Investor Presentation

Date: 30.10.2026 The Corporate Relationship Dept., National Stock Exchange of India Limited, Exchange Plaza, Bandra Kurla Complex, Bandra (East), Mumbai - 400 051 Symbol: - KRISHNADEF ISIN: - INE0J5601015 Sub: INVESTOR PRESENTATION FOR THE QUARTER & HALF YEAR ENDED 30.09.2026. Respected Sir/ Madam, Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations 2015, please find enclosed herewith the Investor Presentation for Quarter & Half Year ended 30.09.2026. Kindly take the same on the record. Thanking You, Yours Faithfully, For KRISHNA DEFENCE AND ALLIED INDUSTRIES LIMITED Ankur Ashwin Shah Managing Director DIN: - 01166537 Investor Presentation Q2 & H1 FY27 Investor Presentation Q4 & FY26 Table of Contents Table of Contents PERFORMANCE HIGHLIGHTS & UPDATES ABOUT US WAY FORWARD ANNUAL FINANCIALS BUSINESS OVERVIEW INDUSTRY OVERVIEW TEAM & TIMELINE KrishnaDefence&AlliedIndustries Limited 2 PERFORMANCE HIGHLIGHTS UPDATES PERFORMANCE HIGHLIGHTS & UPDATES Krishna Defence & Allied Industries Limited KEY BUSINESS HIGHLIGHTS – Q2’FY27 KEY BUSINESS HIGHLIGHTS – Q2’FY27 Expansion of Defence International Expansion Technology Acquisition Defence Innovation – iDEX Product Portfolio Signed an MoU with a defenceprime Signed an MoU with Pitagone, Belgium, Received Transfer of Technology Won the Indian Navy’s iDEXchallenge for the development and supply of for the manufacture of barriers for (ToT) from CSIR–Goa for the JAYA for the development and manufacture ammunition components export to Belgium. Autonomous Underwater Vehicle of weld consumables for underwater (AUV). welding. Strategic Materials – Drishti Underwater Domain Industry Recognition Awareness (UDA) Won the Drishti challengefor the Secured two developmental contracts Received the Fastest Growing SME development and manufacture of from the Indian Navyfor platforms Award from India SME Forum, special steel products for Yantra supportingISR & ASWcapabilities. recognisingthe company’s growth India Limited. and performance. KrishnaDefence&AlliedIndustries Limited 4 FINANCIAL HIGHLIGHTS (Q2’FY27 - Standalone) Order Book & Tender Pipeline as on September 30, 2026 Revenue INR 753 Mn 55.7% YoY Unexecuted Order Book Tender Pipeline INR 1,090 Mn INR 3,050 Mn EBITDA EBITDA % Strong & stable order book as on 30 Sep 2026 Robust opportunity pipeline under active pursuit INR 203 Mn 26.9% 119.9% YoY +786 bps YoY HIGHEST EVER Net Profit Net Profit % EBITDA Margins INR 151 Mn 20.1 % 120.4% YoY +590 bps YoY KrishnaDefence&AlliedIndustries Limited 5 QUARTERLY INCOME STATEMENT (Standalone) QUARTERLY INCOME STATEMENT (Standalone) Particulars (INR Mn) Q2FY27 Q1FY27 Q2FY26 YoY% H1FY27 H1FY26 YoY% Revenue from Operations 752.9 576.0 483.6 55.7 1,328.9 1,162.8 14.3 Total Expenditure 550.4 424.4 391.6 40.6 974.8 944.6 3.2 COGS 388.2 326.8 272.0 42.7 715.0 709.4 0.8 Employee benefit expenses 54.0 49.3 54.2 (0.3) 103.3 101.8 1.5 Other expenses 108.2 48.3 65.3 65.7 156.5 133.4 17.3 EBITDA 202.5 151.6 92.1 119.9 354.1 218.2 62.3 EBITDA Margin (%) 26.9 26.3 19.0 +786 bps 26.6 18.8 +789 bps Other income 17.1 9.4 6.5 164.7 26.5 9.2 189.3 Depreciation 12.5 10.9 6.7 88.0 23.4 17.0 37.4 EBIT 207.1 150.2 91.9 125.4 357.2 210.3 69.9 Interest 1.2 1.2 0.5 129.8 2.3 2.2 8.9 Profit Before Tax 205.9 149.0 91.4 125.4 354.9 208.1 70.5 Tax 54.7 32.3 22.8 140.4 87.0 51.7 68.2 Net Profit 151.2 116.7 68.6 120.4 267.9 156.4 71.3 Net Profit Margin (%) 20.1 20.3 14.2 +590 bps 20.2 13.5 +671 bps Reported EPS (INR) 10.12 7.81 4.58 121.0 17.93 10.81 65.9 KrishnaDefence&AlliedIndustries Limited 6 ABOUT US ABOUT US COMPANY OVERVIEW KDAIL is a rapidly advancing defence company, providing critical systems and components to the Indian Navy and the Indian Army, aligned with the national Make in India (MII) vision to build world-class, self-reliant manufacturing capabilities. COMPANY OVERVIEW KDAIL is a rapidly advancing defence company, providing critical systems and components to the Indian Navy and the Indian Army, aligned with the national Make in India (MII) vision to build world-class, self-reliant manufacturing capabilities. Late Mr. Ashwin N. Shah 29 Expertise in special steel alloys, indigenously developed Our founder and an inspirational defence products, and comprehensive in-house R&D, design, leader, started an engineering Average Age of and manufacturing capabilities. Engineering Staff company to manufacture stainless Diversified product portfolio catering to Defence and Dairy steel products in 1997 with a small sectors. investment and small team at 12+ Kalol, Gujarat. Delivering high-quality, precision-engineered equipment Indigenised Items aligned with national indigenisation goals. Inducted Process Product Vertically Quality Innovation Development Integrated Enhancement KrishnaDefence&AlliedIndustries Limited 8 INFRASTRUCTURE OVERVIEW INFRASTRUCTURE OVERVIEW KALOL Manufacturing “Composites products, metal stampings” ~40,000 sq. ft ISO 9001:2015 Accredited Manufacturing Facility Defence Products Dairy Equipments (Halol, Gujarat) (Kalol, Gujarat) HALOL Ship Building Steel Sections Milk Cooling Tanks Improved Space Heating Device Robotic Milk Collection Unit Foundry and Fab “DefenceProducts” Weld Consumables Stainless Steel Milk Can ~1,50,000 sq. ft. Ballast Bricks Specialised Steel Sections for Armoured Vehicle MUMBAI BENGALURU Corporate office RF Optics & Electronics R&D ~ 2,000 sq. ft. Military & Tactical Cable Assembly ~ 4,000 sq. ft. CHENNAI Upcoming AUV Integration and testing facility ~1,50,000-liter testing tank for HIL ~85,000 sq. ft. assembly and integration Quick access to sea for trials KrishnaDefence&AlliedIndustries Limited 9 KEY PRODUCTS (DEFENCE) KEY PRODUCTS (DEFENCE) Ship Building Special Steel Alloy Welding Special Steel Alloy Armoured Improved Space Steel Sections Welding Wire Electrodes Ballast Bricks Steel Profile Heating Device • These are specialized • Special alloys for least • High durability alloy • It has low magnetic • It is made-up of complex • Room heater designed for steel sections which are hydrogen embrittlement rods compatible with signature and high alloys developedforhigh efficient burning offuel at used as stiffeners for and enhance long seam the base material corrosion resistance. tensile and high impact extreme weathers the hull construction of weldability toughness Naval warships. • Ship and Underwater • Robotic long seam welding • Utilised for difficult to • Ideal for Naval • It is used for welding • High Altitude remote area room Vessel Hulls. Depth in surface and underwater reach zones in ship- shipbuilding as well special steel heating.Rugged construction, ratings 50 to 300 mtr+ vessel applications building. Suitable for on- as scientific vessels incriticalArmoured efficient burning through board maintenance and for oceanographic vessel platform optimized material selections refits measurements. and induced air-flow via a ducted fan KrishnaDefence&AlliedIndustries Limited 10 KEY PRODUCTS (DAIRY) KEY PRODUCTS (DAIRY) Milking Collection BMC Milking Machine Robotic Milk Collection Milk Cans and Storage Vessels Open/ close type milk tank as per Belt and couple driven models with Patented operator less seamless are manufactured using food ISO 5708 Type 2 I fixed and trolley variants solution that addresses the challenge grade AISI 304 (18/8) of milk and adulteration ANNUAL STRENGTH SNAPSHOT Growing at a Operating on an Wide Range of Wide customer base steady pace Autopilot mode Dairy Equipment across the country KrishnaDefence&AlliedIndustries Limited 11 DEFENCE CLIENTELE DEFENCE CLIENTELE Indian Army Indian Navy Cochin Shipyard Defence Research Armoured Vehicles Limited & Development Nigam Limited Organisation Mazagon Dock Hindustan Larsen and Garden Reach Shipbuilders & Goa Shipyard Shipbuilders Limited Shipyard Limited Toubro Engineers Limited Limited KrishnaDefence&AlliedIndustries Limited 12 WAY FORWARD WAY FORWARD NEW BUSINESS PROSPECTS NEW BUSINESS Speci [Showing first 8,000 characters — download PDF for full document]