Analysts/Institutional Investor Meet/Con. Call Updates

Date: August 12, 2026 BSE Limited National Stock Exchange of India Limited 1st Floor, New Trading Wing, Rotunda Building, Exchange Plaza, 5th Floor, C – 1, Block G, Bandra – Phiroze Jeejeebhoy Towers, Dalal Street, Fort, Kurla Complex, Bandra (E), Mumbai – 400051 Mumbai – 400001 corp.relations@bseindia.com cmlist@nse.co.in SCRIP Code- 544133 Symbol-EXICOM RE: Intimation under Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, as amended (“SEBI Listing Regulations”) Subject: Transcript of the Investors’/Analyst Conference Call held on August 10, 2026, on the Unaudited Financial Results of the Company for the quarter ended June 30, 2026 of Financial Year 2026-27 Dear Sir/Madam, This is further to our earlier announcement dated August 4, 2026. Pursuant to Regulation 30 read with Para A of Part A of Schedule III to the SEBI Listing Regulations, please (cid:976)ind enclosed the Transcript of the Investors’/Analyst Conference Call held on Monday, August 10, 2026 at 4:00 P.M. (IST). The conference call was organized to discuss the unaudited (cid:976)inancial results of the Company for the quarter ended June 30, 2026 of the Financial Year 2026-27, which were considered and approved by the Audit Committee and the Board of Directors at their respective meetings held on August 10, 2026. The aforesaid transcript is also being uploaded on the website of the Company at www.exicom.com, in compliance with the applicable provisions of the SEBI Listing Regulations. You are requested to take the above information on record. Thanking you. Yours faithfully, For Exicom Tele-Systems Limited Sangeeta Karnatak Company Secretary & Compliance Officer Encl: Transcript of the Investors’/Analyst Conference Call “Exicom Tele-Systems Limited Q1 FY27 Earnings Conference Call” August 10, 2026 MANAGEMENT: MR. ANANT NAHATA – MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER – EXICOM TELE-SYSTEMS LIMITED MR. SHIRAZ KHANNA – CHIEF FINANCIAL OFFICER – EXICOM TELE-SYSTEMS LIMITED MODERATOR: MR. RAHUL DANI – MONARCH NETWORTH CAPITAL LIMITED Page 1 of 15 Exicom Tele-Systems Limited August 10, 2026 Moderator: Ladies and gentlemen, good day, and welcome to the Exicom Tele-Systems Q1 FY27 Earnings Conference Call, hosted by Monarch Networth Capital Limited. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing star, then zero on your touch-tone phone. Please note that this conference is being recorded. This conference may contain certain forward-looking statements about the company, which are based on the beliefs, opinions, and expectations of the company as on the date of this call. These statements are not guarantees of future performance and may involve risks and uncertainties that are difficult to predict. I now hand the conference over to Mr. Rahul Dani. Thank you, and over to you. Rahul Dani: Thank you, Ananya. Good afternoon, everyone. On behalf of Monarch Networth Capital, it's my pleasure to host the senior management of Exicom Tele-Systems. We have with us Mr. Anant Nahata, Managing Director and CEO of the company; and we have Mr. Shiraz Khanna, CFO of the company. We will start the call with opening remarks from the management and then move to Q&A. Thank you, and over to you, sir. Anant Nahata: Thank you, Rahul. Good evening, dear shareholders. This is Anant Nahata, CEO of the company. Let me take you through briefly the results of quarter 1 fiscal '27, and the management presentation. So the overall performance on a stand-alone revenue rose by 57% year-on-year to INR237 crores and our EBITDA more than doubled to INR21 crores lifting the EBITDA margins to 8.8%. On a consolidated basis, revenue grew 61% to about INR331 crores and the EBITDA loss narrowed from almost INR40 crores in the previous -- in the quarter last year to about INR22.5 crores loss in the current quarter. I understand that while we grew our revenue, but the profitability is still not in black, but my confidence comes from what both the businesses delivered and won, which is more customers, so today, we stand with a much more diversified customer base compared to any other previous quarters before, more geographies with the focus on exports, and a very strong order book, and commitments from our entire organization which can deliver a strong result through fiscal '27. On Tritium side, which is a big investment of ours in a DC fast charging company based out of the U.S. for the first time, the bookings passed north of USD20 million. It used to be in the range of USD10 million every quarter. So the bookings have doubled, so have the revenue to about USD10 million last quarter and -- sorry, USD10 million this quarter. We are in a phase where our latest products, including TRI-FLEX, DC-FLEX, GRID-FLEX are being put under trial by various customers, and these trials are in mid-stages to advanced stages, which will be unlocking double-digit, large million dollar order through the course of 2027 -- through the course to deliver in 2027. Page 2 of 15 Exicom Tele-Systems Limited August 10, 2026 Next page. Exicom is a company in the middle of energy transition. We operate in telecom. We operate in battery energy storage systems, which connects renewable energy to the point of consumption. We operate in electric mobility via our EV charging business. And there are a few megatrends which are driving this change. There is new technology, which is being invested upon, particularly to do with electrification across grid as well as electric mobility. There is increasing fuel prices due to geopolitical situation as well as supply chain disruptions. Countries are prioritizing energy security -- countries are shifting away from fossil fuel for achieving energy security. On the telecom side, there is huge rise in data traffic moving towards 5G networks and taking telecoms -- high-speed telecom communication to underserved regions across the world. For example, in India, high-speed communication is being taken to Panchayats and smaller towns, which were not connected with high-speed Internet earlier. And these megatrends are driving the change in our business and the near-term outlook of our business. Now moving to business update in Critical Power segment. In Critical Power, we achieved a revenue of INR177 crores, which was 73% higher than quarter 1 fiscal '26. On a sequential basis, the revenue dropped by 11%, which happens as in most of the industrial business, Q4 tends to be the strongest quarter as customers look to scale deployments and exhaust their budgets. The key highlights of quarter 1 were across different categories of customers. In the private sector, where we work with India's leading telcos as well as tower companies, we entered into supply agreement for power systems and batteries with one of the largest tower companies, and this is going to be a continuous business. Not much of this business was done in Q1, but the business engagement was inked, and this is going to show results in the subsequent quarters. We also secured large DC power systems order from a leading Indian telco worth INR85 crores and more of these will follow in subsequent quarters. Some of these large orders, the margins were offset by a rise in forex and commodity prices. But due to large volumes, we were able to offset some of these cost increases. On government side, we are supplying to system integrators to execute one of the most ambitious fiber connectivity projects by Government of India, which is BharatNet. We supply multiple products in this project, including smart enclosures, hybrid power systems powered by solar and lithium-ion batteries. We have a 60% share of business in this project based on the system integrators we are working with. And while due to monsoons, t [Showing first 8,000 characters — download PDF for full document]