Compliance under Reg. 30 of SEBI(LODR) Regulations, 2015- Investor Presentation Q1 FY 2026-27

1st September 2026 BSE Limited Phiroze Jeejeebhoy Towers Dalal Street Mumbai - 400 001 Scrip Code - 532513 National Stock Exchange of India Limited Exchange Plaza, 5th Floor Plot No. C/1 G Block Bandra - Kurla Complex, Bandra - (E) Mumbai - 400 051 Scrip Symbol - TVSELECT Dear Sir/ Madam, Sub: Investor Presentation - Q1 FY 2026-27 Pursuant to Regulation 30(2) and other respective Regulations of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we are herewith enclosing the copy of Investor Presentation - Q1 FY 2026-27. Kindly take the above information on record. Thanking you, Yours truly, For TVS Electronics Limited K Santosh Company Secretary TVS Electronics Limited “Arihant E-Park”, No.117/1, 9th Floor, L.B. Road, Adyar, Chennai – 600 020. Tel.: +91-44-42005200 Registered Office: Harita Towers, 4th Floor, No.119, St. Mary’s Road, Abhiramapuram, Chennai- 600 018 Corporate Identity Number: L30007TN1995PLC032941 E-mail id: webmaster@tvs-e.in Website: www.tvs-e.in TVS Elecronics Limited INVESTOR PRESENTATION Q1-FY27 Earnings Presentation Q1-FY25 Snapshot PRODUCTS & SOLUTIONS CUSTOMER SUPPORT SERIVCES Electronics Manufacturing Services OPERATIONS FY26 FINANCIALS State-of-the-art Integrated service hardware solutions for 70,000 Sq. ft of ESD Revenue: INR 4,552 provider for Global 1,000+ Employees retail, BFSI & logistics compliant factory Mn OEMs industries. Indian electronics Field Support Services – 5 Branch Offices manufacturer with Warranty Management Industry 4.0 Standards EBITDA: INR 195 Mn 14 Warehouses presence of 3+ decades solutions. Market leaders in 66 Drop Points Infra-managed Services Touch POS systems and Automated SMT line 500+ Authorized Net Profit: INR 13 Mn – IT, Solar Thermal printers Service Partners 700+ Authorized Pioneers in Dot matrix, Repair & Located in Tumakuru, Distribution Partners ROCE: 5.95% Keyboards and mice Manufacturing Services 70 kms from Bangalore 100+ Channel Distribution Partners Local Value addition - Easy access to all key E-Auction Services 345+ Walk in Centers ROE: 1.36% Make In India National Highways Serving 200k customers Unique edge of a month, 19,250+ pin Closer to KG, Repair Factory: 1,500 customizing & bundling Debt to Equity ratio codes served, Logistics International Airport & Sq. Ft. Clean Room hardware and software 0.56x coverage > 90% (of total Chennai Port located in Tumakuru solutions districts). Company Overview The company has emerged as one of the The company caters to vast TVS Electronics (TVS-E) Limited was frontrunners in the IT peripherals, point-of- customer segments including, incorporated in 1986, under the sale solutions, field support services and Retail, BFSI, Shipping & Logistics, leadership of Mr. Gopal Srinivasan infra managed services for IT Government. 1 3 5 It is headquarters out of Chennai, India TVS-E offers a diversified portfolio of and has 1 state-of-the-art manufacturing products and solutions with more plant, located at Tumakuru, Karnataka. than 20 products across categories and also customer support services. PSG Segment Geographic Revenue (INR Mn) & EBITDA Margins (%) Segmental Revenue (INR Mn) Contribution (FY26) 4,552 4,305 3,660 1,232 1,388 4.28% 987 13% South 2.62% 2.56% North 3,073 27% 3,164 1,060 2,673 West East -2.26% 725 FY24 FY25 FY26 Q1-FY27 FY24 FY25 FY26 Q1-FY27 Revenue (INR in Mn) EBITDA Margin (%) Products & Solutions Customer Support Service Business Segments Product & Customer Solutions Group Support (PSG) Services (CSS) Point of Field Support Transaction Services Products Track & IT Trace Infrastructure Products Managed Services Manufacturing Services E-Auction Business Mix Percentage as on Q1-FY27 Marquee Clientele Products& Solutions CustomerSupportServices Top 10 Customer Concentration RETAIL IT& Peripherals HealthCare& Manufacturing GovernmentEntities ITIMS Hospitality FY24 FY25 FY26 Solar BFSI Banking and Technology Consumer Electronics 6 Strategic Overview Hardware devices with software solutions Electronics Manufacturing Services (EMS) The retail and parking sectors are undergoing a digital We seamlessly integrate Electronics Manufacturing Services (EMS) transformation and software solutions play a crucial role with Product and Solution Groups (PSG), Customer Support Services in optimizing operations. TVS-E provides total solutions (CSS), and Go-To-Market (GTM) support. Driven by innovation, we byintegrated hardwareproductswithinbuiltsolutions. develop products that enhance quality of life and build strong customer partnerships through comprehensive, end-to-end solutions. Our new Surface Mount Technology (SMT) lines at our Tumakuru facility demonstrate our commitment to leading-edge technology, offering complete solutions including supply chain management, PCB assembly, box build, aftersales services, and Manufacturing IT Peripherals / Make in India product testing to meet diverse customer needs locally and globally. To capitalize on the demand, TVS-E‘s focus is on STRATEGIC Customer SupportServices - Onestopsolution enhancing own designed Tech products through our PRIORITIES engineering development centre at Bangalore. Well- GlobalbrandsandIndiancustomersdependontrusted partnersfor post built manufacturingcapabilities through SKD and CKDat salessupport. Weofferend-to-endservicewhichincludes: Tumakuru factory and strengthening supply chain o Fieldsupportservices:ITproducts/peripherals,POSproducts, eco- system that caters to the evolving needs of BankingPOS. ourcustomers. o Infra Managed Services: IT device endpoint computing, network centers,Solarinvertors–onsite&offsite o Repairservices: PCBAanddisplaypanelrepair o eAuctionservices:disposal of scrap,machinery, excessinventory, e- Wasteandend-of-lifemanagement support forB2Bcustomers. o Our in-house CRM AI/ML-enabled platform to connect brands, servicepartners,partsmanagement,andlogistics. ContractManufacturing Services for Tech Partners Product & Solutions Group Collaborating with our Technology partners presents a significant opportunity for growth. By leveraging our manufacturing capabilities Ouraimisto bethetrustedsingle-pointsolutionprovider,offeringreliable and expertise, we assist our partners in bringing their products to pointoftransactionproductstoourcustomersinthe banking,retail,Govt, market efficiently and cost-effectively. This strategic partnership will manufacturing,shipping,andlogisticssector. not only strengthen our relationshipsbut also contribute to the "Make inIndia"initiativebypromotinglocalmanufacturing. Q1-FY27 HIGHLIGHTS Q1-FY27 Financial Highlights Q1-FY27 Performance INR 1,060 Mn INR (24) Mn (2.26)% Revenue from Operations EBITDA EBITDA Margin INR (66) Mn (6.23)% INR (3.55)/share PAT PAT Margin EPS DivisionalBreakup: INR Mn Q1-FY27 Q1-FY26 Y-O-Y Q4-FY26 Q-O-Q Product & Solutions Group 725 645 12.4% 804 (9.8)% Customer Support Services 335 322 4.0% 370 (9.5)% Income from Operations 1,060 967 9.6% 1,174 (9.7)% Q1-FY27 Operational Highlights • The Products and Solutions vertical generated revenue of INR 725 Mn in Q1-FY27, representing a decrease of 9.8% on a Q-o-Q basis and an increase of 12.4% on a Y-o-Y basis. The Y-o-Y growth was driven by higher volumes across existing products and new products and solutions offerings. The sequential decline was primarily due to delays in the execution of corporate orders. • The Customer Support Services vertical generated revenue of INR 336 Mn in Q1-FY27, representing a decrease of 9.5% on a Q-o-Q basis and an increase of 4.0% on a Y-o-Y basis. The business remained broadly stable on a Y-o-Y basis, with the sequential decline primarily due to lower call volumes and delays in order execution. • Overall entity revenue for Q1-FY27 stood at INR 1,060 Mn, representing an increase of 9.6% on a Y-o-Y basis and a decrease of 9.7% on a Q-o-Q basis. The Y-o-Y growth was driven by higher volumes in the Products and Solutions vertical and stable performance in Customer Support Services, while the sequential dec [Showing first 8,000 characters — download PDF for full document]