Q1 FY27 - Results Presentation

August 13, 2026 The Manager The Manager Listing Department Listing Department BSE Limited National Stock Exchange of India Limited Phirozee Jeejeebhoy Tower, Exchange Plaza, 5 Floor, Plot C/1, G Block Dalal Street Bandra – Kurla Complex, Bandra(E), Mumbai 400 001 Mumbai 400 051 BSE Scrip Code: 532395 NSE Symbol: AXISCADES Dear Sir/Madam, Sub: Q1 FY27 Result Presentation Please find enclosed Investor presentation by the Company on the financial results for the quarter ended June 30, 2026. The above announcement will be made available on the Company’s website at www.axiscades.com This is for your information and records. Yours faithfully, For AXISCADES Technologies Limited Sonal Dudani Company Secretary & Compliance Officer Encl: A/a AXISCADES Technologies Limited (formerly AXISCADES Engineering Technologies Limited) CIN No.: L72200KA1990PLC084435 Reg. Office: Block C, Second Floor, Kirloskar Business Park, Bengaluru -560024, Karnataka, INDIA Ph: +91 80 4193 9000 | Fax: +91 80 4193 9099 | Email: info@axiscades.com | www.axiscades.com AXI SCADE S TE CHNOL OG I E S L I MI TE D Q1 FY27 Results The first quarter of the transition Quarter ended 30 June 2026 · Consolidated, Ind AS NSE: AXISCADES · BSE: 532395 Investor Presentation filed with NSE and BSE under SEBI (LODR) Regulations, 2015. This presentation contains forward-looking statements subject to risks and uncertainties. Actual results may differ materially. Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared byAXISCADES Technologies 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 theIndian 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 cashflows,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 isnot responsible for such third-party statements and projections. All Maps used in the presentation are not to scale. All data, information, and maps are provided "as is" without warranty or anyrepresentation of accuracy, Process or completeness events or circumstances. ME SSAGE FRO M T H E C H AI RMAN Dear Shareholders, Thank you for your continued trust. Since I assumed the role of Chairman in February 2025, my focus has been constant: sharpen our strategic direction, strengthen execution, and build a company positioned for sustainable, high-quality growth. Six quartersin, we are firmly on course. A sharper, more focused portfolio. The divestment of our non-core and services businesses is largely complete —only Add Solutions remains, and its exit is under way. This simplification frees management bandwidth and capital for our highest-value opportunities. CHAIRMAN’S PHOTOGRAPH Defence —entering a new phase of scale.The fitment of DAL is complete, DAC is progressing well, and our radar hangar facility at DAC will be phased into operation by Q1 FY28. On this foundation, we expect Defence to deliver 75% year-on-year growth in FY27 and years ahead. to be inserted before filing XiDA—building a global technology platform. XiDAis taking shape as a world-class platform serving global technology supply chains across electronics, semiconductor equipment, data centresand physical AI. Three of the world’s top five technology and hyperscale companies, and the largest semiconductor equipment manufacturer, are now our customers. We are confident of more than 100% year-on-year growth in XiDAstarting FY27. Aerospace —rebuilding through manufacturing. Aerospace services has been fully divested, and we are building aerospace manufacturing in its place with focus and discipline. This year we expect to replace the divested revenue and EBITDA on a proforma basis. Space —a new growth platform. I am especially excited about our new Space division. We expect to share details in September, during Bengaluru Space Expo and World Space Business Week in Paris —an important step in expanding the Company’s future growth platforms. Dr. S. Ravi Narayanan Your Company is moving with clarity, focus and momentum —the portfolio simplified, the core growth engines strengthened, and new platforms built for the future. We remain firmly on track for Power 930. From here, my able colleagues —our business heads, Founder, Chairman & Managing Director CFO, COO and Chief Growth & Strategy Officer —will give you the picture of Q1 and the year ahead. Sixth quarter as Chairman · One consistent vision since February Thank you for your continued support. 2025 Q1 FY27 — The Headlines Six things that defined the quarter XIDA: Two of the world's largest AI and 01 02 Record revenue growth — overall and retained semiconductor equipment manufacturing companies became customers Rs 346.7 crore overall, up 42.2% —the highest in the Company's history, with Our electronics and AI platform, entered into a business partnership in the US, and retained revenue growing even faster: up ~100% like-for-like —Rs 180.7 crore acquired with it two new customers -the world's largest semiconductor equipment against Rs 90 crore a year ago. manufacturing company and one of the world's largest AI and hyperscale technology companies. 03 04 Aerospace Manufacturing Capability coming up New sole-source design wins in defence inorganically and organically An acquisition that jump-starts our aerospace and manufacturing capability, with expected annualisedFY27 revenue of Rs 180 crore and EBITDA of Rs 39 crore, and Wins secured through the quarter and after the balance-sheet date add Rs 332 22% margin expected to close in Q2. Our aerospace manufacturing will be centered crore to Assured Forecast Visibility, taking it to Rs 4,557 crore. around CAM —the Center for Advanced Manufacturing —an upcoming 240,000 sq ft quad-use facility to be built on a 20 acre plot also at Devanahalli -the land allocation is in process. 05 06 Transformational Divestments of Engineering & Space division started Aeros [Showing first 8,000 characters — download PDF for full document]