Investor Presentation

August 03, 2026 National Stock Exchange of India Ltd. BSE Limited Symbol: UNIMECH Scrip Code: 544322 Sub: Intimation of Investor Presentation Dear Sir/Ma’am, In continuation to our letter dated July 29, 2026, pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we hereby enclose the copy of Earnings Presentation on un-audited Financial Results of the Company for the quarter ended June 30, 2026, which is being placed on the Company’s website, for the Earnings Conference Call scheduled on Tuesday, August 04, 2026. Thanking You, Yours Faithfully, For Unimech Aerospace and Manufacturing Limited Rashmi Gupta Company Secretary & Compliance Officer M. No: A25382 Encl: Annexure-A Unimech Aerospace and Manufacturing Limited Investor Presentation Q1 FY27 – August 2026 Disclaimer This presentation and the accompanying slides (the “Presentation”), which has been prepared by Unimech Aerospace and Manufacturing Ltd (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 shall 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 the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. Stakeholders are advised to compare the data provided in the presentation with the full financial results available on the website of the Company as well as on the website of the NSE and BSE. 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. Quarter Update Q1 FY27 Message from the MD’s Desk FY27 has commenced on a strong and encouraging note for Unimech, with the Company delivering its highest-ever quarterly revenue of ₹1,076.2 mn while maintaining strong EBITDA margins. This performance reflects improving customer demand, disciplined execution and, most importantly, establishes a stronger operating base from which we intend to build through the remainder of the year. The strategic investments made over the past quarters are now beginning to translate into tangible business outcomes. The successful integration of Hobel Bellows, and growing customer engagements across aerospace, semiconductor and energy sectors are steadily expanding our growth platform. While aerospace tooling continues to perform well, we are witnessing healthy traction in our Precision Components & Assemblies business, supported by long-term customer engagements and an expanding opportunity pipeline. Qualification-led growth remains central to our strategy. During FY27, we are targeting qualification to meaningfully increase in comparison to previous year as we continue to qualify flying parts and recurring precision manufacturing programs across other industries. These initiatives are steadily strengthening our position as an integrated precision manufacturing partner Mr. Anil Kumar P for global OEMs / Tier-1. Chairman & Managing Director Looking ahead, we expect capacity utilisation to improve as qualification programs transition into serial production. Backed by a healthy order pipeline, expanding customer relationships and sustained margin discipline, we remain confident that FY27 will be year of strong growth and value creation as we build a globally competitive precision engineering platform. The Quarter’s Scoreboard | Q1 FY27 Operational Highlights ₹1,076.2 Mn ₹392.5 Mn Revenue EBITDA ▲ 71% Y-o-Y ▲ 98% Y-o-Y • Signed a long-term supply agreement with FACC, an aerospace Tier-1 supplier and a strategic partner to major global aerospace OEMs 36.5% ₹278.6 Mn • Hobel acquisition completed on 27th EBITDA Margin PAT April 2026 – 2 months consolidation for ▲ 5% Y-o-Y ▲ 46% Y-o-Y the quarter ended June 2026 • RFQ received from one large Semi- conductor equipment OEM 24.2% ₹5.48 PAT Margin EPS 1% Y-o-Y ▲ 46% Y-o-Y The Quarter’s Scoreboard | Q1 FY27* Revenue (INR Mn) EBITDA (INR Mn) & Margins (%) PAT (INR Mn) & Margins (%) 31% 36% 26% 24% 475 98% 1,076.2 392.5 175 278.6 629.9 191.2 197.9 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 *Hobel consolidation wef from 1st May 2026 Order Book Momentum providing strong growth visibility Improving Order Book (INR Mn) 2,803 2,149 1,116 1,048 Mar'25 Jun'25 Sep'25 Dec'25 Mar'26 Jun'26 Order Book highlights Total Order Book as on 30th June is • Signed LTA : FACC towards aerostructures components INR 2,803 million • Strategic LTA in pipeline with aerospace Tier 1, semi-conductor INR 1,802 million equipment OEM (Unimech : • Nuclear order Rs 873 million included in Unimech order book INR 1,001 million) Hobel Bellows : Consolidated Statement of Profit & Loss - Quarterly Particulars (INR Mn) Q1 FY27* Q1 FY26 Y-o-Y Q4 FY26 Q-o-Q Revenue from operations 1,076.2 629.9 71% 818.0 32% Expenditure Material & Conversion cost 380.3 213.3 78% 217.6 75% Employee benefit expenses 162.5 126.7 28% 155.8 4% Other expenses 140.9 92.0 53% 92.2 53% Total Operating Expenses 683.7 432.0 58% 465.6 47% EBITDA 392.5 197.9 98% 352.4 11% Depreciation and amortisation expense 79.6 58.9 35% 71.6 11% Finance cost 19.4 11.5 69% 112.5 (83%) EBT 293.6 127.6 130% 168.3 74% Other income 73.3 114.4 (36%) 147.6 (50%) PBT 366.9 242.0 52% 315.9 16% Tax Expense 86.9 50.4 72% 53.2 63% Profit after tax for the year 278.6 191.2 46% 261.0 7% Materials % 32.1% 27.0% 22.0% Sub-contracting % 3.3% 6.9% 4.6% Employee Benefit % 15.1% 20.1% 19.0% Other expenses % 13.1% 14.6% 11.3% EBDIT% 36.5% 31.4% 43.1% PBT% 31.9% 32.5% 32.7% PAT% 24.2% 25.7% 27.0% *Hobel consolidation wef from 1st May 2026 Company Overview Unimech: Trusted Global Precision Manufacturing Platform A reliable partner to leading OEMs & Tier 1s, engaged in design and qualification led manufacturing delivering high complexity tooling, precision components, assemblies and engineered systems for mission critical applications. At a Glance Key Business offerings Capabilities Founded Manufacturing Facilities* Manufacturing Area* Build to Print Aero Tooling / MRO [Showing first 8,000 characters — download PDF for full document]