Investor Presentation

SEDEMAC Innovative Controls July 02, 2026 To, To, BSE Limited, National Stock Exchange of India Limited, Corporate Relations Department, Listing Department, Phiroze Jeejeebhoy Towers, Exchange Plaza, 5th Floor, Plot No. C/1, Dalal Street, G block, Bandra Kurla Complex, Mumbai – 400001 Bandra (East), Mumbai – 400051 Scrip code: 544723 NSE Symbol: SEDEMAC Dear Sir/Madam, Sub: Corrigendum to Investor Presentation Q4 & FY26 Ref: Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. This is with reference to our intimation dated May 18, 2026 for the Investor Presentation for the quarter and financial year ended March 31, 2026. The graph related to “Customer Concentration” on page no. 12 of the Investor Presentation was not accurate. This has now been corrected as follows: Information submitted with Corrigendum to the information Page no. of the Stock Exchanges on May 18, submitted to the Stock Investor Presentation 2026 Exchanges Customer Concentration Customer Concentration % Rev from Biggest Customer % Rev from Biggest Customer Minus Minus 12 (sum of % Rev from Next Four) (sum of % Rev from Next Four) FY24: 70% FY24: 72% FY25: 66% FY25: 68% FY26: 49% FY26: 58% The revised Investor Presentation after the aforesaid corrections is enclosed herewith. You are requested to kindly take note of the same. Thanking you, For SEDEMAC Mechatronics Limited (Formerly SEDEMAC Mechatronics Private Limited) Prasad Rajendra Chavan Company Secretary and Compliance Officer Membership No.: A49921 Encl: As above SEDEMAC Mechatronics Limited (Formerly SEDEMAC Mechatronics Private Limited) Registered Office, Technical Center & Corporate Office: Survey No. 270/1/A/2, Pallod Farms, Baner Road, Baner, Baner Gaon, Haveli, Pune - 411045, Maharashtra, India. Tel: +91 20 6715 7200 Mfg. Facility I: G-1, MIDC, Phase- III, Chakan Industrial Area, Nighoje, Pune 410501, MH, India. Tel: +91 2135 623 200 Mfg. Facility II: Survey No.64/5, Bhide Baug Industrial Estate, Wadgaon Budruk, Pune 411041, MH, India. Tel: +91 20 6750 2200 e-mail: cs@sedemac.com Website: www.sedemac.com CIN: L29253PN2007PLC246956 SEDEMAC Mechatronics Limited Innovative Controls May 2026 Investor/Analyst Presentation © 2007-2026 SEDEMAC 1 People in Todays Call Shashikanth Suryanarayanan Amit Dixit Rajesh Sheth Managing Director Joint Managing Director Chief Financial Officer © 2007-2026 SEDEMAC 2 Disclaimer This presentation is issued by SEDEMAC Mechatronics Limited (the “Company”) for general information purposes only, without regard to specific objectives, suitability, financial situations and needs of any particular person. This presentation does not constitute or form part of any offer or invitation or inducement to sell or issue, or any solicitation of any offer to purchase or subscribe for, any securities of the Company whether in India or outside India, nor shall it or any part of it or the fact of its distribution form the basis of, or be relied on in connection with, any contract or commitment therefor. This presentation may include statements which may constitute forward-looking statements. All statements that address expectations or projections about the future, including, but not limited to, statements about the strategy for growth, business development, market position, expenditures, and financial results, are forward looking statements. Forward looking statements are based on certain assumptions and expectations of future events. This presentation should not be relied upon as a recommendation or forecast by the Company. Please note that the past performance of the Company is not, and should not be considered as, indicative of future results. The Company cannot guarantee that these assumptions and expectations are accurate or will be realised. The actual results, performance or achievements, could thus differ materially from those projected in any such forward-looking statements. The Company does not undertake to revise any forward-looking statement that may be made from time to time by or on behalf of the Company. Given these risks, uncertainties and other factors, viewers of this presentation are cautioned not to place undue reliance on these forward-looking statements. None of the Company, its Directors or affiliates nor any of its or their respective employees, advisers or representatives or any other person accepts any responsibility or liability whatsoever, whether arising in tort, contract or otherwise, for any errors, omissions or inaccuracies in such information or opinions or for any loss, cost or damage suffered or incurred howsoever arising, directly or indirectly, from any use of this document or its contents or otherwise in connection with this document, and makes no representation or warranty, express or implied, for the contents of this document including its accuracy, fairness, completeness or verification or for any other statement made or purported to be made by any of them, or on behalf of them, and nothing in this presentation shall be relied upon as a promise or representation in this respect, whether as to the past or the future. 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. Further, 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. The information and opinions contained in this presentation are current, and if not stated otherwise, as of the date of this presentation. The Company undertakes no obligation to update or revise any information or the opinions expressed in this presentation as a result of new information, future events or otherwise. Any opinions or information expressed in this presentation are subject to change without notice. © 2007-2026 SEDEMAC 3 We design & supply critical, control-intensive Electronic Control Units (ECUs) # of Control-Intensive ECUs Sold 3,901,075 2,438,504 1,917,339 1,425,155 >12 million Control-intensive ECUs sold cumulatively FY23 FY24 FY25 FY26 to major vehicle & industrial OEMs in India, the US and Europe. Majority of our revenue comes from ECUs incorporating novel control technologies built in-house. © 2007-2026 SEDEMAC 4 Q4FY26 Financial Performance Revenue EBITDA PAT from operations Q4FY26 INR 288 Cr INR 61 Cr INR 32 Cr 11.2% 21.3% 288 61 16.1% 4.8% Q4FY25* Q4FY26 Q4FY25* Q4FY26 Q4FY25* Q4FY26 Growth +60% YoY +103% YoY +244% YoY * Q4FY25 Financials is Unaudited even though the full year FY25 financials was Audited. © 2007-2026 SEDEMAC 5 FY26 Financial Performance Revenue EBITDA PAT RoCE* % from operations FY26 INR 1,058 Cr INR 222 Cr INR 104 Cr 40% 21.0% 9.8% 40% 19.0% Industrial 1058 15.7% 12.8% 7.1% Mobility 34% 222 103.6 29% 2.0% 1.1% 94 18% 912 47.1 83 83 564 54 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 +36% 3yr CAGR +60% 3yr CAGR +125% 3yr CAGR +22% 3yr change Growth +61% YoY +78% YoY +119% YoY +6% YoY change * RoCE = EBIT/Capital Employed; Capital Employed = Tangible Networth + Total Debt © 2007-2026 SEDEMAC 6 Current Mobility: Engine-powered and Electric 2/3W Industrial: Generators Markets Software stack Software stack Software stack Software stack Software stack Software stack Software stack Key Products ISG ECU EFI ECU ISG+EFI ECU MCU Magneto/ Motor Genset Controller EFI ECU Current Stage of our Software stack Propositions Broader Market Broader Market Sustaining Industry Broader Market Early Growth Early Growth Initial Introduction Adoption Adoption Position Adoption Ramp up of ISG ECU for ICE3W ➔ Widespread penetration of Market launch, ramp up SEDEMAC ISG ECU in domestic ICE3W now ; [Showing first 8,000 characters — download PDF for full document]