Announcement under Regulation 30 (LODR) - Investor Presentation

NSDL/AF/BSE/2026/0052 Date: July 30, 2026 Listing Compliance Department BSE Limited, Phiroze Jeejeebhoy Towers Dalal Street Mumbai 400 001 Dear Sir/Madam, Scrip Code: 544467 ISIN: INE301O01023 Sub.: Presentation on conference call to be held on July 31, 2026 Ref.: Regulation 30 of the Securities and Exchange Board of India (Listing Obligations & Disclosure Requirements) Regulations, 2015 ('Listing Regulations') Pursuant to Regulation 30 of Listing Regulations, we hereby enclose a copy of the presentation for the Conference Call organised by ICICI Securities scheduled to be held on Friday, July 31, 2026, at 04:00 P.M. (IST). The said information is also available on the website of the Company – https://nsdl.com/ We request you to kindly take the same on record. Thanking you, Yours faithfully, For National Securities Depository Limited Alen Ferns Company Secretary & Compliance Officer Membership No. A30633 Encl: as above 301, 3rd Floor, Naman Chambers, G Block, Plot No- C-32, Bandra Kurla Complex, Bandra East, Mumbai- 400051 Tel: 91 22 6944 8400/8500| CIN – L74120MH2012PLC230380 | Email: info@nsdl.co.in | Web: nsdl.com Earnings Presentation Q1 FY2027 | July 30, 2026 NSDL-PUBLIC Table of Contents Company Overview Awards & Recognitions Key Performance Subsidiaries Overview Indicators (Standalone) Financial Highlights Financial Highlights (Standalone) (Consolidated) Board of Directors and Investor Information Management NSDL-PUBLIC NSDL-PUBLIC Company Overview NSDL-PUBLIC NSDL-PUBLIC NSDL is India’s first and largest depository Pioneering India’s dematerialised capital market for over three decades. Key Highlights 1st 85.8% 66.8 % 45.6mn India’s First and Largest Depository Market share by Total Demat Market Share of Individuals * & # of Beneficiary Owner (BO) pioneering since 1996 Custody Value HUFs Custody Value account (2) (2) 99.9% 97.6% 2,53,903 | 65.6% ₹11.7mn Serviced value of securities FPI Market share by value of Listed # of Active Instruments | Market Avg. Value of Assets held in Demat Demat Holdings Debt Securities share Account (2) (2) 115,107 | 69.9% 72.4 % 89.2% 43.2% # of Issuers registered | Market Market share by unlisted Market share by Demat Value – Total Income market share share Companies (Equity) Unlisted Companies (Equity) (Standalone basis – FY26) Key Subsidiaries 16.3mn | 36% (1) 20.2mn (1) 2nd | Top 34 Banks (1) 5.0mn | ₹477cr (1) Insurance policies # of KYC records of Registered in AePS Txn Value and Micro ATMs # of Customers Dematerialised | Leading Market Intermediaries | Amongst Top 34 banks in UPI as of Q1 FY27 | Deposit Balances share (One of the Prominent KRA) digital transaction Q1 FY27 Note: Figures rounded off to single decimal point. *Including NRIs. NSDL-PUBLIC (1) as of Jun’26. (2) Data sourced from SEBI Bulletin NSDL-PUBLIC Timeline – From Milestone to Momentum 1996 2010 2012 2014 Inauguration of NSDL and Launch of New Depository Launch of e-Voting System Launch of FPI regime and commencement of the System for issuers value of securities held by process of dematerialisation NSDL in dematerialised form of securities crossed ₹100 Lakh Crore 2022 2021 2020 2015 Launch of blockchain -based Launch of Commercial Value of securities held by Launch of Consolidated market platform to manage Paper Issuance Platform and NSDL in dematerialised form Accounts and monitor the security and value of securities held by crossed Statement (CAS) covenant related to issuance NSDL in dematerialised form ₹200 Lakh Crore of bonds crossed ₹300 Lakh Crore 2023 2024 2025 2026 Launch of T + 1 rolling Launch of Beta version of Successful implementation Implementation of SWAGAT - settlement cycle in T + 0 rolling settlement cycle of Direct Payout Settlement FI Framework for FPIs and equity market in equity market and value of for securities and FVCIs and enabled digital securities held by NSDL in listing of NSDL equity submission of Form 121 dematerialised form crossed shares on August 6, 2025 (Form 15 G/H) ₹500 Lakh Crore for Nil tax declaration NSDL-PUBLIC NSDL-PUBLIC NSDL Depository – Service Offerings Core Depository Services Maintain Pledge of Settlement of Consolidated Allotment and Account Opening Dematerializatio Corporate Securities Market and Off - Account Transfer of and n of Securities Actions including Margin market Transfers Statement Ownership Management Pledge Record Suite of E -Services Enables electronically Investors cast their Enables digital Internet-based Demat encrypted straight votes online in public Electronic delivery Submission of PoA Account Statement through processing of listed companies and instructions based Instructions to (IDeAS ) trade information to eAGM holds AGM DPs electronically participants virtually Ancillary Products & Value -Added Services FPI Monitor – Securities and Depository Mutual Fund Issuer Service Common Covenant Digital LAS – Avail Account Validation Conversion and Portal gives application form, Monitoring – a loans by pledging – Enables Redemption API access to issuer foreign Investment blockchain -based shares held in validation of DP ID, enables conversion related services limit and security platform demat form Client ID and of MF units to and information investment data for for bonds / Investor PAN demat form FPIs debentures NSDL-PUBLIC NSDL-PUBLIC Key Achievements & Initiatives – Q1 FY27 DP Onboarding Momentum by NSDL Onboarded 6 new DPs during the quarter, expanding the Depository Participant network Sustained Demat Account Acquisition Momentum 14.7 lakh gross demat accounts added (12.4 lakh net) in Q1 FY27, reflecting continued growth momentum Women Demat Plan effective April 1, 2026 Women accounts stand at ~24% of incremental demat additions in Q1 FY27 Implementation of SWAGAT -FI* Framework for FPIs and FVCIs Enabled special tagging of SWAGAT -FI framework , facilitating ease of doing business through simplified onboarding, reduced compliance burden and 10 -year registration validity for foreign investors Note: * Single Window Automatic and Generalised Access for Trusted Foreign Investors (SWAGAT -FI). NSDL-PUBLIC NSDL-PUBLIC Key Performance Indicators (Standalone) NSDL-PUBLIC NSDL-PUBLIC Performing consistently over the years (1/3) Net BO Accounts Incremental BO Accounts and Market Share # (in lakhs) (Accounts in lakhs, Market share in %) +12.7% 17.6% 462.00 456.3 460.00 15.5% 458.00 456.00 44 55 24 .. 00 00 14.0% 450.00 443.9 448.00 446.00 444.00 442.00 440.00 438.00 436.00 434.00 432.00 430.00 428.00 426.00 424.00 422.00 420.00 418.00 416.00 414.00 44 11 02 .. 00 00 404.9 408.00 406.00 404.00 402.00 400.00 398.00 396.00 394.00 392.00 390.00 388.00 386.00 10.4 12.0 12.4 384.00 10.4 12.0 12.4 382.00 380.00 378.00 Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27 In Q1 FY27, NSDL added 14.7 lakh gross and 12.4 Net BO Accounts #: Net Incremental account lakh net accounts vs 13.0 lakh gross and 10.4 lakh opened in Q1 FY27 stood at 12.4 lakh net accounts in Q1 FY27 Note: # On a gross basis, the indicative incremental market share is estimated at ~18.7% in Q1 FY27 vs ~17.5% in Q1 FY26 . 9 NSDL-PUBLIC NSDL-PUBLIC Performing consistently over the years (2/3) Depository Participant Industry v/s NSDL (in nos) (in lakhs) 70.3 67.0 12.4 10.4 Industry NSDL Jun'25 Mar'26 Jun'26 Q1 FY26 Q1 FY27 DP footprint has grown consistently, with 317 DPs Incremental Accounts: Industry saw an increase of as of Jun’26 (6 DPs added in Q1 FY27), adding 12.4 4.9%, whereas NSDL saw a growth of 18.7%, aided lakh incremental accounts in Q1 FY27 by incremental accounts from new DPs NSDL-PUBLIC NSDL-PUBLIC Performing consistently over the years (3/3) Demat – Unlisted EQ * Custody Value (Net addition in nos, Market share % on Total base) (in ₹ lakh crore) 11111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111 00000000000000000000000000000000011111111111111111111111111111111122222222222222222222222 [Showing first 8,000 characters — download PDF for full document]