Slide 1: Intimation of Additional Investor Presentation under Regulation 30
April 01, 2026 To To The Listing Department, The Listing Department BSE Limited, National Stock Exchange of India Limited, Phiroze Jeejeebhoy Towers, Exchange Plaza, Bandra Kurla Complex, Dalal Street, Mumbai – 400001 Bandra (East), Mumbai – 400051 Maharashtra, India Maharashtra, India Scrip Code: 5
Slide 2: Regulation 30 disclosure details and signature
Details as required to be disclosed as per BSE’s Circular No. 20230714-34 dated July 14, 2023, and NSE’s Circular No. NSE /CML/2023/57 dated July 14, 2023, are as under: 1 Date of occurrence of Event / Information: April 01, 2026 2 Time of occurrence of Event/ Information: 12:19 (IST) Thanking you,
Slide 3: Why AI is a Growth Lever for Excelsoft, Not a Structural Threat
Why AI is a Growth Lever for Excelsoft, Not a Structural Threat A recurring concern from investors and analysts is that AI will negatively affect software and IP-led businesses by reducing the cost of coding, accelerating feature replication, and weakening product differentiation. This concern may b
Slide 4: Context: The Investor Concern
Context: The Investor Concern A recurring concern from investors and analysts is that AI will negatively affect software and IP-led businesses by: Reducing the Cost of Accelerating Feature Weakening Product Coding Replication Differentiation AI tooling lowers the barrier to Competitors can more quic
Slide 5: Core Position: Excelsoft Is Structurally Different
Core Position: Excelsoft Is Structurally Different Excelsoft is structurally different from a typical IT company. Our value is not created by writing code alone. It is created at the intersection of: Domain Depth Workflow Ownership Product IP Trust Governance Execution Capability …in the education a
Slide 6: Why Excelsoft Is Different: A Full-Stack AI Approach
Why Excelsoft Is Different: A Full-Stack AI Approach Unlike many companies that approached AI as a surface-layer feature opportunity, Excelsoft took a full-stack AI approach. Over the past year, we invested in NVIDIA A6000 GPUs and built internal GPU infrastructure, giving us hands-on capability acr
Slide 7: Operating Evidence from 2025–26: AI in Action
Operating Evidence from 2025–26: AI in Action Our AI strategy has already translated into measurable outcomes. 38 16 9 4 AI-First Ideas Prototypes Built Customer Pilots Products Launched Initiated in education and Fully functional Successfully piloted with Live in market assessment prototypes develo
Slide 8: Internal AI Adoption & Engineering Impact
Internal AI Adoption & Engineering Impact Internal Enablement Engineering Impact Excelsoft GPT enabled for 1,112 employees on our Millions of lines of code reduced through AI- own GPU hardware. assisted optimisation Database footprint reduced by over 60% AI tools enabled across the SDLC and wider or
Slide 9: Strategic Implications: Revenue Growth
Strategic Implications: Revenue Growth AI should be viewed not as a threat to Excelsoft's business model, but as an enabler of stronger economics and broader growth. On the revenue side, AI allows Excelsoft to: Enhance Existing Products Build New AI-First Offerings Enhance existing products with mea
Slide 10: Strategic Implications: Cost & Delivery Efficiency
Strategic Implications: Cost & Delivery Efficiency On the cost and delivery side, AI allows Excelsoft to: Reduce Development Effort Improve Speed-to-Market AI-assisted tooling compresses the time and Faster iteration cycles mean products and resources required to build and ship software. features re
Slide 11: Governance and Risk Discipline: A Commercial Differentiator
Governance and Risk Discipline: A Commercial Differentiator In education and assessment, AI cannot be deployed casually. The following are essential — not optional: Reliability Fairness Explainability Privacy Governance Excelsoft's emphasis on responsible AI, disciplined product development, custome
Slide 12: Conclusion
Conclusion The generic bear case on software in the AI era does not fully apply to Excelsoft. What Excelsoft Is Not What Excelsoft Is Excelsoft is not a commodity coding business. It is a domain-led product and workflow company operating in a trust-intensive sector. Our investments in infrastructure
Slide 13: Why AI is a Growth Lever for Excelsoft, Not a Structural Threat
Why AI is a Growth Lever for Excelsoft, Not a Structural Threat A recurring concern from investors and analysts is that AI will negatively affect software and IP- led businesses by reducing the cost of coding, accelerating feature replication, and weakening product differentiation. This concern may
Slide 14: Core Position: Why Excelsoft Is Different
Core Position: Why Excelsoft Is Different Excelsoft's Structural Difference AI Strengthens Our Business By: Excelsoft is structurally different from a Accelerating product development typical IT company. Our value is not created by writing code alone. It is created at the intersection of domain dept
Slide 15: Operating Evidence from 2025–26
Operating Evidence from 2025–26 Our AI strategy has already translated into measurable outcomes. AI Product Pipeline Internal & Engineering Impact 38 16 Excelsoft GPT enabled for 1,112 AI tools enabled across the SDLC employees on and wider AI-first ideas Prototypes built our own GPU organisation, I
Slide 16: Strategic Implications
Strategic Implications AI should be viewed not as a threat to Excelsoft's business model, but as an enabler of stronger economics and broader growth. Revenue Side Cost & Delivery Side AI allows Excelsoft to: AI allows Excelsoft to: Enhance existing products with Reduce development effort meaningful
Slide 17: Conclusion
Conclusion The generic bear case on software in the AI era does not fully apply to Excelsoft. Excelsoft is not a commodity coding business. It is a domain-led product and workflow company operating in a trust-intensive sector. Our investments in infrastructure, internal capability, AI-first product