Slide 1: Exchange filing cover letter: FY26 Result Presentation
May 27, 2026 The Manager The Manager Listing Department Listing Department BSE Limited National Stock Exchange of India Limited Phirozee Jeejeebhoy Tower, Exchange Plaza, 5 Floor, Plot C/1, G Block Dalal Street Bandra – Kurla Complex, Bandra(E), Mumbai 400 001 Mumbai 400 051 BSE Scrip Code: 532395 N
Slide 2: FY26 Year-End Results
NSE: AXI SCADE S · B SE: 5 3 2 3 9 5 FY26 Year-End Results Investor Presentation filed with NSE and BSE under SEBI LODR Regulations, 2015 27 May 2026
Slide 3: Safe Harbor
Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by AXISCADES Technologies Limited (the “Company’), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for an
Slide 4: Table of Contents
Table of Contents Message from the Chairman 03 Message from the CFO 04 FY26 FINANCIALS FY26 Financial Performance 05 Operational Performance – FY26 07 Consolidated Profit and Loss Statement 09 Consolidated Balance Sheet 10 Employee Metrics 11 Shareholding Pattern 12 BUILDING MOMENTUM: FY27 & BEYOND
Slide 5: Message from the Chairman
Message from the Chairman Dr. Sampath Ravinarayanan · Founder, Chairman & Managing Director “ FY26 has been the most consequential year AXISCADES has seen — a year in which we moved from intent to execution on the most significant strategic restructuring in the Company's twenty-year history. We set
Slide 6: Message from the CFO
Message from the CFO “ Shashidhar SK· Group CFO FY26 was a year where we laid the foundation for Power 930. We focused on divestment of our heavy-engineering, energy and automotive verticals, absorbed one-time transaction costs, and redeployed capital into the higher-value segments that underpin the
Slide 7: FY26 Financials
FY26 Financials Measured against FY25, FY26 grew on every headline metric — with margin expansion on top Reported PAT Reported EPS Revenue EBITDA PBT Rs 72Cr 16.8 -4.3% YoY -2.3% YoY Rs 1,159 Cr Rs 178 Cr Rs 114 Cr FY25: Rs 75 Cr* FY25: 17.2 Normalised PAT Normalised EPS ▲ +12.4% YoY ▲ +24.6% YoY ▲
Slide 8: Consolidated Financial Performance – Q4 & FY26
Consolidated Financial Performance – Q4 & FY26 All numbers in INR crores Q4FY25 Q4FY26 YoY FY25 FY26 YoY Revenue from Operations 268 273 +2.0% 1,031 1159 +12.4% 37 34 142 178 EBITDA & EBITDA -10.3% +24.6% margin 14.0% 12.3% 13.8% 15.3% 21 11 88 114 PBT & PBT margin -50.9% +29.8% 7.9% 3.8% 8.3% 9.6%
Slide 9: Operational Performance – FY26
Operational Performance – FY26 Revenue by Domains Revenue by Geography 4% 4% 4% 16% 14% 13% 23% 25% 27% 6% 11% 8% 12% 13% 13% 36% 32% 38% 33% 27% 29% 4% 4% 4% 34% 37% 39% 30% 31% 31% FY24 FY25 FY26 FY24 FY25 FY26 Aerospace Defence ESAI Automotive Heavy Engineering Energy APAC Canada Europe USA AXISC
Slide 10: Operational Performance – FY26
Operational Performance – FY26 Revenue Mix 25% 23% 24% FY24 FY25 FY26 75% 77% 76% Onsite Offshore Revenue by Project Type 33% 31% 29% FY24 FY25 FY26 67% 69% 71% Fixed Price Time and Material AXISCADES Technologies Limited · FY26 Year-End Results · 27 May 2026 08
Slide 11: Consolidated Profit and Loss Statement
Consolidated Profit and Loss Statement Particulars (in INR Cr.) Q4 FY25 Q4 FY26 YoY % FY25 FY26 YoY % Operating Revenue ($ Mn) $31.4 $30.9 -1.5% $122.7 $133.2 8.6% Operating Revenue 268 273 2.0% 1,031 1,159 12.4% Total Other Income 4 4 11.0% 21 23 9.3% Total Income 271 277 2.2% 1,052 1,182 12.4% EBI
Slide 12: Consolidated Balance Sheet
Consolidated Balance Sheet Assets (INR Cr.) Mar-25 Mar-26 Equity and Liabilities (INR Cr.) Mar-25 Mar-26 Non-Current Assets Equity Property, Plant and Equipment 82 92 Equity Share Capital 21 21 Capital Work-in-progress 0.2 44 Other Equity 628 706 Rights-of-use Assets 138 178 Non-controlling Interest
Slide 13: Employee Metrics
Employee Metrics Key Takeaways Total Headcount ❖ A reduction in industrial employee metrics are in line with the business model that we have with our customers ❖ Core headcount changes quarter over quarter are influenced by the 2,801 2,812 2,902 ramp-down of specific programs 2,796 ❖ Enablers / Supp
Slide 14: Shareholding Pattern as of March’26
Shareholding Pattern as of March’26 Shareholding Pattern 39.17% Promoter FII 58.05% DII Public 1.15% 1.63% AXISCADES Technologies Limited · FY26 Year-End Results · 27 May 2026 12
Slide 15: Building Momentum: FY27 & Beyond
Building Momentum: FY27 & Beyond FY27 AND POWER 930 — PILLAR 1 FY26 Performance & FY27 Momentum Consistent execution track record — Q4 timing shift strengthens FY27 entry 3 consecutive quarters of outperformance Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26* ✓ ✓ ✓ ~ Q4 FY26 — Timing Shift, Not a Demand Shortfall
Slide 16: Active Defence Design / Program Wins – FY26 Consolidated View
FY27 AND POWER 930 — PILLAR 2 Active Defence Design / Program Wins – FY26 Consolidated View 21 active programmes across air defence, surveillance, EW and platform upgrades Electronic Control Unit ELINT Receiver SDER Signal & Data Processing 01 Fighter aircraft upgrade programme 08 EW & surveillance
Slide 17: L1 Wins — Modernizing Indian army
FY27 AND POWER 930 — PILLAR 3 L1 Wins — Modernizing Indian army Positioned as system integrator for Indian Armed Forces modernisation programmes L1 Winner · Competitive bid won in both programmes — contract award in progress Navigation System for Armoured Recovery Vehicle (ARV) 105mm Gun Proof & Tes
Slide 18: Missile Atmanirbhar Cluster Hyderabad
FY27 AND POWER 930 — PILLAR 4 Missile Atmanirbhar Cluster Hyderabad — In Pole position for Missile & Modern Warfare Leadership Laser Directed Energy Weapon (DEW) Missile programs Technology Transfer of Laser Weapon Missile Integration Execution: The company is executing a complete missile AXISCADES
Slide 19: Aerospace — Integrated Design-to-Manufacturing Win
FY27 AND POWER 930 — PILLAR 5 Aerospace — Integrated Design-to-Manufacturing Win AXISCADES’s first integrated D&M contract LIFE OF THE PROGRAM CONTRACT Customer : EEA Aircraft & Maintenance, S.A - Portugal Platform : LUS222: new-generation multi-role 19-seat aircraft US$100M+ AXISCADES has been awar
Slide 20: ‘XIDA’: ESAI Restructured as a Global AI Company
FY27 AND POWER 930 — PILLAR 6 ‘XIDA’ : ESAI Restructured as a Global AI Company The ESAI division is being repositioned through a parallel inorganic restructuring and organic customer push — anchored by XIDA Inc, a new US holdco; supported by an active acquisition; and validated by tier-1 customer w
Slide 21: Consolidated Revenue Visibility for FY27
FY27 AND POWER 930 — PILLAR 7 Consolidated Revenue Visibility for FY27 Assured Forecast Visibility + active pipeline FY27 Revenue Visibility Particulars FY27 Revenue Visibility (Cr) Orders under execution 927 3% 9% AFV 285 21% Acquisition 1 – ESAI 45 67% Acquisition 2 - AERO 120 TOTAL 1377 Orders un
Slide 22: AXISCADES is going through the most significant transformation since foundation
FY27 AND POWER 930 — PILLAR 8 AXISCADES is going through the most significant transformation since foundation From a fragmented portfolio to a focused two-pillar architecture · FY26 → FY27 BEFORE · End of FY26 AFTER · End of FY27 ACTL ACTL Engineering services for Aero, Heavy Engineering, and Auto A
Slide 23: Capacity Buildout — Physical Backbone of Power 930
FY27 AND POWER 930 — PILLAR 9 Capacity Buildout — Physical Backbone of Power 930 Three clusters sequenced across FY26–FY28 to design, build, integrate, test, MRO and assemble under one platform DAL Devanahalli Aero Land, Bengaluru · Production live MAC Missile Atmanirbhar Complex, Hyderabad · Upcomi
Slide 24: Divestment of Heavy Engineering, Energy, and Automotive verticals
Divestment of Heavy Engineering, Energy, and Automotive verticals; signed on 26 May 2026 US$30.63 million Divestment of AXISCADES' Heavy Engineering, Energy, Automotive business to Akkodis, a leading global digital engineering consulting company Why This Transaction — Strategic Rationale 01 Funding
Slide 25: AXISCADES Technologies Limited – Investor Relations contacts
NSE: AXI SCADE S · B SE: 5 3 2 3 9 5 AXISCADES Technologies Limited CIN : L72200KA1990PLC084435 Mr. Mukund Santhanam (Chief Growth Officer & Head - Investor Relations) mukund.santhanam@axiscades.in Mr. Akash Pandey (Manager - Investor Relations) akash.pandey@axiscades.in investor.relations@axiscades