Investor Presentation

06 November 2026 BSE Limited, National Stock Exchange of India Limited, 20th Floor, P.J. Towers, Exchange Plaza, C-1, Block G, Dalal Street, Bandra Kurla Complex, Bandra (E), Mumbai - 400001. Mumbai – 400 051 BSE Scrip Code: 544294 NSE Scrip Symbol: ROSSTECH Sub: Investor Presentation of the Company for the quarter and half year ended 30 September 2026 Dear Sir/Ma’am, In continuation to our letter dated 31 October 2026 and Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we hereby enclose the copy of Investor Presentation for the quarter and half year ended 30 September 2026 on Company’s Overview, Business highlights, financial performance and other updates to be made to analysts/investors. The Investors Presentation is also made available on the website of the Company at www.rosselltechsys.com. We request you to kindly take the above information on record. Thanking you, For Rossell Techsys Limited Krishnappayya Desai Company Secretary & Compliance officer Q2 & H1 F Y 2 0 2 6 - 2 7 · IN VE ST OR PRE SE N T A T ION Standalone Results for the Quarter and Half Year Ended 30 September 2026 REVENUE EBITDA PROFIT BEFORE TAX ORDER BOOK FUND RAISE ₹185.5 Cr ₹29.0 Cr ₹12.7 Cr ₹900 Cr ₹300 Cr +92% YoY · +25% QoQ As on 30 September 2026 +48% YoY +89% YoY · +32% QoQ Onboarded SBI MF DISCLAIMER Safe harbour This presentation and the accompanying slides (the “Presentation”), prepared by Rossell Techsys Limited (the “Company”), are solely for information purposes only 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 detailedinformationabouttheCompany. 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.ThisPresentationmaynotbeallinclusiveandmaynotcontainalloftheinformationthatyoumayconsidermaterial.Anyliabilityinrespectofthecontents of,oranyomissionfrom,thisPresentationismexpresslyexcluded. Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to: the performance of the Indian economy and of theeconomiesofvariousinternationalmarkets,theperformanceoftheindustryinIndiaandworldwide,competition,disruptionstotechnology,theCompany’sabilityto successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue,incomeorcashflows,theCompany’smarketpreferencesanditsexposuretomarketrisks, aswellasotherrisks.TheCompany’sactualresults,levelsofactivity, performanceorachievementscoulddiffermateriallyandadverselyfromresultsexpressedinorimpliedbythisPresentation. TheCompanyassumesnoobligationtoupdateanyforward-lookinginformationcontainedinthisPresentation.Anyforward-lookingstatementsandprojectionsmadeby thirdpartiesincludedinthisPresentationarenotadoptedbytheCompanyandtheCompanyisnotresponsibleforsuchthird-partystatementsandprojections. 02 · Rossell Techsys Limited · Q2 FY27 Investor Presentation Table of Contents Performance Highlights Quarter at a glance and leadership perspective 02 Financial Highlights Quarter, half year, margins and statement of profit and loss 03 Company Overview Segments, capabilities, strengths and recognition 04 Board & Management A team that is building Rossell’s next chapter. 05 Earnings call details Sharing Success. Celebrating Progress Together. 03 · Rossell Techsys Limited · Q2 FY27 Investor Presentation 03 01 Performance Highlights Business Performance Highlights Capital Raise & Institutional Validation Record Performance • ₹300 Cr raised via preferential allotment by way of issue • Strongest Quarter year in Company’s history of 25,72,898 equity shares at a price of 1166/- per share • Record Q2 revenue: ₹185.5 Cr, up 48% YoY • Kotak Mutual Fund (via promoter block deal) and SBI • Record PBT: ₹12.7 Cr, first double-digit quarter Mutual Fund (via preferential allotment) join, endorsing • Operating leverage: profit outpacing revenue strong institutional confidence • Quarterly revenue near past half-year levels • Stronger balance sheet and flexibility to fund expansion Semiconductor Business Growth & Capacity • Onboarded another leading global semiconductor • ~₹430 Cr H1 orders; ~₹1,350 Cr bid pipeline across A&D, equipment OEM semiconductor and industrial • A high-potential growth driver alongside the • Named among ET Edge’s Best Manufacturing Brands 2026 Company’s A&D business. Riding AI-led movement. • New Aerospace Park facility for semiconductor and non- defence demand With that, we enter H2 FY27 from a position of exceptional strength, backed by improving profitability, a stronger balance sheet, enhanced working capital efficiency, expanded capacity, marquee institutional shareholders, a diversified customer base, and increasing visibility across high-growth sectors. Message from the Managing Director Q2 FY27 was another milestone quarter for Rossell Techsys, with the Company delivering its highest-ever quarterly revenue of ₹185.5 crore, reflecting 48% YoY growth, along with its highest-ever quarterly PBT of ₹12.7 crore, marking the first double-digit quarterly PBT in the Company's history. These resultsreflectthe continuedstrength ofourbusiness model, customertrust, anddisciplinedexecution across theorganization. The scale of transformation achieved over the last few years has been significant. Supported by continued investments in capabilities, infrastructure,talentandcustomerrelationships,weremainconfidentinourlong-termgrowthtrajectory. A key highlight during the quarter was the onboarding of a leading global semiconductor equipment manufacturer, further strengthening our position within the semiconductor ecosystem. Combined with the progress of existing programs, this reinforces our confidence in the significant AIledopportunities emergingfromthe global semiconductorindustryandourability toparticipate meaningfullyin this growth cycle. The successful completion of our ₹300 crore capital raise was another defining achievement. The issue witnessed overwhelming response from leading institutional investors, reflecting growing confidence in the Company's strategy, governance standards and long-term prospects. We are pleased to welcome marquee investors like Kotak Mutual Fund and SBI Mutual Fund, to our shareholder base. The fund raisehasfurtherstrengthenedourbalancesheetandenhancedourcapacitytopursuefuturegrowthopportunities. Rishab Mohan Gupta Operational momentum remained strong during the quarter, with fresh order inflows of approximately ₹190 crore and bids submitted Managing Director aggregating nearly ₹1,000 crore. We also inaugurated our new Aerospace Park facility, which is expected to commence operations shortly and provide additional capacity to support the growing opportunities across semiconductor and other non-defence sectors. At the same time, inventory carrying levels improved from 7.98 months to 6.67 months, reflecting our continued focus on operational and working capitalefficiency. “Yet another record- breaking quarter!” As we look ahead, we remain optimistic about the opportunities arising from global aerospace and defence spending, suppl [Showing first 8,000 characters — download PDF for full document]