Analysts/Institutional Investor Meet/Con. Call Updates

Date: August 19, 2026 To, To, The Manager The Manager Listing Department Listing Department Bombay Stock Exchange (BSE) National Stock Exchange (NSE) Phiroze Jeejeebhoy Towers Exchange Plaza, 5th Floor Dalal Street Plot No. C/1, G-Block Mumbai - 400 001 Bandra-Kurla Complex Scrip Code: 544235 Bandra (E), Mumbai - 400 051 Symbol: ORIENTTECH SUB: TRANSCRIPT OF Q1 FY27 POST RESULTS EARNING CALL Dear Sir/Madam, Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (Listing Regulations), please find enclosed the transcript of Post results earning call for Q1 FY27 held on Thursday, 13th August, 2026. Kindly take the same on your records. For ORIENT TECHNOLOGIES LIMITED Sayli Munj Company Secretary and Compliance Officer ACS-44432 Orient Technologies Limited Q1 FY’27 Earnings Call August 13, 2026 Management: • Mr. Ajay Sawant – Chairman and Managing Director • Mr. Shailesh Mandani – Chief Financial Officer . Errors & Omissions Expected: This transcript is edited for factual and grammatical errors. In case of discrepancies, the audio recordings uploaded on the stock exchange and company website on 10th August, 2026 will prevail. Page 1 of 13 Orient Technologies Limited Q1 FY’27 Earnings Call August 13, 2026 Moderator: Good morning, ladies and gentlemen. I am Renju, moderator for this conference. Welcome to the Conference Call of Orient Technologies Limited arranged by Concept Investor Relations to discuss its Q1 FY27 Results. We have with us today Mr. Ajay Sawant – Chairman and Managing Director and Mr. Shailesh Mandani – Chief Financial Officer. At this moment, all participants are in listen-only mode. Later, we will conduct a question-and- answer session. At this time, if you have a question, please press “*” and “1” on your telephone keypad. Before we begin, let me mention a short cautionary statement: Some of the statements made in today's Earnings Call may be forward-looking in nature. Such forward-looking statements are subject to risk and uncertainties, which could cause actual results to differ from those anticipated. Such statements are made on Management's beliefs as well as assumptions made by the information currently available to the management. Audiences are cautioned not to place any undue reliance on these forward-looking statements in making an investment decision. The purpose of today's Earnings Call is purely to educate and bring awareness about the company's fundamental business and the financial quarter under review. I would now like to hand the floor over to Mr. Ajay Sawant. Thank you and over to you, sir. Ajay Sawant: Good morning, ladies and gentlemen. Namaskar. Vande Mahataram. And wishing everyone a happy Independence Day in advance. Thank you for joining Orient Technologies Limited's Q1 FY27 Earnings Call. We truly appreciate your time and continued interest in our company. I would first like to give you a brief background on the business, then walk you through the financial and operational highlights for the quarter ended June 2026, after which we will open the floor for questions where my colleague, Mr. Shailesh Mandani and myself will do our best to answer your queries. First and foremost, about Orient Technologies: Page 2 of 13 For those of you joining us for the first time, let me take a moment to introduce the company, Orient Technologies Limited: We are Mumbai's headquartered IT infrastructure and managed service provider with a long operating history in India's IT ecosystem. We listed on the BSE and NSE following our IPO in August 2024. Our service portfolio spans across cloud and DevOps, digital transformation, infrastructure managed services, cyber security, data center solutions and end user computing. Delivered through a pan India presence with offices across Mumbai, Navi Mumbai, Pune, Ahmedabad, Delhi, Chennai and Bangalore. Our customer base is diversified across telecommunication, BFSI, government and PSU, ITES and broader mid-market spanning across healthcare, manufacturing, infrastructure, real estate, logistics and education. Over the last few years, we have deliberately evolved from a project led system integration business into a more annuity-oriented model, investing in our own noc and soc capabilities, expanding our cyber security practice and building out cloud and managed services offerings. While it is continuing to service our core infrastructure deployment and system integration franchising that has been the bedrock of our growth. Coming back to the business overview: Orient Technologies continues to focus on building a resilient annuity led business, anchored in managed services, cyber security and unified infrastructure management. While maintaining our strong system integration and infrastructure deployment franchise. As we had indicated on our Q3 and Q4 FY26 calls, the industry-wide semiconductor shortage and supply chain pressures were expected to persist throughout FY27. And these headwinds also weighed on our top line through the second half of FY26. During the quarter Q1 of FY27, supply side conditions remained stable while pricing continued to be competitive across key segments. The company continued to work closely with OEMs to ensure timely cost pass through with the impact of input cost movement being progressively reflected in pricing. Compared with Q4 of FY26, the sequential operating environment showed improvement supported by better supply availability and greater stability in pricing. The company remains focused on strengthening margins through disciplined pricing, operational efficiencies and continued engagement with OEMs. Our priority remains protecting long term customer relationships while progressively transitioning our revenue mix towards higher margins, recurring managed services. In line with that, we shared on our Q3 FY26 call around the commissioning of our next generation NOC and SOC center at Turbhe, Navi Mumbai. Page 3 of 13 With synchronous power capabilities, we have continued to scale this facility during the quarter and it remains central to our strategy of deepening annuity led recurring revenue streams in managed services and cyber security. Coming back to the operational highlights: During the quarter, Orient Technologies secured multiple new contracts across BFSI insurance, professional services, digital commerce and financial infrastructure. Notable wins included Rs. 20 crores engagement with a leading public sector insurance company, strengthening Orient Technologies' presence in the insurance and enterprise technology segment, another deal of Rs. 24 crores cloud engagement with a leading general insurance company, reinforcing the company's growing capabilities and presence across cloud services and BFSI. These wins demonstrate Orient Technologies' ability to address increasingly complex enterprise requirements across digital infrastructure, cloud, networking and managed technology services while expanding its presence across strategic industry verticals. Our order book as of quarter stood at approximately Rs. 375.43 crores comprising infrastructure deployment projects along with cloud and managed services contracts. Compared to approximately Rs. 200 crores guided for the Q4 of FY26 period on the previous call, we continue to see the annuity-style managed services share increase as our noc-and-soc operations at Turbhe scale up. And as previously discussed, while project-led revenue remains significant in the near term, we expect the annuity mix to steadily improve over the coming years. The outlook: Looking ahead, while supply-side challenges may persist in the near term, our strategic focus on managed services, cybersecurity, cloud, and unified infrastructure management positions us well for recovery and long-term sustainable growth. We remain confident in strength of our fundamentals and our ability to capitalize on the significant opportunities emerging across data centers, GCPs, GIFT city, and the broader AI [Showing first 8,000 characters — download PDF for full document]