Slide 1: Telge Projects Limited H1 FY26 Investor Presentation
TELGE PROJECTS LIMITED A G l o ba l Lea d e r i n S t r u c t u ra l & B I M E n g i n e e ri n g S e r v i ce s 2025 H1 FY26 Investor Presentation & Earnings Discussion November 18, 2025 www.telgeprojects.com 1
Slide 2: Disclaimer
DISCLAIMER This presentation contains forward-looking statements that involve risks and uncertainties. Actual results may differ materially from those indicated. Telge Projects Limited does not undertake any obligation to update these statements. All financial figures are based on internal managemen
Slide 3: Who We Are
WHO WE ARE FOUNDED IN GLOBAL A GLOBAL 2018 WITH A PRESENCE IN STRUCTURAL VISION TO INDIA & USA, & BIM MODERNIZE DELIVERING ENGINEERING STRUCTURAL & ACROSS 6+ COMPANY BIM COUNTRIES ENGINEERING STRONG DELIVERED EXECUTION IN 200+ ENGINEERS 1700+ INDUSTRIAL, SKILLED IN INTERNATIONAL PRECAST, TEKLA, SDS2
Slide 4: What We Do
1. Integrated Structural & BIM Services 2. Steel & Precast Detailing (LOD 100–500) WHAT 3. Structural Engineering & GA/Shop Drawings WE DO 4. BIM Modeling, Coordination & Clash Detection 2025 5. 2D Drafting & MTO Services 6. Connected Construction workflows using multi- software ecosystem 7. Strong
Slide 5: Global Expansion
GLOBAL EXPANSION U.S.-based acquisitions Operating Regions: USA UK Europe Australia Offices in Middle East Upcoming Markets: Canada New Zealand Georgia (USA) South East Asia Pune (India) Tulsa (USA) Combining global on-ground presence with Latur (India) Dallas (USA) India’s engineering strength Virg
Slide 6: Key Projects
KEY PROJECTS Everton Stadium, UK Veterans Nursing Home, USA Richland Performing Arts Center, USA 6
Slide 7: Key Projects
KEY PROJECTS Industrial Development, Australia LEX 1 ES 19, USA The Cement Plant Project, Ireland 7
Slide 8: Competitive Advantage
COMPETITIVE ADVANTAGE Multi-software 24×7 global Strong U.S. leadership expertise (Tekla delivery and client-facing teams + SDS2 + Revit) capability R&D-driven High repeat automation and business from optimization long-term clients Integrated group structure enabling scale 8
Slide 9: Shareholding Pattern
SHAREHOLDING PATTERN RETAIL/PUBLIC 15.65% Category % Holding Promoters 71.50% Institutional Investors 12.85% INSTITUTIONAL INVESTORS Retail / Public (Non- 12.85% 15.65% Institutional) Total 100.00% As on listing date PROMOTERS 71.50% 9
Slide 10: H1 FY26 vs H1 FY25 Financial Snapshot
H1 FY26 VS H1 FY25 FINANCIAL SNAPSHOT H1 FY26 vs H1 FY25 (₹ Cr) H1 FY26 ₹17 Cr ₹3.03 Cr ₹1.93 Cr H1 FY26 H1 FY25 H1 FY25 ₹7.65 Cr ₹1.48 Cr ₹1.06 Cr ₹17 Cr Revenue EBITDA PAT +119% YoY +105% YoY +82% YoY ₹7.65 Cr 53 → 80 ₹3.03 Cr ₹1.93 Cr Customer Base ₹1.48 Cr ₹1.06 Cr 27 New Customers Revenue EBITD
Slide 11: H2 Visibility & Full Year Outlook
H2 VISIBILITY & FULL YEAR OUTLOOK 25% to 30% Growth Strong RFQ momentum from U.S., Australia, ₹17 CR Europe Existing manpower capable of delivering planned load H1 FY26 Expected Revenue H2 FY26 Revenue ₹37–38 Cr (Minimum) Expecting 70–80% YoY growth organically Full-Year FY26 Projection 11
Slide 12: Why H2 FY25 > H1 FY26 (US Market Clarification)
WHY H2 FY25 > H1 FY26 (US MARKET CLARIFICATION) Temporary U.S. Slowdown – No Impact on Long- Term Demand 45-Day U.S. Government Shutdown Policy transition under Trump administration Fabricators delayed releases due to uncertainty Projects were on HOLD, not cancelled Now recovered — expecting a busy
Slide 13: Profitability Insights
PROFITABILITY INSIGHTS Why PAT Did Not Grow Proportionately? People investments expensed upfront (not capitalized) Software & R&D expansion Small portion of IPO costs included in H1 Service industry → no depreciation benefit These investments unlock stronger margins ahead 13
Slide 14: Forex Impact
FOREX IMPACT Notional MTM loss No cash impact Natural hedging in place Expected reversal 14
Slide 15: Strategic People Investment
STRATEGIC PEOPLE INVESTMENT (EXPENSE EXPLANATION) Why We Invested What We Did Strategic Purpose (Industry Reality) (Investments Made) (Outcome) Added execution Engineering = People- We invested early to build engineers (junior + senior) Driven Industry delivery capacity for H2 & FY27 Strengthened BD
Slide 16: BD Strengthening & RFQ Surge
BD STRENGTHENING & RFQ SURGE Order Book Snapshot (H1 FY26) Confirmed Orders: ₹10.4 Cr High-Probability Orders (Advanced Stage): ₹8–10 Cr Active RFQs Under Estimation: ₹15–18 Cr Senior BD hired with 15 years U.S. industry experience International BD opening new clients & markets Visits to USA & Austr
Slide 17: Customer Growth Momentum
CUSTOMER GROWTH MOMENTUM 80 H1 FY25 H1 FY26 Growth 53 53 80 +27 New Clients Diversified portfolio Significant repeat business expected H1 FY25 H1 FY26 17
Slide 18: Revenue Bifurcation
REVENUE BIFURCATION (₹ Crores) USA 12.47 Cr % 1.47 Cr Category Revenue (₹ Cr) Australia Contribution Latvia 0.73 Cr Steel 14.06 Cr 84% Norfolk Island 0.67 Cr Precast 2.68 Cr 16% Ireland 0.34 Cr Total 16.74 Cr 100% India 0.34 Cr Others 0.71 Cr 0 Cr 2 Cr 4 Cr 6 Cr 8 Cr 10 Cr 12 Cr 14 Cr There is no im
Slide 19: Execution Capacity & Scalability
EXECUTION CAPACITY & SCALABILITY Built to support strong H2 & FY27 growth ₹4.5 to 5 Cr per month No major hiring needed in next 5–6 months Current Execution Capacity Revenue growth will come organically from existing setup 19
Slide 20: Inorganic Growth Strategy
INORGANIC GROWTH STRATEGY Adds new service lines in Aligned with structural ecosystem Strengthens forward & U.S. backward Two U.S. operations Supports integration Companies mainboard Under listing Evaluation roadmap 20
Slide 21: Our R&D Focus Areas
OUR R&D FOCUS AREAS Our R&D Focus Areas Tekla automation modules SDS2 optimization tools AI-driven BIM dashboards Dedicated internal R&D team Custom tools, plug-ins & automation scripts Proprietary IP and BIM intelligence systems Why This Matters ⚡ Faster delivery cycles 🎯 Higher accuracy &…
Slide 22: Governance Enhancement
GOVERNANCE ENHANCEMENT Quarterly Better Step towards Higher Stronger Unaudited performance mainboard transparency investor trust Results Starting visibility migration Now 22
Slide 23: IPO Proceeds Allocation
IPO PROCEEDS ALLOCATION 4.09 Cr Category Amount (₹ Cr) Office Premises 8.73 Cr 8.73 Cr IT & Software 2.44 Cr Manpower (India) 4.18 Cr 4.86 Cr Subsidiary Hiring 4.86 Cr General Corporate 4.09 Cr Total 24.29 Cr 2.44 Cr 4.18 Cr 23
Slide 24: Future Roadmap
FUTURE ROADMAP Expansion of U.S. European EPC AI-driven BIM operations partnerships dashboards In-house Strong progress structural R&D towards mainboard center readiness 24
Slide 25: Thank You
THANK YOU. We Appreciate Your Trust and Support www.telgeprojects.com 25