Analysts/Institutional Investor Meet/Con. Call Updates

CIN: U26700KA2003PLC033043 www.tonboimaging.com Date: November 5, 2026 To, To, National Stock Exchange of India Limited (“NSE”) BSE Limited (“BSE”) Listing Department Listing Department Exchange Plaza, C-1 Block G, Corporate Relationship Department Bandra Kurla Complex Phiroze Jeejeebhoy Towers, Bandra [E], Mumbai – 400051 Dalal Street, Fort, Mumbai - 400 001 NSE Scrip Symbol: TONBO BSE Scrip Code: 544999 ISIN: INE0LDG01026 ISIN: INE0LDG01026 Subject: Investor Presentation Dear Sir/Madam, In continuation of our Intimation Letter dated November 3, 2026, and pursuant to Regulation 30 read with Para A of Part A of Schedule III of the Securities Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 we, enclose herewith a copy of presentation for Analyst/Investor Meet to be held on November 6, 2026. The Investor Presentation is also being made available on the Company’s website at www.tonboimaging.com. Kindly take the same on record. Thanking you, For Tonbo Imaging India Limited (formerly known as Tonbo Imaging India Private Limited) Ankita Agarwalla Company Secretary and Compliance Officer Membership No.: A61777 Encl.: As above Tonbo Imaging India Limited, (Formerly known as Tonbo Imaging India Private Limited) No. 3, Chikkayellappa Tower - II,1st C Main, Sarjapura Main Road, Jakkasandra Extension, Chikkayellappa Indl. Layout, Bangalore – 560034 T +91 80 41999555 F +91 80 41999777 Email: info@tonboimaging.com Tonbo Imaging India Limited Investor Presentation – Q2 and H1 FY27 November 2026 About Disclaimer Disclaimer This presentation, including the accompanying slides (the “Presentation”), has been prepared by Tonbo Imaging India Limited (the “Company”) for informational purposes only. It does not constitute an offer, invitation, solicitation or recommendation to buy, sell or subscribe to any securities of the Company, nor shall it form the basis of, or be relied upon in connection with, any contract, commitment or investment decision. This Presentation contains certain forward-looking statements relating to the Company’s future business prospects, growth opportunities and financial performance. Such statements are subject to various risks, uncertainties and assumptions, and actual results may differ materially from those expressed or implied in these statements. These risks and uncertainties include, among other factors, changes in government policies and fiscal regulations, competitive conditions, inflation, macroeconomic developments, and fluctuations in demand, supply and pricing in domestic and international markets. The Company undertakes no obligation to revise, update or otherwise modify any forward-looking statements, whether as a result of new information, future events or otherwise, except as may be required under applicable law. The information contained in this Presentation has been compiled by the Company from sources and data considered reliable. However, the Presentation may not include all information that prospective investors or other recipients may consider relevant or material. Neither the Company nor any of its representatives makes any express or implied representation or warranty as to the accuracy, completeness or reliability of the information presented. To the fullest extent permitted by law, the Company disclaims liability for any loss arising from the use of this Presentation or any omission from its contents. The Company does not undertake any obligation to circulate revised versions of this Presentation or to update the information contained herein in connection with the announcement of future financial results or otherwise. Company Overview Tonbo Imaging : 15 Years of Deep-Tech RD Tonbo Imaging : 15 Years of Deep-Tech R&D Tonbo Imaging designs and builds the sensing, processing, communication, guidance and neutralisation subsystems and 28,000+ systems employed in 24+ countries end systems for autonomous and tactical warfare, with 100% proprietary IP and free of ITAR. ₹2,193 mn H1 FY27 revenue, +183% YoY order book, plus ₹4,083 mn of ₹2,498 mn DOMAIN EXPERTISE contracts under negotiation EO/IR Imaging Edge AI & Computer Vision R&D engineers; 100% proprietary IP Inertial Stabilisation RF Directed Energy C4ISR Platforms of business in tactical systems; 70–80% platforms rising CUSTOMERS 15+ yrs of sustained R&D investment Armed forces, DRDO, PSUs, OEMs and system integrators, and international militaries across 24+ countries. Company Overview Strong Outlook Positioning Across the Portfolio Strong Outlook & Positioning Across the Portfolio Business Existing Successful Development Demonstrated Capabilities Potential Opportunities Tactical Systems • Over 20k+ thermal sights in active Indian • 12 µm uncooled LWIR, fused I² + thermal, • Low thermal-sight penetration in India service edge AI (Near term procurement through OCPP - • 5,000+ thermal sights in active EU service • Sights under 500 g, 8+ hr, target 50,000 units) • NVD binoculars with Israeli IDF and engagement @1,500 m • EU soldier modernization programs. French special forces • Light weight multifunctional binoculars Localized production and hand-held targeting systems Platform Systems • Arjun MKII RCWS • 4-axis gimbals (8–50 kg), under 10 µrad • RCWS for tanks, uncooled seekers, UAV • Jordan Centaurofleet EO/IR upgrade, • Vehicle, naval and airborne EO/IR and fire gimbals won in open competition control • India MPATGM Seeker/CLU (shortfall of • Sensor and guidance system for India’s 68000 systems) MPATGM • EU seeker for loitering munitions (5,000 • Australia RCWS units) • Long range border/counter drone • International RCWS detection Directed Energy • Subsystem orders from international • In-house RF: 3 MW magnetron, 16 MW • India DEW requirement: 100+ systems customers multi-beam klystron across Army and Navy • Land, naval, airborne HPM under • Pulse compression up to 80 MW; high- development (TRL 4) gain antennas Company Overview Business Model Business Model 1 2 3 4 Build, Validate, Sell Own the Core IP Expand Geographies Scale Through Every Layer Partners 100% proprietary IP Science & IP to end across optics, algorithms, Global-first: validate Lean, fabless model with systems, each layer RF and control; 136 R&D overseas, then India multiple ISO 9001- proven through customer engineers. adoption. 24+ countries certified CMH/EMH sales. served. partners. Platforms to take a larger Focus: platforms and Europe and emerging A scalable production revenue share. directed energy. markets. model. Focused on IP-led growth and shareholder value creation H1 FY27 Highlights H1 FY27 Result Highlights H1 FY27 Result Highlights 34.6% ₹2,193 Mn Q2 revenue of ₹1,833 mn followed a Q1 delayed by H1 gross margin order receipt and execution. Revenue 14.2% H1 EBITDA margin 9.8% ₹312 Mn Q2 EBITDA of ₹442 mn (24.1% margin) more than ROE (FY26) offset the Q1 EBITDA loss of ₹130 mn. EBITDA 14.5% ROCE (FY26) ₹58 Mn Q2 PAT of ₹235 mn (12.7% margin) offset the Q1 loss ₹2,498 Mn of ₹177 mn. Profit After Tax Order book (Sept 30, 2026) Outlook From the CEO’s Desk: H1 FY27 and the Road Ahead From the CEO’s Desk: H1 FY27 and the Road Ahead H1 FY27 met expectations Positive FY27 and medium-term outlook Revenue reached ₹2,193 mn, supported by a strong second quarter The ₹2,498 mn order book, expected POs and pipeline support the and order inflows of ₹1,879 mn. outlook. We are pursuing India, Europe and emerging markets. Track performance annually Platforms and proprietary technology Quarter-on-quarter revenue volatility has been seen historically and Fifteen years of R&D built a broad portfolio. Tactical systems are will continue, given the nature of the defence business. 70–80% of business today; platforms are expected to grow, alongside a directed-energy system over the next 3–4 years. Arvind Kondangi Lakshmikumar Our technology capabilities and export track record position us well for the next Managing Director & Chief Executive Officer phase of growth. O [Showing first 8,000 characters — download PDF for full document]