Investor Presentation

Dept. of Corporate Services – Corporate Relationship, National Stock Exchange of India BSE Limited, Limited, Phiroze Jeejeebhoy Towers, Dalal Street, Listing Department, Mumbai - 400 001. Exchange Plaza, C-1, Block ‘G’ Bandra-Kurla Complex, Bandra (East), Mumbai - 400 051. Scrip Code : 509496 Scrip Code : CEMPRO Date Our Reference No. Our Contact Direct Line 05th November, 2026 SEC/11/2026 RAHUL NEOGI 91 22 67680814 cs@cemindia.co.in Sub: Unaudited Financial Results for the quarter and half year ended 30th September, 2026 Dear Sir/ Madam, Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 as amended from time to time (Listing Regulations), enclosed please find presentation on Unaudited Financial Results for the quarter and half year ended 30th September, 2026. You are requested to take the same on record. The presentation is being made available on the Company’s website https://www.cemindia.co.in/investors/investor-presentation/ in accordance with Regulation 46 of the Listing Regulations. Thanking you, Yours faithfully, For Cemindia Projects Limited (formerly ITD Cementation India Limited) (RAHUL NEOGI) COMPANY SECRETARY Cemindia Projects Limited Investor Presentation | November 2026 Contents 1 Financial Snapshot – Q2 and H1’FY27 2 Executive Summary 3 Investment Highlights 4 ESG Financial Snapshot | Q2 and H1’FY27 +15% Key Highlights 8,000 7,000 5,470 6,000 +25% 4,772 Revenue 5,000 Strong Execution Drives Double-Digit Growth 4,000 2,749 (₹ Cr) 2,195 3,000 • Q2 revenue up 25% YoY to ₹2,749 Cr 2,000 1,000 • Q2 EBITDA up 15% to ₹280 Cr; PAT up 21% to ₹131 Cr Q2'FY26 Q2'FY27 H1'FY26 H1'FY27 • H1 revenue up 15% YoY to ₹5,470 Cr EBITDA • H1 EBITDA up 12% to ₹565 Cr; PAT up 11% to ₹271 Cr 11.1% 10.2% 10.6% 10.3% Margin(%) +12% All-Time High Order Book 700 565 • Record order book of ₹32,715 Cr gives strong +15% 504 EBITDA 500 revenue visibility (₹ Cr) 400 243 280 300 • Secured orders worth ₹12,005 Cr in H1’FY27 0 Successful QIP – ₹1,400 Cr Q2'FY26 Q2'FY27 H1'FY26 H1'FY27 • Largest fund raise in company history; ~2.3x subscribed 4.9% 4.8% 5.1% 5.0% Margin(%) Credit Ratings (Oct 2026) +11% • ICRA: Upgraded to AA (Stable) from A+ 33 05 00 +21% 245 271 • CARE: Upgraded to AA- (Stable) from A+ 200 131 • Crisil: Assigned rating of AA (Stable) 150 108 (₹ Cr) Q2'FY26 Q2'FY27 H1'FY26 H1'FY27 EBITDA: Earnings before Interest, Tax, Depreciation and Amortization | PAT: Profit after Tax Executive Summary Cemindia | Journey of Transformation – From Global Expertise to Greater Scale Skanska AB acquired ITD Cem was acquired by Cemindia Company The Cementation Kvaerner Construction Renew Exim DMCC, an Limited renamed as Company Limited, U.K, Group Limited changed its Adani Group Entity and Trafalgar House operated a branch office in name to Skanska Company name changed Construction India India Cementation India to Cemindia Projects Limited Limited Limited 1931 1978 1994 1998 2001 2005 2025 ITD, Thailand acquired Branch office was Kvaerner ASA acquired Skanska AB interest in converted into Indian Trafalgar House in 1996 Skanska Cementation subsidiary named as and changed its name to India Limited name Cemindia Company Kvaerner Cementation changed to ITD Limited India Limited Cementation India Limited (ITD Cem) Cemindia | India’s fastest growing EPC company Expansive Project Footprint Across India & Emerging Global Markets Orderbook Details Key Financial Metrics As on 30 Sep 2026 H1’FY27 FY26 ₹32,715 Cr1 ₹5,470 Cr ₹10,061 Cr Orderbook Revenue Revenue ↑ 15% YoY ↑ 9% YoY ₹12,005 Cr ₹565 Cr ₹1,199 Cr Orders secured in H1’FY27 EBITDA EBITDA ↑12% YoY ↑ 28% YoY ₹271 Cr ₹598 Cr No. of Projects PAT PAT Across 8 sectors ↑ 11% YoY ↑ 60% YoY Bangladesh ₹2,619 Cr ₹2,400 Cr Diversified Sectors Net worth Net worth ↑ 28%% YoY ↑ 31% YoY 99% 1% Geographical Footprint ₹773 Cr ₹527 Cr India Overseas Net Debt Net Debt 16 States in India Geographical Footprint 11% 25% 64% 33% 27% 34% 28% 3 Global Location Govt. PSU Private RoCE RoE RoCE RoE Sri Lanka Client Break-up Note: 1. As on 30 September 2026 6 UAE: United Arab Emirates | EBITDA: Earnings before Interest, Tax, Depreciation and Amortization, RoCE – Return on Capital Employed, RoE – Return on Equity Areas of Operations | Sectors of Engineering Excellence Urban Infrastructure, Industrial Structures 1 Maritime Structures 2 3 4 Data Centers MRTS and Airports and Buildings • Jetty, Dolphins, Berths • Elevated Metro • Institutional • Shell and Core • Ship lift, Dry Dock, Wet Basin • Underground Metro • Commercial • Mechanical, Electrical & • Breakwater, Piled approach • Station Buildings • Factories & Warehouse Plumbing • Dredging and land • Airport terminal building • Industrial • Testing and Commissioning reclamation Udangudi Project, Kolkata underground Metro, Circuit Bench Calcutta High Court, Data Center, Tamil Nadu West Bengal West Bengal Maharashtra 220 MW in Maharashtra and 100+ projects completed/under ~40 Kms UG metro tunnelling 30+ Completed projects / under 100 MW in Andhra Pradesh execution and ~40 Kms elevated metro construction under construction MRTS: Mass Rapid Transit System; UG: Underground Areas of Operations | Sectors of Engineering Excellence Highways, Bridges Foundation and Hydro, Dams, Tunnels 5 Water and Wastewater 6 7 8 and Flyovers Specialist Engineering and Irrigations • Micro Tunneling • National Highways • Diaphragm Wall • Dam and Powerhouse • Sewerage and Water • River Bridges • Ground Improvement • Tunnels and Intake structures Treatment Plant • Flyovers • Rehabilitation work • Pressure shafts • Pipeline for Drainage Project • Pre-stressed Box Girders • Slope Stabilization • Irrigation Projects Agartala Wastewater treatment plant, Ganga Expressway, Sabarmati riverfront development, Sivok Rangpo Railway tunnels, Tripura Uttar Pradesh Gujarat West Bengal and Sikkim 10+ >600 Kms 1000+ 15+ Completed projects /under Highways, Bridges Completed projects Dams, Barrages, NATM, execution and Flyovers /under execution DBM Tunnels Investment Highlights Cemindia | Key Investment Highlights Decades of Execution Strength & Strategic Infrastructure Tailwinds position Cemindia as India’s Major EPC Player 1. Infrastructure Megatrend 4. Strong Parentage ₹12.22 Lakh Cr. allocated to Infra Capex in Access to largest Financial Enhances Union Budget 2026-27 → 4.4% of GDP infra platform strength credibility Highest ever Cemindia 2. Strong and Diversified Order Book 5. Robust Financial Performance India’s Next-Gen ₹32,715 Cr Diversified client Major EPC ~27% Revenue Consistently expanding CAGR margin profile and Orderbook (Sep’ 26) and sectoral mix Player (FY22-26) improving return metrics 6. Leader in Technology Adoption 3. Strong Execution track record Modern construction Digital tools to Nine Decades of Eight sectors of equipment enhance efficiency Infra expertise execution excellence Proven Expertise + Massive Infrastructure Boost + Synergies with Adani Ecosystem Record Order Book | Strong Order Inflows in FY26 and H1’FY27 Consistently growing orderbook – 2.1x in last 4 years, 2.1x order inflow in FY26 as compared to last year, ~16% CAGR over 9 years 18% CAGR over 5 years Orderbook (₹ Cr) Order Inflows (₹ Cr) 32,715 24,545 19,918 14,821 15,548 12,005 9,993 8,841 7,769 6,915 7,174 FY19 FY22 FY24 FY26 H1'FY27 FY22 FY23 FY24 FY25 FY26 H1'FY27 Record Order Book | ₹32,715 Cr, Eight sectors, >80 Ongoing projects Maritime Structures Urban Infra, MRTS & Airports Industrial Structures & Buildings Data Centers ₹7,529 Cr | 23% ₹6,432 Cr | 20% ₹6,160 Cr | 19% ₹4,905 Cr | 15% Water & Wastewater Highways, Bridges & Flyovers Foundation and Specialist Engineering Hydro Dams, Tunnels and Irrigation ₹3,375 Cr | 10% ₹2,577 Cr | 8% ₹1,257 Cr | 4% ₹480 Cr | 1% Cemindia - Diversified Heavy Civil Engineering & Construction Company with Integrated Growth Engines Core Capabilities across segments Diversified & Growing Order book Capability building for sustain [Showing first 8,000 characters — download PDF for full document]