Exicom Tele-Systems Limited

rs,

ugust 12, 2025 BSE Limited 1st Floor, New Trading Wing, Rotunda Building Phiroze Jeejeebhoy Towers, Dalal Street, Fort Mumbai – 400001 corp.relations@bseindia.com SCRIP Code- 544133 National Sto

8.4%

Y26 Particular (Rs Cr) Standalone Consolidated Revenue 150.7 205.3 Adjusted EBITDA * 12.6 (8.4%) - 38.6 (-18.8%) Adjusted PAT ** 1.1 (0.7%) - 71.1 (-34.6%) * Adjusted EBITDA = Net EBITDA + L

18.8%

(Rs Cr) Standalone Consolidated Revenue 150.7 205.3 Adjusted EBITDA * 12.6 (8.4%) - 38.6 (-18.8%) Adjusted PAT ** 1.1 (0.7%) - 71.1 (-34.6%) * Adjusted EBITDA = Net EBITDA + Loss on foreign cu

0.7%

ted Revenue 150.7 205.3 Adjusted EBITDA * 12.6 (8.4%) - 38.6 (-18.8%) Adjusted PAT ** 1.1 (0.7%) - 71.1 (-34.6%) * Adjusted EBITDA = Net EBITDA + Loss on foreign currency transaction and transl

34.6%

50.7 205.3 Adjusted EBITDA * 12.6 (8.4%) - 38.6 (-18.8%) Adjusted PAT ** 1.1 (0.7%) - 71.1 (-34.6%) * Adjusted EBITDA = Net EBITDA + Loss on foreign currency transaction and translation. ** Adjuste

2.0 GW

E Global Expansion via Tritium Acquisition Partnered with 2019–2023 Entered ME market Deployed 2.0 GWh of Li-ion batteries; ~60% residential and 25% public charging market share* (CRISIL, Mar 2023);

60%

m Acquisition Partnered with 2019–2023 Entered ME market Deployed 2.0 GWh of Li-ion batteries; ~60% residential and 25% public charging market share* (CRISIL, Mar 2023); set up battery pack facil

25%

red with 2019–2023 Entered ME market Deployed 2.0 GWh of Li-ion batteries; ~60% residential and 25% public charging market share* (CRISIL, Mar 2023); set up battery pack facility in Gurugram 2017

0%

Battery Size of 50.3kWh is considered for calculation * Charging time is calculated for charging of 0% to 80% assuming car onboard charger (for AC charging) and battery have max charging capability for

80%

y Size of 50.3kWh is considered for calculation * Charging time is calculated for charging of 0% to 80% assuming car onboard charger (for AC charging) and battery have max charging capability for DC char

3.5%

Critical Power Market update – Critical Power Industry Update New Tower Installed at a Growth of 3.5% YoY Cumulative Towers (’000) +0.9% New Tower Installed (’000) 819.77 816.90 822.26 824.37 -

0.9%

cal Power Industry Update New Tower Installed at a Growth of 3.5% YoY Cumulative Towers (’000) +0.9% New Tower Installed (’000) 819.77 816.90 822.26 824.37 -26.1% 10,125 809.28 803.65 +3.5%

“Yours faithfully, For Exicom Tele-Systems Limited Sangeeta Karnatak Company Secretary & Compliance Officer Enclosed: Investors Presentation Investor Presentation Q1 FY26 Aug’2025 Content 1 2 3 4 About Exicom Business Update Critical Power Business Update EVSE Financial Update – Q1 FY26 2 Message from CEO We acknowledge this quarter’s performance fell short of expectations, but it does not reflect our full potential or strong pipeline.”

“Anant Nahata MD & CEO Exicom Tele-Systems Limited Key Financials – Q1 FY26 Particular (Rs Cr) Standalone Consolidated Revenue 150.7 205.3 Adjusted EBITDA * 12.6 (8.4%) - 38.6 (-18.8%) Adjusted PAT ** 1.1 (0.7%) - 71.1 (-34.6%) * Adjusted EBITDA = Net EBITDA + Loss on foreign currency transaction and translation.”

“➢ Some battery project deliveries deferred from Q1 to Q2.”

“➢ Strong outlook given strong order backlog as on 1st July is > 1500 Cr which Hardware supply ( ~1200 Cr) which should result in strong rest of FY’26 12 Highlights in Critical Power in Q1 FY26 India Market Exports ✓ Bharat Net ✓ Successful solution development and approvals of the product; ✓ Started execution for all 3 acquired accounts – RVNL, HFCL, NCC ✓ Secured large order from Big telco’s for Lithium-ion batteries in extremely competitive scenario.”

“✓ Continued dominance in BSNL’s UCV project with around 70% business share with leading SI’s ✓ New Customers and Products: ✓ Introduced Smart Lithium-ion batteries in India with one of the digital Infrastructure company ✓ Thermal Control Units of various capacities approved by large Telecom company ✓ Q1 revenue from Africa + SEA at 29.3 Cr , ~29% of Current quarter revenue.”

“(1) (2) Like for like comparison of consolidated revenue (Ex Tritium) is INR 61.0 Cr in Q1’FY26 and INR 37.3 Cr in Q1’FY25.”

“o Achieved USD $8M of bookings in Q1’FY26, including repeat orders from one of the largest fleet operators in the US and a $3M SLA contract with one of the largest charge point operators in the UK.”

“18 Revenue by Geography – EV Chargers | Q1 FY26 UK & Europe ₹ ~22 Cr / 21%(1) USA ₹ ~12 Cr / 11%(1) India ₹ ~53 Cr / 52%(1) ANZ / SEA ₹ ~16 Cr / 16%(1) 1 % of Consolidated Revenue (103 Cr) 19 Harmony Gen 2.0 & Tritium Tri-flex Launch A Milestone in EV Charging Innovation”

“R&D activities are picking up momentum and funds will be start getting deployed.”

“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.”

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Growth Factors

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Scheme Allocation

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Key Highlights

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E-Truck Scheme

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Launch of New EV models

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Event

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Media Coverage

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Attendees

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Impact

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Subject

Investors’ Presentation Dear Sir / Madam, This is in continuation to our intimation dated August 08, 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 unaudited Financial Results of the Company for the 1st Quarter ended June 30, 2025, of the Financial Year 2025-26, both on Standalone & Consolidated basis, to be discussed during the Investors’ Call scheduled to be held on Wednesday, August 13, 2025 at 10:00 a.m. (IST). It may be noted that the Board of Directors, in its meeting held on August 11, 2025, has considered and approved the aforesaid Financial Results. Please note that this intimation is also being made available on the Company’s website i.e. www.exicom.com. We request to take the above information on your records. Thanking you. Yours faithfully, For Exicom Tele-Systems Limited Sangeeta Karnatak Company Secretary & Compliance Officer Enclosed: In

Growth Factors

• E-Car demand surged, supported by new EV model launches in the premium SUV segment by leading Indian OEMs (Creta EV, Mahindra BE, XE variants, KIA Carens Clavis, Harrier EV) • E-Bus adoption gained momentum under the PM e-Bus Sewa scheme, backed by the Payment Security Mechanism (PSM) enabling faster state-level deployments We are leaders in Home and DC Fast Charging EV Solutions In Q1 FY26, over 15.5K chargers manufactured & sold globally(1) Standalone EVSE Revenue (Rs Cr) +61.5% -4.1% 55.1 52.8 32.7 Consolidated (2) EVSE Revenue (Rs Cr) +176.0% -0.4% 103.2 102.8 37.3 Q1 FY25 Q4 FY25 Q1 FY26 Q1 FY25 Q4 FY25 Q1 FY26 Q1 FY25 Q4 FY25 Q1 FY26 ➢ Q1 revenues aligned with expectations. ➢ Supportive policies, new Harmony G2.0 and product differentiation to help create robust pipeline ahead of festive season. Strongest tailwinds we have seen over past few quarter ➢ Strong YoY sales growth in Southeast Asia, added four new customers Including charger sold from Tritium Group of companies and S

Scheme Allocation

• Demand Incentives for e-2W, e-3W, e-ambulances, e-buses, e-trucks The “Scheme to Promote Manufacturing of Electric Passenger Cars in India” (SPMEPCI) was officially notified on June 2, 2025. It was originally announced in March 2024, but the detailed operational guidelines were finalized this June • ~85% incentivized EVs are 2/3Ws • Outlay of 10,900 Cr supporting ~2.9 mill EVs Incentive Structure (per vehicle – whichever is lower):

Key Highlights

• Import duties slashed to 15% (from 70–110%) for EVs with CIF cost ≥ USD 35,000, for a • 4,391 Cr has been earmarked for the procurement of 14,028 electric buses by state transport period of 5 years, subject to eligibility requirements undertakings (STUs) and public transport agencies • Provision of routing funds through central agency to reduce dependency on STUs • 2000 Cr allotted towards incentivizing 72,000 charging stations including • 48,400 fast chargers – E2/3W • 22,100 fast chargers – E4W • 1800 fast chargers –E buses • To qualify, automakers must commit to ₹4,150 crore (~USD 486 million) investment and begin local manufacturing within 3 years • Eligible SUVs are capped at 8,000 units per manufacturer per year, with carryover of unused quota allowed • Companies must meet revenue thresholds (₹2,500 cr by Year 2, ₹5,000 cr by Year 4, ₹7,500 cr by Year 5) and domestic value addition targets: 25% by Year 3, 50% by Year 5

E-Truck Scheme

With the rollout of the PM E-DRIVE e-truck subsidy, demand for high-power DC fast chargers is rising sharply – Increased demand of DC High Power chargers

Launch of New EV models

Following launch of Hyundai Creta & Mahindra BEVs, Tata & Kia launched Harrier & Clavis while MG launched couple of EVs n the premium segment – M9, Cyberster. New Entrants in Indian market - Vinfast and Tesla Increased positive sentiment in market – leading to high charger sales Impact on Exicom 16 Key development in EV Charger in Q1 FY26 (India) New Segment Entry – Electric Trucking Global Expansion • • • • • • Secured exclusive business with India’s largest electric trucking operator Entry into high-capacity DC charging segment (240 kW) for commercial trucks New OEM Win – Premium Segment Onboarded a leading global luxury carmaker for home charger supply Strengthens position in the premium EV segment Digital Enablement – CRM for Service Op Developed a robust in-house CRM platform tailored for EVSE service and I&C operations Designed to reduce turnaround time (TAT), improve field force efficiency, and ensure high charger uptime • • • • • Signed a Global Framework Agreement (GFA) with o