Slide 1: Emerging Platform in Security, Industrial, and Aerospace and Defense
Emerging Platform in Security, Industrial, and Aerospace and Defense Investor Presentation NASDAQ Listed | CETX August 2026 Cemtrex Inc. | Investor Presentation | August 2026 | CETX 1
Slide 2: Safe Harbor Statement
Safe Harbor Statement This presentation may contain forward looking statements that involve numerous risks and uncertainties. Actual results could differ materially from those projected in the forward-looking statements as a result of a number of risks and uncertainties. These forward-looking statem
Slide 3: Investment Thesis
Investment Thesis • Diversified operating platform across Security, Industrial, and Aerospace & Defense • Three acquisitions completed in calendar 2026: Invocon (Jan), Richland (Feb), Plant Engineering Services (Jul) • Industrial segment revenue up 13% in the first nine months of FY26 with expanded
Slide 4: Overview
Overview Cemtrex is a multi segment industrial and technology platform with operating brands in Security, Industrial, NASDAQ: CETX and Aerospace & Defense. Share Price1 $2.93 Security Industrial Aerospace & Defense FY 2025 Revenue2 $76.5M Cash & Securities3 $11.7M Shares Outstanding1 ~1.7M Enterpris
Slide 5: Historical Financial Performance
Historical Financial Performance Consistent Growth Over Last 5 Years 90 50% 80 76.5 70 66.9 40% Net Sales ($Millions) 59.4 Gross Margin % 60 30% 50 44.7 39.7 40 20% 30 20 10% 10 0 0% FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 Net Sales Gross Margin Cemtrex Inc. | Investor Presentation | August 2026 | C
Slide 6: FY2026 Quarterly Performance
FY2026 Quarterly Performance Security Operating Loss Trend Quarterly Revenue by Segment $ in Millions $ in Millions $1.2 $2.2 $(0.3) $10.6 $11.0 $10.0 $(1.4) $5.5 $5.8 $6.3 $(3.0) Q1 FY26 Q2 FY26 Q3 FY26 Q1 FY26 Q2 FY26 Q3 FY26 Security Industrial Aerospace & Defense $ in Millions Cemtrex Inc. | Inv
Slide 7: Platform Overview – August 2026
Platform Overview – August 2026 Security Industrial Aerospace & Defense 9M FY26 Revenue: $17.5M 9M FY26 Revenue: $31.6M FY26 Revenue to Date: $3.4M1 Q3 Gross Margin: 49% 9M FY26 Op Inc: $1.4M Op Inc to Date: $0.6M1 • Enterprise video • Specialized industrial • Acquired Jan 2026 surveillance platform
Slide 8: Security – Q3 FY26 Results
Security – Q3 FY26 Results ($M) Q3 YoY 9M FY26 YoY Highlights Revenue $6.3 (18%) $17.5 (42%) • Operating loss narrowed from $(3.0)M in Q1 to $(0.3)M in Q3 as cost Gross Margin % 49% (3 pts) 44% (8 pts) reductions took full effect Operating • Q3 gross margin of 49% of revenues $(0.3) $(4.7) Income •
Slide 9: Industrial – Q3 FY26 Results
Industrial – Q3 FY26 Results ($M) Q3 YoY 9M FY26 YoY Highlights Revenue $10.0 +6% $31.6 +13% • Nine-month revenue growth driven by Richland acquisition (Feb 2026) Gross Margin % 27% (9 pts) 31% (3 pts) • Q3 margin compression reflects Operating Richland integration; efficiency work $(0.7) $1.4 Incom
Slide 10: Aerospace & Defense – Q3 FY26
Aerospace & Defense – Q3 FY26 ($M) Q3 FY26 to Date Highlights Revenue $2.2 $3.4 • Invocon acquired January 2026 for $7.1M in cash; results from January 8 Gross Margin % 87% 71% acquisition date • Selected for U.S. Navy Phase I Operating Income $1.0 $0.6 contract (April 2026) • Mission-critical instr
Slide 11: Segment Operating Results – 9M FY26
Segment Operating Results – 9M FY26 Segment Revenue Operating Income/(Loss) Security $17.5 $(4.7) Industrial $31.6 $1.4 Aerospace & Defense $3.4 $0.6 Total Segments $52.6 $(2.7) Corporate Overhead $(3.5) Consolidated $52.6 $(6.2) Security losses were concentrated in Q1 and narrowed each quarter, fro
Slide 12: Acquisition Track Record – 2026
Acquisition Track Record – 2026 Acquisition Closed Consideration Early Results Invocon (Aerospace & $.6M operating income YTD; U.S. Navy Jan 2026 $7.1M cash Defense) Phase I award Richland / AIS Tennessee $0.6M cash + $4.9M facility Tennessee footprint driving 13% YTD Feb 2026 (Industrial) purchase,
Slide 13: Balance Sheet Strength
Balance Sheet Strength ($M) Jun 30, 2026 Sep 30, 2025 Cash & Marketable Securities $11.7 $5.0 Property & Equipment $16.6 $9.7 Total Assets $70.4 $47.8 Total Debt $19.0 $16.7 Warrant Liabilities $2.9 $8.7 Stockholders' Equity $32.0 $8.7 Stockholders' equity more than tripled during fiscal 2026 while
Slide 14: Earnings Power and Leverage
Earnings Power and Leverage Illustrative Earnings Power $M / Year Why It Compounds Industrial (AIS core, FY25 actual) ~$4.0 • Three acquisitions were added in Richland + PES (at core Industrial margin) ~$1.0 calendar 2026 with corporate overhead essentially unchanged from Aerospace & Defense ~$1.0 F
Slide 15: Our Capital Allocation Framework
Our Capital Allocation Framework • Decentralized, Accountable Leadership – Each business runs independently with clear P&L ownership and aligned incentives. • Disciplined capital allocation – Acquire high-ROE, cash-generating companies with strong leadership or bolt-on acquisitions backed by clear s
Slide 16: Key Takeaways
Key Takeaways • Consolidated revenue returned to growth in Q3, up 9% YoY • Security cost reset complete; Q3 operating loss nearly eliminated • Aerospace & Defense profitable with growing government pipeline • Industrial scaling through Richland and PES acquisitions • Stockholders’ equity of $32.0M,
Slide 17: Cemtrex
Cemtrex Company Saagar Govil Chairman & CEO Investor Relations investors@cemtrex.com www.cemtrex.com 135 Fell Ct, Hauppauge, NY 11788 USA Cemtrex Inc. | Investor Presentation | August 2026 | CETX 17