Exicom Tele-Systems Limited

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: May 24, 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

17%

ve Summary 1. EV Charger Business: • • • Domestic Business similar to Q4’24 and de-growth by -17% compared to Q3’25 New vehicle growth but tough competitive intensity Positive momentum in market

33%

ter market share for Exicom compared to others in FY’26 2. Critical Power Business: • • • • -33% de-growth compared to Q4’FY24 but 88% growth compared to Q3’FY25 and back in black; Quarterly reven

88%

o others in FY’26 2. Critical Power Business: • • • • -33% de-growth compared to Q4’FY24 but 88% growth compared to Q3’FY25 and back in black; Quarterly revenue volatility because of delay in tim

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stage conversations for multi million dollar contracts in US and Europe with Tier-I network operators 3 Business Update – EV Chargers Critical Power Advanced battery storage & power management for digi

0.9%

astructure with power conversion systems and energy storage solutions. Cumulative Towers (’000) +0.9% New Tower Installed (’000) 825 820 815 810 805 800 795 790 785 780 809.28 803.65 796.

26.1%

810 805 800 795 790 785 780 809.28 803.65 796.77 786.59 819.77 816.90 822.26 824.37 -26.1% 10,125 -35.1% +95.4% -33.5% +88.5% 242.9 244.0 +3.5% 7,620 7,478 157.7 162.3 80.7 86.

35.1%

95 790 785 780 809.28 803.65 796.77 786.59 819.77 816.90 822.26 824.37 -26.1% 10,125 -35.1% +95.4% -33.5% +88.5% 242.9 244.0 +3.5% 7,620 7,478 157.7 162.3 80.7 86.1 775 1-Jan-24

95.4%

785 780 809.28 803.65 796.77 786.59 819.77 816.90 822.26 824.37 -26.1% 10,125 -35.1% +95.4% -33.5% +88.5% 242.9 244.0 +3.5% 7,620 7,478 157.7 162.3 80.7 86.1 775 1-Jan-24 31-Mar-

33.5%

0 809.28 803.65 796.77 786.59 819.77 816.90 822.26 824.37 -26.1% 10,125 -35.1% +95.4% -33.5% +88.5% 242.9 244.0 +3.5% 7,620 7,478 157.7 162.3 80.7 86.1 775 1-Jan-24 31-Mar-24 30-Ju

88.5%

8 803.65 796.77 786.59 819.77 816.90 822.26 824.37 -26.1% 10,125 -35.1% +95.4% -33.5% +88.5% 242.9 244.0 +3.5% 7,620 7,478 157.7 162.3 80.7 86.1 775 1-Jan-24 31-Mar-24 30-Jun-24 30-

3.5%

.59 819.77 816.90 822.26 824.37 -26.1% 10,125 -35.1% +95.4% -33.5% +88.5% 242.9 244.0 +3.5% 7,620 7,478 157.7 162.3 80.7 86.1 775 1-Jan-24 31-Mar-24 30-Jun-24 30-Sep-24 31-Dec-24 31-J

“The said presentation will be discussed during the Investors’ Call scheduled to be held today i.e., May 24, 2025 at 12:00 p.m.”

“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.”

“Critical Power Business: • • • • -33% de-growth compared to Q4’FY24 but 88% growth compared to Q3’FY25 and back in black; Quarterly revenue volatility because of delay in timing of start of specific telecom infra projects Good traction across Telco’s, TowerCo’s in Africa / SEA / ME to build exports pipeline for FY’26 Bharat Net business to start from Q2’FY26 ( Open order book> 1,500 Cr Highest no.”

“Cumulative Towers (’000) +0.9% New Tower Installed (’000) 825 820 815 810 805 800 795 790 785 780 809.28 803.65 796.77 786.59 819.77 816.90 822.26 824.37 -26.1% 10,125 -35.1% +95.4% -33.5% +88.5% 242.9 244.0 +3.5% 7,620 7,478 157.7 162.3 80.7 86.1 775 1-Jan-24 31-Mar-24 30-Jun-24 30-Sep-24 31-Dec-24 31-Jan-25 29-2-2025 31-Mar-25 Q4 FY24 Q3 FY25 Q4 FY25 Q4 FY24 Q3 FY25 Q4 FY25 Q4 FY24 Q3 FY25 Q4 FY25 Source : DoT What led to slow growth?”

“On annual basis the growth of telecom industry is expected to be at 8-10% CAGR till 2030 (CRISIL Industry Research) 5 Key Developments in Critical Power Business in Q4’FY25 New Business • Africa: Frame agreement with large African Telco signed for DC Hybrid Systems, Li-ion Batteries • First orders from Philippines, Mynmaar received – to be converter to series supply • Serving biggest tower Co.”

“With new product introductions, cost optimizations, efficiency in manufacturing we expect bounce back in FY’26 Including charger sold from Tritium Group of companies which were acquired in Sep’24.”

“(1) (2) Like for like comparison of consolidated revenue (Ex Tritium) is INR 56.9 Cr in Q4’FY24 and INR 55.8 Cr in Q4’FY25.”

“whereas, degrowth of 35.1% on YoY due to large order of deliveries to uncovered village project in last year.”

“▪ CP: QoQ growth of 88.4%, and YoY degrowth of 33.5% ▪ EVSE: Degrowth 6.6% QoQ & Growth 81.6% YoY (on account of addition of Tritium in FY25).”

“In Q4, there is increase in the amount of amortisation of intangible assets under [US GAAP ASC 350-40 / IFRS IAS 38] 18 Financial Highlights – FY25 (Standalone) Revenue CP EVSE -13% 866.2 631.1 235.1 FY24 752.4 554.3 198.1 FY25 Gross Margin EBITDA PAT 258.8 202.9 29.9% 27.0% 114.4 13.2% 66.4 7.7% 39.5 5.2% 2.8% 20.9 FY24 FY25 FY24 FY25 FY24 FY25 ▪ CP: Degrowth of 12.2% from FY24.”

Subject

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Subject

Investors’ Presentation on the Audited Financial Results of the Company for the 4th Quarter and financial year ended March 31, 2025 Dear Sir/ Madam, In continuation of our earlier communication on the captioned subject and in terms of Regulation 30 read with Para A of Part A of Schedule III to the SEBI Listing Regulations, we are submitting herewith the revised Investors’ Presentation, as a typographical error was identified in the graph on pages 17 to 20. The said presentation will be discussed during the Investors’ Call scheduled to be held today i.e., May 24, 2025 at 12:00 p.m. (IST). It may be noted that the Board of Directors of the Company, at its meeting held on May 23, 2025, considered and approved the aforesaid Financial Results of the Company. 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. Thanking you. Yours faithfully, For Exicom Tele-Systems Limited Sangeeta Kar