Axiscades Technologies Ltd. · NSE:AXISCADES
Axiscades Technologies — Investor Presentation (June 2026)
19 slides from Axiscades Technologies's investor presentation, Jun 14, 2026
Slide 1: Cover letter to NSE and BSE: Investor Presentation
June 14, 2026 Listing Department The Manager National Stock Exchange of India Ltd. Dptt. of Corporate Services Exchange Plaza, C-1, Block G BSE Limited Bandra Kurla Complex, Floor 25 Phiroze Jeejeebhoy Towers Bandra (E), Mumbai – 400 051 Dalal Street, Fort, Mumbai – 400 051 NSE Symbol: AXISCADES BSE
Slide 2: AXISCADES 3.0 The Transformation
AX I S CA D ES TEC H NO L OG I ES L I MI T ED NSE: AXISCADES | BSE: 532395 AXISCADES 3.0 The Transformation Phase 2 Divestment of Aerospace Engineering Services — Funding Power 930 Growth Across Aerospace, Defence, Space, Electronics and AI 14 June 2026 ~$237 Mn ~$95 Mn ~$13 Mn ~$129 Mn ~₹ 2,256 Cr
Slide 3: The Two-Phase Engineering Services Divestment Programme
The Two-Phase Engineering Services Divestment Programme From announcement to full execution across the FY27–FY29 window 26 May 2026 12 June 2026 (Now) Q3 FY27 H1 FY28 FY29 (24–30 months) Phase 1 signed Phase 2 signed Q3 FY27 inflow H1 FY28 inflow FY29 close Portfolio Engineering Aerospace Engineerin
Slide 4: Today's Headlines
Today's Headlines Four reasons this announcement matters to the investors Divestment Programme Concluded Power 930 Fully Funded Phase 2 announcement today concludes the strategic Combined ~₹ 2,256 crore (~US$237 M, including contingent Engineering Services Divestment Programme. AXISCADES is payments
Slide 5: The AXISCADES Journey — Three Chapters
The AXISCADES Journey — Three Chapters From engineering services pioneer to manufacturing and deeptech platform 1.0 2.0 3.0 AXISCADES 1.0 AXISCADES 2.0 AXISCADES 3.0 2007 – 2015 2016 – 2024 2025 → FY2030 The Founding Era The Transition Years The Transformation Dr. S. Ravi Narayanan founds and leads
Slide 6: The Transformed AXISCADES — Four Strategic Growth Platforms
The Transformed AXISCADES — Four Strategic Growth Platforms Built on a shared aerospace manufacturing foundation that scales across Aero, Defence and Space Aerospace XiDA Inc — Defence Solutions Manufacturing, Space Division (NEW) AI-centric ESAI SCM & MRO Defence Manufacturing, Strategic DAC, MAC,
Slide 7: Defence Solutions — Four Focus Areas
Defence Solutions — Four Focus Areas Atmanirbhar Bharat aligned — from design wins to integrated defence systems Stage 1: Enter & Build Stage 2: Design Wins Stage 3: Mfg & Deliver Stage 4: Acquire & Scale Stage 5: Systems & Solutions Missile Integration, Electronics, Radar Manufacturing, Electronics
Slide 8: Aerospace Manufacturing, SCM & MRO — Four Focus Areas
Aerospace Manufacturing, SCM & MRO — Four Focus Areas From engineering design house to full-scale production powerhouse Stage 1: Enter & Build Stage 2: Design Wins Stage 3: Mfg & Deliver Stage 4: Acquire & Scale Stage 5: Systems & Solutions Composite Manufacturing Precision Manufacturing & Composite
Slide 9: Space Systems — Four Focus Areas
Space Systems — Four Focus Areas India's newest private space manufacturing platform — from SSA to satellite bus production Stage 1: Enter & Build Stage 2: Design Wins Stage 3: Mfg & Deliver Stage 4: Acquire & Scale Stage 5: Systems & Solutions Space Bus Manufacturing Payload Integration with Satell
Slide 10: XiDA Inc — AI-Centric ESAI Platform — Four Focus Areas
XiDA Inc — AI-Centric ESAI Platform — Four Focus Areas The Golden Triangle: Data Centres, Generative AI and Physical AI Stage 1: Enter & Build Stage 2: Design Wins Stage 3: Mfg & Deliver Stage 4: Acquire & Scale Stage 5: Systems & Solutions Electronic Hardware-Driven Data Centre Systems & Physical A
Slide 11: Why This Transaction Accelerates Growth (1 of 2)
Why This Transaction Accelerates Growth (1 of 2) The strategic logic — three of the five mutually reinforcing themes Pedigree continues 01 The buyer acquires a fully certified, customer-contracted business. The 16 years of aerospace certification know-how, programme management discipline, executive-
Slide 12: Why This Transaction Accelerates Growth (2 of 2)
Why This Transaction Accelerates Growth (2 of 2) The strategic logic — themes 4 and 5 Seamless acquisitions through mirroring 04 FY27 and FY28 acquisitions pipeline in Aerospace and ESAI integrates by mirroring — replicating the India operating model into acquired international entities, and embeddi
Slide 13: One Manufacturing Foundation. Three Industries.
One Manufacturing Foundation. Three Industries. The structural insight: dual- and tri-use technologies create a globally scalable platform COMMERCIAL AEROSPACE DEFENCE SPACE Defence Solutions Aerospace Manufacturing Space Division Defence Manufacturing Supply Chain Integration Satellite Bus Manufact
Slide 14: Use of Proceeds — Platform-Level Deployment
Use of Proceeds — Platform-Level Deployment From Stage 2 to Stage 5 — Inflow ~₹ 2,256 Cr less ~₹ 333 Cr tax provision; Outflow ~₹ 2,256 Cr including ~₹ 333 Cr internal accruals ₹ 600 Defence Solutions Cr ₹ 300 Cr at DAC + ₹ 300 Cr at MAC — OEM-certified manufacturing and integration facilities for w
Slide 15: M&A Pipeline and the Mirroring Architecture
M&A Pipeline and the Mirroring Architecture How acquisitions integrate cleanly into the transformed AXISCADES platform INDIA 1 target UNITED STATES 2 targets EUROPE 1 target Domestic Aerospace ESAI Pipeline Aerospace Pipeline Integration target: Mirroring vehicle: Integration target: Aerospace Mfg a
Slide 16: Power 930 — Now Fully Funded
Power 930 — Now Fully Funded The five-year vision moves from a gradual ascent to a step function ₹ 9,000 Cr ₹ 960 Cr Revenue by FY2030 PAT by FY2030 What the combined Programme delivers ✓ ~₹ 2,256 Cr (pre-tax) capital — fully funds Power 930 organic capex and inorganic pipeline ✓ Four focused growth
Slide 17: Phase Financial Impact and Accounting Treatment
Phase 2 Financial Impact and Accounting Treatment Clean financial summary Tranche 1 & Tranche 2 Retained interest ~$206Mn / ~₹ 1,964 Cr 49% ownership Min ~$154 Mn / ₹ 1,463 Cr + contingent ~$53 Mn / ₹ 501 Cr Until Tranche 2 closing Scheduled Q3 FY27 and FY29 Accounting treatment • Divested business
Slide 18: Implications for FY27 — Revenue Transition
Implications for FY27 — Revenue Transition Proactive disclosure on the impact of the divestment on FY27 reported revenue What changes in FY27 reporting? How we plan to compensate? Aerospace Engineering Services revenue We are planning to compensate equivalent revenue by accelerating will be reclassi
Slide 19: Contacts
Contacts AXISCADES Technologies Limited INVESTOR RELATIONS ADVISORS: CIN: L72200KA1990PLC084435 Investor Relations: Mr. Mukund Santhanam — Chief Growth Officer & Head, Investor Relations Mr. Akash Pandey — Manager, Investor Relations Ms. Shankhini Saha investor.relations@axiscades.in axiscades@dicke
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