Investor Presentation

An ISO 9001 Company November 05, 2026 National Stock Exchange of India Limited BSE Limited, Exchange Plaza, Plot No. C/1, G Block, Floor 25, P J Towers, Bandra Kurla Complex, Dalal Street, Bandra (E), Mumbai – 400 051 Mumbai – 400 001 NSE Symbol: WABAG BSE Scrip Code: 533269 Dear Sir/Madam, Sub: Presentation on the Unaudited Financial Results (both Standalone and Consolidated) of the Company for the quarter and half year ended September 30, 2026 Ref.: Regulation 30 & 46 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 Please find enclosed the presentation on the Unaudited Financial Results (both Standalone and Consolidated) of the Company for the quarter and half year ended September 30, 2026. The aforesaid presentation is also being uploaded on the website of the Company, www.wabag.com. Thanking You, Yours faithfully, For VA TECH WABAG LIMITED Anup Kumar Samal Company Secretary & Compliance Officer Membership No. FCS 4832 Encl.: As above Sustainable solutions, for a better life VA TECH WABAG LIMITED Board : +91- 44 - 6123 2323 CIN: L45205TN1995PLC030231 Fax : : +91- 44 - 6123 2324 “WABAG HOUSE”, Email : wabag@wabag.in No.17, 200 Feet Thoraipakkam-Pallavaram Main Road, Web : www.wabag.com Sunnambu Kolathur, Chennai 600 117, India. VA TECH WABAG LTD. TECHNOLOGY-FIRST GLOBAL WATER SOLUTIONS PROVIDER Results Update Presentation Q2 & H1 FY 2027 SAFE HARBOR STATEMENT This presentation and the accompanying slides (the “Presentation”), which have been prepared by VA TECH WABAG LIMITED (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. 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. 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. This presentation contains certain forward-looking statements concerning the Company’s future business prospects and business profitability, which are subject to a number of risks and uncertainties and the actual results could materially differ from those in such forward-looking statements. The risks and uncertainties relating to these statements include, but are not limited to, risks and uncertainties regarding fluctuations in earnings, our ability to manage growth, competition (both domestic and international), economic growth in India and abroad, ability to attract and retain highly skilled professionals, time and cost over runs on contracts, our ability to manage our international operations, government policies and actions, regulations, interest and other fiscal costs generally prevailing in the economy. The company does not undertake to make any announcement in case any of these forward-looking statements become materially incorrect in future or update any forward-looking statements made from time to time by or on behalf of the company. I N D E X 06 THE WABAG GROUP 15 FINANCIAL PERFORMANCE 23 ORDER BOOK ANALYSIS MANAGEMENT COMMENT “Crossing Rs. 20,000 crores in order book for the first time ever is a defining milestone for WABAG, achieved alongside robust top-line growth and strong profit momentum. In H1 this year, we secured two landmark “Mega” orders, a “Mega” SWRO project that marks our entry into Kuwait, and a “Mega” deal with RIL for one of the largest desalination plants in India at Jamnagar. Together with our entry into the UAE through Ajman, expansion in Europe with Donauinsel Water Works, and key municipal orders from BWSSB and DJB, these wins showcase the trust our clients place in us for their most complex, technology-intensive projects, which will continue to be our focus area. Strong margins and better working capital management also helped us deliver our 15th back-to-back quarter of positive net cash, which crossed Rs. 1,100 crores excluding HAM, another major milestone for WABAG. With Order Book at more than four times of our annual revenue and a healthy bid pipeline, we are well positioned for the years ahead. Rising water security needs and the push on treated water reuse & desalination both for municipal and industrial sectors, are strong tailwinds for the sector. We will stay selective, focusing on securing more “Large” and “Mega”, technology-led projects, Rajiv Mittal and deliver growth and margins in line with our strategic targets” Chairman & Managing Director PERFORMANCE HIGHLIGHTS H1 FY26 H1 FY27 INR Mn Q2 FY26 Q2 FY27 INR Mn 20.3% 20.7% 29.3% 19.9% 20.0% 23.3% 18,870 15,685 10,002 8,345 2,161 2,608 1,506 1,947 1,205 1,445 848 1,046 REVENUE EBITDA PAT REVENUE EBITDA PAT ▪ Strong Order Book of ~INR 202 Bn → Robust Revenue Visibility; Order H1 FY2026-27 Performance Metrics Intake of ~ INR 52 Bn in H1 FY27 ▪ Secured multiple orders from RIL: 13.8% 10.3% 16.3% • ‘Mega’ order for Desalination and Remineralisation plants EBITDA MARGIN PAT MARGIN RoE • Repeat ‘Medium’ order for ETP at DAGEGC, Jamnagar Driven by EP, International, Driven by debt control & improved Creating long term Shareholder Industrial and O&M Projects operating margins Value ▪ Debuted in Kuwait with the official signing and commencement of contract for the 'Mega’ 60 MIGD (~ 272 MLD) SWRO order from MEWRE INR 11,442 101 20.5% ▪ Announced ‘Large’ order for the expansion of the Donauinsel Water NET CASH NWC DAYS RoCE Works in Vienna, Austria Driven by Efficient Cash Driven by Operational Driven by Asset Light Business ▪ Net Cash positive for the 7th year running (15th consecutive quarter), Management Efficiency Model reflecting the quality of order book and cash management *Net Cash including HAM Projects - INR 10,361 Mn WABAG GROUP 100 YEARS YOUNG & STRONG YEARS CENTURY 2.0 Pioneering the Next 100 Years 1996 2010 2019 2026 Foundation of VA VA TECH WABAG Ltd. Secured Landmark Kuwait foray with an order TECH WABAG Ltd., goes Public (NSE, BSE) One-City-One-Operator for 60 MIGD (~272 MLD) Chennai, India Project under State SWRO desalination plant 2024 2005 Mission for Clean Ganga 2016 WABAG celebrates its 1924 Buyout of WABAG India: Management Secured order for 45 MLD Centenary, & Achieved Foundation of WABAG buyout backed by TTRO Plant at Koyambedu Highest Market Wasserfilterbau in Wroclaw ICICI Venture under AMRUT Scheme Capitalization 1986 2007 2018 2025 Completion of the Reunification: WABAG Associated with PM’s Secured its largest 3-stage acquisition India takes over WABAG vision of Clean Ganga Desalination order in of WABAG by Austria Group from – executed the first STP Middle East – 300 MLD Deutsche Babcock Siemens Group under Namami Gange at SWA in Yanbu, KSA Varanasi 1999 2015 2023 Acquisition of WABAG Secured first Secured largest from Deutsche Babcock Integrated ETP project Desalination Project by VA TE C H , A u s t r ia in the SEA in Oil & Gas of SE Asia – 400 MLD sector from PETRONAS Perur, Chennai DELIVERING INNOVATIVE WATER SOLUTIONS 25+ Countries 2,000+ Wabagites Presence across Locations Promoting Manufactured Water, Circular Among the 1,500+ Plants executed since 1995 Economy and Resource Recovery WORLD’S TOP 3* LARGEST PRIVATE WATER OPERATOR Core Expertise AA-/Stable & A1+ And Credit Rating in Engineering & Procurement (EP) Desalination Plant Suppliers Touched 96+ Mn INR 202 Bn; Healthy Order Book Asset Light Model lives globally with Robust P [Showing first 8,000 characters — download PDF for full document]