Please find the enclosed Investor Presentation for the Quarter Ended June 30, 2026.

To To BSE Limited The Manager Corporate Relationship Department Listing Department PJ towers, The National Stock Exchange of India Limited Dalal Street, “Exchange Plaza”, Bandra – Kurla Complex, Mumbai -400001 Bandra (EAST), Mumbai – 400051 BSE SCRIP CODE: 543896 NSE Symbol: AVALON Sir(s)/Madam, Sub: Investor Presentation on the Unaudited Standalone and Consolidated Financial Results for the Quarter Ended June 30, 2026 This is in continuation to our letter dated July 28, 2026, regarding the Board Meeting scheduled to be held on August 04, 2026, wherein the Board approved the Unaudited Standalone and Consolidated Financial Results for the Quarter Ended June 30, 2026. In this regard, we have provided the following: 1. Investor Presentation on the Unaudited Standalone and Consolidated Financial Results for the Quarter Ended June 30, 2026. For Avalon Technologies Limited Name of the Person: Mr. Ajay Shukla Designation: Company Secretary & Compliance Officer M. No: A36992 Date: August 04, 2026 August 2026 Earnings Presentation Q1 FY27 www.avalontec.com Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared by Avalon Technologies Limited(the “Company”), solely for information purposes without anyregard to any specific objectives, financial situations or informational needs of anyparticular person 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 containingdetailedinformationabouttheCompany. This presentation may not be copied, distributed or disseminated, directly or indirectly, in any manner. Failure to comply with this directive may result in a violation of the applicable law in certain jurisdictions. By reviewing this presentation, you agree to be bound by the restrictions contained herein, and to maintainabsoluteconfidentiality,regardingtheinformationdisclosedinthesematerials. 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 shallbeplaced on,theaccuracy, completeness, fairnessandreasonablenessof the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you mayconsider material. Any liabilityinrespectofthecontentsof,oranyomissionfrom,thisPresentationisexpresslyexcluded. 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. These statements can be recognized by the use of words such as "expects", "plans", 'will", "estimates", "projects", or other words of similar meaning. 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,thecompany’sabilitytosuccessfullyimplementitsstrategy,theCompany’sfuturelevelsofgrowthandexpansion,technologicalimplementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market risks, as well as otherrisks.TheCompany’sperformanceorachievementscoulddiffermateriallyandadverselyfromresultsexpressedinorimpliedbythisPresentation.The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections madebythird parties includedinthis PresentationarenotadoptedbytheCompanyand theCompanyis not responsibleforsuch third-partystatementsand projections. | www.avalontec.com 2 Table of Contents Business Highlights Financial Highlights Strategy Company Overview Annexures | www.avalontec.com STRICTLY PRIVATE AND CONFIDENTIAL 3 AVALON – AT A GLANCE One of the India’s Leading Fully Integrated EMS Company with a Global Delivery Footprint Long-standing presence across diverse segments with industry leading Box Build contribution percentage One stop shop for all EMS 16 Manufacturing Hybrid 615k+ sq.ft. Design & Located in units across US Manufacturing Manufacturing SEZ and services / India Operations Facilities DTA One of the leading EMS players in India Q1 FY27metrics 34.7% 12.0% 23.4% Avalon Technologies & Sienna ECAD ABV Electronics Inc., USA Gross Margin EBITDA Margin ROCE Services Pvt Ltd, India Technologies Pvt Ltd, India Source: F&S report. Percentages have been rounded of to the nearest whole number. | www.avalontec.com STRICTLY PRIVATE AND CONFIDENTIAL 45 Business Highlights Key events Q1 FY27 delivers our eighth consecutive quarter of sequential improvement in performance 60% INR 2,208 Cr # Box-build Revenue Order book India manufacturing delivered 16.7% EBITDA&11.1% PATin Q1 FY27 INR 1,256 Cr * 23.4% Net Working Capital days improved from 142 days in Jun’25 to RoCE Long–term Contracts 117days inJun’26 Business Highlights Orderbookincreased by23.4%YoY 9.9 41% Asset turn - Revenue from Indian Capex light model market customers Brownfield expansion for domestic demand (Chennai) is operational 72% 59% Manufacturing in India Revenue from US market customers Secured EN 15085-2 certification, strengthening our capabilities in railway welding applications # Order Book executable over an avg. period of 14 Months * Long -term contracts executable over 14 Months to 3 years | www.avalontec.com 5 Financial Highlights – Q1 FY 27 (INR Cr.) Order Gross Margin EBITDA PAT Book Q1 FY 27 Q1 FY 27 Q1 FY 27 30thJune 2026 Revenue 168 YOY% 58 YOY% 35 YOY% 2,208 YOY% 46.3% 93.9% 145.3% 23.4% 115 30 14 1,790 4Q1 8 FY 4 27 YOY% Q1 FY 26 34Q1 . F 7Y 2 %7 YOY% Q1 FY 26 1Q 21 .F 0Y 2 %7 YOY% Q1 FY 26 7Q .1 2 FY % 27 YOY% 30thJune 2025 49.8% 85 bps 272 bps 278 bps 323 35.5% 9.2% 4.4% Q1 FY 26 Q1 FY 26 Q1 FY 26 Q1 FY 26 Gross Margin% EBITDA% PAT% | www.avalontec.com 6 Financial Highlights – Q1 FY 27 (INR Cr.) Gross Revenue Margin Q1 FY 27 484 Q1 FY 27 168 0.9% 3.9% Q4 FY 26 480 49.8% Q4 FY 26 162 46.3% Q1 FY 26 323 Q1 FY 26 115 EBITDA PAT Q1 FY 27 58 Q1 FY 27 35 1.9% 15.3% QQ44 FFYY 2266 57 Q4 FY 26 41 145.3% 93.9% Q1 FY 26 30 Q1 FY 26 14 | www.avalontec.com 7 Income Statement (INR Cr.) Particulars Q1 FY27 Q1 FY26 YoY Change Q1 FY27 Q4 FY26 QoQ Change Revenue from Operations 484 323 49.8% 484 480 0.9% Cost of Goods Sold 316 208 51.8% 316 318 -0.6% Gross Margin 168 115 46.3% 168 162 3.9% Gross Margin (%) 34.7% 35.5% -85 bps 34.7% 33.7% 99 bps Personnel Cost 83 63 31.6% 83 77 7.7% Other Operating Expenses 27 22 23.2% 27 27 -2.8% EBITDA 58 30 93.9% 58 57 1.9% EBITDA (%) 12.0% 9.2% 272 bps 12.0% 11.8% 11 bps Depreciation 9 8 1.3% 9 8 3.2% Finance Cost 3 4 -8.2% 3 4 -17.8% Profit Before Tax (PBT) 49 19 152.4% 49 56 -13.4% Tax 14 5 172.3% 14 15 -8.2% Profit After Tax (PAT) 35 14 145.3% 35 41 -15.3% PAT (%) 7.2% 4.4% 278 bps 7.2% 8.4% -121 bps | www.avalontec.com 8 Financial Metrics - I | www.avalontec.com 9 )%(ECoR tbeD ssorG 23.4% 15.7% 10.0% FY24 * FY25 FY 26 Q1 FY27 Mar’24 Mar’25 Jun’26 nruTtessA FY24 FY25 FY 26 Q1 FY 27 tbeD ADTIBE (INR Cr.) 20.6% 0.1 0.1 -0.3 Mar’26 FY24* FY25 FY26 Q1 FY27 * Calculated excluding IPO cash proceeds Financial Metrics - II | www.avalontec.com gnikroWteN syaD latipaC 112 117 Mar’24 Mar’25 Mar’26 Jun’26 syad yrotnevnI 118 94 86 84 Mar’24 Mar’25 Mar’26 Jun’26 selbavieceR edarT syad 79 74 Mar’24 Mar’25 Mar’26 selbayaP edarT syad Jun’26 46 45 Mar’24 Mar’25 Mar’26 Jun’26 NWC days are calculated on revenue annualized based on Trailing Three-Month [Showing first 8,000 characters — download PDF for full document]