Fabtech Technologies Cleanrooms Limited convened its H2 FY26 and FY26 earnings conference call on May 05, 2026, hosted by AKMIL Strategic Advisors, to discuss audited standalone and consolidated financial results for the half year and year ended March 31, 2026. The call was attended by Director and Chairperson Mr. Aasif Khan, Chief Executive Officer Mr. Anup Munshi, Chief Financial Officer Mr. Sajjan Kumar Bawri, Sales Head Mr. Ahmar Abrar, and directors of associate entities Aart Integrated Projects Pvt. Ltd. and Kelvin Air Conditioning & Ventilation Systems Pvt. Ltd.

FY26 Financial Performance

The company delivered strong consolidated revenue growth during the year, driven by strategic expansion into new sectors, though standalone margins came under pressure due to deliberate investments in future capabilities. The following table summarises the key financial metrics:

Management noted that the standalone performance was impacted by a write-off of approximately ₹84 lakhs in sundry debtors pursuant to an NCLT order, and a one-time legacy impact of approximately ₹1 crore arising from the strategic merger of Altair into Advantek. Management indicated that excluding these two items, the consolidated bottom line could have been approximately ₹18 crores rather than the reported figure.

One-Time Items and Strategic Restructuring

During the year, the company undertook a strategic restructuring of its associate entity Advantek, merging Altair into Advantek. This resulted in a one-time charge of approximately ₹1 crore but increased the company's stake in Advantek to 34.99%. Management stated that Altair had been generating losses of approximately ₹80 lakhs to ₹1 crore annually, and the merger is expected to eliminate this recurring drag going forward. The company also disclosed an NCLT-related write-off of approximately ₹84 lakhs in sundry debtors, which impacted profitability for the year.

Order Book and Pipeline

At the time of the call, the company reported an order book of approximately ₹199 crores and a pipeline of ₹480 crores. Management indicated that the order book was expected to increase to approximately ₹275–300 crores within 15–20 days. A key milestone highlighted was the ₹68 crore solar project, which management described as a significant reference win that facilitated subsequent order inflows. Management also indicated that additional orders in the range of ₹60–80 crores each were under finalisation.

Integrated Ecosystem and Associate Entities

Management outlined the strategic roles of its associate and subsidiary entities within the broader integrated ecosystem:

• Kelvin Air Conditioning & Ventilation Systems Pvt. Ltd. – The company holds a 60.53% stake. Kelvin strengthens HVAC capabilities and expands presence beyond pharma into data centres, industrial, and solar sectors. Management indicated plans to increase the stake to 70–72%.
• Advantek – The company holds a 34.99% strategic stake following the Altair merger. Advantek supports backward integration through manufacturing of air handling units (AHUs), enabling in-house supply of critical components.
• Aart Integrated Projects Pvt. Ltd. – The company holds a 28% strategic stake. Aart brings specialised design and engineering expertise in semiconductors, solar, and advanced pharmaceutical manufacturing. Aart's top line grew from ₹14 crores to ₹34 crores during the year, driven by reference wins in non-pharma and microelectronics.

Operational Infrastructure and New Facility

The company continued to invest in manufacturing infrastructure during the year. Key details of the Hyderabad facility are as follows:

Management stated that the Hyderabad facility was chosen for its proximity to markets in southern states attracting investments in semiconductor, solar, and pharma sectors, as well as availability of manpower.

Sector Expansion and Strategic Priorities

During FY26, the company expanded its presence into data centres, the solar technology sector, and semiconductor segments. Management acknowledged that tighter margins were accepted in data centre, solar, and semiconductor orders to establish credentials and build a long-term order pipeline. Key operational challenges during the year included delays in March due to global geopolitical factors and raw material shortages, as well as information security-related issues that have since been addressed through a strengthened governance framework.

Management also highlighted the commissioning of the Waaree solar project, expected by July, as a significant milestone. The T-grid ceiling system — a modular, conductive, high-load-bearing ceiling grid used in semiconductor and microelectronics clean rooms — was described as a key product capability, with ongoing R&D for additional products including ducting systems and sprinkler-compatible components.

Management Outlook

Management described FY26 as a year of preparation and positioning, with the foundation for the next phase of growth largely in place. Key forward-looking priorities outlined during the call included:

• Improving execution efficiency and gradually expanding margins as newer segments mature
• Collecting retention money to streamline the working capital cycle
• Pursuing European certification for Advantek to open international markets
• Consolidating position in the turnkey life sciences sector
• Scaling capabilities under an internally formulated Vision 2030 framework

Management reiterated a growth guidance range of 20–30–40% and noted that the second half of the financial year has historically outperformed the first half. The company also indicated that quarterly results publication is an ongoing endeavour, subject to bringing associate and subsidiary entities to the required compliance standards.

Fabtech Technologies Cleanrooms Limited has informed BSE Limited about the successful conclusion of its earnings conference call held on Tuesday, May 5, 2026, at 12:00 PM. The company submitted the video recording link of the meeting under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The call was convened to discuss the audited financial results for the second half year ended and full year ended March 31, 2026.

Conference Call Details

The earnings conference call was conducted as per the schedule communicated to BSE on April 29, 2026. Key details of the event are as follows:

The video recording of the session is now accessible on the company's official website at https://fabtechcleanroom.com/financials-performance/ under the head "Investor Call".

Management Participation

Several key management personnel participated in the earnings call to provide insights into the company's performance:

• Mr. Asif Khan - Director & Chairperson, FTCL
• Mr. Anup Munshi - CEO, FTCL
• Mr. Sajjankumar Bawri - CFO, FTCL
• Mr. Amjad Arbani - Executive Director, FTCL
• Mr. Ahmar Abrar - Sales Head, FTCL
• Mr. Rajesh Gupte - Director, Aart Integrated Projects Pvt. Ltd.
• Mr. Raveendra Shetty - Director, Kelvin Air Conditioning & Ventilation Systems Pvt Ltd.

Regulatory Compliance

The submission was signed by Executive Director Mr. Amjad Adam Arbani (DIN: 02718019) on May 5, 2026. The filing confirms compliance with disclosure obligations under SEBI listing regulations, and the company has requested BSE to take the recording link on record and disseminate it to all concerned parties.

Company Information

Fabtech Technologies Cleanrooms Limited, formerly known as Fabtech Technologies Cleanrooms Private Limited, operates with its registered office at 615, Janki Center, Off. Veera Desai Road, Andheri West, Mumbai. The company's factory is located at 190/191, G.I.D.C Umbergaon, Dist: Valsad, Gujarat.