UNIMECH AEROSPACE Q2 CONCALL: REVENUE SURGES 98% YOY, PAT JUMPS 103%, ORDER BOOK SOARS 715% TO ₹855 CR, EBITDA MARGIN HITS 40% & GLOBAL AEROSPACE CONTRACTS DRIVE MULTI-YEAR GROWTH

• MANAGEMENT EXPECTS H2 FY27 REVENUE TO EXCEED H1 FY27 LEVELS OF ₹231 CR, SUPPORTED BY STRONG AEROSPACE TOOLING DEMAND, PRECISION COMPONENTS, HOBEL BELLOWS & SEMICONDUCTOR BUSINESS RAMP-UP • MANAGEMENT EXPECTS H2 FY27 EBITDA MARGINS TO REMAIN BROADLY SIMILAR TO H1 LEVELS OF APPROXIMATELY 38%, DESPITE INCREASING CONTRIBUTION FROM PRECISION COMPONENTS & NEW PRODUCT DEVELOPMENT • MANAGEMENT MAINTAINS LONG-TERM REVENUE ASPIRATION OF ₹1,000 CR, SUPPORTED BY EXISTING & PLANNED MANUFACTURING CAPACITY, GLOBAL OEM CONTRACTS & EXPANSION INTO SEMICONDUCTORS, NUCLEAR & DEFENCE, WITHOUT A FIXED ACHIEVEMENT TIMELINE • MANAGEMENT TARGETS OVER 590 QUALIFIED PRECISION COMPONENT PARTS BY FY27-END VS MORE THAN 250 CURRENTLY QUALIFIED, WITH APPROXIMATELY 60–70% OF QUALIFIED PARTS EXPECTED TO ENTER SERIAL PRODUCTION • MANAGEMENT EXPECTS SIGNIFICANT PRECISION COMPONENT SERIAL PRODUCTION SCALE-UP FROM FY28, WITH LONG-TERM REVENUE MIX POTENTIALLY SHIFTING TOWARD 50% TOOLING & 50% PRECISION COMPONENTS • MANAGEMENT EXPECTS SEMICONDUCTOR REVENUE TO INCREASE MEANINGFULLY IN H2 FY27 & FY28, WITH 60 PARTS ALREADY QUALIFIED & ANOTHER 20 TARGETED BY DECEMBER 2026 • MANAGEMENT EXPECTS WORKING CAPITAL CYCLE TO INCREASE TO APPROXIMATELY 150–160 DAYS BY FY27-END VS 110 DAYS CURRENTLY, REFLECTING HIGHER INVENTORY, CUSTOMER QUALIFICATIONS & PRODUCTION RAMP-UP • Q2 REVENUE SURGED 98% YOY & 14% QOQ TO ₹123 CR, WHILE NET PROFIT JUMPED 103% YOY TO ₹32 CR • Q2 EBITDA MARGIN REACHED APPROXIMATELY 40%, WITH GROSS MARGIN AT 69%, REFLECTING STRONG PROFITABILITY FROM HIGH-VALUE AEROSPACE TOOLING & PRECISION MANUFACTURING • H1 REVENUE GREW 85% YOY TO ₹231 CR, WHILE NET PROFIT INCREASED 71% TO ₹60 CR, WITH EBITDA MARGIN AT 38% & GROSS MARGIN AT 67% • H1 REVENUE ALREADY REACHED APPROXIMATELY 96% OF FULL-YEAR FY26 REVENUE, WHILE H1 NET PROFIT REPRESENTED NEARLY 94% OF FY26 PROFIT • ORDER BOOK SURGED 715% YOY TO ₹855 CR, PROVIDING STRONG MULTI-YEAR REVENUE VISIBILITY ACROSS AEROSPACE, PRECISION COMPONENTS & INDUSTRIAL MANUFACTURING • APPROXIMATELY ₹589 CR OF ORDER VISIBILITY RELATES TO LONG-TERM CUSTOMER AGREEMENTS & AWARDS SPREAD OVER 5–10 YEARS, WITH EXECUTION DEPENDENT ON QUALIFICATIONS, CUSTOMER SCHEDULES & SERIAL PRODUCTION • COMPANY SECURED A $7.5 MILLION FIVE-YEAR AEROSPACE COMPONENTS AGREEMENT WITH FACC, WITH POTENTIAL CONTRACT EXPANSION UNDER DISCUSSION • COMPANY SECURED AN APPROXIMATELY $43 MILLION TEN-YEAR PROGRAM WITH A FRENCH AEROSPACE TIER-1 CUSTOMER FOR AIRCRAFT DOOR COMPONENTS, SUPPORTING LONG-TERM PRECISION COMPONENT GROWTH • HONEYWELL AEROSPACE AGREEMENT COVERS ENGINE & CONTROL-SYSTEM COMPONENTS OVER 10 YEARS, WITH AN OPTION TO EXTEND BY AN ADDITIONAL TWO YEARS • MORE THAN 250 PRECISION COMPONENT PARTS HAVE BEEN QUALIFIED, WITH OVER 340 ADDITIONAL PARTS IN THE PIPELINE, SUPPORTING A SIGNIFICANT EXPANSION IN SERIAL PRODUCTION OPPORTUNITIES • SEMICONDUCTOR BUSINESS HAS ONE ESTABLISHED GLOBAL OEM CUSTOMER & TWO ADDITIONAL CUSTOMERS IN THE PIPELINE, WITH QUALIFICATION PROGRESS EXPECTED TO SUPPORT FUTURE REVENUE SCALE-UP • HOBEL BELLOWS CONTRIBUTED APPROXIMATELY 30% OF H1 REVENUE, WITH DEMAND FROM DATA-CENTER GENERATORS, TURBINES, LOCOMOTIVES & INDUSTRIAL CUSTOMERS • MANAGEMENT TARGETS AS9100 CERTIFICATION FOR THE VIZAG FACILITY BY FEBRUARY 2027, SUPPORTING HIGHER-VALUE AEROSPACE & PRECISION MANUFACTURING OPPORTUNITIES • SAUDI ARABIA JV INVOLVES INITIAL EQUITY INVESTMENT OF APPROXIMATELY $4 MILLION, WITH COMMERCIAL MANUFACTURING READINESS TARGETED FOR MARCH–APRIL 2027 & INITIAL FOCUS ON OIL & GAS LOCALISATION • NUCLEAR BUSINESS HAS QUALIFIED APPROXIMATELY 13–15 SYSTEMS & SUBASSEMBLIES, WITH POTENTIAL OPPORTUNITIES LINKED TO FOUR UPCOMING REACTOR PROJECTS • COMPANY HOLDS APPROXIMATELY 27% EQUITY IN DEHYA ENGINEERING & EXCLUSIVE MANUFACTURING RIGHTS FOR PROPULSION ENGINES, WITH 20 KG, 40 KG, 50 KG & 100 KG THRUST VARIANTS UNDER DEVELOPMENT • MANAGEMENT TARGETS PROPULSION ENGINE DESIGN APPROVAL BY FEBRUARY 2027, ALTHOUGH COMMERCIAL REVENUE REMAINS DEPENDENT ON TESTING, CERTIFICATION & CUSTOMER ADOPTION • CURRENT MANUFACTURING UTILISATION STANDS AT APPROXIMATELY 65%, INCLUDING 15–20% CAPACITY ALLOCATED TO CUSTOMER QUALIFICATIONS & NEW PRODUCT DEVELOPMENT • AUTOMATED SPECIAL-PROCESS FACILITIES TARGETED FOR COMMISSIONING BY DECEMBER 2026, SUPPORTING HIGHER THROUGHPUT, MANUFACTURING EFFICIENCY & PRODUCT COMPLEXITY • MANAGEMENT IS EVALUATING POTENTIAL EQUITY FUNDRAISING IN EARLY 2027 TO SUPPORT FURTHER EXPANSION & MINIMUM PUBLIC SHAREHOLDING COMPLIANCE, WITH POSSIBLE SHAREHOLDER DILUTION • MANAGEMENT EXPECTS LONGER-TERM EBITDA MARGIN COMPRESSION OF APPROXIMATELY 1–2 PERCENTAGE POINTS AS LOWER-MARGIN PRECISION COMPONENTS INCREASE IN THE REVENUE MIX & R&D INVESTMENTS RISE • MANAGEMENT REMAINS STRONGLY POSITIVE ON AEROSPACE ORDER VISIBILITY, GLOBAL OEM CONTRACTS, SEMICONDUCTOR EXPANSION, HOBEL GROWTH & PRECISION COMPONENT SCALE-UP, BUT WORKING CAPITAL PRESSURE, MARGIN DILUTION, EQUITY FUNDRAISING & MULTI-YEAR ORDER EXECUTION REMAIN KEY RISKS

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