year global supply agreement with Heineken, orders for the LIGO-India observatory, and the largest ever single order from a global aerospace company for LOX/LNG Subcoolers. - Showcased strong historical financials with a 3-year CAGR of 18% in total income, FY26 revenue of ₹1,632 Cr, EBITDA of ₹388 Cr, and PAT of ₹258 Cr. - Detailed widespread operational reach across industrial gases, LNG, and cryo-scientific divisions.

Q2 FY27 Consolidated Revenue ₹467Cr vs ₹369Cr (▲26.6% YoY) EBITDA ₹100Cr vs ₹90Cr (▲10.8% YoY) PAT ₹66Cr vs ₹62Cr (▲7.8% YoY) EBITDA Margin 21.3% vs 24.4% (▼310bps)

Q2 FY27 Consolidated Revenue ₹467 Cr vs ₹369 Cr (▲26.6% YoY) EBITDA ₹100 Cr vs ₹90 Cr (▲10.8% YoY) PAT ₹66 Cr vs ₹62 Cr (▲7.8% YoY) EBITDA Margin 21.3% vs 24.4% (▼310bps) Order backlog reached an all-time high of ₹2,268 Cr with order inflows of ₹1,028 Cr during the quarter.

Concall Schedule Concall Date: November 4, 2026 Concall Time: 11:00 AM IST

- INOX India Limited has cancelled the scheduled one-on-one investor/analyst meet with Metlife Investment previously planned for 29th September, 2026.

- Trading window closed from October 1, 2026 under SEBI PIT Regulations. - Closure applies until 48 hours after declaration of unaudited financial results for the quarter and half-year ended September 30, 2026.

- Investor/Analyst Meet scheduled - Date: Tuesday, 29th September, 2026 - Firm: Metlife Investment - Type: One-on-One, In-Person - No Unpublished Price Sensitive Information (UPSI) will be discussed.

- Investor/Analyst Meet Schedule - Meet Date: Thursday, 24th September, 2026 - Details: One-on-One / Plant Visit with Trust Mutual Fund (In Person) - No unpublished price sensitive information (UPSI) will be discussed.

- INOX INDIA LIMITED received listing and trading approval from BSE and NSE for 1,58,959 equity shares. - These shares were allotted against the exercise of stock options under the INOX Employee Stock Option Plan 2022. - The shares will be listed and admitted to dealings on the exchanges effective September 17, 2026.

- Investor/Analyst Meet Schedule - Meet Date: Saturday, 19th September, 2026 - Firm: JM Financial AMC - Type: One-on-One - Mode: Virtual

- Investor/Analyst Meet scheduled - Date: Friday, 11th September, 2026 - Firm: ITUS Capital - Type: One-on-One, Virtual - No unpublished price sensitive information (UPSI) will be discussed.

- Investor/Analyst Meet Scheduled - Meeting Date: Friday, 11th September, 2026 - Meeting Type: Group Meeting - Mode: Virtual

- INOX India Limited allotted 1,58,959 equity shares of ₹2/- each on September 03, 2026. - The allotment is against the exercise of ESOP options under the INOX Employee Stock Option Plan 2022. - Post-allotment, the paid-up share capital increased to 9,09,22,459 equity shares, amounting to ₹18,18,44,918. - The shares rank pari-passu with existing equity shares.

New Filing detected. See link for details.

- Investor/Analyst Meet Scheduled - Date: Tuesday, 8th September, 2026 - Type: Group Meeting - Mode: Virtual - No unpublished price sensitive information (UPSI) will be discussed.

- Concall Schedule - Concall Date: 19th August, 2026 - Event: Motilal Oswal 22nd Annual Global Investor Conference, 2026 - Type/Mode: One-on-One / Group, In-Person - No Unpublished Price Sensitive Information (UPSI) will be discussed.

- Q1 FY27 Consolidated Total Income grew 8.3% YoY to ₹382 crores. - EBITDA grew 1.4% YoY to ₹90 crores, with EBITDA Margin at 23.5%. - PAT remained flat YoY at ₹61 crores. - Achieved highest ever quarterly order inflow of ₹532 crores, pushing total order book to a record ₹1,686 crores as of June 30, 2026, with over ₹1,140 crores from exports. - Management remains confident in achieving 18-20% revenue growth for FY27 and maintaining 21-24% EBITDA margins, despite Q1 logistics disruptions delaying ₹32-35 crores in revenue. - Secured AS9100D aerospace quality certification, significantly expanding market for onboard flight applications, with cumulative aerospace orders from one private space company exceeding ₹1,000 crores. - Kandla manufacturing plant expected to start operations by Dec 2026 / Jan 2027; Savli facility is fully operational. - Forged partnerships for semiconductor skill development and manufacturing modular water microfactories, enhancing growth drivers. - Beverage keg business targets 50-60% utilization by year-end, up from 30%.

- Audio recording of the conference call with Analysts/Investors regarding Q1FY27 Results has been released. - The call was held on August 4, 2026. - A link to the audio recording is provided.

- Consolidated Revenue ₹382Cr vs ₹352Cr (▲8.3% YoY) - EBITDA ₹90Cr vs ₹88Cr (▲1.4% YoY) - PAT ₹61Cr vs ₹61Cr (0% YoY) - EBITDA Margin 23.5% vs 25.0% (▼150bps)

- Consolidated Revenue ₹382Cr vs ₹352Cr (▲8.3% YoY) - EBITDA ₹90Cr vs ₹88Cr (▲1.4% YoY) - PAT ₹61Cr vs ₹61Cr (0% YoY) - EBITDA Margin 23.5% vs 25% (▼150bps) - Achieved highest-ever quarterly order inflow of ₹532 Cr, increasing total order book to a record ₹1,686 Cr. - Export orders exceed ₹1,140 Cr, providing strong revenue visibility. - Secured major orders from space exploration industry and CERN, entered India's semiconductor ecosystem.

- Concall Schedule for Q1FY27 Results - Concall Date: Tuesday, August 4, 2026 - Concall Time: 11:00 hrs India Standard Time - Universal Access: +91 22 6280 1144; +91 22 7115 8045