Triveni Engineering & Industries has made the audio recording of its Analysts/Investors Conference Call available on its official website, following the announcement of unaudited financial results for Q1 FY27 ended June 30, 2026.

Conference Call Details

The conference call was held on July 30, 2026, and the audio recording has been published in accordance with Regulation 46 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The company informed both BSE Limited and the National Stock Exchange of India Limited of the availability of this recording.

Recording Access

The audio recording of the analyst and investor conference call is accessible through the company's official website. Investors and analysts can listen to the call via the following link:

• Recording URL: https://www.trivenigroup.com/play-audio?link=/storage/files/financial-results/1785406931.mp3

The intimation was signed by Geeta Bhalla, Group Vice President & Company Secretary (M.No. A9475), on behalf of Triveni Engineering & Industries Ltd.

Triveni Engineering & Industries reported a consolidated net profit of ₹3.65 crore for the first quarter ended June 30, 2026 (Q1FY27), marking a significant turnaround from the ₹6.62 crore loss recorded in the corresponding period of FY26. This profitability shift was driven by higher sugar realisations, increased sales volumes, and improved operating performance in the Alcohol segment due to lower maize procurement costs. The Board of Directors approved the unaudited financial results on July 29, 2026, pursuant to Regulation 30 of the SEBI LODR Regulations, following the completion of a major structural reorganisation approved by the National Company Law Tribunal (NCLT).

A key development during the quarter was the finalisation of the Composite Scheme of Arrangement involving Triveni Engineering & Industries Limited (TEIL), Sir Shadi Lal Enterprises Limited (SSEL), and Triveni Power Transmission Limited (TPTL). Certified copies of the NCLT orders were filed with the Registrar of Companies on May 19, 2026, establishing April 1, 2025, as the amalgamation appointed date for SSEL into TEIL and April 1, 2026, as the demerger appointed date for the Power Transmission Business (PTB) into TPTL. Consequently, TPTL ceased to be a subsidiary and became an associate, with TEIL’s holding diluted to 29.88%. The carrying value of assets transferred was ₹445.28 crore, with ₹312.23 crore adjusted against other equity.

Financial Performance Overview

The following table highlights the key consolidated financial metrics for Q1FY27 compared to the previous year:

*EBITDA figures are derived from segment results and unallocable expenses as disclosed in the standalone segment report, which serves as a proxy for consolidated operating performance given the discontinued operations classification.

Standalone results showed a net loss of ₹1.72 crore, compared to a ₹14.31 crore loss in Q1FY26. Standalone revenue from operations stood at ₹1,949.91 crore, up from ₹1,903.95 crore year-on-year.

Segment-wise Performance

The Sugar business remained the primary revenue driver, with domestic dispatches rising 7.4% to 277,403 tonnes. Average realisation improved by 2.7% to ₹41,525 per metric tonne, leading to a segment PBIT of ₹14 crore, up from ₹8 crore in Q1FY26. Sugar inventory as on June 30, 2026, was 3.59 lakh MT, valued at ₹38.41/kg.

In the Alcohol segment, sales volume declined by 19.0% to 50,483 kilolitres due to lower orders. However, profitability improved with a PBIT of ₹31 crore, up from ₹23 crore, aided by lower maize costs and better Distillers Dried Grain Solubles (DDGS) realisation. The Water business saw revenue decline by 21.3% to ₹43 crore and PBIT drop to ₹2 crore from ₹11 crore, attributed to slow execution of EPC projects.

Board Resolutions and Leadership Changes

The Board approved the appointment of Vivek Viswanathan as an Additional Director designated as Whole-time Director and Key Managerial Personnel for a period of five years, effective August 1, 2026. This appointment is subject to shareholder approval at the ensuing Annual General Meeting. Mr. Viswanathan brings over 20 years of experience in the Sugar and Distillery Industry.

Additionally, the Board approved a revision in remuneration payable to Tarun Sawhney, Vice Chairman & Managing Director, with effect from August 1, 2026, till the remaining period of his tenure up to September 30, 2028. This revision is based on the recommendation of the Nomination and Remuneration Committee and is also subject to shareholder approval. Mr. Sawhney ceased to be a Key Managerial Personnel of the Company upon his appointment as Managing Director of TPTL, effective July 28, 2026, but continues to hold office as Vice Chairman & Managing Director of Triveni Engineering.

What the Numbers Show

The divergence between standalone and consolidated results highlights the impact of the recent restructuring. While the standalone entity reported a loss due to high inventory changes (₹948.48 crore) and cost of materials (₹341.79 crore), the consolidated bottom line turned positive. This was aided by a share of profit from associates and joint ventures amounting to ₹4.34 crore in the consolidated statement, reflecting the equity method accounting for TPTL post-demerger. The classification of PTB as discontinued operations in comparative periods allows for a clearer view of the continuing sugar and engineering businesses.