Refex Industries Limited

rs,

May 26, 2026 The BSE Ltd. 1st Floor, New Trading Wing, Rotunda Building Phiroze Jeejeebhoy Towers, Dalal Street, Fort Mumbai – 400001 Scrip Code: 532884 The National Stock Exchange of India Ltd.

₹78.35 Crore

eness. 2 Financial Overview Q4 & FY26 Key Quarterly Highlights Order Book Additions • Secured ~₹78.35 Crore order for Excavation, Loading, Transportation & Unloading of Pond Ash for NHAI road projects • W

₹49.22 Crore

der for Excavation, Loading, Transportation & Unloading of Pond Ash for NHAI road projects • Won ₹49.22 Crore Material Handling & Transit Operations Contract (3-year tenure) • Order Book as on 31st March 20

₹1,500

ing & Transit Operations Contract (3-year tenure) • Order Book as on 31st March 2026 stands at ~ ₹1,500 Cr Strong Financials FY26 Standalone (Continuing Operations) • Revenue : ₹ 2,039 Cr • EBITDA : ₹

₹ 2,039

026 stands at ~ ₹1,500 Cr Strong Financials FY26 Standalone (Continuing Operations) • Revenue : ₹ 2,039 Cr • EBITDA : ₹ 350 Cr (+ 68.5% Y-o-Y) • Net Profit (PAT) : ₹ 247 Cr (+ 34.7% Y-o-Y) Improved earni

₹ 350

Cr Strong Financials FY26 Standalone (Continuing Operations) • Revenue : ₹ 2,039 Cr • EBITDA : ₹ 350 Cr (+ 68.5% Y-o-Y) • Net Profit (PAT) : ₹ 247 Cr (+ 34.7% Y-o-Y) Improved earnings quality supporte

68.5%

Financials FY26 Standalone (Continuing Operations) • Revenue : ₹ 2,039 Cr • EBITDA : ₹ 350 Cr (+ 68.5% Y-o-Y) • Net Profit (PAT) : ₹ 247 Cr (+ 34.7% Y-o-Y) Improved earnings quality supported by strong

₹ 247

inuing Operations) • Revenue : ₹ 2,039 Cr • EBITDA : ₹ 350 Cr (+ 68.5% Y-o-Y) • Net Profit (PAT) : ₹ 247 Cr (+ 34.7% Y-o-Y) Improved earnings quality supported by stronger execution, better business mix

34.7%

tions) • Revenue : ₹ 2,039 Cr • EBITDA : ₹ 350 Cr (+ 68.5% Y-o-Y) • Net Profit (PAT) : ₹ 247 Cr (+ 34.7% Y-o-Y) Improved earnings quality supported by stronger execution, better business mix and discipl

₹233

y under proceedings • Entered active execution phase during Q4 FY26 • Wind vertical contributed ₹233 Cr revenue during the quarter • 5.3 MW WTG platform gaining customer traction • ALMM approval rece

5.3 MW

e execution phase during Q4 FY26 • Wind vertical contributed ₹233 Cr revenue during the quarter • 5.3 MW WTG platform gaining customer traction • ALMM approval received during FY26 4 Q4 & FY26 Standalo

9.7%

ancial Performance (Y-o-Y) from Continuing Operations Revenues (₹ Cr) EBIDTA (₹ Cr) PAT (₹ Cr) -9.7% 2,259.4 2,039.2 +68.5% 350.0 17.9% 594.5 701.0 +128.8% 141.1 207.8 61.7 +66.9% 93.7 5

Adjustment for

1

Movement in working capital

1

Registered office

1

Mumbai office

1

INVESTOR RELATIONS ADVISORS

1

Movement in working capital

Cash Generated from Operations Income tax paid (net) Net cash generated from operating activities Cash Flow used in Investing Activities Net cash generated from financing activities Net increase/ (decrease) in Cash & Cash equivalents Cash and cash equivalents at beginning of the year Cash and cash equivalents at the end of the year Mar-26 Mar-25 332.9 29.2 362.1 -310.5 51.6 -20.8 30.8 -216.3 102.2 -83.3 263.8 180.5 240.7 17.3 223.4 -414.6 -191.2 -63.3 -254.5 -82.2 567.6 230.9 32.9 263.8 9 COMPANY OVERVIEW Company Overview Refex Industries Limited (RIL) Ash – Sustainable utilization of ash Wind – Global tech powered wind turbine manufacturing Premium Corporate Mobility – Tech-led mobility solutions 11 Refex Industries Ltd: Scaling business through execution strength 23+ Years of Experience 3 Business Verticals 500+ Team Size (Consolidated) ROE – 15.6% ROCE – 19.4% FY26 (Standalone) 15 Presence Across States Revenue – ₹ 2,039 Cr EBITDA - ₹ 350 Cr Net Profit - ₹ 247 Cr FY26 (Standalone) 1

Registered office

2nd Floor, No. 313, Refex Towers, Sterling Road, Valluvar Kottam Road, Nungambakkam, Chennai, Tamil Nadu 600034

Mumbai office

212, 1st Floor, Building #2, Solitaire Corporate Park, Guru Hargovindji Rd, Chakala, Andheri East, Mumbai, Maharashtra 400093 Mr. Gautam Jain – Head Investor Relations +91 99878 99747 gautam.jain@refex.co.in gautam.jain@refex.co.in

INVESTOR RELATIONS ADVISORS

Meeting Request Link Link MUFG Intime India Private Limited A part of MUFG Corporate Markets, a division of MUFG Pension & Market Services parth.patel@in.mpms.mufg.com parth.patel@in.mpms.mufg.com Mr. Parth Patel parth.patel@in.mpms.mufg.com vidhi.vasa@in.mpms.mufg.com vidhi.vasa@in.mpms.mufg.com Mrs. Vidhi Vasa vidhi.vasa@in.mpms.mufg.com Thank You