Investor Presentation

Pace Digitek Limited (Formerly Known as Pace Digitek Private Limited) Regd. Office: Plot No. V-12, Industrial Estate, Kumbalgodu, Mysore Highway, Bangalore - 560 074. T : +91 80 29547792 / 94 / 95 / 96. E : info@pacedigitek.com w : www.pacedigitek.com CIN-L31909KA2007PLC041949 Ref No: PDL/2026-27/Q03_15 Date: October 31, 2026 BSE Limited National Stock Exchange of India Ltd Phiroze Jeejeebhoy Towers Exchange Plaza, C-1, Block G Dalal Street, Fort Bandra Kurla Complex, Bandra (E) Mumbai – 400001 Mumbai – 400051 Scrip Code – 544550 Symbol – PACEDIGITK Dear Sir/Madam, Sub: Investors’ Presentation on the Financial Results for the Quarter and Half year ended September 30, 2026 pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 Further to our intimation regarding the Consolidated and Standalone Unaudited Financial Results for the Quarter and Half year ended September 30, 2026 and pursuant to Regulation 30 of the of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, we enclose herewith a copy of the Investor Presentation in connection with the aforesaid Financial Results. The same has also been uploaded on the Company’s website which may be viewed at https://www.pacedigitek.com You are requested to take the above information on records. Thanking You, For PACE DIGITEK LIMITED [Formerly known as Pace Digitek Private Limited] Meghana M P Company Secretary and Compliance Officer Membership No: A42534 Add: Plot No. V-12, Industrial Estate, Kumbalgodu, Mysore Highway, Bangalore - 560 074. Telecom & ICT Energy Earnings Presentation Q2 and H1 FY2027 Pace Digitek Ltd. Our Business Model & Operating Scale Energy Solutions Telecom & ICT Across products, project execution, asset ownership and lifecycle services Integrated, end-to-end infrastructure solutions Manufacturing & Products: Telecom power systems 01 BESS Manufacturing & Products 02 EPC & Project Execution 01 and allied equipment BESS containers, PCS, Supply, installation BMS and EMS integration and commissioning Projects: Towers, power systems, OFC and ICT networks BOO/ Asset Ownership Long-term O&M 03 04 Development, ownership & operation Long-term asset operations and of contracted storage assets performance management Services: Network operations, maintenance and lifecycle support Operational Highlights Operational Highlights 5 GWh 1.8 GWh + 1 GWh + 5 → 10 GWh 30,000+ 8,000+ Operational BESS Cumulative Cumulative Targeted Total BESS Telecom sites BSNL 4G sites Manufacturing Capacity BESS Delivered BESS Commissioned Manufacturing Capacity execution experience deployment completed by December 2026 FY2027 YTD Performance At Glance H1 FY27 Balance Sheet 01 02 03 Operational Highlights Results Snapshot & Returns Revenue from Rs. 13,635 Mn Net Debt / Equity 875 MWh BESS Commissioned Operations 0.35x ▲51.4% YoY BESS Manufacturing Output 844 MWh ROCE in H1 FY27 Rs. 2,447 Mn EBITDA 12.6% ▲40.5% YoY | Margin: 17.9% Expanded Manufacturing 2.5 5 GWh Capacity to 5 GWh in H1 FY27 Rs. 1,598 Mn PAT 13.2% Rs. 24,374 mn H1 FY27 Order Inflows ▲30.4% YoY | Margin: 11.7% Executable Order Book Energy H1 FY2027 Revenue Energy Order Book & Rs. 85,277 mn Rs. 10,876 mn Rs. 107,353 Mn Rs 13,635 Mn 04 79.4% 79.8% Segment Revenue (As at 30 Sep 2026) Telecom & ICT Telecom & ICT Rs. 22,080 mn Rs. 2,759 mn 20.6% 20.2% Business Updates and Order Wins Structural Demand Drivers FY2027 YTD Order Inflows | Rs. 24,375 mn ➢ CTUIL BESS Connectivity Advisory (October 2026) Energy Solutions | Rs. 21,727 mn • Prescribes a 4-hour minimum storage duration for Non-RoFR applications and standalone BESS at RE pooling stations, versus 2-hours for eligible RoFR applications, NLC India - BESS EPC (250 MW / 500 MWh): Rs. potentially doubling storage capacity requirements per MW for applicable projects 7,099 mn ➢ Green Energy Corridor Phase-III (Sep 2026) • Enables evacuation of up to 135 GW of renewable energy and supports 50 GWh of DVC - BESS EPC (250 MW / 500 MWh): Rs. 7,020 BESS deployment, backed by a Rs. 50,000 crore allocation • Expands the addressable market for transmission-linked BESS, EPC and associated infrastructure BSES Rajdhani Power - BESS BOOT (57.5 MW / ➢ CEA Draft BESS Requirement for Solar & Wind (Sep 2026) 03 115 MWh): Rs. 1,794 mn • 2-hour co-located BESS equivalent to 10% of plant capacity for projects commissioned after Jul-27 and rises to 4 hours for projects commissioned from July-29 to Jun-31 BESS Supply (NTPC GE Power Services (NGSL) ➢ Phase II Rs. 5,400 Crore BESS VGF Scheme (May 2026) 04 and Kalpa Power): Total Rs. 5,814 mn • Supports 30 GWh of new standalone BESS capacity: 25 GWh across 15 States and 5 GWh allocated to NTPC ➢ 20% Domestic Content Requirement for VGF-Supported BESS Projects (Dec 2025) Telecom & ICT | Rs. 2,647 mn Expands Opportunities in BESS Value Chain Driven by 01 BSNL | BharatNet OFC EPC : Rs. 2,647 mn Renewable integration | Localization requirements | Govt -backed storage deployment Revenue Mix and Order Book Movement Revenue Breakdown Order Book Movement (Rs. Million) Energy contributed 80% of H1 FY27 revenue, reflecting continued execution of BESS and renewable energy projects. 24,375 12% 107,353 21% 20% 20% -13,635 96,613 86% 85% 79% 80% 80% 14% 15% Q1 Q2 Q3 Q4 Q1 Q2 H1 H1 FY2026 FY2026 FY2026 FY2026 FY2027 FY2027 FY2026 FY2027 31-March-2026 Incoming orders in H1 FY27 H1 FY27 Sales 30-Sep-2026 31-March-2026 Incoming orders for Sales in H1 FY27 30-Sep-2026 H1 FY27 Energy Telecom & ICT Consolidated Financial Performance Highlights Revenue From Operations (Rs. mn) Gross Profit (Rs. Mn) 4,059 13,635 10,968 9,005 2,491 2,504 2,583 8,082 5,334 6,440 5,554 1,412 1,692 1,555 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 H1 FY26 H1 FY27 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 H1 FY26 H1 FY27 EBITDA (Rs. Mn) PAT (Rs. Mn) 1,598 2,447 1,226 1,632 1,586 1,741 1,059 973 941 1,179 861 679 625 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 H1 FY26 H1 FY27 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 H1 FY26 H1 FY27 Q2 & H1 FY2027 Financial Performance (Consolidated) Particulars (Rs. Million) Q2 FY27 Q2 FY26 YoY Q1 FY27 QoQ H1 FY27 H1 FY26 YoY • Strong revenue growth supported by higher execution across Energy projects, Revenue from operations 8,082 5,334 51.5% 5,554 45.5% 13,635 9,005 51.4% alongside continued contribution from Gross profit 2,504 1,412 77.3% 1,555 61.0% 4,059 2,583 57.1% Telecom & ICT projects and O&M Gross profit margin 31.0% 26.5% 28.0% 29.8% 28.7% operations Employee expenses 368 241 53.2% 333 10.8% 701 438 60.0% • EBITDA margin expanded to 19.6% from Other expenses 550 231 138.4% 362 52.0% 911 403 126.0% 17.6% in Q2 FY26 and 15.5% in Q1 FY27 EBITDA 1,586 941 68.5% 861 84.2% 2,447 1,741 40.5% as result of improved operating profitability alongside higher execution EBITDA margin 19.6% 17.6% 15.5% 17.9% 19.3% Depreciation & amortisation 58 21 179.0% 44 31.6% 103 42 145.9% • Employee expenses increased broadly in line with revenue growth EBIT 1,528 920 66.0% 816 87.1% 2,344 1,700 37.9% EBIT margin 18.9% 17.2% 14.7% 17.2% 18.9% • Finance costs increased to Rs. 356 million in Q2 FY27 from Rs. 283 million in Q1 Finance costs 356 65 444.0% 283 25.7% 640 163 293.1% FY27, primarily reflecting higher project Other income 132 101 30.4% 283 (53.4)% 416 158 163.5% funding requirements and working PBT 1,304 956 36.4% 816 59.7% 2,120 1,695 25.1% capital utilisation PBT margin 16.1% 17.9% 14.7% 15.5% 18.8% Taxes 331 277 19.2% 191 72.9% 522 469 11.3% PAT 973 679 43.3% 625 55.6% 1,598 1,226 30.4% PAT Margin 12.0% 12.7% 11.3% 11.7% 13.6% Q2 & H1 FY2027 Financial Performance (Standalone) Represents EPC revenue from projects executed for both subsidiaries and external customers. Particulars (Rs. Million) Q2 FY2027 Q2 FY2026 YoY Q1 FY2027 QoQ H1 FY2027 H1 FY2026 YoY Revenue from operations 5,946 3,421 73.8% 2,642 125.0% 8,588 6,818 26.0% Gross profit 1,324 1,184 11.9% 865 53.1% 2,189 2,190 (0.1)% Gross profit margin [Showing first 8,000 characters — download PDF for full document]