Investor Presentation

Ref. No. ESDS / 2026-27 / 18 Date: November 02, 2026 To To Department of Corporate Services Listing Department BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, C-1, G-Block, Bandra-Kurla Complex Dalal Street, Mumbai, MH – 400001 Bandra (E), Mumbai, MH – 400051 Scrip Code: 544898 Scrip Symbol: ESDS Sub: Investor / Earnings Presentation under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 Dear Sir/Madam, With reference to the captioned subject and pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the Investor / Earnings Presentation on the Unaudited Financial Results of the Company for the quarter & half year ended September 30, 2026. Under Regulation 46 of the Listing Regulations, Investor / Earnings Presentation will be made available on the Company's website at www.esds.co.in Kindly take the same on your record. Thanking you For ESDS Software Solution Limited (Prasad Deochand Deokar) Company Secretary & Compliance Officer M. No. A34350 ESDS SOFTWARE SOLUTION LIMITED INVESTOR PRESENTATION – Q2FY27 2nd November 2026 © 2026 ESDS Software Solution Limited Disclaimer This presentation has been prepared by ESDS Software Solution Limited (“Company”) for general information purposes only. It does not constitute legal, accounting, tax or investment advice or a recommendation regarding any securities of the Company. The information contained herein has not been independently verified. No representation or warranty, express or implied, is made as to the accuracy, completeness or correctness of the information, estimates, projections or opinions contained in this presentation. The Company, its directors, affiliates, advisers, employees or representatives accept no liability for any loss arising from the use of this presentation or its contents. Certain statements contained herein may constitute forward-looking statements based on current expectations, assumptions and estimates. Actual results may differ materially due to various risks, uncertainties and factors beyond the Company’s control. Readers should not place undue reliance on such statements. The Company undertakes no obligation to update or revise any forward-looking statements. Certain information has been obtained from external sources, including industry reports, which the Company has not independently verified. Certain figures may have been rounded for ease of presentation. This presentation may also contain Non-GAAP financial measures, which may not be directly comparable with similarlytitled measures reported by other companies. 2 © 2026 ESDS Software Solution Limited TABLE OF CONTENTS 1. Company Overview 2. Financial Performance 3. Investment Rationale and Growth Strategies 3 © 2026 ESDS Software Solution Limited COMPANY OVERVIEW 4 © 2026 ESDS Software Solution Limited Company Dashboard H1FY27 5 2,545 Data Centres Total Customers 2,719.9 86.7% Revenue from Revenue Retention operations (₹ million) Rate 41.82% 22.19% Data Centres EBITDA Margin PAT Margin Listed on Stock Exchanges Total Employees (NSE, BSE) 5 Data as on September 30, 2026 © 2026 ESDS Software Solution Limited Milestones Additional investment by GEF Capital Partners in our Company through South Asia Received the USPTO[2] Growth Fund II Holdings, LLC, Patent for “method and Received Investment South Asia Growth Fund II, L.P., system for real time by GEF Capital Partners GEF ESDS Partners, LLC and detection of resource through South Asia South Asia EBT Trust (acting Launched a data Launched a data requirement and automatic Growth Fund II, LP. And through its trustee, Orbis centre in Airoli, Navi Listed on stock centre in Nashik, adjustments in relation to Global Environment Trusteeship Services Private Mumbai, exchanges Maharashtra the “eNlightCloud” service Capital Company, L.L.C Limited) Maharashtra (BSE, NSE) 2010 2015 2019 2021 2023 2026 2005 2011 2016 2020 2022 2025 ESDS started in Launched the Launched a data Additional investment by GEF Launched a data Launched a data Nashik, Maharashtra intelligent cloud centre in Mahape, Capital Partners through centre in Mohali, centre in Noida, as a web hosting computing platform Navi Mumbai, South Asia Growth Fund II Punjab with STPI Uttar Pradesh and managed -eNlightCloud[1] Maharashtra [3] Holdings, LLC and South Asia services provider EBT Trust (acting through its trustee at the time, Orbis Capital Limited); introduced IT consultancy in services portfolio and launched a Data Centre in Bengaluru, in partnership with STPI ESDS aims to enhance infrastructure capabilities, ensuring operational efficiency, and customer-centric innovation Note: [1] Rebranded as the SWARAJ Cloud effective June 2026; [2] United States Patent and Trademark Office; [3] The servers and other equipment constituting our Data Centre in Mahape, Navi Mumbai, Maharashtra were 6 transferred to our AiroliData Centre in 2024 © 2026 ESDS Software Solution Limited Utilization of IPO Proceeds as at September 30, 2026 ISSUE SUMMARY(₹ Million) Issue Date of issue Amount raised Amount utilised Balance unutilised Initial public offering (fresh issue) 4Sep 2026 7,200.0 469.1 6,730.9 OBJECT-WISE UTILISATION(₹ Million) Object of the issue Planned Utilised Balance unutilised Purchase and installation of cloud computing equipment and 5,760.0 - 5760.0 data centreinfrastructure General corporate purposes 910.5 87.5 823.0 Issue-related expenses 529.5 381.7 147.9 Total 7,200.0 469.1 6,730.9 Unutilized proceeds are held in fixed deposits with scheduled banks / the monitoring account pending deployment. There has been no deviation from the objects stated in the offer document. 7 © 2026 ESDS Software Solution Limited Comprehensive platform of Cloud Infrastructure and Software Solutions (1/2) AI-enabled cloud, managed services, Data Centre infrastructure and Offering-wise software solutions provider in India, providing the entire spectrum of GPUaaS, Revenue Share cloud, managed services, data centre infrastructure and software solutions in Business India H1FY27 Q2FY27 Business Offerings 18.3% 21.6% Infrastructure as a Service Managed Services Software as a Service 47.4% 50.5% (IaaS) (MS) (SaaS) 31.2% 31.0% (1) Colocation and data centre 24/7 IT support, data back-up (1) A comprehensive data services,(2) Cloud services, and and recovery, migration centremanagement and IaaS MS SaaS Cloud computing (public cloud, services database monitoring suite, (2) private cloud, virtual private administration services vulnerability scanners, which are Recognizing the need for holistic solutions, cloud, hybrid cloud, various (including SAP Basis programs designed to assess ESDS introduced –end-to-end offerings community cloud offerings and administration and SAP HANA computers, networks or integrating infrastructure, managed GPU-as-a-Service) administration), security applications for known services, and application support operations centreservices, and weaknesses, (3) web access disaster recovery services firewalls, and (4) a virtual private network for secure Certifications: Our data centres connectivity areeacheitherratedTier3byTIA Uptime: 942 conducted by QSA At least InternationalLimited,orTIA942-B 2017 conducted by EPI 99.95% CertificationPte.Ltd. Providing well-architected cloud-adoption solutions to customers aimed at reducing their cost 8 © 2026 ESDS Software Solution Limited Comprehensive platform of Cloud Infrastructure and Software Solutions (2/2) Integrated IaaS, Managed Services, and SaaS driving digital transformation Our integrated product and service range across stages After delivery: Initiation stage: Implementation process: Conduct regular client reviews & 24/7 Design tailored solutions Seamless cloud migration services technical support Our comprehensive platform allows us to provide well- Our service model allows us to service our customers Our regular engagement allows u [Showing first 8,000 characters — download PDF for full document]