Investor Presentation for Financial and Operational Performance of the company for Quarter Ended 30th June 2026

Date: 07.08.2026 BSE Limited Listing Department, Corporate Relationship Department Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai- 400001 Scrip Code: 504028 Symbol: GEE Ltd Sub: Investor Presentation Dear Sir/Madam, Pursuant to the provisions of Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find attached herewith the Investor Presentation giving highlight of Financial and Operational Performance for the Quarter ended June 30, 2026. The presentation is also available on the website of the Company www.geelimited.com . Kindly take the same on record. Thanking you, Yours Sincerely, For GEE Limited Sumedha More Company Secretary & Compliance Officer Mem. No. 69980 Encl: As Above GEE LIMITED JOINING THE WORLD AROUND YOU FOR OVER 60 YEARS DISCLAIMER This document has been prepared for information purposes only and is not an offer or invitation or recommendation to buy or sell any securities of GEE Ltd (the “Company“), nor shall part, or all, of this document form the basis of, or be relied on in connection with, any contract or investment decision in relation to any securities of the Company. This document is strictly confidential and may not be copied, published, distributed or transmitted to any person, in whole or in part, by any medium or in any form for any purpose. The information in this document is being provided by the Company and is subject to change without notice. The Company relies on information obtained from sources believed to be reliable but does not guarantee its accuracy or completeness. This document contains statements about future events and expectations that are forward-looking statements. These statements typically contain words such as "expects" and "anticipates" and words of similar import. Any statement in this document that is not a statement of historical fact is a forward-looking statement that involves known and unknown risks, uncertainties and other factors which may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by such forward- looking statements. None of the future projections, expectations, estimates or prospects in this document should be taken as forecasts or promises nor should they be taken as implying any indication, assurance or guarantee that the assumptions on which such future projections, expectations, estimates or prospects have been prepared are correct or exhaustive or, in the case of the assumptions, fully stated in the document. The Company assumes no obligations to update the forward-looking statements contained herein to reflect actual results, changes in assumptions or changes in factors affecting these statements. You acknowledge that you will be solely responsible for your own assessment of the market and the market position of the Company and that you will conduct your own analysis and be solely responsible for forming your own view of the potential future performance of the business of the Company CONTENTS 1) Key Highlights – Q1 FY27 2) Company Overview 3) Competitive Positioning 4) Growth Strategy 5) Annual Highlights STRICTLY CONFIDENTIAL 3 KEY HIGHLIGHTS Q1 FY27 STRICTLY CONFIDENTIAL 4 KEY BUSINESS HIGHLIGHTS – Q1 FY27 GEE Strengthens Presence in India's Defence Shipbuilding Ecosystem GEE Limited was the exclusive supplier of welding consumables for the simultaneous commissioning of three indigenously built Indian Navy platforms on 21-June-26, highlighting its capabilities in high-specification defence and shipbuilding applications Navy Platforms Commissioned • INS Dunagiri - Project 17A Stealth Frigate equipped with BrahMos and Barak-8 missile systems. • INS Agray - Arnala-class anti-submarine warfare shallow water craft • INS Sanshodhak - Advanced survey vessel for deep-sea hydrographic operations Key Highlights Exclusive supplier of Demonstrates expertise Reinforces long- Highlights GEE's welding consumables in high-specification standing relationships technical expertise, for all three defence and with leading defence manufacturing commissioned naval shipbuilding shipyards, including reliability and quality platforms applications Garden Reach standards Shipbuilders & Engineers Ltd. (GRSE) "Supplying welding consumables for three naval platforms commissioned simultaneously underscores GEE's technical expertise, consistent quality and reliability in supporting India's strategic defence programs.” - Mr. Umesh Agrawal, Joint Managing Director KEY FINANCIAL HIGHLIGHTS- Q1 FY27 Revenue from Operation (Rs. Mn.) EBITDA (Rs. Mn.) PBT (before exceptional) (Rs. Mn.) Adjusted PAT (Rs. Mn.) 30% YoY 76% YoY 318% YoY 223% YoY 1,029 792 80 45 13 55 10 32 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 EBITDA Margin (%) PBT Margin (before exceptional) (%) Adjusted PAT Margin (%) 204 bps YoY 365 bps YoY 183 bps YoY 1.6 1.2 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 INCOME STATEMENT – Q1 FY27 Particulars (INR Mn) Q1FY27 Q4FY26 Q1FY26 YoY% Revenue from Operations 1,028.6 1,121.6 791.8 29.9 Material Consumed 793.4 794.7 613.7 29.3 Gross Margin (%) 22.9 29.1 22.5 37 bps Total Expenditure 948.6 1,010.4 746.4 27.1 EBITDA 80.0 111.3 45.4 76.1 EBITDA Margin (%) 7.8 9.9 5.7 204 bps Other Income 3.1 11.2 0.2 1,260.8 Depreciation 10.1 7.7 10.2 -0.8 PBIT 73.0 114.9 35.5 105.7 Interest 18.5 18.2 22.4 -17.7 PBT 54.5 96.6 13.0 318.1 PBT Margin (%) 5.3 8.6 1.6 365 bps Exceptional Items* 37.0 -33.4 - - Tax 23.0 27.9 3.3 601.5 Reported PAT 68.5 35.4 9.8 601.5 Reported PAT Margin (%) 6.7 3.2 1.2 542 bps Adjusted PAT 31.5 68.8 9.8 222.8 Adjusted PAT Margin (%) 3.1 6.1 1.2 183 bps Reported EPS (Rs) (Basic) 1.32 0.68 0.19 594.7 Adjusted EPS (Rs) 0.61 1.32 0.19 222.8 *Company recognized an exceptional gain of ₹36.96 million arising from the sale of two immovable properties in Q1FY27 COMPANY OVERVIEW COMPANY OVERVIEW 65+ Years of Integrated Manufacturing Innovation & Strong Customer 500+ Expertise: Platform: R&D: Approvals: ~59,000 MT Dealers across Capacity the country Established in 1960 with a Two manufacturing Robust in-house R&D with Approved by leading long-standing legacy in facilities with an installed 50+ professionals, driving organizations in India and welding consumables; led capacity of ~59,000 MT proprietary formulations, across the globe including by the current promoters product innovation, and DRDO, BHEL, L&T, since 1996 import substitution ADNOC, and others, 25+ 20+ strengthening long-term customer relationships Distributors Countries Extensive Market Comprehensive Growth Strengthened Reach: Product Portfolio: Initiatives: Governance: B2C Business B2B Business Pan-India network of 500+ One of India's widest Expanding company’s Stable promoter-led dealers and exports to 20+ portfolios of welding product range to specialty management following the countries, serving consumables, catering to alloys and flux-cored wires resolution of family infrastructure, oil & gas, diverse industrial and matters in 2025, with a defence, railways, and mission-critical renewed focus on 500+ 50+ engineering sectors applications operational excellence, disciplined execution, & Employees R&D Team long-term value creation 65+ YEARS OF ENGINEERING EXCELLENCE 1960: 2006: 2013: Company incorporated as “General Kolkata plant operations begin Breakthrough in Inconel Series Electrodes And Equipment Limited” Operations started in collaboration with 2008: 2014: Greisham GmbH Kalyan plant operations begin SAW Wire facility was installed 1960 1996 - 1999 2006 - 2008 2010 - 2011 2013 - 2014 2025 - 2026 1996: 2010: 2025: Acquisition by current promoter family Expansion and diversification of product line Changes in management structure 1999: 2011: 2026: Name of the company changed to “GEE Signed an agency of Mitsubishi Materials • Realigning the business with renewed Limited” Corporation for Special Alloy focus and a decisive, aggressive management vision LEADERSHIP TEAM [Showing first 8,000 characters — download PDF for full document]