Investor Presentation

IKIO TECHNOLOGIES LIMITED (Formerly known as IKIO LIGHTING LIMITED) (CIN.:L31401DL2016PLC292884) u IKI! ) Regd. Office: Corp. Office: Works : P Q 411, Arunachal Building, @ Plot No. 10, Sector 156 @ Plot no. 102,Sector-07, IIE, Innovations.Only, 19 Barakhamba Road, Noida (GB Nagar)-201307 Sidoul Haridwar,249403 Cannaught Place New Delhi-110001 India Date: -11"" August 2026 BSE Limited The National Stock Exchange of India Dalal Street, Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, 5th Floor, Plot No. C/1, Mumbai 400 001 G Block, Bandra-Kurla Complex, Scrip Code: 543923 Bandra (East), Mumbai 400 051. Symbol: IKIO Sub: Disclosure under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 — Investor Presentation Dear Sir/Ma’am, With Reference to our letter dated 04th August, 2026 and Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, an investor presentation is attached for the information of the investors. The same is also being hosted on the Company's website at www.ikio.in. You are requested to take the same on record. Thanking You, For IKIO Technologies Limited Sandeep Kumar Agarwal Company Secretary & Compliance Officer web. www.ikiotech.in Email: info@ikiotech.com Tel. No. 0120-5106867 Scaling Innovation, Enabling New Possibilities. Investor Presentation | Q1FY27 Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared by IKIO Technologies Ltd formerly known as ‘IKIO Lighting 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. IKIO TECHNOLOGIES LTD –Q1FY27 2 Table of Contents Q1FY27 Highlights Business Strategy Company Overview Annexure IKIO TECHNOLOGIES LTD –Q1FY27 3 Q1FY27 Highlights Robust Revenue Growth Continues With Healthy Margins Revenue (Rs Mn) EBITDA (Rs Mn) & Margin (%) PAT (Rs Mn) & Margin (%) Cash PAT (Rs Mn)  41% YoY  94% YoY  365% YoY  96% YoY 1,693 13.0% 1,201 448 9.4% 387 220 6.5% 1,244 2.0% 94 814 113 110 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Other Home Lighting Total Business ODM Business • Robust revenue growth was driven by continued growth in Other Business and improvement in the Home Lighting - ODM Business, supported by new customer additions. o Other Businessrevenue stood atRs 1,244 Mn, up53% YoY o Home Lighting - ODM Business revenue stood atRs 448 Mnin Q1FY27, up16% YoY • Profitability improved YoY, driven byrevenue growth and operating leverage. IKIO TECHNOLOGIES LTD –Q1FY27 5 Consolidated Profit & Loss Particulars (Rs Mn) Q1FY27 Q1FY26 YoY% Q4FY26 QoQ% FY26 FY25 YoY% Revenue from Operations 1,693 1,201 41% 1,654 2% 5,953 4,859 23% Raw Material Expenses 996 761 916 3,559 2,811 Gross Profit 697 440 58% 737 -5% 2,394 2,048 17% Gross Margin (%) 41.2% 36.6% 44.6% 40.2% 42.1% Employee Expenses 282 186 245 869 683 Other Operating Expenses 195 141 233 750 765 EBITDA 220 113 94% 260 -15% 775 600 29% EBITDA Margin (%) 13.0% 9.4% 15.7% 13.0% 12.3% Depreciation 74 70 84 309 243 Finance Cost 19 21 22 82 84 Other Income 42 20 52 145 151 Profit Before Tax 169 42 300% 205 -18% 530 424 25% Tax expenses 59 18 30 114 100 Profit After Tax 110 24 365% 175 -37% 416 324 28% PAT Margin (%) 6.5% 2.0% 10.6% 7.0% 6.7% Diluted EPS (INR) 1.39 0.31 2.12 4.87 4.19 IKIO TECHNOLOGIES LTD –Q1FY27 6 Business Strategy IKIO - Transitioning From Lighting to Integrated Technology Solutions Beyond Lighting | Expanding Portfolio Globalizing the Business Model Transitioning from core Home lighting to a • Expanded global footprint to 20+ countries, with diversified portfolio including home & commercial strong traction in overseas markets. lighting, hearables & wearables, energy solutions, • Revenue from outside India grew by 53% YoY to electronic components and Automotive lighting Rs 1,101 Mn, with its contribution increasing to 18% driven by strong R&D and ODM capabilities. in FY26 (vs. 15% in FY25). Reimagining IKIO’s Backward Integration & Cost Control Scaling Manufacturing & Capabilities Growth Trajectory • Extensive backward integration drives superior Enhancing capacity by ~5 lakh sq. ft. (greenfield quality control and sustainable margin facility with IPO proceeds), for new-age products, expansion. exports, and backward integration to drive efficiency and margins. • In-house manufacturing enables cost • Block I of ~2 Lac Sq. Ft. commercialized in May 2024 optimization, operational efficiency, and supply • Block II of ~2 Lac Sq. Ft partially commercialized in chain reliability. Q2FY27. Vision To be a preferred manufacturing and solutions provider of Lighting, Energy Efficient Products, Electronic Components and Hardware Components in the global marketplace. IKIO TECHNOLOGIES LTD –Q1FY27 8 Well Diversified Revenue Continues… Expanding beyond the traditional Home Lighting ODM business while continuing to deliver robust revenue growth Revenue (Rs Mn) 5,953 4,859 4,380 1,698 3,588 2,077 1,693 2,410 1,201 2,414 4,255 2,782 1,244 1,970 1,174 Q1FY26 Q1FY27 FY23 FY24 FY25 FY26 Other Business Home Lighting - ODM Business Total • We have strategically reduced our reliance on the traditional Home Lighting ODM business while steadily expanding the Other Business segments, resulting in a more diversified revenue mix and stronger long-term growth prospects. • Other Business on a Strong Growth Trajectory: Revenue has grown at a 3-Year CAGR of approx. 54% (FY23–FY26), with momentum sustained in Q1FY27, as revenue grew approx. 53% YoY to Rs 1,244 Mn IKIO TECHNOLOGIES LTD – Q1FY27 9 …on the back of IKIO’s Product Expansion… ~1999 2005 [Showing first 8,000 characters — download PDF for full document]