BSECompany Update23 Jun 2026 · 23 Jun 2026, 06:15 pm

Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome

ACS Technologies Ltd · 530745

✦ AI Summary▲ PositiveProduct Launch

ACS Technologies Ltd held an investor conference with PhillipCapital, where no unpublished price sensitive information was shared. The company presented its "Tech And Business Roadmap," highlighting its integrated approach across AI, ML, IoT, GIS, and Drones, with a strong focus on India's defence forces, government, and enterprise sectors. The presentation emphasized its strategic moat through full-stack integration, defence-grade trust, compounding data, and a 45-year delivery track record. Additionally, the company disclosed a patent filing for AI-driven acoustic analysis and ongoing quantum research programs with commercial licensing and defence deployment potential, aligning with significant market tailwinds in defence indigenization, drones, and geospatial policy.

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Earnings Impact7/10
Growth Catalyst9/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk5/10
Liquidity Impact6/10
Market Sentiment8/10

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ACS Technologies Ltd - 530745 - Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome

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Date: 23rd June, 2026 The Listing Department BSE Limited, Phiroze Jeejeebhoy Towers, Dalal Street, Fort, Mumbai-400001, Maharashtra Scrip Code: 530745 Dear Sir/Madam, Sub: Disclosure under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. ln accordance with Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find below the outcome of investor meet/conference: Date Investor / Event Meeting / Time Mode /Place Call Type June23, PhillipCapital PCG Investor 2.15 PM Physical/ 2026 Investor Conference - Group Mumbai India Inc. Unplugged: Conversations that Create Conviction During the aforesaid meet/call no unpublished price sensitive information was shared. This is for your information and record. The Investor Presentation is available on the website of the Company at https://www.acstechnologies.co.in/assets/docs/presentations/ACS_Technologies_TechAndBu sinessRoadmap_22_Jun_1745H.pdf The Investor Presentation in relation to the same is attached herewith. Thanking You, Yours Truly, For ACS Technologies Limited Shilpi Gunjan (Company Secretary & Compliance Officer) B S E 5 3 0 7 4 5 · N S E A C S T E C H Where AI, sensors, maps and drones become one system. AI / ML IoT GIS Drones ACS Technologies Limited Hyderabad, India · Est. 1980 0 1 — O V E R V I E W Company at a Glance 45+ ₹264 Incorporated in 1980 by engineers from IBM, Bell Labs and ECIL , ACS has been pioneers in shaping Years of delivery FY26 revenue the landscape of IT revolution. We began with microprocessors and are ready to unleash quantum revolution. Today, listed on both BSE and NSE, we build AI, software, IoT and IT infrastructure for 350+ India's defence forces, government and enterprise . Employees 0 2 — T H E S I S Point tools are commoditizing. The moat is in the convergence. Anyone can buy a drone or a model. Few can fuse sensing, location, aerial capture and machine intelligence into a single, real-time operating picture. Sensing Location Aerial capture Machine intelligence → Real-time decisions 0 3 — C A P A B I L I T I E S Four converging technologies AI / ML IoT GIS Drones Decisioning & autonomy Pervasive sensing Geospatial context Aerial data capture Every signal anchored to Models that turn raw signals Connected devices streaming Surveys, surveillance and location — mapping and into predictions, alerts and the physical world in real time, digital terrain models captured survey at national scale. via our IOTIQ division. from the sky at scale. autonomous action. 0 4 — M O A T Why convergence is the moat Full-stack integration Defence-grade trust 01 02 We own sensing → mapping → modelling → action, not Cleared to deliver mission systems for the Army, Navy a single isolated layer. and Air Force. Compounding data 45-year delivery muscle 03 04 Every deployment feeds proprietary geospatial and Relationships and an execution record that are slow and sensor datasets. costly to replicate. 0 5 — M A R K E T Market & tailwinds Defence indigenisation ~$1.4B "Make in India" mandates push AI, surveillance and autonomous systems to domestic builders. India drone market by 2030 24.4% CAGR · 2025–30 Liberalised geospatial policy 2021 reforms opened high-resolution mapping and survey to private players. ₹1L Cr India geospatial market by 2030 13.45% CAGR · 2022–30 Drone acceleration Import restrictions and the PLI scheme are scaling domestic drone and analytics demand. 0 6 — I N T E L L E C T U A L P R O P E R T Y Patent filed: AI-driven acoustic analysis Proprietary IP that no competitor can replicate — registered under the Indian Patents Act. I P D O M A I N Patent Application Filed AI + Acoustics Convergence Acoustic signal classification using AI/ML — filed under the Indian Fuses deep-learning inference with acoustic sensor arrays to Patents Act 1970. Application in examination stage with the identify, classify and track acoustic signatures in real time — Controller General of Patents, Designs and Trade Marks. applicable to underwater, aerial and ground domains. U S E C A S E I P M O A T Defence-first Application Patentable Innovation Pipeline Directly applicable to sonar contact detection, UAV acoustic This is the first of a planned portfolio. Additional patent filings are signature recognition, and perimeter intrusion detection — under preparation in drone autonomy, sensor fusion, and quantum- capabilities demanded across Army, Navy and Air Force enhanced navigation — building a durable IP moat around the programmes. converged platform. 0 7 — Q U A N T U M R E S E A R C H P R O G R A M M E Patentable MIL-grade quantum research tracks Three active research tracks with commercial licensing and defence deployment potential. T R A C K 1 T R A C K 2 Quantum Sensing (2025–27) Quantum Key Distribution (2026–28) Research into quantum magnetometers and gravimeters for DroneArjuna GCS-to-UAV QKD link for unhackable command underground structure detection and mine warfare — telemetry. Partnering with IIT and national quantum mission labs. complementing MPAS sonar data with quantum sensor feeds. Target: proof-of-concept demonstration for DRDO evaluation. T R A C K 3 M A R K E T Hybrid Quantum-Classical AI (2027–28) Commercial IP Licensing Opportunity Quantum-enhanced neural networks for real-time sensor fusion — India’s National Quantum Mission has committed ₹6,000 Cr over combining classical YOLO-based object detection with quantum- 2023–2031. ACS’s applied quantum research positions the speed data assimilation. Two provisional patents in preparation. company as a commercial partner and IP licensor to PSUs, OFB and private aerospace firms. 0 8 — N E T W O R K I N F R A S T R U C T U R E The Digital Infrastructure division The backbone beneath the converged platform — four established, revenue-generating practices. 0 1 0 3 0 4 IT/ Telecom Surveillance & Data Centres Cybersecurity Infrastructure Access Control Networks, Servers and Design, build and Threat protection, Surveillance, Security and Enterprise IT — designed, modernisation of mission- monitoring and compliance Access systems for deployed and managed end critical data-centre across the entire stack. to end. sensitive sites. infrastructure. 0 9 — P A R T N E R S H I P S Recent strategic tie-ups Signed MoUs that extend the converged stack — from orbit to ground. XDLINX Space Labs Tahaluf AI IBM We deliver their data-processing Exclusive reseller in India for Research partners with IBM Systems for software & ground-segment handling Tahaluf's AI & IoT solutions. Quantum Computing. for small-satellite ISR. Extends our sensing layer from drones Enables us to design solutions for Opens the Gulf market and deepens up to orbit. Quantum Mechanics our enterprise AI/IoT portfolio. Space / EO AI · IoT QUANTUM 1 0 — C R E D E N T I A L S Empanelment & credentials E M P A N E L L E D W I T H P S U s C E R T I F I C A T I O N S BSNL ISO 9001 Quality management RailTel CMMI Level 3 · Process maturity TCIL ISO 27001 ISO/IEC 20000-1 Information security IT service management ITI Ltd BBB- Credit rating — investment-grade standing for contracts and IPRCL financing. RVNL 1 1 — T E A M Leadership Ashok Kumar Buddharaju A Prabhakara Rao RSN Murthy Chairman & Managing Director Chief Financial Officer Chief Operating Officer Rajashekhar Perepa Ashutosh Jha Sathyanarayana Vaddi Director, Technology & Innovations Chief Strategy Officer Chief Growth Officer 1 2 — T R A C K R E C O R D A track record of accelerating growth T H R E E - Y E A R P E R F O R M A N C E · ₹ C R Revenue up 3.2× in two years From ₹82 Cr in FY24 to ₹264 Cr in FY26. FY24 FY25 FY26 Growth is accelerating Revenue grew +55% then +108% year-on-year. Revenue 82.1 126.9 264.4 Convergence is the engine PAT 4.27 4.84 8.52 Drone, GIS and defence orders will anchor the order book. Revenue YoY — +55% +108% Revenue CAGR · FY24–26 PAT CAGR · FY24–26 T H E O P P O R T U N I T Y One converged platform for Indi [Showing first 8,000 characters — download PDF for full document]