KEI INDUSTRIES Q2 CONCALL : 25%+ REVENUE GROWTH GUIDANCE, 11% EBITDA MARGIN TARGET & SANAND CAPACITY EXPANSION

• FY27 REVENUE GROWTH GUIDANCE MAINTAINED ABOVE 25% • REVENUE CAGR TARGETED AT APPROXIMATELY 20% OVER NEXT 3–4 YEARS • LONG-TERM PAT GROWTH EXPECTED AT 23–25% ANNUALLY, SUBJECT TO REVENUE GROWTH • FY27 EBITDA MARGIN GUIDANCE MAINTAINED AROUND 11%, INCLUDING CERTAIN OTHER INCOME • LONG-TERM EBITDA MARGIN EXPECTED TO GRADUALLY IMPROVE TOWARD 11–12% • SANAND PHASE 2 COMMERCIAL PRODUCTION TARGETED BY MARCH 2027 • SANAND FACILITY EXPECTED TO REACH PEAK REVENUE POTENTIAL BY FY29 • ADDITIONAL EHV CAPACITY COULD GENERATE ₹1,500–1,700+ CR ANNUAL REVENUE AT PEAK UTILIZATION • TOTAL WIRE & CABLE ORDER BOOK AT ₹4,927 CR, INCLUDING ₹991 CR EXPORT ORDERS • EXPORT ORDER BOOK EXPECTED TO BE EXECUTED OVER NEXT 3–4 MONTHS • ANNUAL CAPEX PLANNED AT APPROXIMATELY ₹600 CR FOR NEXT 3–4 YEARS • INVENTORY LEVELS EXPECTED TO NORMALIZE BY MARCH 2027, SUPPORTING WORKING CAPITAL RECOVERY • EPC BUSINESS BEING PHASED OUT; ADDITIONAL ₹5–7 CR LOSSES POSSIBLE OVER NEXT 1–2 QUARTERS • ROE TARGETED TOWARD 19–20% & ROCE TOWARD 23–24% FROM FY28, SUPPORTED BY HIGHER CAPACITY UTILIZATION • METAL PRICE VOLATILITY, EXPORT DEMAND & NEW CAPACITY EXECUTION REMAIN KEY RISKS

KEI INDUSTRIES LTD.

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