Aequs Limited has informed the Exchange about Investor Presentation on the Un-audited financial results of the Company for the quarter ended June 30, 2026.

July 29, 2026 National Stock Exchange of India Limited, BSE Limited, Exchange Plaza, C-1, Block G, 20th Floor, P.J. Towers, Bandra Kurla Complex, Bandra (E), Dalal Street, Mumbai – 400 051 Mumbai – 400 001 NSE Scrip Symbol: AEQUS BSE Scrip Code: 544634 Subject: Investor Presentation Ref: Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“Listing Regulations’’) Dear Sir/ Ma’am, Pursuant to Regulation 30 read with Schedule III of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“Listing Regulations”), we are herewith enclosing a copy of Investor Presentation on the Un-audited financial results of the Company for the quarter ended June 30, 2026. Also, this information will be uploaded on the website of the Company and can be accessed using the link: https://www.aequs.com/investor/ Thanking You, For Aequs Limited Ravi Mallikarjun Hugar Company Secretary and Compliance Officer Membership Number: A20823 Encl.: as above Aequs Limited (formerly known as Aequs Private Limited) Corporate Identity Number: L80302KA2000PLC026760 Registered Office: Aequs Tower, No. 55, Whitefield Main Road, Mahadevapura Post, Bengaluru - 560048, Karnataka, India T: + 91 080 61348000 Corporate Office: Aequs SEZ, No. 437/A, Hattargi Village, Hukkeri Taluk, Belagavi – 591243, Karnataka, India T: +91 0831 4222500 Website: www.aequs.com Email: investor.relations@aequs.com Investo r P resenta ti o n Q1 FY27 Safe Harbor Statement This presentation by Aequs Limited (“Company”) may contain statements related to the future business prospects, financial performance, strategies, and have been prepared solely for information purposes and nothing in it shall be construed as an invitation, offer, solicitation, recommendation or advertisement in respect of the purchase or sale of any securities of the Company. These statements, which may include projections of future financial performance, business prospects, strategies, objectives, and plans, are based on the current expectations, beliefs, and assumptions of the management of Company regarding the industry, market conditions, and other factors affecting the Company. Forward-looking statements are subject to known and unknown risks, uncertainties, and other factors some of which are beyond the Company’s control that could cause actual results, performance, or achievements to differ materially from those expressed or implied in such statements. These risks and uncertainties include, but are not limited to, changes in industry dynamics, economic conditions, regulatory requirements, competition, the Company’s ability to execute its strategy, technological changes, cyber-attacks or security breaches, pandemics, natural disasters, litigations, labor strikes, and other factors. These statements should not be considered as guarantees of future performance and should not be regarded as a representation or assurance by the Company regarding future results or achievements. Actual outcomes may vary significantly from those expressed or implied in these statements, and investors are cautioned not to place undue reliance on such forward-looking statements. In addition to Financial information presented in accordance with Ind AS, we believe certain Non-GAAP measures are useful in evaluating our operating performance. We use these Non-GAAP financial information to evaluate our ongoing operations and for internal planning and forecasting purposes. We believe that Non-GAAP financial information, when taken collectively with financial measures prepared in accordance with Ind AS, provides an additional tool for investors to use in assessment of our ongoing operating results and trends because it provides consistency and comparability with past financial performance. These forward-looking statements represent only the Company’s current intentions, beliefs or expectations, and any forward-looking statement speaks only as of the date on which it was made. Company assumes no obligation to revise or update any forward-looking statements. This presentation and its contents are confidential and proprietary to the Company and/or its affiliates and no part of it or its subject matter be used, reproduced, copied, distributed, shared, or disseminated, directly or indirectly, to any other person or published in whole or in part for any purpose, in any manner whatsoever. Table of Contents 1 Aequs – A Snapshot 2 Q1 FY27 Highlights 3 About Us Why Aequs 01. Aequs Limited – A snapshot We are the only engineering led, vertically integrated precision manufacturer within a single SEZ Business Manufacturing What sets us Robust Operations Capabilities apart? Financials 2 100% 15 years ₹3,955 Mn Business segments In-country value addition for Avg. Relationship with Revenue (Q1 FY27) (Aerospace & Consumer) select products top 3 customers 5,740 4.78 Mn 6 times ₹215 Mn One of the largest portfolios Annual installed capacity (Q1 FY27)(1) Detailed Parts Award (D2P) EBITDA (Q1 FY27) of Aerospace products (machining/molding hours) from Airbus (2016-2023) 2.22 Mn 438/179 5% 3,315 sq. ft. area across CNC machines(2) EBITDA Workforce(3) manufacturing plants /molding machines Margin (Q1 FY27) 1. Annualised figure based on Q1 FY27 2. CNC machines: 220 for Aerospace and 218 Consumer (Q1 FY27) 3. Includes full-time employees, fixed term employees, apprentices and trainees as of Q1 FY27 Q1 FY27 Financial Highlights Performance Highlights Q1 FY27 Highlights (₹ Mn.) Q1 marks a strong start to FY27 - the year we committed to translating expanded 5% - 13% 3,955 215 -532 capacity into financial returns. Revenue grew 55% YoY to ₹3,955 Mn, led by Aerospace with higher build rates and an expanding portfolio, and customer 55% YoY -46% YoY >100% YoY confidence in our execution is reflected in our order book crossing USD 1 billion, up 13% sequentially. Consumer revenue nearly tripled YoY as our new facilities moved Revenue EBITDA & EBITDA PAT & PAT Margin up the production curve. Margin The operating leverage we described at our Investor Day is now visible: operational EBITDA improved 3.5x sequentially to ₹148 Mn as Consumer segment losses Q1 FY27 Segment Update narrowed 24%, with volumes and cost absorption building each month. During the (₹ Mn.) quarter we invested ₹830 Mn in capex to support future growth. 3,222 734 Our milestones stand - Consumer EBITDA breakeven by Q4 FY27 and consolidated Revenue PAT breakeven by H1 FY28 - and this quarter is the first proof point on that path, 40% YoY >100% YoY reinforcing our Vision 2031 roadmap of 4–6x revenue growth, 18–22% EBITDA Aerospace Revenue Consumer Revenue margin and 20% steady-state RoCE. Q1 FY27 Adjusted including JV share(1) (₹ Mn.) Aravind Melligeri 4,301 307 Executive Chairman and CEO 53% YoY -32% YoY EBITDA & EBITDA Revenue Margin Shows the EBITDA and PAT margin figures 1. Revenue & EBITDA includes 100% share of Aequs, 50% of JV share (API, Squad & ACPL), 33% of Ajna. Business Highlights Key updates 70% 22% Aerospace order book crosses USD 1 billion: A 13% sequential increase to USD 1,004 Mn expands the scale of committed programmes and reinforces the segment’s long-term growth trajectory. Aerospace Capacity Consumer Capacity Utilisation (India – 78%) Utilisation Q1 FY27 Q1 FY27 Deepening the Aerospace customer base: During the quarter we signed long-term agreements with two new Aerostructures Tier-1 customers, expanding our global base. 16% YoY 4% YoY Scaling India’s role in flight-critical Aerospace manufacturing: We also signed our first contract for fully assembled Airbus A320 wheels with Safran Landing Systems. Each wheel will be manufactured end-to- end in India within the Belagavi Aerospace Cluster’s vertically integrated ecosystem USD 1,004 Mn 86 Expanding the Consumer value proposition: Building towards a Aerospace Order Book Aerospace Parts Added broader role with customers - from component supply today to Q1 FY27 in Q1 FY27 integrate [Showing first 8,000 characters — download PDF for full document]