Investor Presentation

Date: November 1, 2026 To, To, General Manager The Manager Department of Corporate Services Listing Compliance Department BSE Limited National Stock Exchange of India Limited Listing Department Exchange Plaza, Plot No. C/1, Phiroze Jeejeeboy Tower, Dalal Street, G Block, Bandra - Kurla Complex, Fort Mumbai-400 001 Bandra (East), Mumbai 400 051 Scrip code: 543230 Symbol: ADVAIT Sub: Investor Presentation on the Standalone and Consolidated Unaudited Financial Results for the Quarter and Half year ended September 30, 2026 Dear Sir/Madam, Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith a copy of Investor Presentation on the Standalone and Consolidated Unaudited Financial Results for the quarter and half year ended September 30, 2026. The above information is also available on the website of the Company at www.advaitgroup.co.in. You are requested to take the same on your records. Thanking you, Yours faithfully, For Advait Energy Transitions Limited (Formerly known as Advait Infratech Limited) Deepa Fernandes Company Secretary & Compliance Officer FCS: 13015 Encl: As above From Providers of Transmission Solutions to becoming Enablers of Energy Transition Investor Presentation OCTOBER 2026 SAFE HARBOUR ThispresentationhasbeenpreparedbyAdvaitEnergyTransitionsLtd solelytoprovideinformationabouttheCompanytoitsstakeholders. No representation or warranty, express or implied is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of such information or opinions contained herein. None of the Company nor any of its respective affiliates, advisers or representatives, shall have any liability whatsoever (in negligenceorotherwise)foranylosshowsoeverarisingfromanyuseofthispresentationoritscontentsorotherwisearisinginconnectionwiththispresentation. The information contained in this presentation is only current as of its date. The Company may alter, modify or otherwise change in any manner the content of this presentation,withoutobligationtonotifyanypersonofsuchrevisionorchanges.Certainstatementsmadeinthispresentationmaynotbebasedonhistoricalinformation orfactsandmaybe"forward-lookingstatements",includingthoserelatingtotheCompany’sgeneralbusinessplansandstrategy,itsfuturefinancialconditionandgrowth prospects, and future developments in its industry and its competitive and regulatory environment. Actual results may differ materially from these forward-looking statements due to number of factors, including future changes or developments in the Company’s business, its competitive environment, information technology and political,economic,legalandsocialconditionsinIndia. PleasenotethatthispresentationisbasedonthepubliclyavailableinformationincludingbutnotlimitedtoCompany’swebsiteandAnnualReports. Thiscommunicationisforgeneralinformationpurposesonly,withoutregardtospecificobjectives,financialsituationsandneedsofanyparticularperson.Pleasenotethat investmentsinsecuritiesaresubjecttorisksincludinglossofprincipalamount. Thispresentationdoesnotconstituteanofferorinvitationtopurchaseorsubscribeforanysharesinthecompanyandneitheranypartofitshallformthebasisoforbe relieduponinconnectionwithanycontractorcommitmentwhatsoever. COMPANY AT A GLANCE Capabilities Across Six High-Growth Verticals 15+ 45+ Years of Legacy Countries (Since 2009) Served Our Philosophy Power Transmission Products • Building leadership in niche segments through execution-led expansion — identifying emerging OPGW, ACS Wires, ERS, Stringing Tools opportunities early and scaling through strategic technologypartnerships. ₹1,575 Cr ₹715 Cr T&D EPC Solutions High Ampacity Conductors (HAC) Order Book Revenue Reconductoring, OPGW Live-Line, RDSS (30 September 2026) (FY26) Key Strengths Battery Energy Storage (BESS) • Provenexecutioninhigh-complexityT&D Battery Pack Manufacturing, BESS EPC • Repeatableplaybookforhigh-marginniches • Diversified,self-reinforcingbusinessmodel 460+ 25,000 km+ • Value chain from manufacturing to asset Green Hydrogen ownership Projects Live Line Electrolysers, Fuel Cells, GH2 EPC Implemented Installation Carbon Services I-RECs and Carbon Credit Related Firsts & Milestones Services ₹2,079 Cr 4,00,000+ sq. ft. • 250kmOPGWstringingat12,500ftinLeh • GETCO’s first High Ampacity Conductors (HAC) reconductoringEPCproject Market Cap New Manufacturing Asset Ownership Platform • Commissioned our first 30MW Electrolyser Semi (30 September 2026) Facility (upcoming) BESS / Hybrid / GH2 Projects AssemblyFacility,Kadi,Ahmedabad • 4,500kmlive-lineOPGWstringingforUPPTCL FROM THE FOUNDER & MANAGING DIRECTOR’S DESK India's power sector is entering a significant transformation phase, driven by rising electricity consumption, increasing peak power demandandthegrowingneedtobridgethegapbetweenpoweravailabilityanddemand.Overthenextdecade,substantialinvestments willberequiredinpowergeneration,transmissionanddistributioninfrastructuretoensurereliableanduninterruptedelectricitysupply. Theincreasingshareofrenewableenergyinthepowermixiscreatinggreaterdemandforgrid-scaleBatteryEnergyStorageSystems (BESS), grid modernization and integrated energy solutions. Simultaneously, Green Hydrogen andGreen Ammonia are emerging as importantcomponentsofIndia'sfutureenergymix. Amidgeopoliticaluncertainties,volatileglobalfuelpricesandsupply-chainchallenges,energysecurityandindigenousmanufacturingof criticaltechnologies,particularlyelectrolysers,BESSandrenewableenergysolutions,arebecomingstrategicpriorities. This evolving landscape presents significant opportunities for Advait Energy Transitions Limited to strengthen its manufacturing capabilities,expanditstechnologicalfootprintandcontributetoIndia'slong-termenergysecuritywhilecreatingsustainablevalueforall stakeholders. ShalinSheth-MD&Founder AdvaitGroup • ThefirsthalfofFY27hasbeenencouraging,withstrongrevenuegrowthandasignificantimprovementinprofitability.Theseresultsreflectourcontinued focusonexecution,operationalefficiencyandstrengtheningthefundamentalsofourbusiness. • OurPowerTransmissionSolutions(PTS)businessremainscentraltoourgrowthstrategy,supportedbysustainedinvestmentsintransmission infrastructure,gridmodernizationandrenewableenergyintegration.Wearefocusedonexpandingourcapabilitiesandenhancingourabilitytoservea broadersetofcustomersandprojects. • Atthesametime,weareprogressingourinitiativesacrossNewandRenewableEnergy(NRE),withafocusonmanufacturingofbatteryenergystorage systems(BESS),electrolysersandOtherIntegratedrenewableenergysolutions.Theseareasrepresentimportantopportunitiestobuildcomplementary capabilitiesandparticipateinIndia’sevolvingenergylandscape. • AswemoveintothesecondhalfofFY27,ourfocuswillremainontimelyexecution,capacityexpansion,workingcapitaldisciplineandcreating sustainablelong-termvalueforourshareholders CONSOLIDATED FINANCIAL PERFORMANCE ecnamrofreP ylraeY flaH Revenues (INR Cr) Operating EBITDA (INR Cr) 45.4% 82.6% YoY YoY 56.71 400.21 275.30 31.06 H1-FY26 H1-FY27 H1-FY26 H1-FY27 ecnamrofreP ylretrauQ Revenues (INR Cr) Operating EBITDA (INR Cr) PAT (INR Cr) 40.8% 84.4% 88.5% YoY YoY YoY 23.2% 28.9% 29.6% 31.94 QoQ QoQ QoQ 156.87 179.27 220.94 24.77 19.18 14.80 17.32 10.18 Q2-FY26 Q1-FY27 Q2-FY27 Q2-FY26 Q1-FY27 Q2-FY27 Q2-FY26 Q1-FY27 Q2-FY27 PAT (INR Cr) 77.9% 33.99 19.11 H1-FY26 H1-FY27 Order Book Expands at 106.9% CAGR in FY22–FY26 Robust Order Book Growth (Rs Cr) AETL Order Book (Rs Cr) 1574.8 1303.6 509.93 30th Sep 2026: ₹1,574.8 Cr 1,064.90 503.8 204.7 162.0 70.9 PTS NRE FY22 FY23 FY24 FY25 FY26 H1FY27 Company Overview ADVAIT GROUP OVERVIEW 460+ 25,000 km+ 45+ 4,00,000+ sq. ft. INR 1,574.8 Cr Projects Live Line Countries Manufacturing Orders book Implemented Installation Served Facility (Upcoming) As on 30thSep 26 • Incorporated in 2009 and listed on SME Board in 2020 with a move to the Main Board Consolidated Financial Performance (INR Cr) Revenue EBITDA % in 2023 • Operates across Power Transmission & Distribu [Showing first 8,000 characters — download PDF for full document]