Exicom Tele-Systems Limited

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ruary 05, 2025 BSE Limited 1st Floor, New Trading Wing, Rotunda Building Phiroze Jeejeebhoy Towers, Dalal Street, Fort Mumbai – 400001 corp.relations@bseindia.com National Stock Exchange of India

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r next 3 financial years via supply of equipment; while services revenue would continue for 10 years 2. Tritium Acquisition and subsequent investment by Exicom in New product development, sales and serv

22.7%

3’FY25 We are leaders in Home and DC Fast Charging EV Solutions E4W E Bus 9672 10562 2000 +22.7% 29,084 +38.3% 67.0 +119.7% 110.5 As of Dec’24, over 1.55L chargers manufactured & sold in In

38.3%

eaders in Home and DC Fast Charging EV Solutions E4W E Bus 9672 10562 2000 +22.7% 29,084 +38.3% 67.0 +119.7% 110.5 As of Dec’24, over 1.55L chargers manufactured & sold in India and 1.73L ch

119.7%

and DC Fast Charging EV Solutions E4W E Bus 9672 10562 2000 +22.7% 29,084 +38.3% 67.0 +119.7% 110.5 As of Dec’24, over 1.55L chargers manufactured & sold in India and 1.73L chargers across t

INR 50.3

chargers across 47 countries (2) Like for like comparison of consolidated revenue (Ex Tritium) is INR 50.3 Cr in Q3’FY24 and INR 65.8 Cr in Q3’FY25 with an increase of ~31%. Standalone EVSE Revenue (Rs C

INR 65.8

s (2) Like for like comparison of consolidated revenue (Ex Tritium) is INR 50.3 Cr in Q3’FY24 and INR 65.8 Cr in Q3’FY25 with an increase of ~31%. Standalone EVSE Revenue (Rs Cr) Consolidated EVSE Reven

31%

ed revenue (Ex Tritium) is INR 50.3 Cr in Q3’FY24 and INR 65.8 Cr in Q3’FY25 with an increase of ~31%. Standalone EVSE Revenue (Rs Cr) Consolidated EVSE Revenue (Rs Cr) Exicom EVSE revenue grew at

120%

8.3% in Q3’FY25 compared to Indian EV industry at 22.7% while consolidated revenue(1) (2) grew at ~120% 5 EVSE Key Initiatives 1. New Product Development • • • Integrated DC Fast Charging with E

100%

h an aim to be in top 5 DC Fast charger manufacturers in key markets of North America and Europe ~100% sales growth (YTD Dec’24) in South East Asia for Exicom’s EV charger product portfolio • Highest

₹ 4

ket Optimize costs for better COGS, gross margin and EBITDA 6 EVSE Revenues by Geography USA ₹ 4 Cr / 3%(1) New Tritium Leadership Arcady Sosinov (CEO), Dr. Philip Garton (CFO), Ernest Harmo

3%

imize costs for better COGS, gross margin and EBITDA 6 EVSE Revenues by Geography USA ₹ 4 Cr / 3%(1) New Tritium Leadership Arcady Sosinov (CEO), Dr. Philip Garton (CFO), Ernest Harmon (VP,

“By attending this presentation, you acknowledge that you will be solely responsible for your own assessment of the market and the market position of the Company and that you will conduct your own analysis and be solely responsible for forming your own view of the potential future performance of the Company’s business.”

“In our Critical Power business, received Advance Purchase Order of 1,680 Cr for supply of Hybrid Power systems, Li-ion based Energy storage and services for over 10 years from selected system integrators for Bharat Net Connectivity Project.”

“Largest project order received by company till date.”

“Tritium has deployed more than 17K chargers across 47 countries (2) Like for like comparison of consolidated revenue (Ex Tritium) is INR 50.3 Cr in Q3’FY24 and INR 65.8 Cr in Q3’FY25 with an increase of ~31%.”

“Standalone EVSE Revenue (Rs Cr) Consolidated EVSE Revenue (Rs Cr) Exicom EVSE revenue grew at 38.3% in Q3’FY25 compared to Indian EV industry at 22.7% while consolidated revenue(1) (2) grew at ~120% 5 EVSE Key Initiatives 1.”

“New Product Development • • • Integrated DC Fast Charging with Energy Storage to overcome grid limitations (solution launched at Bharat Mobility on 18th Jan’25 New Liquid cooled distributed charger platform being developed at Tritium for US / Europe market targeted for launch in H2’FY26 New generation (Gen 2.0) DC Charger platform for India under development and slated for launch in Mar’25 with industry leading features to enable higher market share for Exicom 2.”

“Develop International Markets • • $10Bn USD TAM for Exicom with acquisition of Tritium → Scaling global sales and service teams along with investment in product development at Tritium with an aim to be in top 5 DC Fast charger manufacturers in key markets of North America and Europe ~100% sales growth (YTD Dec’24) in South East Asia for Exicom’s EV charger product portfolio • Highest no.”

“Of AC chargers sold in Q3'FY25 Growing distribution partnerships for Exicom’s SPIN AC Chargers Order wins from 2 large CPO's Supplying 240kWh chargers to 2 major bus OEMs 3.”

“Improve revenue forecast; match cost base with current demand • • Focus on key accounts, increase wallet share of existing and new customers in high growth Indian EV Charger market Optimize costs for better COGS, gross margin and EBITDA 6 EVSE Revenues by Geography USA ₹ 4 Cr / 3%(1) New Tritium Leadership Arcady Sosinov (CEO), Dr.”

“UK & Europe ₹ 14 Cr / 12%(1) India ₹ 61 Cr / 56%(1) ANZ / SEA ₹ 31 Cr / 29%(1) 1 % of Consolidated Revenue 7 EVSE Macro Trends Indicating Robust EV Market Growth FY26 And Beyond”

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Policy Impact

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Charging Infrastructure Expansion

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PM E-Drive Scheme

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Fast Charging Infrastructure by Major OEMs

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Subject

Investors’ Presentation Dear Sir(s) / Madam, This is in continuation to our intimation dated January 31, 2025. In terms of Regulation 30 read with Para A of Part A of Schedule III to the SEBI Listing Regulations we hereby submit a copy of the Investors’ Presentation, inter-alia, on the Un-audited Financial Results of the Company for the 3rd Quarter and Nine Months ended December 31, 2024, of the Financial Year 2024-25, both on Standalone & Consolidated basis, to be discussed during the Investors’ Call scheduled to be held on Thursday, February 06, 2025 at 10:30 a.m. (IST). It may be noted that the Board of Directors of the Company has, considered and approved the aforesaid Financial Results of the Company, in its meeting held on February 05, 2025. Please note that this intimation is also being made available on the Company’s website www.exicom.in. We request to take the above information on your records and disseminate the same on your respective websites. Thanking you. Yours faithfull

Policy Impact

• Stringent Café norms implementation in 2025- 2027 in Europe will move OEMs to sell more EVs • EU has announced fund of Euro 1bn for building fast charging public infra Rapid Growth: Global EV sales grew 25% YoY, reaching 17.1 million units in 2024. • U.S. EV sales hit 10% of total vehicle sales, a 45% YoY increase. • Projected growth of 23% for Europe and 15% for USA for FY 2025 Major EV Launches in Europe & the U.S.: • 20+ New electric Car models planned for launch in 2025 with majority in affordable segment. .Notable ones Volkswagen ID.7, BMW i5, Mercedes-Benz EQS, Ford F-150 Lightning, GM Silverado EV.Ioniq 9

Charging Infrastructure Expansion

• Fast-charging infrastructure in key European markets (UK, Nordics, France) is growing at 35%+ annually. • Europe targets 1 million charging points by end 2025, with a strong focus on high-speed DC chargers. India EV Trends

PM E-Drive Scheme

• ₹2,000 Cr allocated to support 72,000 new charging stations. • 48,400 chargers for E2/3Ws, 22,100 fast chargers for E4Ws, and 1,800 fast chargers for E-buses

Fast Charging Infrastructure by Major OEMs

• Key OEM’s like Maruti, Hyundai, Tata.EV, MG, and Mahindra are investing in high-power DC chargers at key destinations to support new product launches and future- proof India's EV ecosystem New EV Launches (~55 kWh battery pack): • 18 out of 28 passenger vehicles set for launch in H1 2025 will be EVs—a first for India • Upcoming models: Mahindra XEV 9e & BE 6e, MG Windsor, MG Cyberster, Hyundai Creta E (Jan 2025), Maruti eVitara (Jan 2025) Emerging Segments (Cargo): • Tata, Ashok Leyland, VECV, and IPLTech are introducing new e-SCVs and e-trucks, driving demand for fast DC charging on highways and captive use • Amazon, Ashok Leyland, Billion-E, and ChargeZone are exploring long-range electric freight on the 350 km Bengaluru-Chennai corridor 8 Business Update – EV Chargers Critical Power Advanced battery storage & power management for digital infrastructure 9 Critical power Critical Power Division – Q3 Performance Telco and IP’s undergoing a consolidation, with new technologies and bus