Investor Presentation

MTAR Technologies Limited Investor Presentation – July 2026 Please click herefor corporate video Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by MTAR 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 cashflows, 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 isnot responsible for such third-party statements and projections. All Maps used in the presentation are not to scale. All data, information, and maps are provided "as is" without warranty or any representation of accuracy, timeliness or completeness A leader in critical and differentiated engineered products MD’s Statement & Key Initiatives Quarterly Highlights & Business Updates New Product Development & Strategic Capacity Enhancement Annexure Management Commentary The Company has consistently focused on the indigenisation of critical technologies in strategic sectors, often building capabilities in high growth areas ahead of broader industry adoption. Over the past five decades, we have pioneered complex mechanical systems across sectors that are witnessing a significant growth now - from fuel handling equipment for nuclear reactors, propulsion systems and structural assemblies for Aerospace & Defence programmes to various critical products for fuel cell applications. This spirit of innovation continues to shape our growth strategy as we deepen our participation in prestigious Aerospace & Defence programmes, both in India and globally, while expanding into emerging, high-growth opportunities such as data centre infrastructure solutions. For the current fiscal year, we have guided for revenue growth of 80%, with an EBITDA margin of 24% ±100 bps. Beyond near- PARVAT SRINIVAS REDDY term financial performance, our focus remains on building a diversified and resilient business by expanding our product (Managing Director) portfolio,increasing wallet share with existing customers and growingour global customerbase. We remain committed to leveraging our engineering heritage and execution capabilities to strengthen our capabilities further to build a world class manufacturing institution. Key Initiatives taken over the past 5 years Addition of New Products in Civil Nuclear, Clean Energy and Aerospace & DefenceVerticals • Added new products • In Clean Energy, • Successfully qualified first articles • Developed and successfully • More than 25% of the • The company has also like Fuel Transfer o Expanded wallet share in for prestigious global Aerospace delivered critical aerospace revenue is being derived entered into long term system in Civil Nuclear the fuel cell segment by customers, including Thales, GKN components and assemblies, from the products that contracts across diverse Power adding various new and various other customers including landing gear parts for have been developed over sectors with customers • Qualified for new products • Strengthened presence in the the LCA Tejasprogram the past 4-5 years like IAI and Weatherford products like End Shield global aerospace ecosystem and • Currently engaged in the and Calandriadue to unlocked future growth development of the Main establishment of new opportunities Landing Gear Support Structure capabilities assembly for AMCA program Diversification into new verticals – Oil & Gas and Data Centre Infrastructure solutions • Successfully delivered first articles –whipstock • Initiated working on Class A components for SLB • First articles for data centreinfrastructure assemblies to Weatherford solutions under progress Establishment of dedicated Manufacturing and NADCAP Approved Special Processes Facilities • The Company commissioned a dedicated Aerospace facility in January 2025, • The Company has also established a Nadcapaccredited special processes tailored to specific customer requirements and established within an facility with approvals covering more than 30 processes—a capability accelerated timeframe, demonstrating its agility in rapidly scaling capabilities available with only a select few companies in India—demonstrating deep to meet customer needs process expertise and comprehensive in-house manufacturing capabilities Quarterly Highlights & Business Updates 55Years Celebrating of Engineering Excellence Sector: Clean Energy - Civil Nuclear Power Revenue (in Rs. Cr) Highlights 8% 11% 3% 3% 1% 61.9 43.8 23.6 • Thecompanysuppliescriticalfuelhandlingassembliesforthecoreofthereactor 18.4 • Recently, the company has received single largest order inflow of Rs. 504 Cr for the kaiga 5 & 6 projects, strengtheningitordervisibilityincivilnuclearpower • ThecompanyisexpectingRs.150CrofordersinFY27fromreactorsthataredueforrefurbishment • In addition, NTPC is partnering with NPCIL for construction of 4 reactors at Mahi Banswara. Significant orders are expectedfromthisprojectgoingforward FY23 FY24 FY25 FY26 Q1FY27 • TheGovernmentofIndiaaimstoachieve100GWecapacityincivilnuclearsectorby2047,creatingsignificantlong- term opportunities. With its established capabilities in this sector, the Company is well positioned to benefit from potentialorderinflowsfromconstructionofnewreactors,refurbishmentofreactorsandmaintenancecontracts. Sector: Aerospace & Defence Revenue (in Rs. Cr) Highlights 9% 7% 14% 12% 10% 103.8 93.2 64.5 58.7 36.4 • Thecompanysuppliesliquidpropulsionsystems– Vikas Engine,CryogenicEngineUpperStageAssemblies,electro- pneumaticmodulesandcriticalstructuresforLaunchVehicles • ItisalsocateringtostructuralassembliesrequirementofprestigiousprogramslikeLCATejasandAMCA • In addition, the company has robust export MNC Aerospace wing where it is currently catering to reputed customerslikeThales,GKN,IAI,Rafael,Elbitetc. • TheMNCAerospacevertical ispoisedforsignificantgrowthasprogramme [Showing first 8,000 characters — download PDF for full document]