Transcript for the Earnings call held on 03rd November, 2026 at 11:00 am.

November 9, 2026 To, To, The Manager The Manager Listing Department Listing Department Bombay Stock Exchange (BSE) National Stock Exchange (NSE) Phiroze Jeejeebhoy Towers Exchange Plaza, 5th Floor Dalal Street Plot No. C/1, G-Block Mumbai - 400 001 Bandra-Kurla Complex Scrip Code: 544235 Bandra (E), Mumbai - 400 051 Symbol: ORIENTTECH SUB: TRANSCRIPT OF Q2 FY27 POST RESULTS EARNING CALL Dear Sir/Madam, Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (Listing Regulations), please find enclosed the transcript of Post results earning call for Q2 FY27 held on Tuesday, November 3, 2026. Kindly take the same on your records. For ORIENT TECHNOLOGIES LIMITED Sayli Munj Company Secretary and Compliance Officer ACS-44432 Orient Technologies Limited Q2 FY’27 Earnings Call November 3rd, 2026 Management: • Mr. Ajay Sawant – Chairman and Managing Director • Mr. Shailesh Mandani – Chief Financial Officer. Errors & Omissions Expected: This transcript is edited for factual and grammatical errors. In case of discrepancies, the audio recordings uploaded on the stock exchange and company website on 10th August, 2026 will prevail. Page 1 of 11 Orient Technologies Limited Q2 and H1 FY27 Earnings Conference Call November 03, 2026 Moderator: Good afternoon, ladies and gentlemen. I am Danish Shaikh, Moderator for this conference. Welcome to the Conference Call of Orient Technologies Limited., arranged by Concept Investor Relations to discuss its Q2 and H1 FY27 Results. We have with us today Mr. Ajay Sawant – Chairman and Managing Director, Mr. Shailesh Mandani – Chief Financial Officer. At this moment, all participants are in the listen-only mode. Later, we will conduct a question-and-answer session. At that time, if you have a question, please press ‘*’ then ‘1’ on your telephone keypad. Before we begin, let me mention a short cautionary statement. Some of the statements made in today's earnings call may be forward-looking in nature. Such forward-looking statements are subject to risks and uncertainties, which could cause actual results to differ from those anticipated. Such statements are made on management beliefs as well as the assumptions made by the information currently available to management. Audiences are cautioned not to place any undue reliance on these forward-looking statements in making any investment decisions. The purpose of today's earnings call is purely to educate and bring awareness about the Company's Fundamental Business and the Financial Quarter under review. I would now like to hand over the floor to Mr. Ajay Sawant. Thank you and over to you, sir. Ajay Sawant: Thank you, Danish. Good morning, ladies and gentlemen. Thank you for joining Orient Technologies Limited’s Q2 and H1 FY27 Earnings Call. We truly appreciate your time and continued interest in our company. I will first give you a brief background of the business and the operational highlights, after which Mr. Shailesh Mandani, our CFO, will take you through the financials and will open the floor for questions. About Orient Technologies, we are headquartered in Mumbai. About Orient Technologies: Orient Technologies is an IT solutions and services provider with over 25 years of experience in delivering enterprise technology solutions. We listed on the Bombay Stock Exchange and National Stock Exchange following our IPO in August 2024. Our offerings include data center solutions, end-user computing, cybersecurity solutions, cloud and DevOps, digital transformation and infrastructure managed services, and of course, Device as a Service. Page 2 of 11 We have a pan-India presence with offices across Mumbai, Navi Mumbai, Pune, Ahmedabad, Delhi, Chennai, along with an international presence in the UAE and Singapore. As of September 30th, 2026, our employee strength stood at 1,681 employees. Our customer base is diversified across BFSI, Telecommunications, Government and PSU, ITES, and the Broader Mid-Market. While our core infrastructure business remains an important foundation, we are increasingly focusing on cybersecurity, cloud, and managed services with a more annuity-oriented business model. Operational Highlights: As of September 30th, 2026, our order books stood at Rs. 331.61 crores, representing business expected to be built up to March 31, 2027. In July 2026, we received a purchase order of approximately Rs. 76.20 CR, excluding GST, from the National Payments Corporation of India, for the supply of servers with a 7-year warranty to be executed over 18 weeks. In September 2026, we strengthened our cybersecurity business by signing a 3-year contract worth USD 3.15 million with Securonix and became its exclusive value-added distributor and joint go-to-market partner in India. We plan to invest approximately USD 5 million in this expansion, hire around 100 cybersecurity professionals, and target a 12% expansion in our cybersecurity customer base. We have been recognized as an Amazon Web Services Managed Service Provider, an important milestone for our cloud business. This reinforces our ability to deliver managed cloud operations, infrastructure modernization, security optimization, and ongoing technology management, and to offer secure, scalable, and cost-effective cloud solutions to enterprise customers. Our cloud practice is led by Mr. Ravindra Malpute, Head of Cloud Solutions and an AWS Brand Ambassador with over a decade of experience in cloud architecture. The outlook: Our focus areas include Cloud Adoption and Modernization, Security, Generative AI, Agentic AI, Cloud Automation, and Synopsis, helping enterprises improve cloud efficiency and strengthen governance. We continue to enhance our Orient hosted managed services; our integrated managed services framework built on four pillars. Number one, Operate for Proactive Infrastructure Management. Number two, Edge for Cyber Resilience and Business Continuity. Number three, Modernize for Cloud Transformation and Automation. And number four, Scale for Flexible Managed Services that support enterprise growth. Page 3 of 11 Orient hosted managed services support end-to-end technology lifecycle management, deeper customer engagement, and recurring revenue opportunities. Across cybersecurity, cloud infrastructure, individual computing, and digital transformation, our integrated portfolio addresses enterprise priorities around infrastructure modernization, cyber resilience, and operational efficiency, while creating opportunities for cross-selling and long-term services engagement. Due to FY27 marks an encouraging improvement in our operating performance, given by a higher contribution from our managed services business, this continues to strengthen the quality of our revenue mix and support improved profitability. As we move into the second half of FY27, our priorities remain focused on profitable growth, operational efficiency, working capital discipline, and expanding our managed services business. Our strategic priorities include improving revenue quality, enhancing operating margins, strengthening working capital efficiency, and developing differentiated technology capabilities across Cloud, Cybersecurity, Infrastructure Management, and Digital Transformation. We remain committed to creating sustainable long-term value for our customers, employees, and shareholders. For the financial highlights, I would like to hand over the call to Mr. Shailesh Mandani. Over to you, Shailesh. Shailesh Mandani: Thank you, Ajay Sawant. Good morning, everyone. Let me take you through the consolidated financial highlights: Total income for Q2 FY27 stood at Rs. 220.06 crores, an increase of 7.99% quarter-on-quarter compared with Rs. 203.77 crores in Q1 of FY27. Revenue from operations stood at 219.77 crores, up by 8.84% from Rs. 201.92 crores. EBITDA stood at Rs. 22.45 crores, an increase of 45.6% quarter-on-quarter from Rs. 15.42 crores. And our EBITDA margin has expanded by 263 basis points from 10.20% to [Showing first 8,000 characters — download PDF for full document]