Panache Digilife Ltd. · NSE:PANACHE
Panache Digilife — Q2 FY27 Earnings Presentation
25 slides from Panache Digilife's earnings presentation, September 2026
Slide 1: Panache Digilife Limited Investor Presentation – Q2 FY27
PANACHE DIGILIFE LIMITED INVESTOR PRESENTATION – Q2 FY27
Slide 2: Safe Harbour Statement
SAFE HARBOUR STATEMENT This presentation may contain certain “forward-looking statements” within the meaning of applicable securities laws and regulations, which may include those describing the Company’s strategies, strategic direction, objectives, future projects and/or prospects, estimates etc. I
Slide 3: Management Commentary
MANAGEMENT COMMENTARY “We are pleased to report a strong performance in Q2 and H1 FY27, reflecting the strength of our technological capabilities and sustained R&D efforts. Revenue from Operations for Q2 FY27 grew 231.8% YoY and 154.9% QoQ to ₹12,960 lakhs, while H1 FY27 Revenue from Operations rose
Slide 4: Company at a Glance
COMPANY AT A GLANCE Building India’s Future Through Design-to-Manufacturing Excellence • One of India’s leading ESDM players, Panache Digilife is a Design-led Manufacturing (DLM) and Q2 FY27 SNAPSHOT (in Lakhs) Contract-led Manufacturing (CLM) company providing end-to-end product development and man
Slide 5: Our Journey
OUR JOURNEY From the World’s Smallest PC to India’s Premier Technology Company ● Successfully completed IPO and got listed on the NSE SME platform, opening new ● Incorporated as Vardhaman ● Entered as a white-box desktop assembler, ● Diversified into smart computing, retail IoT, avenues for capital
Slide 6: Products & Business Portfolio
PRODUCTS & BUSINESS PORTFOLIO Six High-growth Business Portfolio Addressing Requirements Across Enterprise & Institutional Customers SMART COMPUTE EdTECH AVs & DISPLAYS We design and manufacture next-generation AI computing platforms engineered for enterprise, We have been enabling the digital Panac
Slide 7: Our Growth Story
OUR GROWTH STORY From PCs to AI Solutions 2000 2025 Set top box for White Box Command Control Solar Controller Information Kiosk Education PC Ops digital content Desktop Centre (Wi-Fi Village) sharing Embedded OS Thin Integrated POS For Smart and Secure Payment Kiosk with DR/DC Data Centre AIoT Lapt
Slide 8: Financial Highlights – Q2 FY27
FINANCIAL HIGHLIGHTS – Q2 FY27 In ₹ Lakhs REVENUE OPERATING PROFIT PARTICULARS FROM OPERATIONS EBITDA AFTER TAX^ Q2 FY27 12,960 1,238 770 Growth (YoY) 231.8% 393.5% 450.8% Margin % -* 9.6% 5.9% H1 FY27 18,044 1,759 1,150 Growth (YoY) 163.0% 296.5% 407.8% Margin % -* 9.7% 6.3% Diluted EPS (in ₹) # -*
Slide 9: Key Financial Ratios
KEY FINANCIAL RATIOS In ₹ Lakhs PARTICULARS 31-Mar-25 31-Mar-26 30-Sep-26 NET DEBT/OP. EBITDA5 NET DEBT/EQUITY* Equity Share Capital 1,523 1,601 1,601 Other Equity 5,066 8,957 10,103 Net Worth* 6,589 10,558 11,704 1.82 0.81 0.69 0.29 0.21 0.21 Total Borrowings 2,041 2,472 3,388 FY25 FY26 Sep'26** FY
Slide 10: Key Investment Highlights
KEY INVESTMENT HIGHLIGHTS Making India the Global Hub for Future-Tech Two Decades of Experience Experienced leadership and engineering team with deep domain expertise in electronics design and manufacturing Robust Financials Diverse Revenue Mix A strong financial foundation enabling Dual-engine grow
Slide 11: Two Decades of Experience
TWO DECADES OF EXPERIENCE Decades of Collective Industry Expertise Powering Product Innovation and Customer Success 6.5+ Years of Experience Mr. Harshil Chheda Company Secretary, Mr. Amit Rambhia Mr. Nikit Rambhia Mr. Nitesh Savla Compliance Officer & Head – Legal Managing Director Joint Managing Di
Slide 12: Diverse Revenue Mix (1/2)
DIVERSE REVENUE MIX (1/2) Our Business Model 01 > 02 > 03 CLIENT COLLABORATIVE PANACHE MODEL APPROACH ECOSYSTEM Design by Client, Joint Design & Joint Component Design & Supply Chain by Panache Sourcing with Client Sourcing by Panache Client brings their own design and A collaborative co-engineering
Slide 13: Diverse Revenue Mix (2/2)
DIVERSE REVENUE MIX (2/2) Dual-Engine Growth Model CONTRACT LED MANUFACTURING DESIGN LED MANUFACTURING Panache manufactures products based on DLM covers the entire product lifecycle - customer specifications. Leveraging from concept, design and engineering to engineering expertise, supply chain capa
Slide 14: End-to-End ODM Capabilities
END-TO-END ODM CAPABILITIES From the First Idea to After-Sales Support, Panache Owns Every Step of the Journey Panache's end-to-end ODM capabilities cover the entire product lifecycle, from product ideation and design to manufacturing and after-sales support. This integrated model enables faster tim
Slide 15: Agile Manufacturing Facility
AGILE MANUFACTURING FACILITY Our Bhiwandi Facility is Built for Speed, Precision and Rapid Changeover QUALITY & STRATEGIC OPERATIONAL COMPLIANCE LOCATIONS EXCELLENCE ▪ ISO 9001:2015 & ▪ Close to airport & ▪ Precision-driven SOPs 14001:2015 seaport, enabling strong focused on product logistics effici
Slide 16: Global Industry Landscape
GLOBAL INDUSTRY LANDSCAPE Six High-Growth Sectors. Strong Macroeconomic Support. Massive Opportunity Ahead GLOBAL AI SOFTWARE MARKET1 GLOBAL EDTECH MARKET2 GLOBAL AVs & DISPLAYS MARKET3 Avs & DISPLAYS EDTECH SMART COMPUTE (in USD Billions) (in USD Billions) (in USD Billions) 22.9% 283 11.2% 438 5.0%
Slide 17: Indian Industry Landscape
INDIAN INDUSTRY LANDSCAPE Six High-Growth Sectors. Strong Macroeconomic Support. Massive Opportunity Ahead INDIAN AI MARKET1 INDIAN EDTECH MARKET2 INDIAN AVs & DISPLAYS MARKET3 SMART COMPUTE Avs & DISPLAYS EDTECH (in USD Billions) (in USD Billions) (in USD Billions) 13 14.0% 3 26.5% 26.0% 21-23 1 2
Slide 18: Industry Tailwinds
INDUSTRY TAILWINDS AI & Digital Transformation Smart Cities & Urbanization ▪ 87% of Indian enterprises are actively using AI solutions, while India ▪ Optical fibre network expanded from 19.35 lakh km in 2019 to 42.36 ranks 3rd globally in AI vibrancy lakh km, supporting nationwide digital infrastruc
Slide 19: Indian AI Market & Tailwinds
INDIAN AI MARKET & TAILWINDS India's Electronics Manufacturing Landscape is Being Reshaped by Accelerating AI Infrastructure Investments & Import Substitution AI systems demand is moving from one-off training projects to continuous, inference-driven enterprise workloads. The rapid build-out of AI in
Slide 20: Strong Financial Performance
STRONG FINANCIAL PERFORMANCE REVENUE GROSS PROFIT Op. EBITDA INR Lakhs INR Lakhs & % INR Lakhs & % FY24-FY26 FY24-FY26 FY24-FY26 16.9% CAGR: 109.5% CAGR: 58.6% CAGR: 69.5% 11.1% 16.6% 9.2% 9.7% 14.8% 14.9% 6.4% 9,654 11,611 24,298 18,044 1,429 1,923 4,105 2,680 615 1,063 2,701 1,759 FY24 FY25 FY26 H
Slide 21: Profit & Loss Summary
PROFIT & LOSS SUMMARY In ₹ Lakhs PARTICULARS Q2 FY27 Q2 FY26 YoY(%) Q1 FY27 QoQ(%) H1 FY27 H1 FY26 YoY FY26 Revenue From Operations 12,960 3,906 231.8% 5,084 154.9% 18,044 6,860 163.0% 24,298 Operating EBITDA1 1,238 251 393.5% 521 137.8% 1,759 444 296.5% 2,701 Operating EBITDA 9.6% 6.4% 313 bps 10.2
Slide 22: Shareholding Pattern
SHAREHOLDING PATTERN Others, 2.56% NRIs, 0.36% Shares Information As on 30th September 2026 NSE Ticker PANACHE 33.16% Promoter & Promoter Group Market Cap (INR Lakhs) 82,656 54.05% Bodies Corporate % Free-float 45.95% 9.87% Resident Individuals NRIs Free-float market cap (INR Lakhs) 37,981 Others Sh
Slide 23: Annexures
PANACHE. Annexures
Slide 24: Cash Conversion Cycle
CASH CONVERSION CYCLE Particulars Mar’25 Mar’26 Sep’26* Receivable days1 177 125 100 Inventory days2 83 52 65 Payable days3 88 94 97 Cash Conversion Cycle4 172 83 68 Notes: 1. Receivables days is calculated by multiplying the average accounts receivables by 365 / 183* and dividing the result by the
Slide 25: Thank You
THANK YOU CFO & Whole Time Director Investor Relations Advisor Nitesh Savla Mudit Nahata Email: ir@panachedigilife.com Email: ir@uirtus.in Corporate Office: B-507, Raheja Plaza Premises CSL, LBS Marg, Ghatkopar West, Mumbai - 400 086, Maharashtra, India