Analysts/Institutional Investor Meet/Con. Call Updates

Ref. No. ESDS / 2026-27 / 25 Date: November 06, 2026 To To Department of Corporate Services Listing Department BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, C-1, G-Block, Bandra-Kurla Complex Dalal Street, Mumbai, MH – 400001 Bandra (E), Mumbai, MH – 400051 Scrip Code: 544898 Scrip Symbol: ESDS Sub: Submission of Transcript of Earnings Conference Call held on November 02, 2026 Dear Sir/Madam, Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the transcript of Earnings Conference Call held on November 02, 2026. Kindly take the same on your record. Thanking you Yours Faithfully For ESDS Software Solution Limited (Prasad Deochand Deokar) Company Secretary & Compliance Officer M. No. A34350 “ESDS Software Solution Limited Q2 FY27 Earnings Conference Call” November 02, 2026 MANAGEMENT: MR. PIYUSH SOMANI – CHAIRMAN AND MANAGING DIRECTOR MR. NADUKURU SITA RAMAIAH – CHIEF FINANCIAL OFFICER MR. SAURABH DAGA – ACCOUNTS AND FINANCE MR. PRASAD DEOKAR – COMPANY SECRETARY AND COMPLIANCE OFFICER MODERATOR: MR. PRATIK JAGTAP – E&Y INVESTOR RELATIONS Page 1 of 17 ESDS Software Solution Limited November 02, 2026 Moderator: Ladies and gentlemen, good day and welcome to the ESDS Software Solution Limited Q2 FY27 Earnings Conference Call. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the call, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Pratik Jagtap from E&Y Investor Relations. Thank you, and over to you, sir. Pratik Jagtap: Thank you, Rayo. Good evening to all the participants and welcome to Q2 FY27 Earnings Call of ESDS Software Solution Limited. The results and presentation have already been mailed to you and they are also available on the website of ESDS. In case anyone has not received a copy of press release and presentation, please do write to us and we will be happy to send it to you all. To take us through the results today and to answer your questions, we have with us the top management of the company represented by Piyush Somani, Chairman and Managing Director, Nadukuru Sita Ramaiah, Chief Financial Officer to whom we will be referring as Ram, Saurabh Daga, Account & Finance Team and Prasad Deokar, Company Secretary and Compliance Officer. Piyush will start the call with brief overview of the quarter on business, which will be then followed by Ram, who will take us through the financials. Then we will open the floor for Q&A session. As usual, I would like to remind you that anything that is said on this call which gives any outlook for the future or which can be construed as a forward-looking statement must be viewed in conjunction with the risks and uncertainties that we face. These risks and uncertainties are included but not limited to what we have mentioned in the prospectus filed with SEBI and subsequent annual reports, which you can find on our website. With that said, I now hand over the call to Piyush. Over to you, sir. Piyush Somani: Hey Pratik. Thanks a lot. Good evening everyone, a warm welcome and thank you for joining our Q2 FY27 Earnings Call. We also have our H1 numbers to disclose today. Before I talk about the quarter, I would like to take a moment to reflect on an important milestone for all of us. We became a listed company on 4th September this year and I would like to once again thank all our shareholders for trust and confidence you have placed in us. Our first earnings interaction as a listed company happened very soon thereafter on 25th of September. As we are still relatively new to the public markets, we thought it would be useful to spend a few minutes today explaining ESDS our business model. And how we look at the business, particularly for shareholders and investors who have joined us after the IPO. If you look at ESDS' journey over the past two decades, we've witnessed significant shifts in the technology landscape, and we have proactively evolved alongside them. Alongside this, our approach to innovation and solving customer problems has remained consistent. Back then, we began with web hosting, supporting businesses as they established their digital presence. As the requirement became more complex, we expanded into data center and mission- Page 2 of 17 ESDS Software Solution Limited November 02, 2026 critical IT infrastructure. We have been early adopters of emerging technologies. We recognize the potential of cloud computing early and developed our own cloud platform with patented vertical auto-scaling technology. As customers increasingly sought integrated services, greater control and digital sovereignty, we developed an artificial intelligence-based autonomous sovereign platform with Swaraj Cloud and AI-enabled sovereign products, bringing multiple capabilities together within one ecosystem. Today, as artificial intelligence transforms the technology landscape, we are building on this strength through AI factories, large-scale GPU clusters and end-to-end AI-enabled solutions. At every stage, our approach has been to look beyond individual products understand the larger customer challenge and bring together the right technologies to deliver a complete end-to-end solution. This philosophy has remained the foundation of our evolution and continues to guide the future direction of ESDS. Today, our business can broadly be understood across three offerings: Infrastructure as a Service, managed Services, and software as a Service. Instead of looking at this as independent businesses, we look at them as an integrated technology platform through which we support customers across infrastructure. Cloud, software, security and the ongoing management of their technology environment. Let me briefly explain how our three core business segments work together. Infrastructure as a Service now forms the foundation of our business. This is where we provide customers with the AI infrastructure or cloud infrastructure or data center infrastructure they need to run their applications and critical workloads, including be it their data center, cloud, colocation, AI compute, AI factory. So whatever compute capacities or whatever hardware capabilities are required, that we provide to our customers. Managed services takes this a step further. Beyond providing infrastructure, we help customers manage, monitor, secure, and optimize their IT environment. This allows them to focus on their core business while we take care of their ongoing technology operations. And Software as a Service represents our proprietary software and platform capabilities, including our growing Swaraj product portfolio across cybersecurity, observability, automation, and enterprise technology. What is important to understand is that these are not three isolated businesses. They are interconnected capabilities that allow us to address a customer's complete technology requirements. A customer may begin with infrastructure, expand into managed services, and subsequently adopt our software platform. This integrated approach enables us to build deeper customer relationships, address evolving requirements, and deliver end-to-end technology solutions. Our customer base spans enterprises, government organizations, and BFSI clients. ESDS is also not only an infrastructure company. We have built our own technology and software capabilities over many years. Swaraj Cloud is our patented vertical auto-scaling cloud technology, and we continue to build our capabilities across AI, cloud, cybersecurity, and GPU infrastructure. What differentiates ESDS is that we do not look at technology requirements in Page 3 of 17 ESDS Software Solution Limited November 02, 2026 isolation. We focus on understanding t [Showing first 8,000 characters — download PDF for full document]