Investor Presentation

Ref: 12/SE/LC/2026-27 Date: November 05, 2026 To, To, National Stock Exchange of India Limited BSE Limited (“BSE”) (“NSE”) Listing Department Listing Department Corporate Relationship Department Exchange Plaza, C-1 Block G, Bandra Kurla Phiroze Jeejeebhoy Towers, Complex Bandra (East), Mumbai – 400051 Dalal Street, Fort, Mumbai - 400 001 NSE Scrip Symbol: SMT BSE Scrip Code: 545001 ISIN: INE356Y01018 ISIN: INE356Y01018 Subject: Investor Presentation for the Quarter and Half Year ended September 30, 2026 Dear Sir/Madam, Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed Investor Presentation on the performance of the Company for the quarter and half year ended September 30, 2026. The above intimation is also available on the website of the Company at www.smtpl.com and on the website of BSE Limited and National Stock Exchange of India Limited. Kindly take the same on records. Thanking you, For Sahajanand Medical Technologies Limited Bhargav Dhirajlal Kotadia Managing Director & Chief Executive Officer DIN: 06575042 Sahajanand Medical Technologies Limited Investor Presentation Q2 FY2026-27 Private and Confidential Safe Harbor Statement This presentation is not an offer, invitation, solicitation or recommendation to buy, sell or subscribe for any securities ofthe Company. It should not be the basis for any contract, commitment or investment decision. Any offering of securities will be made only through a formal offering document. Forward-looking statements Financial information This presentation contains statements about the Company’s future plans, strategy, expected Figuresare drawn fromtheCompany’s financialresults.Pleasereadthispresentation togetherwith performance, market opportunity, new products, regulatory approvals, capacity, costs, margins and the fullresults and disclosures on the Company’s website (https://smtpl.com/) andon thewebsites industryoutlook.Theseare"forward-lookingstatements".Theyareoften,butnotalways,identified of the BSE and NSE, the filed financial results prevail. Some measures used here, such as EBITDA, by words such as "expect", "anticipate", "believe", "intend", "plan", "estimate", "project", "may", margins, return ratios are not defined under Ind AS, and may be calculated differently by other "will","should"and"target".Forward-lookingstatementsarebasedonmanagement’scurrentviews companies. Comparisons with earlier periods may be affected by acquisitions, one-off items or andassumptions.Theyarenotguaranteesoffutureperformance.Theyinvolveknownandunknown reclassification.Pastperformanceisnotaguidetofutureresults. risks and uncertainties, many outside the Company’s control, so actualresults may differ materially Third-party and industry data fromwhatisstatedorimplied.Pleasedonotplaceunduerelianceonthem. Market, industry and competitor data comes from sources we consider reliable. We have not Factors that could cause results to differ independently verified it and do not guarantee it. Views or projections from third parties are not These include, but are not limited to: economic, political and market conditions in India and in the adoptedbytheCompany,whichisnotresponsibleforthem. countrieswhereweoperate,includinginflation,interestrates,currencymovementsandgeopolitical Products and medical information events;competition,pricingpressureandchangesincustomerdemand;ourabilitytodeliveronour Products or brands mentioned are for illustration only and are not an endorsement, advertisement strategy, growth and expansion plans, including acquisitions and their integration; regulatory or recommendation. Product information is general, may vary by country, and is not complete approvals, inspections and compliance, and changes in laws; product development, clinical or medical information or a substitute for advice from a qualified healthcare professional. Availability technical outcomes and launch timelines; supply chain, input cost, manufacturing capacity and dependsonlocalapprovalsandpatents. quality risks; intellectual property and litigation matters; quarter-to-quarter variations in revenue caused by order timing, deferrals or the nature of our business; technology, cybersecurity and No obligation to update operationaldisruptions;andotherrisksdescribedinourregulatoryfilings. This presentation speaks only as of its date. Except as required by law or by stock exchange Accuracy of information regulations, the Company is not obliged to update or revise any information or forward-looking statement,whetherbecauseofnewinformation,futureeventsorotherwise. We believe the information in this presentation is reliable, but we make no representation or warranty, expressor implied,thatitisaccurate, complete or fair.Itmay notinclude everythingyou Distribution consider important. To the fullest extent permitted by law, the Company, its directors, officers and This presentation is not intended for distribution in any jurisdiction where doing so would be employeesacceptnoliabilityforanylossarisingfromuseof,orrelianceon,thispresentation. unlawful.Anyonereceivingitshouldinformthemselvesof,andfollow,anysuchrestrictions. Contents Q2 and H1 FY27 investor presentation Slides Management commentary Message from the Managing Director and CEO Q2 and H1 FY27 financial performance 2 5 – 12 Results snapshot, product and regional mix, and financial KPIs: P&L, balance sheet and returns, cash conversion and cash flow Operating KPIs and asset efficiency 3 13 – 15 Global presence, capacity utilisation and fixed asset turnover Product pipeline and regulatory progress 4 16 – 21 Hydra TAVI, Hydra Elevate, AVDC 1.5, Sironity DCB and EU MDR status Company overview 5 22 – 30 Business model, products, R&D, manufacturing, leadership and board Management Commentary Q2 and H1 FY27: our first results as a listed company Q2 FY27 marks our first results as a listed company. I would like to thank our shareholders, physicians, partners and employees for the trust they placed in SMT through our listing on 23rd October2026, and weremain committed to earning that trust through consistentexecution. We delivered a strong first half. H1 FY27 revenue grew 25% to ₹7,251 mn and EBITDA grew 43% to ₹1,141 mn, with the EBITDA margin expanding by about 200 basis points to 15.7%. Q2 FY27 was our best quarter yet, with the highest-everquarterly revenue,EBITDA and PAT. We also strengthened our portfolio. Sironity, our sirolimus drug-coated balloon, is commercialized in India, and our TAVI platform has moved forward with Hydra Elevate and the redesigned AVDC 1.5 deliverysystem. Operational efficiency remains a key priority. We are focused on improving margins through a richer product mix, vertical integration of critical components, better utilisation of our plants and tighter Bhargav Dhirajlal Kotadia controlof overheads,to deliverprofitable, sustainable growth. Our priorities are unchanged: disciplined execution, sustained investment in R&D and clinical Managing Director and evidence,and betterquality ofcash flows. Chief Executive Officer Q2 and H1 FY27 Financial Performance Record Quarter: Highest-Ever Revenue, EBITDA and PAT in Q2 FY27 Revenue +25%, EBITDA +37% and PAT +27% year on year in Q2 FY27 Revenue EBITDA PAT ₹656 mn ₹265 mn Q2 FY27 ₹3,734 mn +36.6% +26.6% YoY YoY +24.7% ★Record quarter 17.6% margin (Q2 FY26: 16.0%) 7.1% margin (Q2 FY26: 7.0%) ₹416 mn ₹1,141 mn ₹7,251 mn H1 FY27 +7.5% +43.4% +24.9% 5.7% margin (H1 FY26: 6.7%) 15.7% margin (H1 FY26: 13.7%) +38.8% excl. one-off tax credit in H1 FY26 H1 FY27 Revenue Up 25%, With Growth Across All Three Categories Revenue mix and year-on-year growth by product category, Q1, Q2 and H1 FY27 Q1 FY27 Q2 FY27 H1 FY27 (Q1 + Q2) 23.6% 26.1% 24.9% ₹3,517 mn ₹3,734 mn ₹7,251 mn +25.2% YoY +24.7% YoY 55.7% +24.9% YoY 57.9% 60.4% 16.0% 17.2% 18.3% YoY growth YoY growth YoY growth +24.0% +10.3% +41.7% +9.1% +39.7% +62.1% +16.1% +24.7% +52.0% KE [Showing first 8,000 characters — download PDF for full document]