Analysts/Institutional Investor Meet/Con. Call Updates

August 07, 2026 To To The Compliance Manager The Manager, Listing Department BSE Limited National Stock Exchange of India Ltd Corporate Relationship Dept., Exchange Plaza, Plot No. C/1, G Block, Phiroze Jeejeebhoy Towers, Bandra-Kurla Complex, Dalal Street, Mumbai 400001. Bandra (East), Mumbai 400 051. Scrip Code: 544280 Symbol: AFCONS Subject: Investor Presentation on the Unaudited Financial Results for the Quarter ended June 30, 2026. Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed the Investor Presentation on the Unaudited Financial Results for the Quarter ended June 30, 2026. Thanking you, Yours faithfully, For Afcons Infrastructure Limited Gaurang Parekh Company Secretary and Compliance Officer Membership No.: F8764 Afcons Infrastructure Limited Regd. O(cid:431)ice: Afcons House, 16, Shah Industrial Estate, Veera Desai Road, Azad Nagar, Andheri(W), Mumbai - 400 053, India, Tel.: +91-22-6719 1000, Email: secretarial@afcons.com www.afcons.com | CIN No.: L45200MH1976PLC019335 AFCONS INFRASTRUCTURE LIMITED Investor Presentation | Q1 FY27 Safe Harbor Statement This presentation and the accompanying slides (the “Presentation”), which have been prepared by Afcons Infrastructure 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 cashflows, 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. All Maps used in the Presentation are not to scale. All data, information and maps are provided "as is" without warranty or any representation of accuracy, timeliness or completeness. Investor Presentation 2 Financial Snapshot Missing Link, Mumbai Pune Expressway Q1FY27 Result Highlights ₹ 2,727 Cr 7.7% ₹ 43,290 Cr Total Income ROCE1 Order Book Q1 FY27 Q1 FY27 As on Jun’26 ₹ 13,219 Cr ₹ 263 Cr 2.2% Order Inflow EBITDA* ROE1 Q1 FY27 Q1 FY27 Q1 FY27 0.7x 3.8x ₹ 30 Cr PAT Net Debt to Equity Book to Bill Q1 FY27 Q1 FY27 Q1 FY27 Note: *Components of finance cost like Bank charges and commission is added to other expenses & deducted from finance cost, thereby adjusting the calculation of EBITDA; 1 = Annualized Investor Presentation 4 Consolidated Financial Performance – Q1FY27 Total Income (₹ Cr) EBITDA* (₹ Cr) & EBITDA Margin* (%) PAT** (₹ Cr) & PAT Margin** (%) 13.0% 6.1% 9.6% 4.0% -3.2% 1.1% 3,419 445 137 2,777 2,727 Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27 -89 Q1 FY26 Q4 FY26 Q1 FY27 Note: *Components of finance cost like Bank charges and commission is added to other expenses & deducted from finance cost, thereby adjusting the calculation of EBITDA & EBITDA Margins Investor Presentation 5 Company Overview Hankede Bridge, Addu City, Maldives Corporate Snapshot Flagship Infrastructure Engineering and Construction Company of the Shapoorji Pallonji Group Leading Global EPC company with an Established Track Record in executing large, complex and high-value projects Extreme Engineering Standardized processes Maintains a strategic 5,100+ 235 196+ Capabilities with efficient resource equipment base allocation Lane km of roads Marine works Bridges, Flyovers, Viaducts Index Inclusion Crisil Rating Upgrade Included in MSCI India & Domestic Small Cap AA-/Stable (Long Term) Index A1+ (Short Term) 150+ km 65+ km 47 Top 3 Indian Cos 8th Largest 12th Rank Elevated & Underground Underground Tunnel General Civil Engineering & Metro by NATM Industrial Structure ENR Top International International marine and Global bridges sector Contractors Rankings1 port facilities contractor (Only Indian company in (Highest ranking Indian Top 25) company in Top 25) 48th Rank 15th Rank 40th Rank 8 6 60+ Global transportation sector Aqueducts sector Water Supply (Only Indian company in (Only Indian company in LNG Tanks Irrigation, Water Supply Overseas projects Top 50) Top 25) and Hydro works Note: 1. As per 2025 ENR (Engineering News-Record, US) Top International Contractors rankings. Companies are ranked according to construction revenue generated outside of each company’s home country Investor Presentation 7 Decades of Extreme Engineering 1959 - 1969 1970 - 1980 1981 - 1991 1992- 2002 2003- 2013 2014 - 2024 2025-2026 1959: Founded as a partnership 1987: Won the first project in 2005: Entered Hydro and Rail Tunnel Segment 2025 between Rodio Foundation Africa (Ethiopia) 2007: Achieved total income of INR 10bn • Achieved the highest ever pending order book Engineering Limited, Switzerland 1988: Entered Road Construction of ~INR 369bn and Hazarat & Company, India as a 2009: Won the first offshore oil and gas business • Inauguration of Chenab Bridge, the world’s civil construction firm project highest single-arch railway bridge at Jammu 1963: Entered Marine 2010: Entered Underground Metro Tunnelling Kashmir, India Construction Segment 1974: Expanded into overseas markets 1996: Renamed as “Afcons Infrastructure 2016 through the construction of the Jetty Limited” to reflect a major thrust in • Entered Turnkey Railway segment and Intake Structure for the infrastructure related projects • Entered Irrigation segment Desalination Plant at Muscat (Oman) 1997: Became a full-fledged Public Limited 2017: Entered the International Water Supply segment 1976: Established as a company: Company 2020 Asia Foundations and Constructions 2000: • Entered the Regional Rapid Rail Transit System (RRTS) segment Private Limited • Crossed total income of INR 100bn 1979: Entered Bridge Construction 2021: Won Greater Male Connectivity Project, the largest infra project in Maldives • Acquired by Sterling Investment Corporation Limited, a Shapoorji Pallonji 2022: Entered the Domestic Water Supply Segment Group Company 2023: Won C2 Tunnel Package [Showing first 8,000 characters — download PDF for full document]