Enclosed

Date: 9th November 2026 BSE Limited Department of Corporate Services Phiroze Jeejeebhoy Towers, 25th Floor, Dalal Street, Mumbai - 400 001 Dear Sir/Madam, Sub: Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we are hereby enclosing Investors’ Presentation for the quarter ended September 2026. The above said presentation is also made available on the Company’s website www.asmltd.com Kindly take the same on record of your esteemed Exchange. Thanking you, Sincerely, For ASM Technologies Limited Vanishree Kulkarni Company Secretary and Compliance Officer(FCS:13306) Address:80/2 Lussane Court Richmond Road, Bangalore 560025 INVESTOR PRESENTATION | Q2 FY27 | NOVEMBER 2026 Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by ASM Technologies 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. 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 the economies of various international markets, the performance of the industry in India and world-wide, competition, the company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third party statements and projections. Index Q2 & H1 FY27 Financial Highlights Company Overview 03 Industry & Key Offerings 04 Historical Consolidated Financials Q2 & H1 FY27 Financials From the MDs Desk Mr. Rabindra Srikantan Managing Director "Q2 FY27 was another quarter of strong, broad-based growth for ASM. Revenue from operations stood at ₹ 268 Cr, up 74% YoY, with EBITDA of ₹ 59 Cr at a margin of 22% and Profit After Tax of ₹ 31 Cr. For H1 FY27, revenue grew 68% YoY to ₹ 467 Cr, while PAT rose 77% to ₹ 57.5 Cr. Both our Design-Led Manufacturing and Engineering R&D businesses contributed to this performance, and our order book and enquiry pipeline continue to give us healthy visibility for the second half. In October, we completed a preferential issue of ~₹526 Cr. The proceeds will be used for new manufacturing capacity, strategic acquisitions and investments, debt reduction and working capital. This capital comes at an important time. Our MoUs with the Governments of Karnataka and Tamil Nadu, together with the approval we received under the Electronics Component Manufacturing Scheme, set out a clear roadmap to expand our DLM footprint beyond our current seven facilities. We also continue to bring AI into our engineering and manufacturing processes to improve productivity and quality. As AI and automation reshape advanced manufacturing, we are building on our strengths in semiconductors, electronics, solar, engineering and aerospace. We are also using AI across our own engineering and manufacturing to raise productivity, improve quality and meet our customers’ changing needs. Over the long term, we see significant opportunity as global customers diversify their supply chains and India builds its semiconductor and electronics ecosystem. With deep engineering capability, integrated manufacturing and a stronger balance sheet, ASM is well positioned to capture this opportunity and create sustainable value for all our stakeholders.” Q2 & H1 FY27 Financial Highlights Total Revenue (₹ Cr.) EBITDA (₹ Cr.) PAT (₹ Cr.) Segment Wise Geography Wise 19.7% 22.0% 12.4% 11.4% +74% +93% +60% 7 25.2% 31.6% 2 268 59 31 2 19 Q 155 31 68.4% 74.8% DLM ER&D Domestic Exports Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Total Revenue (₹ Cr.) EBITDA (₹ Cr.) PAT (₹ Cr.) Segment Wise Geography Wise 20.3% 22.5% 12.5% 12.3% +68% +87% +66% 7 25.7% 23.6% 467 105 57 1 277 56 35 H 74.3% 76.4% DLM ER&D Domestic Exports H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 Margin (%) 6 Consolidated Profit & Loss Statement – Q2 & FY26 Particulars (₹ Cr.) Q2 FY27 Q2 FY26 Y-o-Y H1 FY27 H1 FY26 Y-o-Y Revenue from Operations 268.4 154.5 74% 467.2 277.4 68% Cost of Goods Sold 111.0 52.3 180.1 80.0 Employee Cost 70.8 52.6 130.9 101.4 Other Expenses 27.5 19.2 51.0 39.7 EBITDA 59.0 30.5 94% 105.2 56.2 87% EBITDA Margin 22.0% 19.7% 22.5% 20.3% Depreciation 5.4 3.2 10.4 6.1 Other Income 0.6 1.3 2.4 2.4 EBIT 54.3 28.6 90% 97.2 52.5 85% EBIT Margin 20.2% 18.5% 20.8% 18.9% Finance Cost 5.6 2.1 9.3 4.6 Exceptional Item Gain / (Loss) 0.0 0.0 0.0 0.0 Share in Profit/(loss) in JV and Associates -0.4 -0.1 -0.6 -0.1 Profit before Tax 48.3 26.4 83% 87.3 47.7 83% Profit before Tax Margin 18.0% 17.1% 18.7% 17.2% Tax 13.8 7.2 26.0 13.1 Profit After Tax (Before Non Controlling Interest) 34.5 19.1 80% 61.3 34.7 77% Non Controlling Interest 3.8 0.0 3.8 0.0 Profit After Tax 30.7 19.1 60% 57.5 34.7 66% Profit After Tax Margin 11.4% 12.4% 12.3% 12.5% EPS 23.64 13.09 42.02 23.76 Consolidated Balance Sheet – September 2026 Equity & Liabilities (in Rs. Crs) Sep-26 Mar-26 Assets (in Rs. Crs) Sep-26 Mar-26 Non - Current Assets 286.0 204.8 Total Equity 353.5 307.0 Property, plant and equipment 104.0 93.0 Share Capital 14.6 14.6 Goodwill 80.6 12.2 Other Equity 338.9 292.5 Intangible assets 9.2 14.7 Non Controlling Interest 44.6 0.0 Intangibles under development 2.5 6.7 Non-Current Liabilities 99.2 81.7 Financial Assets Financial Liabilities Investments 22.6 20.3 (i) Borrowings 81.6 68.7 Deferred tax assets (net) 8.7 9.3 (ii) Lease Liabilities 9.4 9.5 Other non-current assets 58.4 48.6 Current Assets 436.1 298.1 Provisions 8.2 3.5 Inventories 111.0 69.6 Current Liabilities 224.8 114.2 Financial Assets Financial Liabilities (i)Investments 16.0 68.0 (i) Borrowings 112.1 43.9 (ii)Trade receivables 247.4 115.7 (ii) Trade Payables 35.5 28.0 (ii)Cash and cash equivalents 23.4 6.3 (iii) Lease Liability 5.8 5.6 (iii)Bank balances other than cash and cash equivalents 24.7 22.9 (iv) Other Financial Liabilities 2.6 1.6 (iv) Loans 0.0 0.0 Other Current Liabilities 35.8 21.8 Other Financial Assets 2.5 2.5 Provisions 33.1 13.2 Other Current Assets 11.0 13.1 Total E [Showing first 8,000 characters — download PDF for full document]