Investor Presentation

CertifiIeSd9O 0 0:12 01I5SO2 70:0210 2C2MMMIL 5 Regd. O8ffi-c4eI2:n, d usEtsrtiaSatalen ,aN tahg ar Hydera-5b0a00d 1 T8e,l angIanndai,a Phon+e91:4 0238312 81/3294/2894/4894 Fax+:9 41023183 694 Emaiiln:fo @zentechnoWleobgsiiwwwet.sez.:ec no.mi,n CorpoIrdaetneNt uimtbyeL r7:2 200TPGL1C909135939 July 26, 2026 To To Listing Department Dept. of Corp. Services National Stock Exchange of India Limited BSE Limited Exchange Plaza, C-1, Block G, Phiroze Jeejeebhoy Towers Bandra Kurla Complex, Dalal Street Bandra (E), Mumbai – 400 051 Mumbai- 400001 Symbol: ZENTEC Scrip Code: 533339 Dear Sir/Madam, Sub: Investor Presentation Please find attached Investor Presentation on the financial results of the Company for the quarter ended June 30, 2026. The above information is also available on the website of the Company: https://www.zentechnologies.com/calls-and-conferences This is for your kind information and records. Thanking you Yours faithfully, For Zen Technologies Limited Sourav Dhar Company Secretary & Compliance Officer Encl: As above WorkPsl:No to3 .6 H,a rdwPaarreNk e,a Srh amshaIbnatde rnAaitripoHonyrtad,le ra-b5a05d11 0T,e langIanndai,a •<rp�ML Appraisal#74961E xpI. Feb17,2028 Q 1 FY2 7 Investor Presentation Q1 FY27 Q1FY27 | Zen Technologies Limited Commentary Q1 FY27 revenue is consistent with our expectations and reflects the early stage of our product offering to the Air Force. Negotiations with OEMs are at an advanced stage, current order book's execution cycle, with expected revenue weighted towards Q2 and we are positive that we would be able to formalise partnerships with the OEMs FY27 and Q3 FY27. The order book improved substantially and was largely secured during the course of the year, marking our entry into the air simulator domain. starting from October 2025. The typical execution cycle of these orders is around The procurement environment continues to be positive, with the Government's twelve months. Further orders received till Q2 FY27 are expected to be partially sustained prioritisation of counter-drone systems, layered air defence and unmanned executed by Q4 FY27. platforms evidenced by the Defence Acquisition Council (DAC) clearances over the past We entered FY27 with clear visibility on execution. We closed the quarter with a few months. The procurement prioritisation of the sectors in which Zen operates, consolidated order book of ₹1,239.02 crore as at 30 June 2026 and subsequently together with the continued emphasis on Buy Indian-IDDM, reinforces the relevance of received a further simulator order of ₹177.50 crore in July 2026 for the upgradation and our portfolio. With a materially broadened product suite and a strong order pipeline, integration of Tank and Crew Gunnery Simulators. Taken together, this represents a we are well placed to convert the opportunities ahead of us as the year progresses. strong and executable order book, the majority of which is scheduled for conversion into revenue from Q2 FY27 onward. We remain on track with our delivery schedules. The quarter also advanced our capabilities as a leader in anti-drone systems and defence training solutions. We introduced new products during the quarter, including an AI-powered anti-drone system, the Hyperstrike interceptor drone, the Zen Vrishab unmanned ground vehicle and the Integrated Smart Border Suite. These new products complement our established position in the anti-drone and training markets. As we have communicated earlier, our ambition is to provide training solutions across all three services — the Army, the Navy and the Air Force. We are today the leader in the Army and Navy domains, and have successfully completed the R&D for our first Q1FY27 | Zen Technologies Limited Electronic Naval Sim Naval Sim Drones Propulsion Automated Weapons Robotics & Warfare Technology & Surveillance Automated Weapons Systems (AWSS) Station (AWS) 51% 100% 76% 76% 51% 49% 45.33% SHARE SHARE SHARE SHARE SHARE SHARE SHARE Q1FY27 | Zen Technologies Limited Advanced Product Suite Drone & Counter-Drone Solutions Operational Equipment Anti Drone System Force Multipliers Loitering Munition ISR systems Training Solutions Naval Simulation Live Ranges Virtual Simulation Marine Solutions Live Simulation Combat Training Naval Solutions Centre Q1FY27 | Zen Technologies Limited Advanced Product Suite Containerised Small Arms Firing Range Tacsim Tank Targets Q1FY27 | Zen Technologies Limited Advanced Product Suite Air simulators DSRV: Deep Sea Rescue Vehicle Submarine Navigation Simulator Q1FY27 | Zen Technologies Limited Advanced Product Suite Vector Technics: Drone propulsion technologies Q1FY27 | Zen Technologies Limited Q1FY27 Consolidated Highlights Revenue from Operations (YoY) Profit After Tax (YoY) (ALL VALUES ₹ IN CRORE) (ALL VALUES ₹ IN CRORE) EBITDA (YoY) (ALL VALUES ₹ IN CRORE) ₹141.64 Cr ₹34.46 Cr ₹57.88 Cr Q1FY27 141.64 Q1FY27 34.46 Q1FY27 57.88 Q1FY26 158.22 Q1FY26 47.75 Q1FY26 86.49 *PAT Adjusted for Non-Controlling Interests Q1FY27 | Zen Technologies Limited Financial Statement Summary SUMMARY OF CONSOLIDATED PROFIT & LOSS STATEMENT PARTICULARS Q1FY27 Q4FY26 Q1FY26 (₹ IN CRORE) (UNAUDITED) (AUDITED) (UNAUDITED) KEY PERFORMANCE INDICATORS Sales 141.64 178.08 158.22 Other Income 19.16 22.70 21.79 Total Revenue 160.79 200.78 180.01 Total Operating Expenses 102.91 127.09 93.51 EBITDA 57.88 73.69 86.49 EBITDA Margins 40.9% 41.4% 54.7% Operational EBITDA 38.72 50.99 64.70 Operational EBITDA Margins 27.3% 28.6% 40.9% Interest Cost 1.09 2.02 3.46 Depreciation 7.86 5.84 6.34 Profit Before Associates, Exceptional Items and Tax 48.93 65.83 76.69 Profit After Tax (Adjusted for Non-Controlling Interest) 34.46 31.53 47.75 Q1FY27 | Zen Technologies Limited Consolidated Order Book Status as of 30th June 2026 Order Book as at 30th June 2026 Order Book Equipment 920.59 Cr - 318.43 Cr New Orders Orders Executed = TOTAL Order Book as at 31st March 2026 1,239.02 Cr 1,336.04 Cr New Order bagged in Orders executed in Q1FY27 Q1FY27 Total Order 44.62 Cr 141.64 Cr Book Q1FY27 | Zen Technologies Limited Consolidated Order Book Domestic 1,153.77 Export 85.25 = Total 1,239.02 Thank Let’s connect Disclaimer Hari Haran Chalat Certain Statements in this presentation concerning our future ©2018 ZEN TECHNOLOGIES LIMITED., ALL RIGHTS RESERVED. growth prospects are forward-looking statements, which ZEN TECHNOLOGIES LOGO IS A TRADEMARK OF ZEN TECHNOLOGIES involve a number of risks and uncertainties that could cause LIMITED. IN ADDITION TO COMPANY DATA, DATA FROM MARKET investors@zentechnologies.com actual results to differ materially from those in such forward- RESEARCH AGENCIES, STOCK EXCHANGES AND INDUSTRY PUBLICATIONS Chief Financial Officer looking statements. The risks and uncertainties relating to HAS BEEN USED FOR THIS PRESENTATION. THIS MATERIAL WAS USED Zen Technologies Limited these statements include, but are not limited to, risks and DURING AN ORAL PRESENTATION; IT IS NOT A COMPLETE RECORD OF THE uncertainties regarding fluctuations in earnings, intense DISCUSSION. THIS WORK MAY NOT BE USED, SOLD, TRANSFERRED, competition, political instability and general economic ADAPTED, ABRIDGED, COPIED OR REPRODUCED IN WHOLE ON OR IN conditions affecting our industry. The company does not PART IN ANY MANNER OR FORM OR IN ANY MEDIA WITHOUT THE PRIOR undertake to update any forward-looking statement that may WRITTEN CONSENT. 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