Exicom Tele-Systems Limited

rs,

ember 10, 2025 BSE Limited 1st Floor, New Trading Wing, Rotunda Building Phiroze Jeejeebhoy Towers, Dalal Street, Fort Mumbai – 400001 National Stock Exchange of India Limited Exchange Plaza, 5th

6.6%

: Q2 FY26 Particular (Rs Cr) Standalone Consolidated Revenue EBITDA PAT 228.4 281.7 15.2 (6.6%) - 32.7 (-11.6%) 5.9 (2.6%) - 68.8 (-24.4%) Investor Presentation –Q2 FY26 2 Exicom - Colour

11.6%

cular (Rs Cr) Standalone Consolidated Revenue EBITDA PAT 228.4 281.7 15.2 (6.6%) - 32.7 (-11.6%) 5.9 (2.6%) - 68.8 (-24.4%) Investor Presentation –Q2 FY26 2 Exicom - Colour palette Critical

2.6%

Standalone Consolidated Revenue EBITDA PAT 228.4 281.7 15.2 (6.6%) - 32.7 (-11.6%) 5.9 (2.6%) - 68.8 (-24.4%) Investor Presentation –Q2 FY26 2 Exicom - Colour palette Critical power Busin

24.4%

nsolidated Revenue EBITDA PAT 228.4 281.7 15.2 (6.6%) - 32.7 (-11.6%) 5.9 (2.6%) - 68.8 (-24.4%) Investor Presentation –Q2 FY26 2 Exicom - Colour palette Critical power Business update 3 Ex

3.8%

olour palette Market Update – Critical Power Industry Update New Towers roll-out growth slowed @ 3.8% YoY, whereas last 5 years CAGR @ 8.0% Standalone Critical Power Revenue (Rs Cr) Consolidated Crit

8.0%

l Power Industry Update New Towers roll-out growth slowed @ 3.8% YoY, whereas last 5 years CAGR @ 8.0% Standalone Critical Power Revenue (Rs Cr) Consolidated Critical Power Revenue (Rs Cr) +53.3% +6

53.3%

GR @ 8.0% Standalone Critical Power Revenue (Rs Cr) Consolidated Critical Power Revenue (Rs Cr) +53.3% +65.1% +58.7% +65.9% 161.5 170.0 Cumulative Towers (’000) 845 840 835 830 825 820 815

65.1%

% Standalone Critical Power Revenue (Rs Cr) Consolidated Critical Power Revenue (Rs Cr) +53.3% +65.1% +58.7% +65.9% 161.5 170.0 Cumulative Towers (’000) 845 840 835 830 825 820 815 810 80

58.7%

alone Critical Power Revenue (Rs Cr) Consolidated Critical Power Revenue (Rs Cr) +53.3% +65.1% +58.7% +65.9% 161.5 170.0 Cumulative Towers (’000) 845 840 835 830 825 820 815 810 805 816.9

65.9%

itical Power Revenue (Rs Cr) Consolidated Critical Power Revenue (Rs Cr) +53.3% +65.1% +58.7% +65.9% 161.5 170.0 Cumulative Towers (’000) 845 840 835 830 825 820 815 810 805 816.90 809.2

1.1%

000) 845 840 835 830 825 820 815 810 805 816.90 809.28 826.35 824.37 822.26 819.77 +1.1% 840.17 837.21 834.01 830.70 828.46 New Tower Installed (’000) +68.4% 9,467 105.4 97.8 10

“With a sharper product mix, higher exports, the new Hyderabad facility, and continued cost discipline, we expect sustained improvement in standalone EBITDA in the coming quarters.”

“• Market expected to experience steady, moderate growth in medium term • Growing data usage → more base stations → new towers & upgrade of power systems • • Green power & hybrid solutions (solar-battery) reduce OPEX → drives new site builds / Rural / underserved coverage expansion requiring tower infrastructure upgrades Standalone Q2: Growth of 53% YoY and 65% from previous quarter.”

“• • • Deliveries of major milestone project BharatNet has started.”

“(1) (2) Like for like comparison of consolidated revenue (Ex Tritium) is INR 73.63 Cr in Q2’FY26 and INR 46.25 Cr in Q2’FY25.”

“Unallocated- - - - - - Total1,095.2 1,136.9 892.8 1,095.2 892.8 1,054.7 Particulars Rs Cr Exicom - Colour palette Other Update Investor Presentation –Q2 FY26 27 Exicom - Colour palette All set for the next chapter: new plant ready to commence operations.”

“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.”

Subject

1

Growth Factors

1

PM E-Drive scheme

1

Capabilities

1

Investor Relations

1

Subject

Investors’ Presentation Dear Sir/Madam, This is in continuation to our intimation dated November 4, 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 Second Quarter and Half Year ended September 30, 2025, of the Financial Year 2025-26, both on Standalone & Consolidated basis (“Financial Results”), to be discussed during the Investors’ Call scheduled to be held today i.e. Monday, November 10, 2025 at 4:30 p.m. (IST). It may be noted that the Board of Directors of the Company has, considered and approved the aforesaid Financial Results at its meeting held today i.e. November 10, 2025. 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 Lim

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 Including charger sold from Tritium Group of companies and SEA. (1) (2) Like for like comparison of consolidated revenue (Ex Tritium) is INR 73.63 Cr in Q2’FY26 and INR 46.25 Cr in Q2’FY25. YoY growth of 59%. 9 Exicom - Colour palette Key Highlights – Q2 FY26 AC Charger Achieved highest ever sales of AC Charger by volume (20K+) and revenue Bus / Truck Segment Secured order for deployment in defense of 43 x 240 KW; 53 Nos of 240 kW for Delhi bus hubs; 50 x 240kW for Truck OEM DC Charger 100% migration of customers to Gen 2.0 platform E Commerce 3kW Portable charger launched In addition to already successful 7kW wallbox sales OEM End to End Successful collaboration

PM E-Drive scheme

• Support the procurement of 14,000 e-buses across nine major Indian cities through a subsidy of ₹4,391 Cr h c n u a L w e N r o t c e S w e N • MG M9, MG Cyberster, Mahindra BE 6 and XEV 9e launched • Achieved high traction among customers • Major Truck manufacturing companies: Tata, Montra Electric, Sany India, Blue Energy Motors has launched E-Trucks in Q2 2025 Impact on Exicom • Increased sales of DC Chargers from CPO • OEMs : setting up public charging Infrastructure • 20K+ AC charger sold in Q2 FY26, expected to get increased volumes as bundled solution with vehicles • Increased demand for High power DC Chargers (>180kW) Investor Presentation –Q2 FY26 11 Exicom - Colour palette Installation of DC Fast Chargers Exicom Fast DC Chargers (240 kW) deployed at Mega Hubs of ChargeZone / Tata EV station Investor Presentation –Q2 FY26 12 Exicom - Colour palette Comprehensive Solutions for Home, Public & Commercial Markets SPIN Free SPIN Air Harmony Wall box Harmony Distributed Charging Ha

Capabilities

- PCB assembly & system integration - Li-ion battery lines (cell-to-module + pack assembly with BMS) - 1 high-volume AC charger lines - 5 flexible lines for DC chargers & Critical power products Trial Production : Nov’25 Investor Presentation –Q2 FY26 28 Exicom - Colour palette Hyderabad plant – progress and readiness Electronics Plant Electronics Plant - Rectifier Mfg Line Battery Plant ACP works AC charger Line SMT Line PCBA Line 29 Exicom - Colour palette Deployment of IPO funds – 30th Sept’25 IPO Spend Summary Investor Presentation –Q2 FY26 30 Particulars (Rs Cr)IPO ProceedsSpend till Mar’25Spend inQ1 FY26Spend inQ2 FY26Amount Utilised till 30th Sep'25Balance FundsHyderabad plant151.47 83.18 18.76 32.24 134.18 17.29 Repayment of working capital 50.30 50.30 - - 50.30 - Incremental Working capital 69.00 34.95 13.39 20.65 69.00 - Investment in R&D40.00 3.73 2.68 6.03 12.44 27.56 GCP60.36 60.36 - - 60.36 - Offer related expenses28.87 24.47 - 3.66 28.13 0.74 Total400.00 256.99 34.83 62.

Investor Relations

Shiraz Khanna Chief Financial Officer Prateek Jain Head Business Finance and Investor Relations investors@exicom.in Investor Presentation –Q2 FY26 33 Exicom - Colour palette Thank You Investor Presentation –Q2 FY26 34