Intimation under Regulation 30 and 46(2) (oa) of SEBI(LODR) Regulations, 2015 - Transcript of Investors'' call held on May 21, 2026

AI summary - FY26 revenue grew 10.8% y-y to INR200.3bn; Q4 revenue INR55.7bn +13.3% y-y - EBITDA for FY26 INR26.5bn +14.7% y-y; Q4 EBITDA INR7.8bn +20.8% y-y; margin improvement from revenue growth and cost control - PAT FY26 INR27.7bn +37.6% y-y, boosted by profit on sale of Building Technologies segment - FY27 outlook cautious optimism amid geopolitical risks; focus on supply chain agility and commodity risk management - Mobility business grew 16.9% in FY26; Two-Wheeler segment surged 69.1% due to OBD2 norms - New JV with Brakes India and Wheels India to develop advanced air systems for commercial vehicles; operations expected end 2026 - Content per vehicle expected to increase with CAFE Phase 3 regulations from April 2027 - Export share growing; India plant exports NOx sensors to Europe - BS7 (Euro 7) technology readiness confirmed; supporting all fuel technologies - FY27 volume outlook flattish due to geopolitical uncertainties; ramp-up possible if conditions improve - Capex and JV funding details to be disclosed in due course