Please find the investor presentation on Business updates and Opportunities

Date: 4th September 2026 To To The Listing / Compliance Department The Listing / Compliance Department Bombay Stock Exchange Limited National Stock Exchange of India Ltd Phiroze Jeejeebhoy Towers Plot No.C/1, G Block, Exchange Plaza Dalal Street Bandra – Kurla Complex, Bandra (E) Mumbai – 400 001 Mumbai – 400 051 BSE Scrip Code: 532686 NSE Symbol: KERNEX Dear Sir/Madam, Sub: Submission of Investor Presentation Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, we are pleased to submit herewith the Investor Presentation of Kernex Microsystems (India) Limited. The presentation provides an overview of the Company, its business, KAVACH opportunity, order book, manufacturing capabilities, financial performance, business opportunities, diversification initiatives and business outlook. The Investor Presentation is also being made available on the website of the Company. This is for your information and dissemination to the members of the Exchange. Thanking you, For Kernex Microsystems (India) Limited M B Narayana Raju Whole-Time Director DIN: 07993925 Q1 FY 2026-27 Performance Overview: Operational Velocityand Long-Term Horizon Kernex — Company Overview / Resources 30+ years in Railway Safety Systems· NSE & BSE Listed· Hyderabad, India TRACKRECORD PUBLICMARKETS CAMPUS MANPOWER 30+ Years NSE & BSE 10 Acres 740+ Railway safety systemsdesign &development Listed onboth exchangessince2005 265,000 sqftinfrastructure·Located at Hardware R&D,Engineering, V&V,Production, QC & since1991(STPI), ACDPioneers,KAVACH OEM NSE Symbol:KERNEX Park <6km fromShamshabad Airport Testing,Projects ISO 9001:2015 BSE Code:532686 Global Offices:Egypt ,US(AGI WOS) In-House Laboratories Current Manufacturing and Production Capacity (Per Annum) • EnvironmentalTestLabs— Burn-inTesting, ThermalCycling, • 6,000 LocoKavachunits VibrationTesting,Bump Testing(orRepetitive Shock Testing) • 1,000 StationKavachunits • DedicatedVerification& Validation(V&V) labs • 500 RIUunits • FactoryAcceptanceTesting(FAT)units • 120 LevelCrossingGates—Scalableto300 • LocoBrakeInterfacetestlab *Capacity Note: Allmanufacturing lines are structurally scalable to support increased order volumes tomeet surgingmarket demand. CORE SECTORS & CAPABILITIES Railway Safety and Signalling Systems Digital Telecommunication and Telemetry TurnkeyProjectExecution Embedded & IoTProducts CompleteProjectLifecycleSurvey –installations and Kavach, ABS,Level Crossing Systems WirelessNetworks, SCADA,Data Transmission Commissioning -Maintenance SIL 4 CertifiedProducts ElectronicsManufacturing Services (EMS) InHouseManufacturingandEnivronmental Stress Screening(ESS TestFacilities) InvestorUpdate—FY2026-27 Certifications & Operating Credentials Approvals and Operating milestones underpinning the Company’s Kavach Delivery Capability INDUSTRY FIRST INDUSTRY FIRST First Kavach OEM interfaced with four Electronic Interlocking systems First OEM to operate Vande Bharat commercially with Kavach Kavach must interface with the electronic interlocking installed at each station, and every On-boardKavachrunningonaVandeBharattrainsetincommercialpassengerservice—validation interlockingvendorrequiresaseparateintegrationandapprovalcycle.Interfacingwithfoursystems ofthesystemunderliveoperatingconditionsratherthantrialrunning. allowsdeploymentacrosssectionsirrespectiveoftheinterlockingalreadyinplace. RDSO APPROVAL DELIVERY MILESTONE Approved by RDSO for Kavach Version 4.0 632 Route Km commissioned on North Central Railway ISAcertifiedSIL4solution(CENELACStandards).KavachVersion4.0isthespecificationgoverningthe Commissioned and handed over two Kavach projects for the operations to the North Central national rollout. Approval is a precondition to bid, placing the Company within the limited set of Railwaysagainst751RouteKmcontracted. supplierseligibleforcurrentandforthcomingtenders. TheCompanyhassucceededinpassengertrailsataspeedof160km/handproveninteroperability withotherOEMKavachSystems. CERTIFICATION FOR LEVEL CROSSING CONTROL SYSTEM (LXCS) INTERNAL DEVELOPMENT SIL 4-Certified Level Crossing Control System (LxCS) Development of NMS and Automation of designs KernexhasdevelopeditsLevelCrossingControlSystemtoSafetyIntegrityLevel4(SIL4),thehighest NMS&DesignAutomation:DevelopedanintegratedNetworkManagementSystem(NMS)forKavach, safetyintegritylevelundertheCENELECfunctionalsafetyframework. enabling centralized monitoring, configuration, diagnostics and health management of KAVACH installationsacrossrailwaynetworks.TheCompanyisalsoautomatingKAVACHdesignandengineering workflows,reducingmanualintervention,minimizingdesignerrorsandsignificantlyshorteningproject implementationcycles. Financial Performance Standalone· ₹ in Croresunless stated Q1 FY26-27 MOMENTUM REVENUE EBITDA (MARGIN) PROFITBEFORE TAX PAT (MARGIN) EPS ₹502.03 Cr ₹163.03 Cr ₹147.86 Cr ₹109.57 Cr ₹65.21 Single Q1outperforms theentire Strong operational executionand (21.8%) Facevalue₹10 previous financial year scaling efficiencies FY25-26 REVENUE FY25-26EBITDA FY25-26 PAT FY25-26EPS ₹425.81 Cr ₹143.39 Cr ₹48.07 ₹80.01 Cr vs₹189.65CrinFY24-25 18.8%margin Facevalue₹10 Revenue & EBITDA Trend (Annual) Revenue(₹ Cr) EBITDA(₹Cr) FY25-26 350 426 150 FY24-25 FY24-25 100 FY22-23 FY23-24 190 43 FY25-26 19 143 50 2 -50 FY22-23 FY23-24 FY 22-23 -15 FY 23-24 -15 FY24-25 FY25-26 InvestorUpdate—FY2026-27 *Note: Annual Financial results (FY) are audited, while quarterly results have been subjected to a Limited Review by the IndependentStatutory Auditor. Quarterly Financial Highlights — Standalone ₹ in Crores unless stated · STANDALONE Q1 FY26-27 450 502 400 FY25-26 Q1 FY26-27 100 Q1 FY25-26 FY25-26 163 Q1 FY26-27 53 143 FY25-26 148 Q1 FY26-27 Q1 FY25-26 Q1 FY25-26 Q1 FY25-26 50 13 10 109 7 FY25-26 110 Revenue EBITDA PBT PAT Q1 FY25-26 FY25-26 Q1FY26-27 Basic EPS₹65.21 in Q1 FY 26-27 vs₹4.39 in Q1 FY25-26 *Note: Annual Financial results (FY) are audited, while quarterly results have been subjected to a Limited Review by the IndependentStatutory Auditor. Quarterly Operating Trend — Standalone ₹ in Croresunlessstated· Q1 FY2024-25 throughQ1 FY2026-27 Net Revenue & EBITDA by Quarter (₹ Cr) 100 83 72 41 37 53 45 50 29 26 5 11 9 13 11 Q1 FY25 Q2 FY25 Q3 FY25 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 NetRevenue(₹Cr) EBITDA(₹Cr) *Note: Annual Financial results (FY) are audited, while quarterly results have been subjected to a Limited Review by the IndependentStatutory Auditor. Standalone Financial Snapshot — 4-Year Trend ₹ in Croresunlessstated· FY2022-23 throughQ1 FY2026-27 Revenue, EBITDA & PAT Trend (₹ Cr) 450 426 200 163 150 110 43 51 50 19 -50 -15 -20 -15 -20 FY22-23 FY23-24 FY24-25 FY25-26 Q1FY26-27 Revenue(₹Cr) EBITDA(₹Cr) PAT(₹Cr) Margin Trend FY22-23 FY23-24 FY24-25 FY25-26 Q1FY26-27 PATMargin(%) -992% -106% 27% 19% 22% *Note: Annual Financial results (FY) are audited, while quarterly results have been subjected to a Limited Review by the IndependentStatutory Auditor. Quarterly Operating Trend — Consolidated ₹ in Croresunlessstated· Q1 FY2024-25 throughQ1 FY2026-27 Net Revenue & EBITDA by Quarter (₹ Cr) 100 73 41 37 56 47 50 29 5 11 9 18 13 15 17 Q1 FY25 Q2 FY25 Q3 FY25 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 NetRevenue(₹Cr) EBITDA(₹Cr) *Note: Annual Financial results (FY) are audited, while quarterly results have been subjected to a Limited Review by the IndependentStatutory Auditor. Quarterly Financial Highlights — Consolidated ₹ in Crores unless stated CONSOLIDATED Q1 FY26-27 400 FY25-26 Q1 FY26-27 FY25-26 Q1 FY26-27 100 Q1 F 5Y 625-26 151 FY25-26 148 Q1 FY26-27 Q1 FY25-26 Q1 FY25-26 Q1 FY25-26 FY25-26 110 50 13 10 7 88 Revenue EBITDA PBT PAT Q1 FY25-26 FY25-26 Q1FY26-27 Basic EPS₹65in Q1 FY 26-27 vs₹4 in Q1 FY25-26 *Note: Annual Financial results (FY) are audited, while quarterly results have been subjected to a Limited Review by the IndependentStatutory Auditor. Order Book Position | All values inclusive of GS [Showing first 8,000 characters — download PDF for full document]