Enclosed

Date: 6th August 2026 BSE Limited Department of Corporate Services Phiroze Jeejeebhoy Towers, 25th Floor, Dalal Street, Mumbai - 400 001 Dear Sir/Madam, Sub: Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we are hereby enclosing Investors’ Presentation for the quarter ended June 2026. The above said presentation is also made available on the Company’s website www.asmltd.com Kindly take the same on record of your esteemed Exchange. Thanking you, Sincerely, For ASM Technologies Limited Vanishree Kulkarni Company Secretary and Compliance Officer(FCS:13306) Address:80/2 Lussane Court Richmond Road, Bangalore 560025 INVESTOR PRESENTATION | Q1 FY27 | AUGUST 2026 Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by ASM 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 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. Index Q1FY27 Financial Highlights Company Overview 03 Industry & Key Offerings 04 Historical Consolidated Financials Q1 FY27 Financials From the MDs Desk Mr. Rabindra Srikantan Managing Director "Our Q1FY27 performance reflects the continued efforts of our teams and the confidence our customers have placed in us. During the quarter, we reported revenue from operations of ₹199 Crs., EBITDA of ~₹46 Crs. with an EBITDA margin of 23.2%, and Profit After Tax of ~₹27 Crs. Our focus continues to be on disciplined execution, operational efficiency, and delivering consistent value to our stakeholders. As industries continue to adopt automation, Artificial Intelligence (AI), and intelligent manufacturing, we remain committed to strengthening our capabilities across the Semiconductor, Electronics, Solar, Engineering, Aerospace, and other advanced industries that we serve. We will continue to integrate AI across our engineering and manufacturing processes to enhance productivity, improve quality, and support our customers' evolving requirements. Looking ahead, we remain committed to building on our capabilities with a long-term perspective, maintaining strong governance and execution standards, and creating sustainable value for our customers, shareholders, employees, and all our stakeholders.” Q1 FY27 Financial Highlights Revenue (₹ Cr.) EBITDA (₹ Cr.) PAT (₹ Cr.) 20.9% 23.2% 12.7% 13.5% +62% +80% +72% 199 46 27 26 16 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Segment Wise Geography Wise 12.8% 26.4% 73.6% 87.2% DLM ER&D Domestic Exports Margin (%) 6 Consolidated Profit & Loss Statement – Q1 FY27 Particulars (₹ Cr.) Q1 FY27 Q1 FY26 Y-o-Y FY26 FY25 Y-o-Y Revenuefrom Operations 198.8 122.9 62% 528.5 288.8 83% Cost of Goods Sold 69.1 27.8 124.6 45.4 Employee Cost 60.1 48.9 213.7 152.6 Other Expenses 23.5 20.6 89.1 43.6 EBITDA 46.2 25.7 80% 101.1 47.3 114% EBITDA Margin 23.2% 20.9% 19.1% 16.4% Depreciation 5.0 2.9 14.0 9.9 Other Income 1.8 1.1 8.0 8.8 EBIT 42.9 23.9 79% 95.1 46.2 106% EBIT Margin 21.6% 19.5% 18.0% 16.0% Finance Cost 3.7 2.5 8.8 11.8 Exceptional Item Gain / (Loss) 0.0 0.0 1.6 0.3 Share in Profit/(loss) in JV and Associates -0.2 -0.1 -0.6 -0.1 Profit before Tax 39.0 21.4 82% 84.1 34.6 143% Profit before Tax Margin 19.6% 17.4% 15.9% 12.0% Tax 12.2 5.8 23.4 9.1 Profit After Tax 26.8 15.6 72% 60.8 25.6 138% Profit After Tax Margin 13.5% 12.7% 11.5% 8.9% EPS 18.39 10.67 41.65 21.13 Company Overview ASM Technologies: 30+ Years of Engineering Innovation End-to-end ER&D and design-led manufacturing – from design to manufacturing service Presence in key markets like USA, Singapore, UK, Canada, Japan, Thailand, Mexico & Vietnam Incorporated in 1992 with over 3 decades of experience 7 3 3 1 Manufacturing Facilities - in Bangalore, in Chennai and in Vietnam Strategic Partnerships Myelin Foundry Private Limited Asmaitha Wireless Technologies Pvt. Ltd. INR 48 Crs. INR 80 Crs. Proposed Investments Proposed Investments Industry Industry ❖ Design Led Manufacturing ❖ Design Led Manufacturing Percentage Holding Percentage Holding ❖ 20% ❖ 51% Strategic Rationale Strategic Rationale ❖ To deploy patented, high-performance AI solutions. ❖ The acquisition of Asmaitha wireless strengthens This will address evolving industry requirements ASM Technologies’ capabilities in engineering across semiconductor, electronics, solar and design-led manufacturing, particularly in engineering, where real-time operational intelligence embedded, firmware and wireless domains. and equipment reliability are increasingly critical. ❖ The focus will be on Predictive Maintenance, Multimodal Analytics, AI Augmented Operations and sustainability & Efficiency Stock Exchange intimation: Link LinkedIn Link: click here Stock Exchange intimation: Link 10 Advanced AI/ML Capabilities INTELLIGENT AI FOR NEXT-GEN PERFORMANCE ❖ Increase Yield & Throughput ❖ AI Assistant ❖ AI-Based Parameter Tuning ❖ MLOps for Industrial AI ❖ Predictive maintenance Presence across Key Global Markets 9 7 10 Development Centres | Manufacturing Facilities | Offices Note : Map not to scale Our Manufacturing & Design Facilities Manufacturing Facilities Manufacturing Facilities Design Facilities Development Centres 9 7 10 Development Centres | Manufacturing Facilities | Offices We have secured a 10 acre land in Karnataka for setting up State-of-the-Art Facility. The agreement is in its final stage, post which construction will commence. *2 units in Guindy, Chennai 14 Well placed to seize Industrial Tailwinds (1/2) ASM Technologies Limited signs MoU with the Government of Karnataka, to invest ₹ 510 cr. for ESDM sect [Showing first 8,000 characters — download PDF for full document]