Investor Presentation

AZAD August 7,2026 Department The Listir-rg Tl-re Listing Department BSE Limited National Stock Exchange of India Limited Departrnent of Corporate Affairs Exchar-rge Plaza, Plot No. C/1, G Block Phiroze Jeejeebhoy Towers, Dalal Street Bandra-Kurla Cornplex, Bandra (E) Murnbai - 400 Mumbai - 400 051 Scrip lD - 544061 Scrip Code - AZAD Dear Sir/Madarn, Subject: Investor Presentation. Pursuant to Regulation 30(2) of SEBI (Listing Obligations and Disclosure Requirernents) Regulations,2015, we are er-rclosing herewith the presentation on Unaudited Standalone and Consolidated Financial Results for the quarter ended June 30, 2026, which would be used in the Investors / Ar-ralysts earnings con-ference call scheduled on August B, 2026, at 11:00 A.M. (lST). Kindly take the information on record. Thankir-rg you. Yours truly, For Azad Engineering Limited G. Praneeth Abhishek Company Secretary, Compliance Officer and Head Legal Membership No.: 435583 Encl.: As above Limited Azad Engineering A\--- Ptot No.90/c,90/D, Phase -'t, contacr: o4o-23og7oo7 clN No: L7421OTG1983P1C004132 z---N Hyderabad, Email:info@azad.in GSTIN:36AAECA9452H',IZJ l.D.A., Jeedimefla, India. www.azad.in AZA D\y Telangana-S0O 055, Web: CS_2601_j23 Azad Engineering Limited Investor Presentation August 2026 Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Azad Engineering 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. Performance Update Q1FY27 vs Q1FY26 (Standalone) 1,705.2 640.7 363.5 Rs. Mn Rs. Mn Rs. Mn 26.8% YoY 32.1% YoY 21.2% YoY 37.6% margin 21.3% margin Quarterly Revenue EBITDA PAT Performance Q1FY27 vs Q1FY26 ( Consolidated) 1,726.0 643.6 351.6 Rs. Mn Rs. Mn Rs. Mn 25.9% YoY 30.7% YoY 19.5% YoY 37.3% margin 20.4% margin Revenue EBITDA PAT India’s First Indigenous Expandable Turbo Jet Engine A historical milestone for the nation's sovereignty and Azad's capabilities This milestone represents a pivotal step in Azad's evolution - from a component manufacturer to a propulsion systems player, ascending the value chain and Designed by GTRE | meaningfully expanding our addressable market. Manufactured & Assembled by Azad Engineering Jet engine technology is one of the most sophisticated engineering disciplines in the world, mastered by only a few nations. It demands exceptional precision, advanced metallurgy, and uncompromising manufacturing standards. Link to the official press release by the Ministry of Defence: https://www.pib.gov.in/PressReleasePage. aspx?PRID=2288576&reg=48&lang=2 • Revenue grew 26.8% Y-o-Y this quarter, while EBITDA expanded at a Performance Highlights (standalone) faster 32.1%, reflecting the benefits of sustained operating efficiencies. “I am pleased to share that Azad recently delivered its first expendable indigenous turbojet engine to DRDO and the Ministry of Defence, following • Other Income moderated during the the successful manufacturing and assembly of critical engine components. This milestone highlights the company’s advanced manufacturing quarter, largely on account of capabilities, reinforces its position as a trusted partner in India’s strategic aerospace and defence programmers, and creates new opportunities in foreign currency volatility witnessed indigenous propulsion technologies. in the prior quarter - declining from ₹xx in Q4FY26 to ₹yy in Q1FY27. From a quarterly performance perspective, we began the year with our best-ever quarterly results, reporting revenue of INR 1,705.2 Mn, EBITDA of INR 640.7 Mn with a margin of 37.6%, and Profit After Tax of INR 363.5 Mn with a margin of 21.3%. Driven by disciplined execution, both the Energy & Oil & Gas and Aerospace & Defence businesses continued to grow in line with our long-term targets. Supported by a strong order book, the company remains well positioned for sustained growth and reiterates its long-term revenue growth guidance of over 25%.” Rakesh Chopdar, Chairman & CEO Quarterly REVENUE EBITDA* PAT performance 36.1% 37.6% 22.3% 21.3% Key take-away (Rs. Mn) +26.8% 32.1% 21.2% Margin % • Revenue grew 26.8% Y-o-Y this quarter, while 1,705.2 640.7 363.5 EBITDA expanded at a faster 32.1%, reflecting the benefits of sustained operating efficiencies 299.9 1,345.1 485.1 • Other Income moderated during the quarter, largely on account of foreign currency volatility (foreign currency gains) witnessed in the prior quarter, which declined from Rs. 119.13 Mn in Q4FY26 to Rs. 5.06 Mn in Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 * EBITDA margin is calculated as – Reported EBITDA/ Revenue from operations 6 ** PAT Margin is calculated as - PAT / Revenue from Operation Revenue Mix - Growth momentum building across segments (standalone) (Rs. Mn) % Revenue contribution Energy & Oil & Gas Aerospace & Defence Revenue from Operations* Exports Domestic 81.2% 81.2% 17.1% 16.8% 92.0% 88.0% 8.0% 12.0% 26.8% 26.7% 21.2% 1,705.2 1,384.2 24.7% 1,500.6 1,345.1 1,237.9 1,092.9 286.9 90.7% 230.0 204.6 107.2 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Key highlights • Civil construction at the Azad Centre of Excellence (CoE) in Tunki Bollaram is expected to be completed within this fiscal year. With the commissioning of four new Dedicated Lean Manufacturing Facilities, the Company is well-positioned to accelerate revenue growth • We anticipate a measured ramp-up across these dedicated lines, with the more substantive contribution to the P&L expected to crystallize from H2-FY27 onwards - a trajectory fully consistent with, and supportive of, our long-term guidance *Includes others 7 Inaugurated Four Dedica [Showing first 8,000 characters — download PDF for full document]