Rossell Techsys Limited has informed the Exchange about Investor Presentation
To,
BSE Limited, 20th Floor, P.J. Towers, Dalal Street, Mumbai - 400001. BSE Scrip Code: 544294
Date: 11 November 2025
National Stock Exchange of India Limited, Exchange Plaza, C-1, Block G, Bandra Kurla Complex, Bandra (E), Mumbai – 400 051 NSE Scrip Symbol: ROSSTECH
Subject: Investor presentation of the Company for the quarter ended 30 September 2025
Dear Sir/Madam,
Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 and in furtherance to our communication dated 10 November 2025, the Investor Presentation for the quarter ended 30 September 2025, on Company Overview, Business highlights, financial performance and other updates is enclosed herewith for your consideration.
Request you to kindly take the above information on records.
Thank you,
For Rossell Techsys Limited
Krishnappayya Desai Company Secretary & Compliance officer
Rossell Techsys Limited
Rossell Techsys Limited
Contents
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2
3
4 1
5
Company Overview
Performance Highlights
Financial Highlights
Our Production Excellence
Earnings Call Details
Rossell Techsys Limited | Q2 FY2025-26 | Investor Presentation
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Safe Harbour
• This presentation and the accompanying slides (the “Presentation”), prepared by Rossell Techsys Limited (the “Company”), are solely for information purposes only and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company.
• This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentationism expressly excluded.
• Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to: the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and worldwide, competition, disruptions to technology, the Company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation.
• The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third-party statements and projections.
Rossell Techsys Limited | Q2 FY2025-26 | Investor Presentation
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Company Overview
Rossell Techsys Limited | Q2 FY2025-26 | Investor Presentation
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Company Overview || Delivering end-to-end Solutions across EWIS, Electronic Assemblies and Test Equipment for Global OEMs in Defense
Rossell Techsys is engaged in the engineering and manufacturing of EWIS, EPA, ESSI and ATEs for global OEMs in the aerospace, defense, semiconductor and space sectors
❑ Custom solutions engineered to industry stringent
meet requirements
❑ Centre of excellence dedicated
to marquee customers
❑ IGBC Gold rated manufacturing
facility
INR 212.24 Cr Revenue from operations (H1 FY26)
~99% Revenue from exports (H1 FY 26)
250,000 SKUs Across all product offerings
Over INR 25,000 Mn Strategic Contracts as on 30 September 2025
30+ Customers Across 8 Countries
Aggregate area of ~240,000 Sq ft + Expanding
Over INR 7,000 Mn Order book as on 30 September 2025
Build-to-Print and Build-to- Specifications Capabilities
❑ We deliver High Reliability Systems and Solutions to global OEMS and Tier-1s in aerospace and defense segment
❑ With aerospace and defense as our foundation, we are broadening horizons into semiconductors and space technologies—building a future of integrated growth
❑ Combines advanced manufacturing, digital systems, and talent development to deliver scalable, high-quality solutions across global defense and aerospace platforms.
CERTIFICATIONS
For 40 unique processes
EWIS - Electrical Wiring & Interconnected Systems || EPA - Electrical Panel Assemblies || ESSI - Electronic Systems and Systems Integration || ATE - Automatic Test Solutions || IGBC - Indian Green Building Council
Rossell Techsys Limited | Q2 FY2025-26 | Investor Presentation
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Manufacturing Facility Equipped with Advanced Capabilities and Infrastructure
Delivering Build-to-Print and Build-to-Specification solutions, including EWIS, Panel Assemblies System Integration, and Test Equipment to Global OEMs
Built Up Area
~240,000 sq ft
Built Up Area
~4,100 sq ft
Number of employees
1,092*
Unit I Bengaluru, India
Number of employees
5
Unit II Arizona, USA
Manufacturing Capabilities
Capacity Expansion
Location
Unit I – Bengaluru
Additional area
150,000 sq ft
Timelines
Over 18 months
Build to Print
Build to Specifications
Design
Engineering
Manufacturing
Testing
Qualification
Certification
Electrical harnesses, interconnect systems, fiber optics, and electrical panel assemblies
Electronic systems including circuit designing using active components and integration of parts, sub- assemblies and assemblies
Automatic, semi-automatic, and manual test solutions across different form factors such as floor- mounted units, tabletop units, and concatenated racks.
*Includes contract workers & trainees
Rossell Techsys Limited | Q2 FY2025-26 | Investor Presentation
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Marquee customers across industries
Key Customers across the Segment
Defence
Semiconductors
Space
Robust Order Book across a Diverse set of Industries and Customers
Over INR 7,000 Mn +
Defence
Semiconductor
Energy
As on 30 September 2025
Non-defence aerospace
Space
Others
❑ As of 30 September 2025, the order book is firmly anchored in aerospace and defense programs, with strong and accelerating contributions from the space and semiconductor sectors, highlighting a well-diversified growth path
❑ Long-term strategic contracts worth INR 25,000 Mn, spanning 3–5 years, provide strong
revenue visibility, with additional opportunities expected in the pipeline.
❑ Closing inventory has been strategically scaled up to support our ambitious FY26 revenue
goals, ensuring readiness to meet demand and drive growth.
Backed by a proven track record, strong execution capabilities, a diverse suite of solutions and a healthy order book, Rossell is well-positioned to serve global OEMs across the semiconductor, space and aerospace sectors, unlocking broader avenues for growth
Rossell Techsys Limited | Q2 FY2025-26 | Investor Presentation
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Awards, Recognitions & Certifications
❑Boeing Supplier of the year – 2015, 2019 ❑Boeing Supplier Appreciation Award – 2015,
2016
❑Boeing Performance Excellence Award – 2015, 2016,
2019
❑Gold Rating in the only Boeing ITAR Audit conducted
❑ Outstanding Supplier Recognition Award 2025 ❑ Certificate of Appreciation for industrializing the Lockheed Martin Tata
fighter wing Aerostructures Limited – 2021
-
❑ Honeywell Supplier Excellence Award – 2023 ❑ Supplier Excellence Award - Faster Execution - Honeywell
❑ BAE Systems - Special Recognition Award –
2025
– 2024
Other Awards
2015- 16
2017- 18
❑ Top Indian SME of the Year - Aerospace & Defence ❑ SME of the year award - ASSOCHAM ❑ Business Excellence and achievement Award ❑ Excellence in Aerospace Indigenization Award ❑ Emerging Company Award for Industry Development ❑ Global Achievers Award
❑ Emerging Company in Aerospace & Defence – 2017 ❑ Excellence in Manufacturing Product – 2018
2019- 20
❑ Most Promising Aerospace Engineering Service
Provider – 2019
❑ Company of the year - SAP Media – 2019 ❑ Supplier Excellence Award - Expleo – 2020
❑ Manufacturer of the year - World
HRD Congress – 2021
❑ WCRCFEST - World's Best Emerging
2021- 22
Brand – 2022
Rossell Techsys Limited | Q2 FY2025-26 | Investor Presentation
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Charting Rossell’s Growth Journey || Scaling New Altitudes in Excellence
2011
▪ Division of Rossell India Limited ▪ Mfg. area of ~4,000 sq ft ▪ Only 25 employees
2014 ▪ Mfg area of 34,000 sq ft ▪ 45 employees 2015 ▪ Mfg area of 43,000 sq ft ▪ Awarded Best SME in A&D
2014-15
2012
▪ Mfg area of 20,000 sq ft,
▪ Mfg. area of 87,000 sq ft. ▪ Awarded Best Company in A&D by International Aerospace Magazine
2019
▪ Demerged and listed A&D
business separately as Rossell Techsys Ltd
▪ 1000+ employees ▪ 30+ Customer base ▪ Diversified into Space and Semiconductor Sector ▪ Achieved all time high
revenues
▪ Fund raise through QIP ▪ Outstanding supplier award
from Lockheed Martin
▪ Capacity enhancement to fulfill rising customer requirements
2021-23
2024-25
2020
▪ Expanded mfg. facility to
225,000 Sq ft
▪ Commenced US Operations of Rossell Techsys Inc (RTI)
▪ Recognized R&D Facility by
Department Of Scientific And Industrial Research
▪ Increased employee strength to 490
2016
▪ Mfg. area of 87,000 Sq ft. ▪ Number of employees increased to 135 ▪ Boeing Supplier of the Year Award ▪ Best Indigenization Award - IAF
Rossell Techsys Limited | Q2 FY2025-26 | Investor Presentation
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Board of Directors
Harsh Mohan Gupta Executive Chairman
Rishab Mohan Gupta Managing Director
Mr. Arvind Ghei Independent Director
Shobhana Joshi Independent Director
Talari Suvarna Raju Independent Director
Entrepreneur and Industry Veteran, Ex-Executive Committee member of the Federation of Indian Chamber of Commerce (FICCI) & Confederation of Indian Industry (CII)
Alumni of Suffolk University, Entrepreneur, Founding Member of Rossell Techsys Limited, & Non-Certified Pilot, Passionate about A&D.
Senior Leader in top Hospitality Businesses, Specialist in Finance, Alumni of St. Stephens College, Delhi and Jamnalal Bajaj Institute of Management, Mumbai, Member Rotary Club.
Deep Government Experience, Ex-Secretary (Defense Finance), Ministry of Defense, Government of India, Founding Member & Co-chair of SAMDS (Society for Aerospace Maritime and Defense Studies).
A distinguished aerospace leader, Ex-Chairman & Managing Director of Hindustan Aeronautics Limited (HAL), Fellow of the Indian National Academy of Engineering (INAE) and Winner of Brien Roy Trust Award.
Digant Parikh Non-executive Director
Certified Cost Accountant, Alumni of NMIMS, Mumbai, Visiting Faculty at various leading management institutes, and Independent Director at various other Companies.
Rossell Techsys Limited | Q2 FY2025-26 | Investor Presentation
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Senior Management
A Leadership Team With 300+ Person-years Of Industry, Technology, And Domain Excellence
Leadership Team
Zeena Philip, India Operations
Nagasundaram N Manufacturing Ops & Engineering
Jayanth V Chief Financial Officer
Louis Pereira Sales & After Market
Rakesh Kumar Program Management and R&D
Manian R Supply Chain & Logistics
Anand D Quality & Continuous Improvement
Daniel M V Information Technology & Systems
Advisory Leadership
RRJ Sudarshan Program Mgmt. and R&D
CBM Mishra IT And IS
Rishab Mohan Gupta Promotor & Managing Director
Senthil B Chief Executive Officer
Ajosh Matthew Pre-sales
Roseanne Joseph Talent Management & Rossell School of Learning
Renu Batta Corp Comm & Branding
Krishnappayya Desai Company Secretary
Rossell Techsys Limited | Q2 FY2025-26 | Investor Presentation
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Performance Highlights
Rossell Techsys Limited | Q2 FY2025-26 | Investor Presentation
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Rishab Mohan Gupta
Message from the Managing Director
It is a privilege to share that the quarter ended September 30, 2025, has been the most historic in Rossell Techsys’ journey. We delivered record-breaking performance across revenue, profitability, and operational execution—clear evidence of the strength of our strategy and the resilience of our team.
Our quarterly turnover more than doubled year-on-year, and profitability surged to unprecedented levels compared to the same period last year. This momentum is backed by a robust order pipeline, long-term strategic contracts, and diversification into high- growth sectors such as semiconductors and space technologies. We have already secured marquee customers in these domains, and significant opportunities are in progress.
Operational excellence remains our cornerstone. We successfully qualified major programs in the space segment, implemented advanced compliance systems for defense shipments, and scaled inventory strategically to support ambitious FY26 targets.
To sustain this growth, we are investing in capacity expansion of 150,000 sq. ft. and strengthening our workforce through skill development and engagement. These initiatives will enable us to execute substantial orders and maintain leadership in quality and delivery.
To fuel this growth, we are actively evaluating fundraising up to Rs. 300 Crores through a Qualified Institutional Placement (QIP), which will strengthen our balance sheet and enable investments in future-ready capabilities. The major objectives of this fund raise will be for capex and working capital.
Our recognition at the Lockheed Martin Annual Suppliers Conference 2025 underscores our commitment to excellence and innovation.
In conclusion, this quarter marks a turning point for Rossell Techsys. We have delivered our best-ever performance and remain committed to sustaining this momentum. Historically, Q3 and Q4 are the strongest periods for our sector, and with a robust order book, sectoral diversification, new customer wins, and a clear roadmap for expansion, we believe the best is yet to come. This positions us to deliver long-term value to all stakeholders and demonstrate continued growth in both revenue and profitability.
Rossell Techsys Limited | Q2 FY2025-26 | Investor Presentation
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Business Highlights: Expansion, Funding & Recognition
Record Growth
❑ Achieved INR 126 crore – highest-ever
quarterly revenue, up 2.4x YoY
❑ PBT surged to INR 6.7 crore from INR
0.06 crore, marking a strong turnaround
Robust Order Pipeline ❑ Secured significant firm purchase orders
and submitted bids for major opportunities in semiconductors and space.
❑ Revenue contribution from a new
semiconductor customer in its first quarter post-qualification
Expansion & Innovation
Funding & Recognition
❑ Completed qualification for major space
program – ready for big orders
❑ 150,000 sq. ft. expansion underway (INR 70 crore, 18-month timeline) to meet demand
❑ Up to INR 300 crore QIP planned for capex and working capital to fuel future-ready capabilities.
❑ Awarded by Lockheed Martin for Outstanding Supplier Excellence
Rossell Techsys Limited | Q2 FY2025-26 | Investor Presentation
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Financial Highlights
Rossell Techsys Limited | Q2 FY2025-26 | Investor Presentation
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Financial Highlights for Q2 & H1 FY26
INR in Crores
Revenue
EBITDA
PBT
Revenue
e c n a m r o f r e P y l r e t r a u Q
e c n a m r o f r e P y l r a e Y f l
a H
125.3
11.9
15.1
87.0
51.1
6.3
4.0
6.7
Q 1 F Y 2 6 Q 2 F Y 2 5 Q 2 F Y 2 6
Q 1 F Y 2 6 Q 2 F Y 2 5 Q 2 F Y 2 6
0.1 Q 1 F Y 2 6 Q 2 F Y 2 5 Q 2 F Y 2 6
212.2
27.1
10.7
95.9
5.7
H 1 F Y 2 5 -5.9
H 1 F Y 2 6
H 1 F Y 2 5
H 1 F Y 2 6
H 1 F Y 2 5
H 1 F Y 2 6
driven
growth, Strong increased wallet share existing onboarding of new Customers.
customers
by from and
EBITDA
Improved meaningfully, reflecting enhanced operational efficiency and disciplined cost control
PBT
Surged significantly, underscoring improved profitability and stronger financial leverage
Rossell Techsys Limited | Q2 FY2025-26 | Investor Presentation
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Financial Statement: Statement of Profit & Loss (Standalone)
INR in Lakhs
Particulars
Total Income
Total Expenses
Q2 FY 2025-26 Q1 FY 2025-26 Q2 FY 2024-25
H1 FY 2025-26
H1 FY 2024-25
FY 2024-25
12,599.51
8,698.73
5,135.11
21,298.24
9,695.43 26,208.72
11,929.63
8,297.30
5,129.21
20,226.93
10,287.36 25,136.91
Profit/(Loss) from Ordinary Activities before Exceptional Items
669.88
401.43
5.90
1,071.31
(591.93)
1,071.81
Profit/(Loss) from Ordinary Activities before Tax
669.88
401.43
5.90
1,071.31
(591.93)
1,071.81
Total Tax Expenses
Profit/(Loss) for the Period
169.90
103.69
499.98
297.74
1.48
4.42
273.59
(148.98)
331.97
797.72
(442.95)
739.84
Total Other Comprehensive Income (Net of Tax)
(22.11)
2.22
-
(19.88)
-
(26.60)
Total Comprehensive Income
477.87
299.96
EPS – Basic (INR)
EPS – Diluted (INR)
1.33
1.33
0.79
0.79
4.42
0.01
0.01
777.84
(442.95)
713.24
2.12
2.12
(1.18)
(1.18)
1.96
1.96
Rossell Techsys Limited | Q2 FY2025-26 | Investor Presentation
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Financial Statement: Balance Sheet (Standalone)
Particulars
Total Non-Current Assets
Total Current Assets
TOTAL ASSETS
Total Equity
Total Non- Current Liabilities
Total Current Liabilities
Total Liabilities
INR in Lakhs
As at Sep 30, 2025
As at Mar 31, 2025
12,461.04
40,377.26
52,838.30
11,798.91
30,314.67
42,113.58
13,937.79
13,235.95
562.64
38,337.87
38,900.51
544.81
28,332.82
28,877.63
TOTAL EQUITY AND LIABILITIES
52,838.30
42,113.58
Rossell Techsys Limited | Q2 FY2025-26 | Investor Presentation
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Products & Facility
Rossell Techsys Limited | Q2 FY2025-26 | Investor Presentation
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Product Offerings | One Stop Solution for Global OEMs’ Electrical and Electro-Mechanical Requirements
1
Electrical Wiring & Interconnected Systems (EWIS)
2
Electronic Systems and Systems Integration (ESSI)
3
4
Automatic Test Solutions
Electrical / Electronic After-Market (MRO)
5
Engineering Services
s t n e m g e S
t c u d o r P
Electrical Panel Assemblies (EPAs)
End Users
Commercial and defence aerospace, automation, energy, and satellite payload systems
industrial
Avionics, defence electronics, aerospace mission systems, medical electronics, and industrial automation
Aerospace and defence, electronics manufacturing (EMS), industrial systems and defence land systems
services
Military aviation, legacy aircraft platforms, mission critical ground industrial equipment, support electronics and systems, refurbishment
Rossell Techsys Limited | Q2 FY2025-26 | Investor Presentation
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Rossell Techsys Limited: Production Labs
Rossell Techsys Limited | Q2 FY2025-26 | Investor Presentation
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Rossell Techsys Limited: Production Labs
Rossell Techsys Limited | Q2 FY2025-26 | Investor Presentation
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Earnings Call Details
Rossell Techsys Limited | Q2 FY2025-26 | Investor Presentation
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Rossell Techsys Limited | Q2 FY26 RESULTS | CONFERENCE CALL
11th November 2025 |11:00 am IST Hosted by : Anand Rathi Research
Click here - Diamond Pass Registration
Universal Access: 022 6280 1386 / 022 7115 8287
USA: +1 866 746 2133 | Hong Kong: 800 964 448 UK: 0808 101 1573 | Singapore: 800 101 2045
Participants: Mr. Rishab Mohan Gupta – Managing Director Mr Senthil Balasubramanian – Chief Executive Officer Ms Zeena Philip – Chief Operating Officer Mr Jayanth V – Chief Financial Officer
Rossell Techsys Limited | Q2 FY2025-26 | Investor Presentation
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Thank You
Rossell Techsys Limited | Q2 FY2025-26 | Investor Presentation