Updates

MODIS NAVNIRMAN Dated: 07/08/2026 To, To, National Stock Exchange of India Limited BSE Limited Exchange Plaza, Corporate Relationship Dept., Plot No. C/1, G’ Block, Phiroze Bandra-Kurla Complex, Jeejeebhoy Towers, Bandra (E), Mumbai — 400 051 Dalal Street, Fort, Symbol/ Scrip Code —- MODIS Mumbai — 400 001 Scrip Code — 543539 Subject: Submission of Investor Presentation — FY 2026-27 (Q-1) Dear Sir/Madam, Pursuant to the relevant provisions of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 we hereby submit the Investor Presentation for the first quarter of FY 2026-27, for the period ended June 30, 2026. The said Investor Presentation is enclosed herewith and is also being uploaded on the Company’s website at www.modisnavnirman.com for the information of stakeholders. You are requested to kindly take the above on record. This is for your information and record. Thanking you, For Modis Navnirman Limited Nishi Digitally signed by Modi 17:49:33 +05'30' CS Nishi Mahek Modi Company Secretary ACS-68212 MODIS NAVNIRMAN LTD. |CIN:L45203MH2022PLC377939 Corporate Address: Shop No. 01, Rashmi Heights, M.G. Road, Kandivali (W), Mumbai - 400 067. @ info@modisnirman.com | & www.modisnirman.com | @ +91 9819 9891 00 Investor Presentation Q1FY27 MODIS NAVNIRMAN Disclaimer Certain statements in this communication may be ‘forward looking statements’ within the meaning of applicable laws and regulations. These forward-looking statements involve a number of risks, uncertainties and other factors that could cause actual results to differ materially from those suggested by the forward-looking statements. Important developments that could affect the Company’s operations include changes in the industry structure, significant changes in political and economic environment in India and overseas, tax laws, import duties, litigation and labor. Modis Navnirman Limited will not be in any way responsible for any action taken based on such statements and undertakes no obligation to publicly update these forward-looking statements to reflect subsequent events or circumstances. NNNNNNNNN Table of Contents MODIS NAVNIRMAN Modis Navnirman Limited— MODIS Building Homes with Love and Purpose NAVNIRMAN LEGACY & SCALE STRONG FINANCIAL PROFILE VISION & PHILOSOPHY Founded by Mr. Dinesh C. Modi Asset-light, capital-efficient Creating spaces that inspire and in 2009 business model enrich lives Emerging premium real estate Strong cash flows and sales Vision to be India's most trusted developer with a strong brand momentum real estate brand 7.22 lakh sq. ft. delivered, Improving margins and return Focus on innovation, 12.11 lakh sq. ft. under ratios sustainability & communities construction, 10.50 lakh sq. ft. Low leverage with disciplined Belief that "A house becomes a upcoming financial management home with love" Portfolio of 25 premium Focused reinvestment in residential projects across premium housing and recurring Mumbai & adjoining regions income assets MODIS NAVNIRMAN Management Commentary — Q1FY27 “Modis Navnirman Limited delivered a strong performance in Q1 FY27, with revenue from operations increasing by 27.9% to %58.26 crore, while EBITDA grew by 14.2% to X11.65 crore and PAT rose by 25.8% to X8.54 crore, reflecting disciplined execution, operational efficiency, and the strength of the Company's redevelopment-led business model. During Q1 FY27, construction progressed steadily across key projects, including Rashmi Square, Rashmi Signature, Rashmi Delight, Rashmi Manorath, Rashmi Icon and Rashmi Avenue, reinforcing our commitment to timely delivery and quality execution. The quarter marked another important milestone for the Company with the successful securing of another new redevelopment project. Together with four already under the pipeline, this reflects the Company's strong business momentum and reinforces confidence in its long-term growth trajectory. The strengthened project pipeline provides enhanced revenue visibility and positions the Company well for sustained value creation in the years ahead. Looking ahead, we remain focused on accelerating project execution, selectively expanding our redevelopment portfolio, maintaining financial discipline, and delivering sustainable value for all stakeholders.” r. Dinesh Modi Chairman & Managing Director Key Performance Indicators — Q1 FY27 nnnnnnnnn REVENUE EBIDTA PAT AREA SOLD 44,000 Sq.Ft. ¥58.26 Cr ¥11.65 Cr ¥8.54 Cr A 27.92% YoY A 14.25% YoY A 25.81% YoY 4 780% YoY in Q1FY27 in QIFY27 in Q1FY27 in Q1FY27 Note : This figures are actual and not projected Ongoing project progress summary- Q1 FY27 MODIS NAVNIRMAN Sr. No. Project Name Location Segment Slab Completion 1 Rashmi Square Borivali (W) — Linking Road Residential & Commercial 22nd Slab Completed 2 Rashmi Signature Malad (W) — S.V. Road Residential 20th Slab Completed 3 Rashmi Delight Kandivali (W) - Shantilal Modi Road Residential & Commercial 14th Slab Completed 4 Rashmi Manorath Borivali (E) - Datta Pada Residential 13th Slab Completed 5 Rashmi Icon Malad (W) - Shankar Lane, Orlem Residential & Commercial Plinth Stage 6 Rashmi Avenue Dahisar (W) - Kandarpada Residential & Commercial Plinth Stage MODIS NAVNIRMAN ONGOING UPCOMING COMPLETED 06 05 PROJECTS PROJECTS PROJECTS 10.50 Lakhs Sq. Ft. 12.11 Lakhs Sq. Ft. 07.22 Lakhs Sq. Ft. Project Till Date Synopsis — Key Development Properties Q1 FY 27 ) MODIS NAVNIRMAN — % = Financial Update Investment Properties Development Properties (sqg. ft. in lakh) (sqg. ft. in lakh) (sq. ft. in lakh) (%) Rashmi Square 0.82 0.67 0.15 78.01 % Rashmi Signature 1.43 0.89 0.54 59.06 % Rashmi Delight 0.36 0.28 0.08 57.22% Rashmi Manorath 0.49 0.30 0.19 42.11 % Rashmi lcon 0.70 0.68 0.01 1.70 % Rashmi Avenue 0.36 0.34 0.02 2.46 % Rashmi Celestia 0.41 0.39 0.02 100 % Rashmi Enclave 1.45 0.91 0.54 100 % Rashmi Jewel 1.33 0.66 0.67 100 % Total 7.35 5.12 2.23 I n d i a n “Ml{\“lllmflfl Il Indian real estate sector overview & growth outlook MEIDD,S NAVNIRMAN Macro Growth Drivers 6.5- 7% GDP in 2026 Average home size up ~35% (5 years) ‘nflflfl, Z1 crore+ homes rose from 15% to 54% 14-20% GDP by 2047 market share (2018-H1 2026) indiasReallEstatelMarketUSDIOSII202515 vz D Infrastructure-led growth: USD 2.4T+ investment USD 5-10T (2047) \] T Trillion Opportunity by 2047 Median Age: 29 years driving housing demand USD 80B institutional investment since 2010, Urban population: 37% -> 53% by 2050, boosting fl% supported by RERA, GST & REITs real estate demand India’s Real Estate Transformation Sets the Stage for Organized Developers Source: MOSPI-Ministry of Statistics and Programme Implementation, IMF-International Monetary Fund, Industry, Colliers Note: GDP represents nominal values at current prices SEGMENT OUTLOOK | 2026 Performance & Growth Trajectory ooo ooo MODIS NAVNIRMAN Residential Office / Commercial [= 2026 now Long-term outlook 2026 now Long-term outlook + GCCs: 1,700 - 2,400+ by 2030 * 70-75 MSF leasing expected in 2026 * USD 438.5B market size (2026) * 9.9% CAGR to USD 702B by 2031 * GCCs: 48% of Q1 leasing; 30-35 MSF * Flex office stock: 85-90 MSF (2026); 100+ * 300K+ new launches in 2026 (+6-9% YoY) « Real estate: 13% of GDP by 2030 FY26E MSF (2027) * Home prices +7% YoY; Luxury (34Cr+) * 74% of homebuyers are under 35 years * 55 MSF net absorption; rentals +5-10% vs. * Commercial real estate: 10.8% CAGR to +28% YoY 2024 Industrial & Logistics Emerging: Data Centers & REITs 2026 now Long-term outlook 2026 now Long-term outlook * 50+ MSF leasing expected in 2026 * 10.8% CAGR through 2031 * 1.7 GW data centre capacity by 2026 * SEBI REIT reforms to boost new listings * Rentals +5-7%; EV, 3PL & e-commerce * PLI & e-commerce driving warehouse « Al adoption: 5% -> 91% (2023-2025) * SM-REITs: USD 1.2B liquidity by 2027 driving demand demand * 5 REITs: 175+ MSF, 91% occupancy, X1.6L * Co-living & senior living gaining * H1 2025 leasing: 27.1 MSF (+63% YoY) « Tier I/l emerging as key warehousing Cr market cap inst [Showing first 8,000 characters — download PDF for full document]