General Updates

Date: - 14-08-2026 National Stock Exchange of India Limited Exchange Plaza, Bandra Kurla Complex Bandra (East), Mumbai - 400 051 Symbol: - KRISHNADEF ISIN: - INE0J5601015 Sub: - EARNING PRESENTATION FOR THE QUARTER ENDED JUNE 30, 2026 Respected Sir/ Ma’am, Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations 2015, please find enclosed herewith the Earning Presentation for Quarter ended 30.06.2026. Kindly take the same on the record. FOR KRISHNA DEFENCE AND ALLIED INDUSTRIES LIMITED Ankur Ashwin Shah Managing Director DIN:- 01166537 Investor Presentation Q1 FY27 Investor Presentation Q4 & FY26 Table of Contents Table of Contents PERFORMANCE HIGHLIGHTS & UPDATES ABOUT US WAY FORWARD ANNUAL FINANCIALS BUSINESS OVERVIEW INDUSTRY OVERVIEW TEAM & TIMELINE KrishnaDefence&AlliedIndustries Limited PERFORMANCE HIGHLIGHTS UPDATES PERFORMANCE HIGHLIGHTS & UPDATES Krishna Defence & Allied Industries Limited 3 KEY BUSINESS HIGHLIGHTS – Q1’FY27 KEY BUSINESS HIGHLIGHTS – Q1’FY27 Expansion of Defence Formation of Subsidiary – Pursuing Strategic Opportunities Product Portfolio New Defence Platforms in Underwater Defence Smart Krishna Vabo Defence Foreign OEM Collaboration Ammunition Composites Pvt. Ltd. Advanced Discussions for UDA Platform Strategic Entry into Next-Generation Naval Ammunition Commissioning of Composite Manufacturing Facility Manufacturing in India Acquired a strategic stake of 46.81% in Formed Krishna Vabo Composites Pvt. Ltd. and Engaged in advanced discussions with a foreign OEM TaharabadkarSolutions Pvt. Ltd. , winner of the commissioned the facility at Kalol, Gujarat, for the for manufacturing platforms for Underwater Domain iDEX-ADITI Challenge, with a INR 250 Mn grant manufacture of composite doors and hatches for Awareness (UDA) in India, creating a potential entry from the Indian Navy for development of smart defenceapplications. into high-growth strategic defencesegment. ammunition for naval guns. Armoured Platform X Sub Robotic Components Pvt. Ltd. Expanding Capabilities in Military Tank Fabrication Building Capabilities in Autonomous Underwater Systems Developed and supplied ready-to-use components for Established X Sub Robotic Pvt. Ltd. in partnership with armouredplatforms, supporting military tank Planys, Chennai and ConceptiaTechnologies, fabrication and strengthening our position in the Bangalore, focused on the development of Autonomous defencemanufacturing ecosystem. Underwater Vehicles (AUVs). KrishnaDefence&AlliedIndustries Limited 4 FINANCIAL HIGHLIGHTS (Q1’FY27 - Standalone) Order Book & Tender Pipeline as on June 30, 2026 Revenue INR 576 Mn Unexecuted Order Book Tender Pipeline INR 1,170 Mn INR 2,890 Mn EBITDA EBITDA % Strong & stable order book as on 30 Jun 2026 Robust opportunity pipeline under active pursuit INR 152 Mn 26.3% 20.3% YoY +776 bps YoY HIGHEST EVER Net Profit Net Profit % EBITDA & Net Profit Margins INR 117 Mn 20.3 % 32.9% YoY +733 bps YoY KrishnaDefence&AlliedIndustries Limited 5 QUARTERLY INCOME STATEMENT (Standalone) QUARTERLY INCOME STATEMENT (Standalone) Particulars (INR Mn) Q1FY27 Q4FY26 Q1FY26 YoY% FY26 FY25 YoY% Revenue from Operations 576.0 648.5 679.1 (15.2) 2,447.8 1,896.1 29.1 Total Expenditure 424.4 488.0 553.0 (23.3) 1,927.6 1,589.9 21.2 COGS 326.8 359.6 437.4 (25.3) 1,438.6 1,212.2 18.7 Employee benefit expenses 49.3 49.2 47.6 3.7 203.2 168.6 20.5 Other expenses 48.3 79.1 68.1 (29.1) 285.7 209.1 36.6 EBITDA 151.6 160.5 126.1 20.3 520.3 306.2 69.9 EBITDA Margin (%) 26.3 24.8 18.6 +776 bps 21.3 16.1 +511 bps Other income 9.4 17.8 2.7 248.3 32.7 28.8 13.6 Depreciation 10.9 11.6 10.4 4.8 41.0 27.5 49.0 EBIT 150.2 166.7 118.4 26.8 511.9 307.4 66.5 Interest 1.2 1.1 1.6 -29.0 3.8 9.5 (59.9) Profit Before Tax 149.0 165.6 116.8 27.6 508.1 298.0 70.5 Tax 32.3 42.6 29.0 11.5 126.9 77.7 63.4 Net Profit 116.7 123.0 87.8 32.9 381.2 220.3 73.1 Net Profit Margin (%) 20.3 19.0 12.9 +733 bps 15.6 11.6 +396 bps Reported EPS (INR) 7.81 8.28 6.23 25.4 25.95 15.73 65.0 KrishnaDefence&AlliedIndustries Limited ABOUT US ABOUT US COMPANY OVERVIEW KDAIL is a rapidly advancing defence company, providing critical systems and components to the Indian Navy and the Indian Army, aligned with the national Make in India (MII) vision to build world-class, self-reliant manufacturing capabilities. COMPANY OVERVIEW KDAIL is a rapidly advancing defence company, providing critical systems and components to the Indian Navy and the Indian Army, aligned with the national Make in India (MII) vision to build world-class, self-reliant manufacturing capabilities. Late Mr. Ashwin N. Shah 29 Expertise in special steel alloys, indigenously developed Our founder and an inspirational defence products, and comprehensive in-house R&D, design, leader, started an engineering Average Age of and manufacturing capabilities. Engineering Staff company to manufacture stainless Diversified product portfolio catering to Defence and Dairy steel products in 1997 with a small sectors. investment and small team at 12+ Kalol, Gujarat. Delivering high-quality, precision-engineered equipment Indigenised Items aligned with national indigenisation goals. Inducted Process Product Vertically Quality Innovation Development Integrated Enhancement KrishnaDefence&AlliedIndustries Limited 8 INFRASTRUCTURE OVERVIEW INFRASTRUCTURE OVERVIEW KALOL Manufacturing “Composites products, metal stampings” ~40,000 sq. ft ISO 9001:2015 Accredited Manufacturing Facility Defence Products Dairy Equipments (Halol, Gujarat) (Kalol, Gujarat) HALOL Ship Building Steel Sections Milk Cooling Tanks Improved Space Heating Device Robotic Milk Collection Unit Foundry and Fab “DefenceProducts” Weld Consumables Stainless Steel Milk Can ~1,50,000 sq. ft. Ballast Bricks Specialised Steel Sections for Armoured Vehicle MUMBAI BENGALURU Corporate office RF Optics & Electronics R&D ~ 2,000 sq. ft. Military & Tactical Cable Assembly ~ 4,000 sq. ft. CHENNAI Upcoming AUV Integration and testing facility ~1,50,000-liter testing tank for HIL ~85,000 sq. ft. assembly and integration Quick access to sea for trials KrishnaDefence&AlliedIndustries Limited 9 KEY PRODUCTS (DEFENCE) KEY PRODUCTS (DEFENCE) Ship Building Special Steel Alloy Welding Special Steel Alloy Armoured Improved Space Steel Sections Welding Wire Electrodes Ballast Bricks Steel Profile Heating Device • These are specialized • Special alloys for least • High durability alloy • It has low magnetic • It is made-up of complex • Room heater designed for steel sections which are hydrogen embrittlement rods compatible with signature and high alloys developedforhigh efficient burning offuel at used as stiffeners for and enhance long seam the base material corrosion resistance. tensile and high impact extreme weathers the hull construction of weldability toughness Naval warships. • Ship and Underwater • Robotic long seam welding • Utilised for difficult to • Ideal for Naval • It is used for welding • High Altitude remote Vessel Hulls. Depth in surface and underwater reach zones in ship- shipbuilding as well special steel area room heating. ratings 50 to 300 mtr+ vessel applications building. Suitable for on- as scientific vessels incriticalArmoured board maintenance and for oceanographic vessel platform refits measurements. KrishnaDefence&AlliedIndustries Limited 10 KEY PRODUCTS (DAIRY) KEY PRODUCTS (DAIRY) Milking Collection BMC Milking Machine Robotic Mik Collection Milk Cans and Storage Vessels Open/ close type milk tank as per Belt and couple driven models with Patented operator less seamless are manufactured using food ISO 5708 Type 2 I fixed and trolley variants solution that adresses the challenge grade AISI 304 (18/8) of milk and adultaration ANNUAL STRENGTH SNAPSHOT Growing at a Operating on an Wide Range of Wide customer base steady pace Autopilot mode Dairy Equipment across the country KrishnaDefence&AlliedIndustries Limited 11 DEFENCE CLIENTELE DEFENCE CLIENTELE Indian Army Indian Navy Defenc [Showing first 8,000 characters — download PDF for full document]