Investor Presentation (February 2026)

Emerging Platform in Security, Industrial, and Aerospace and Defense

Cemtrex Inc. | Investor Presentation | February 2026 | CETX 1

NASDAQ Listed | CETX

Investor Presentation

February 2026

Investment Thesis

• Diversified operating platform across Security, Industrial, and Aerospace &

  Defense

• Operating businesses generated ~$5.2M of segment operating income in

  FY25

• Industrial segment provides a profitable base with strong repeat demand

• Security platform positioned for margin expansion through NEXT and software mix

• Expanding earnings base through disciplined acquisitions (Invocon, Richland)

Cemtrex Inc. | Investor Presentation | February 2026 | CETX 3

Overview

Cemtrex is a multi segment industrial and technology platform with operating brands in Security, Industrial, and Aerospace & Defense.

NASDAQ: CETX

Share Price1 $1.17

Market Cap1 $10M

FY 2025 Revenue2 $76.5M

Cash & Cash Equivalents1

$20M

1. CY25 Unaudited

Shares Outstanding3 10M

Float3 10M

Headquarters Hauppauge, NY

Employees ~300

1. As of Dec 31, 2025

2. As of Sep 30, 2025

3. As of Feb 26, 2026

4

Cemtrex Inc. | Investor Presentation | February 2026 | CETX 4

Historical Financial Performance

Consistent Growth Over Last 5 Years

90 50%

66.9

59.4

44.7

39.7

80 76.5

Net Sales ($Millions)

70

40%

Gross Margin %

60

30%

50

40

20%

30

20 10%

10

0 0%

FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 1

Net Sales Gross Margin

Operating Income & Segment Growth

Operating Income Inflection

$ in Millions

Segment Revenue Growth

$ in Millions

$0.5

FY2024 FY2025

Security Industrial

$32.0

$34.4

FY2022 FY2023 FY2024 FY2025

Segment Operating Contribution FY 25

Operating businesses generated $5.2M of operating income in FY2025.

Platform Overview - 2026

Security Industrial Aerospace & Defense

FY25 Revenue: ~$38M FY25 Op Inc: ~$1.2M

• Enterprise video surveillance platform

• Market: Gov't / corrections /

  enterprise

• Margin expansion focus (NEXT+ software)

  FY25 Revenue: ~$38M+ FY25 Op Inc: ~$4M

• Specialized industrial services platform

• High repeat customer base

• Expanding geographically via Richland acquisition

  CY25 Revenue: ~$5-6M1CY25 Op Inc: $.7M1

• Acquired Jan 2026

• Mission-critical sensing & telemetry systems

• Flight-proven aerospace &

  defense programs

• 40+ year engineering heritage

  1. Unaudited figures

  
  
  

  Security

  ($M)	Q1	YoY Growth
  Revenue	$5.5	1%
  Gross Margin	39%	(13 pts)
  %
  Operating	($3.0)
  Income

  Highlights

  • Margin compression driven by tariff-related cost pressures and softer public-sector demand

  • Implemented pricing adjustments

  • Reduced overhead by ~$2.5-3.0M annualized (effective early Q2)

  • Early adoption of NEXT camera line building

  • Focus on restoring historical gross margin profile

    
    
    

    Industrial

    ($M)	Q1	YoY Growth
    Revenue	$10.6	28%
    Gross Margin	33%	(2 pts)
    %
    Operating	$1.4	67%
    Income

    Highlights

  • Strong infrastructure-related demand

  • Entering 2026 with strong

    pipeline

  • Segment profitable and scaling

  • Richland acquisition strengthens Southeast footprint (post-Q1)

  • Expected to add $8-10M revenue over next 12 months

  • Exploring continued bolt-on

growth

Corporate Cost Normalization

Corporate Expense Reduction

FY 2025 Corporate Expense: $4.8M

Q1 FY26 Run-Rate: $1.0M per quarter

Q2 FY26 Run Rate: $0.9M per quarter

Annualized Reduction: $1.2M

Operating Income Impact

Segment Operating Income: $5.2M

Less Corporate (FY 25): ($4.8M)

= Operating Income: $.5M

↓

Less Normalized Corporate: ($3.6M)

Normalized Operating Income: $1.6M

Corporate costs are largely fixed, creating operating leverage as segment earnings expand.

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 synergy and strategic logic.
• Business Model Fundamentals - Target businesses with attractive gross margins, recurring or repeatable revenue, durable growth tailwinds, and simple models we deeply understand.
• Achieve Scale via Acquisitions - Build scale through consistent, repeatable acquisitions that strengthen our existing platforms and compound long-term value.

We operate with the rigor of an industrial holding company and the imagination of a technology firm - focused on cashflow, innovation, and long-term value creation.

Key Takeaways

• Industrial segment scaling profitably

• Security undergoing margin reset

• Corporate cost structure being right-sized

• Balance sheet strengthened

• Platform expanding organically and through acquisitions

Cemtrex

Company

Saagar Govil

Chairman & CEO

Investor Relations

investors@cemtrex.com

www.cemtrex.com

Cemtrex Inc. | Investor Presentation | February 2026 | CETX 14

135 Fell Ct, Hauppauge, NY 11788 USA

Cemtrex Inc. | Investor Presentation | February 2026 | CETX