KROSS Q2 CONCALL : STRONG H2 DEMAND OUTLOOK, SEAMLESS TUBE EXPANSION & MARGIN IMPROVEMENT POTENTIAL

• Q3–Q4 CV & TRAILER DEMAND EXPECTED TO REMAIN STRONG; H2 VOLUMES HISTORICALLY 20% ABOVE H1 • TRAILER AXLE REVENUE AT ₹115 CR IN Q2 VS ₹75 CR IN Q1; STRONG MOMENTUM EXPECTED TO CONTINUE • SEAMLESS TUBE PLANT PRODUCTION TRIALS TARGETED FOR FEBRUARY–MARCH 2027 • BACKWARD INTEGRATION EXPECTED TO REDUCE TUBE PROCUREMENT COSTS BY 8–10% • POTENTIAL 3–4% MARGIN BENEFIT IN AXLE BUSINESS FROM CAPTIVE SEAMLESS TUBES • INITIAL BACKWARD INTEGRATION TARGETED FOR COMPLETION BY END OF H1 FY28 • EXTRUDED AXLE BEAM ADOPTION TARGETED AT 100% WITHIN 1–2 QUARTERS, FROM CURRENT 80% • FY27 EXPORT GROWTH EXPECTED AT APPROXIMATELY 45% • TIPPING JACK CAPACITY UTILIZATION TARGETED AT 50–60% BY Q4 FY27 • OEM PRICE REVISIONS EXPECTED TO SUPPORT EBITDA MARGINS IN Q3–Q4 FY27 • H2 FY27 CAPEX PLANNED AT APPROXIMATELY ₹110 CR FOR EXPANSION & AUTOMATION • STEEL COST INFLATION REMAINS A RISK; NO FIRM TIMELINE FOR RETURN TO 14–15% EBITDA MARGINS

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