Updates

October 19, 2026 BSE Limited (“BSE”) National Stock Exchange of India Limited (“NSE”) Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block G, Dalal Street, Bandra Kurla Complex, Bandra (East), Mumbai – 400 001 Mumbai – 400 051 SCRIP CODE: 544951 SYMBOL: ARMEE Subject: Investor Presentation under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 Dear Sir/Madam, Pursuant to Regulation 30 read with Part A of Schedule III of Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed Investors Presentation for the quarter ended on June 30, 2026. Kindly take the same on record. Thank You, For ArMee Infotech Limited Purnima Jain Company Secretary & Compliance Officer Membership No: A-34071 From Potential to Performance, Enabling Digital India CIN Number: U72100GJ2011PLC063953 ArMee Infotech Limited Email cs@armeeinfotech.com ArMee House, www.armeeinfotech.com 17, Goyal Intercity Row House, O +91 79 49114911 Thaltej, Ahmedabad -380054. Gujarat India ARMEE INFOTECH LIMITED VALUE-CREATION THROUGH BUSINESS EVOLUTION INVESTOR PRESENTATION Q1FY27 Safe Harbour This presentation ("Presentation") has been prepared by ArMee Infotech Limited (“ArMee" or the "Company") and is intended to provide general information on the Company's business, financial and operational performance for the quarter ended June 30, 2026, as disclosed to the stock exchanges in compliance with the SEBI (Listing Obligations and Disclosure Requirements) Regulations,2015 ("SEBILODR"). This Presentation is based on publicly available information and/or information already filed with the stock exchanges. It is not intended, and should not be construed, as an offer" invitation, solicitation, or recommendation to buy, sell or subscribe to any securities of the Company or to enter into any investment activity. Certain statements in this Presentation may be 'forward-looking statements" within the meaning of applicable laws and regulations, which are based on current expectations, assumptions, projections, and estimates and involve risks and uncertainties that could cause actual results to differ materially. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties, and assumptions that are difficult to predict. Recipients are cautioned not to place undue reliance on these statements and are advised to refer to the Company's filings with the stock exchanges for a more detailed discussion of factors that could impact future results. The Company does not undertake to update or revise any forward-looking statements to reflect events or circumstances after the date hereof This Presentation should be read in conjunction with the financial results, disclosures, and other public announcements made by the Company from time to time, which are available on the websites of the stock exchanges and the Company. By accessing this Presentation, the recipient acknowledges that it is intended for general information purposes only and agrees that the Company and its management shall not be held liable for any loss, damage, or consequence arising from any use of the information contained herein. Q1 Financial Performance (Standalone) (In ₹ Cr) (In ₹ Cr) (In %) Revenue from Operations Profitability Profitability Margin EBITDA PAT EBITDA Margin PAT Margin 1000.00 893.30 900.00 80.00 68.34 9.00% 800.00 70.00 8.00% 7.65% 700.00 60.00 50.17 7.00% 600.00 6.00% 5.62% 50.00 500.00 5.00% 40.00 400.00 270.29 273.27 4.00% 300.00 30.00 3.00% 1.74% 2.83% 200.00 20.00 7.72 2.00% 4.69 2.77 100.00 10.00 0.95 1.00% 1.01% 0.35% 0.00 0.00 0.00% Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 Performance Highlights • Revenue from Operations grew by 1.10% YoY to ₹273.27 Cr in Q1 FY27. • EBITDA increased by 64.61% to ₹7.72 Cr, with EBITDA margin improving to 2.83% from 1.74%. • PAT increased by 191.58% to ₹2.77 Cr, with PAT margin improving to 1.01% from 0.35%. • Business across Government, PSU and BFSI segments typically experiences softer activity in Q1 and Q2, with a larger share of project execution concentrated in H2. Q1 Financial Performance (Consolidated) (In ₹ Cr) (In ₹ Cr) (In %) Revenue from Operations Profitability Profitability Margin EBITDA PAT EBITDA Margin PAT Margin 900.00 825.11 64.26 9.00% 800.00 70.00 8.00% 7.79% 700.00 60.00 45.13 7.00% 600.00 50.00 6.00% 500.00 40.00 5.47% 5.00% 400.00 30.00 271.29 275.79 4.00% 300.00 20.00 6.95 3.00% 3.04 1.82 1.12% 2.52% 200.00 10.00 2.00% 100.00 0.00 -0.35 1.00% 0.66% 0.00 -10.00 Q1FY26 Q4FY26 Q1FY27 0.00% -0.13% Q1FY26 Q4FY26 Q1FY27 -1.00% Q1FY26 Q4FY26 Q1FY27 Performance Highlights • Revenue from Operations stood at ₹275.79 Cr in Q1 FY27, compared to ₹271.29 Cr in Q1 FY26. • EBITDA increased by 128.62% to ₹6.95 Cr in Q1 FY27, compared to ₹3.04 Cr in Q1 FY26, driven by improved project execution and operational efficiencies. • Profit After Tax stood at ₹1.82 Cr in Q1 FY27, compared to loss of ₹ 0.35 Cr in Q1 FY26, reflecting the company's quarterly operating performance. • Order book stood at ₹2,609.41 Cr as of June 30, 2026, providing revenue visibility across IT infrastructure, renewable energy EPC and related projects. Post Quarter Developments • Raised ₹300.00 Cr through IPO to fund business expansion, working capital requirements and repayment of outstanding borrowings. • Incorporated ArMee MH One Renewable Energy Private Limited as a wholly owned subsidiary on October 15, 2026, for solar power project development. Quarterly & Yearly Profit & Loss Statement (Standalone) (Amounts in ₹ Cr) Particulars Q1FY27 Q1FY26 YoY (%) Q4FY26 QoQ (%) FY26 FY25 YoY(%) Revenue from Operations 273.27 270.29 1.10% 893.30 (69.41%) 1,455.83 1,293.94 12.51% Other Income 0.67 0.07 1.67 14.36 2.46 Total Income 273.94 270.36 1.32% 894.96 (69.39%) 1,470.19 1,296.40 13.41% Purchase of IT Infrastructure Products and Cost of EPC Contracts and Other related 249.42 239.50 786.48 1,256.35 1,150.17 services Employees Expenses 3.79 11.31 8.70 44.28 44.39 Other Expenses 12.34 14.79 29.78 73.26 41.84 Total Expenses 265.55 265.60 -0.02% 824.96 (67.81%) 1373.89 1236.40 11.12% EBITDA 7.72 4.69 64.61% 68.34 (88.70%) 81.94 57.54 42.41% EBITDA Margin (%) 2.83% 1.74% 109 bps 7.65% (482 bps) 5.63% 4.45% 118 bps Finance Cost 3.42 3.04 0.79 3.14 6.43 Depreciation 1.29 0.41 3.99 24.69 1.17 Profit Before Tax 3.67 1.30 182.31% 65.22 (94.37%) 68.48 52.41 30.66% Provision for Tax 0.91 0.35 15.05 17.22 11.16 Profit After Tax 2.77 0.95 191.58% 50.17 (94.48%) 51.27 41.25 24.29% PAT Margin (%) 1.01% 0.35% 66 bps 5.62% (461 bps) 3.52% 3.19% 33 bps Basic & Diluted EPS (₹) 1.17 0.40 192.50% 21.14 (94.47%) 21.60 17.38 24.28% Source: Company Financial Statement 5 Quarterly & Yearly Profit & Loss Statement (Consolidated) (Amounts in ₹ Cr) Particulars Q1FY27 Q1FY26 YoY (%) Q4FY26 QoQ (%) FY26 FY25 YoY(%) Revenue from Operations 275.79 271.29 1.66% 825.11 (66.58%) 1,396.63 1,313.31 6.34% Other Income 0.32 0.07 0.77 13.47 2.47 Total Income 276.12 271.36 1.75% 825.88 (66.57%) 1,410.10 1,315.78 7.17% Purchase of IT Infrastructure Products and Cost of EPC Contracts and Other related 249.73 239.68 725.76 1,196.90 1,162.16 services Employees Expenses 6.04 12.99 11.52 52.37 50.44 Other Expenses 13.09 15.58 23.57 71.72 42.08 Total Expenses 268.86 268.25 0.23% 760.85 (64.66%) 1,320.99 1,254.68 5.29% EBITDA 6.95 3.04 128.62% 64.26 (89.22%) 75.64 58.63 29.01% EBITDA Margin (%) 2.52% 1.12% 140 bps 7.79% (528 bps) 5.42% 4.46% 96 bps Finance Cost 3.46 3.12 4.08 24.94 6.72 Depreciation 1.29 0.42 0.80 3.17 1.19 Profit Before Tax 2.52 -0.43 LP 60.16 (95.81%) 60.99 53.20 14.64% Provision for Tax 0.70 -0.08 15.02 15.53 11.53 Profit After Tax 1.82 -0.35 LP 45.13 (95.97%) 45.47 41.67 9.12% PAT Margin (%) 0.66% -0.13% 79 bps 5.47% (481 bps) 3.26% 3.17% 9 BPS Basic & Diluted EPS (₹) 0.76 -0.15 LP 19.02 (96.00%) 19.16 17.56 9.11% Source: Company Financial Statemen [Showing first 8,000 characters — download PDF for full document]