Pursuant to Regulation 30 of Securities Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed a copy of the Investor Presentation in connection with the unaudited financial result for the half year & year ended 30th September, 2026.

DDaatteedd:: 2299//1100//22002266 The General Manager DCS-CRD (Corporate Relationship Department) BSE Ltd. Rotunda Building P.J. Tower, Dalal Street, Fort MUMBAI-400001 BSE SCRIP Code: ROBU | 543787 SSuubbjjeecctt:: IInnvveessttoorr PPrreesseennttaattiioonn iinn ccoonnnneeccttiioonn wwiitthh FFiinnaanncciiaall RReessuullttss ffoorr tthhee hhaallff yyeeaarr && yyeeaarr eennddeedd 3300tthh SSeepptteemmbbeerr,, 22002266.. RReeffeerreennccee:: IInnvveessttoorrss MMeeeettiinngg ttoo bbee sscchheedduulleedd oonn tthhee 0033rrdd ddaayy ooff NNoovveemmbbeerr 22002266,, aass iinnttiimmaatteedd ttoo BBSSEE LLttdd.. ddaatteedd 2299tthh OOccttoobbeerr,, 22002266 Pursuant to Regulation 30 of Securities Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed a copy of the Investor Presentation in connection with the unaudited financial result for the half year & year ended 30th September, 2026. This is for your information and record Thanking you. Yours Faithfully, FFoorr,, MMaaccffooss LLiimmiitteedd Name: CS DCG (ICSI) Sagar Gulhane Company Secretary & Compliance Officer EEnnccll::-- IInnvveessttoorr PPrreesseennttaattiioonn MACFOS LIMITED H1 FY 2026-27 MANAGEMENT PRESENTATION BUSINESS OVERVIEW OPERATING AND FINANCIAL INDEX PERFORMANCE PAGE STRATEGIC PRIORITIES FOR FUTURE MANAGEMENT PERSPECTIVE BUSINESS OVERVIEW WHAT IS ROBU? SPECIALISED ELECTRONIC PARTS E-COMMERCE STORE WEBSITE & APPLICATION OVERVIEW Specialized E-Com Store for electronics items including Robotic parts, Drone Parts, E-bike parts, IoT & Wireless items, 3D printer & parts, DIY learning kits, Development Boards, Raspberry Pi (Single board computers & Peripherals), Sensors, Motors, Motor drivers, Pumps, Batteries and its chargers, Electronic modules & Displays and various other Mechanical and Electronic components. Easy access to hard-to-find electronic items under one roof at a reasonable price. Strong online presence, efficient order delivery capabilities across PAN India. complemented by robust product sourcing network Facilitate consumers such as Manufacturers, Corporates, Educational institutions, Researchers and Developers, to Speed up their entire R&D to Manufacturing Cycle. Launched E-commerce store website Robu.in in 2014, Android Mobile application in 2017 & IOS Application in Jan 2023. 1,00,000+ SKU's 150+ Brands, 210+ vendor tie ups in India & Abroad. 60,000+ Sq. ft Dedicated warehouse, 300+staffs (Own + Contract). Targeted online marketing (Digital +Social), dedicated tech support, superfast shipping, experienced sales team for customer education & quick order closure Consistent growth in Turnover, EBITDA and PAT at a CAGR of 58%, 53% & 53% respectively (For last 3 years). Reaching Turnover of 256 Cr in FY 24-25 and 312 Cr in FY 25-26. Inhouse R&D and Product development Team . CORE STRENGTHS EXTENSIVE & STRONG DIVERSED DIVERSE & PORTFOLIO OF GROWING ELECTRONIC CUSTOMER ITEMS & PARTS BASE SCALABLE & RELIABLE TECHNOLOGY PLATFORM CONSISTENT EXPERIENCED TRACK PROMOTERS RECORD OF WITH STRONG PROFITABLE MANAGEMENT GROWTH TEAM HAVING & STRONG DOMAIN FINANCIAL KNOWLEDGE PERFORMANCE COMPANY EVOLUTION FINANCIAL YEAR 2019-20 2020-21 2021-22 2022-23 2023-24 2024-25 2025-26 REVENUE (INR Crore) 16.22 27.12 55.51 80.80 126.36 257.68 311.74 PROMOTERS PROFILE Atul Maruti Dumbre Binod Prasad Nileshkumar Purshottam Chairman & Managing Whole Time Director Chavhan Director & CFO Whole Time Director Qualifications: Qualifications: Qualifications: Master of Technology Bachelor of Engineering Master of Engineering (Energy Studies), MIT Pune (Mechanical), MIT Pune (Mechanical), IISC Bangalore Experience – 15 years Experience – 15 years Experience – 15 years STEEP RISING CUSTOMER ENGAGEMENT 1,05,775 1,08,771 8,79,424 5,05,250 6,762 6,111 3,96,366 5,365 6,02,503 5,85,917 71,054 4,632 5,30,418 2,66,271 2,38,125 18,349 12,759 H1 25-26 H1 26-27 FY 24-25 FY 25-26 H1 25-26 H1 26-27 FY 24-25 FY 25-26 H1 25-26 H1 26-27 FY 24-25 FY 25-26 Mar-23 Mar-24 Mar-25 Mar-26 Sep-26 AVG. MONTHLY WEBSITE TOTAL ORDERS SERVED AVG ORDER VALUE* TOTAL SKU’S** AND APP VISITORS (NOS) (NOS) * *The increase in SKUs is primarily driven by the addition of small and ***Total Visitors Sep-26= 9,10,322 low-cost items. CUSTOMER / ORDERS SERVED 2,66,271 No. of Customers Served No. of Orders Served 1,78,399 1,46,757 80,838 H1 FY 25-26 H1 FY 26-27 INVENTORY MANAGEMENT Out of Total Inventory (as on Sep-26) 4.48 % Inventory is Very Slow- moving* (Compared to 5.52 % as of June-26). *Very Slow-moving is, Inventory/Material older than 9 Months. *These are not perishable in Nature, neither Obsolete Items. * These are primarily low-cost SKUs with a longer rotation cycle. RETURN/REPLACEMENT MANAGEMENT STATISTICS COST TO COMPANY (Amt in Lakhs) FY 24-25 58.19 FY 25-26 109.89 H1 FY 26-27 107.50 OPERATING FINANCIAL PERFORMANCE GROWTH TREND IN TOTAL REVENUE AND PROFITABILITY 4,106.13 31,179.89 2,560.97 18,196.84 2,191.09 1,318.27 12,914.17 1,636.48 1,004.46 H1 25-26 H1 26-27 FY 25-26 H1 25-26 H1 26-27 FY 25-26 H1 25-26 H1 26-27 FY 25-26 REVENUE (IN LAKHS) EBITDA (IN LAKHS) PAT (IN LAKHS) Note: Ind AS adopted from 1 April 2026. FY 2025–26 figures restated; FY 2024–25 full-year figures not presented. KEY RATIOS ON SUSTAINABLE FINANCIAL GROWTH 27.42% 13.17% 8.21% 31.08% CAGR LAST 3 YEAR 7.78% 12.67% 13.45% 12.96% 11.72% 11.34% 7.24% 12.04% H1 25-26 H1 26-27 FY 25-26 H1 25-26 H1 26-27 FY 25-26 H1 25-26 H1 26-27 FY 25-26 H1 25-26 H1 26-27 FY 25-26 EBITDA (IN %) PAT (IN %) RETURN ON NET ROCE (IN %) WORTH (IN %) Note: Ind AS adopted from 1 April 2026. FY 2025–26 figures restated; FY 2024–25 full-year figures not presented. ASSETS EQUITY & LIABLITIES PROFIT & LOSS STRATEGIC PRIORITIES STRENGTHEN & ACCELERATE FOCUS ON PRODUCT CORE BUSINESS (ROBU 1.0) INNOVATION (ROBU 2.0) NEW PRODUCTS TO BE DESIGNED AND DEVELOPED WITH SPECIAL FOCUS ON INCREASE ORDER FULFILMENT SPEED DRONE AND IT’S PARTS AND CAPABILITY. STRENGTHEN INTRA/INTERR WAREHOUSE MANAGEMENT. CATEGORY/BRAND/PRODUCT EXPANSION. DRIVE DIGITAL INNOVATION INCREASE CORPORATE CUSTOMER MAXIMIZE USE OF ERP IN OPERATIONS (TO INCREASE EFFICIENCY & ACCOUNTABILITY) REACH AND FACILITATE EASE OF ORDERING. SCALABLE IN-HOUSE IT INFRASTRUCTURE ROBU 1.0 Robu 1.0 is our existing electronic distribution business. Here we are committed to provide new tech products at affordable prices, providing minimum lead time and excellent customer support. To support this we always strive to work on improving our IT infrastructure to achieve better efficiency. ROBU 2.0 In Robu 2.0 we are focused to create and develop more of our own brands and products while expanding our current distribution business. This will give us a competitive edge in the future, aligning with our long-term goals for the next 5 to 10 years. Our Own Electronics Our Own Mechanical Our Own Drone Our OEM Products Products Products Products Launched 14 • Motor driver series. • Mechanical Drone frames SKU • 2195 SKU Added, Till • 340 SKUs Added, Sep-26 . Accessories across 5 Categories, Development. Major Launch: till Sep- 26. Agri-Drone Frame • Major Launch: Ready to Fly FPV -TFT & HMI Displays Kits. -Raspberry Pi Neo Telemetry Dev. Board Drone RC Remote. Flight Controller Stack. MANAGEMENT PERSPECTIVE MANAGEMENT PERSPECTIVE Dear Shareholders, We are pleased to share the business progress and financial performance of Macfos Limited for H1 FY 2026–27. The Company delivered revenue of ₹181.96 crore, EBITDA of ₹21.91 crore and Profit After Tax of ₹13.18 crore during the First half. On a comparable basis using Ind AS-converted figures, this represents growth of 41% in revenue, 34% in EBITDA and 31% in PAT (Compared to H1 FY 25-26). We believe this performance reflects the continued strength of our underlying business and the focused execution of our strategy. Importantly, we have sustained our growth momentum despite an uncertain global environment, demonstrating the resilience and scalability of our b [Showing first 8,000 characters — download PDF for full document]