Investor Presentation

SEDEMAC Innovative Controls November 03, 2026 To, To, BSE Limited, National Stock Exchange of India Limited, Corporate Relations Department, Listing Department, Phiroze Jeejeebhoy Towers, Exchange Plaza, 5th Floor, Plot No. C/1, Dalal Street, G Block, Bandra Kurla Complex, Mumbai – 400001 Bandra (East), Mumbai – 400051 Scrip code: 544723 NSE Symbol: SEDEMAC Dear Sir/Madam, Sub: Investor Presentation on the financial results for the quarter and half year ended September 30, 2026, business updates and outlook Ref: Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. With reference to the subject, we are enclosing a copy of the presentation associated with the Unaudited Financial Results of the Company for the quarter and half year ended September 30, 2026. The presentation also includes brief updates about the business and the outlook. You are requested to kindly take note of the same. Thanking you, For SEDEMAC Mechatronics Limited Prasad Rajendra Chavan Company Secretary and Compliance Officer Membership No.: A49921 Encl: As above SEDEMAC Mechatronics Limited Registered Office, Technical Center & Corporate Office: Survey No. 270/1/A/2, Pallod Farms, Baner Road, Baner, Baner Gaon, Haveli, Pune - 411045, Maharashtra, India. Tel: +91 20 6715 7200 Mfg. Facility I: G-1, MIDC, Phase- III, Chakan Industrial Area, Nighoje, Pune 410501, MH, India. Tel: +91 2135 623 200 Mfg. Facility II: Survey No.64/5, Bhide Baug Industrial Estate, Wadgaon Budruk, Pune 411041, MH, India. Tel: +91 20 6750 2200 e-mail: cs@sedemac.com Website: www.sedemac.com CIN: L29253PN2007PLC246956 SEDEMAC Mechatronics Limited Innovative Controls Nov 2026 Investor/Analyst Presentation © 2007-2026 SEDEMAC 1 People in Todays Call Shashikanth Suryanarayanan Amit Dixit Managing Director Joint Managing Director Rajesh Sheth Don Devprakash Chief Financial Officer Head, IR © 2007-2026 SEDEMAC 2 Disclaimer This presentation is issued by SEDEMAC Mechatronics Limited (the “Company”) for general information purposes only, without regard to specific objectives, suitability, financial situations and needs of any particular person. This presentation does not constitute or form part of any offer or invitation or inducement to sell or issue, or any solicitation of any offer to purchase or subscribefor, any securities of the Company whether inIndiaor outside India, nor shallit or any part of it or the fact of its distribution formthe basis of, or bereliedon inconnectionwith,any contract or commitment therefor. This presentation may include statements which may constitute forward-looking statements. All statements that address expectations or projections about the future, including, but not limited to, statements about the strategy for growth, business development, market position, expenditures, and financial results, are forward looking statements. Forward looking statements are based on certain assumptions and expectations of future events. This presentation should not be relied upon as a recommendation or forecast by the Company. Please note that the past performance of the Company is not, and should not be considered as, indicative of future results. The Company cannot guarantee that these assumptions and expectations are accurate or will be realised. The actual results, performance or achievements, could thus differ materially from those projected in any such forward-looking statements. The Company does not undertake to revise any forward-looking statement that may be made from time to time by or on behalf of the Company. Given these risks, uncertainties and other factors, viewers of thispresentation arecautionednot toplaceundue reliance on these forward-looking statements. None of the Company, its Directors or affiliates nor any of its or their respective employees, advisers or representatives or any other person accepts any responsibility or liability whatsoever, whether arising in tort, contract or otherwise, for any errors, omissions or inaccuracies in such information or opinions or for any loss, cost or damage suffered or incurred howsoever arising, directly or indirectly, from any use of this document or its contents or otherwise in connection with this document, and makes no representation or warranty, express or implied, for the contents of this document including its accuracy, fairness, completeness or verification or for any other statement made or purported to be made by any of them, or on behalf of them, and nothing in this presentation shall be relied upon as a promise or representation in this respect, whether astothe past or the future. This presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this presentation. Further, this presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this presentation is expressly excluded. The information and opinions contained in this presentation are current, and if not stated otherwise,asof the date of this presentation. The Company undertakes no obligationtoupdateor reviseany information or the opinions expressed inthis presentation asa result of new information, futureevents or otherwise. Any opinions or information expressed inthispresentation aresubject tochange without notice. © 2007-2026 SEDEMAC 3 We design & supply critical, control-intensive Electronic Control Units (ECUs) # of Control-Intensive ECUs Sold 4,597,435 3,187,171 2,122,842 1,624,332 >14 million Control-intensive ECUs sold cumulatively TTM Q2FY24 TTM Q2FY25 TTM Q2FY26 TTM Q2FY27 to major vehicle & industrial OEMs in India, the US and Europe. Majority of our revenue comes from ECUs incorporating novel control technologies built in-house. © 2007-2026 SEDEMAC 4 Q2FY27, H1FY27 Financial Performance Q2FY27 H1FY27 Revenue Revenue EBITDA PAT EBITDA PAT from operations from operations INR 401 Cr INR 76 Cr INR 39 Cr INR 710 Cr INR 136 Cr INR 72 Cr 21.7% 21.4% 10.5% 9.8% 10.2% 19.0% 19.2% 9.4% 401 710 136 72 76 39 286 30 504 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY6 Q2FY27 H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 +40% YoY +22% YoY +30% YoY +41% YoY +26% YoY +53% YoY © 2007-2026 SEDEMAC 5 TTM Q2FY27 Financial Performance Revenue EBITDA PAT RoCE* % from operations INR 1,265 Cr INR 250 Cr INR 129 Cr 34% Q2FY27 10.2% 19.8% 19.8% Industrial 16.8% 8.3% 38% 1265 13.2% 6.9% Mobility 250 129 34% 4.0% 170 22% 477 79 1,135 97 80 40 729 63 495 19 TTM TTM TTM TTM TTM TTM TTM TTM TTM TTM TTM TTM TTM TTM TTM TTM Q2FY24 Q2FY25 Q2FY26 Q2FY27 Q2FY24 Q2FY25 Q2FY26 Q2FY27 Q2FY24 Q2FY25 Q2FY26 Q2FY27 Q2FY24 Q2FY25 Q2FY26 Q2FY27 +38% 3yr CAGR +59% 3yr CAGR +89% 3yr CAGR +12% 3yr change Growth +48% YoY +47% YoY +82% YoY -4% YoY change TTM = Trailing Twelve Months, e.g. TTM Q2FY27 = Oct25-Sep26 * RoCE = EBIT/Capital Employed; Capital Employed = (Average) Tangible Networth+ Total Debt © 2007-2026 SEDEMAC 6 Current Mobility: Engine-powered and Electric 2/3W Industrial: Generators Markets Software stack Software stack Software stack Software stack Software stack Software stack Software stack Key Products ISG ECU EFI ECU ISG+EFI ECU MCU Magneto/ Motor Genset Controller EFI ECU Current Stage of our Software stack Propositions Broader Market Broader Market Sustaining Industry Broader Market Early Growth Early Growth Initial Introduction Adoption Adoption Position Adoption ISG ECU for export ICE3W fully ramped up ➔ widespread penetration Weaker 2025 Atlantic of SEDEMAC ISG ECU in both domestic and export ICE3W now hurricane season activity in North America ➔ E2W MCUs for SoPs in FY26 fully ramped up ➔ % rev from EV in Reduced demand for keeping with E2/3W penetration EFI ECUs. Some ISG+EFI ECUs are seei [Showing first 8,000 characters — download PDF for full document]