MMP INDUSTRIES Q2 FY27: PAT UP 73% YOY; 18,000 MTPA WIRE ROD PLANT TARGETED IN Q4 FY27, H2 CABLE REVENUE GROWTH GUIDANCE AT 40–50%

• H2 FY27 Revenue Guidance: Management expects Aluminium Conductors & Cables revenue to grow 40–50% in H2 FY27 compared with H1 FY27, supported by recovery in project execution • Quarterly Results: Revenue increased 35% YoY and 9% QoQ to ₹252.7 Cr, while EBITDA grew 44% YoY but declined 8% QoQ to ₹19.3 Cr • Profitability: PAT surged 73% YoY to ₹12.1 Cr but declined 12% QoQ, impacted by inventory valuation losses and higher input costs • Margin Performance: EBITDA margin improved to 7.6% from 7.1% YoY but declined from 9% QoQ • Wire Rod Capacity Expansion: New 18,000 MTPA aluminium wire rod manufacturing facility at an advanced stage, targeting commercial production in Q4 FY27 • LT Cable Expansion: Additional 6,000 MTPA low-tension power cable capacity under development, with trial production targeted for Q4 FY28 • New Product Launches: Security Printing Foil and Lidding Foil launches targeted in Q3 FY27; manufacturing line ready with initial trials completed • LT Cable Commercialisation: Received BIS certification, with utility approvals progressing; commercial sales expected to gain momentum from Q4 FY27 • Aluminium Powder Business: Revenue increased 37% YoY to ₹161 Cr, supported by strong domestic demand and record export order execution • Aluminium Foil Business: Revenue surged 47% YoY to ₹75 Cr, supported by strong demand across bare and printed foils • Conductors & Cables: Revenue declined 16% YoY to ₹16 Cr due to monsoon-related project delays; management expects a stronger H2 recovery • Polymer Insulator Expansion: Developed products up to 765 kV, with 10 lakh units annual manufacturing capacity and ₹35–40 Cr already invested • Polymer Insulator Orders: Secured export orders from Latin America and South Asia, while additional domestic utility approvals remain under process • Solar Capex: ₹30 Cr investment planned for approximately 7 MW captive solar capacity; plant ready but commissioning delayed due to regulatory approvals • Renewable Energy Target: Plans to increase renewable energy contribution from approximately 20% to 35–40% over the next 3–4 years • Advanced Aluminium Powders: Developing specialised high-value aluminium powders in collaboration with ISRO, targeting improved product mix and realisations • Star Circlips Expansion: Associate company expects record H2 FY27 sales, with fine-blanking products contributing from Q4 FY27 and a new hot-forging facility targeted for Q1 FY28 • H1 Performance: Revenue increased 31% YoY to ₹485.3 Cr, EBITDA grew 52% to ₹40.3 Cr and PAT reached ₹25.8 Cr versus ₹1.6 Cr YoY, aided by a low base following the Q1 FY26 fire incident • Future Growth Strategy: Focused on export expansion, backward integration, value-added aluminium products, power cables, polymer insulators and lowering manufacturing costs • FY27 Consolidated Guidance: No quantified company-wide revenue growth, EBITDA margin or total capex guidance disclosed

MMP INDUSTRIES LIMITED

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