Investor Presentation

IGL/SE/2026-27/53 2nd September, 2026 The Manager (Listing) The Manager (Listing) BSE Limited National Stock Exchange of India Limited 1st Floor, New Trading Ring, Exchange Plaza, C-1, Block G, Rotunda Building, P.J. Towers, Bandra Kurla Complex, Dalal Street, Bandra (East), Mumbai – 400 001 Mumbai- 400 051 Scrip Code: 500201 Symbol: INDIAGLYCO Dear Sirs, Sub: Disclosure under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 – Investor Presentation for Analyst / Institutional Investor Meeting. Further to our letter bearing no. IGL/SE/2026-27/50 dated 28th August, 2026 and pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, kindly find enclosed herewith investor presentation for the analyst / institutional investor meeting to be held on 2nd September, 2026. This same is also being hosted on the Company’s website at www.indiaglycols.com. This is for your information and record. Thanking you, Yours truly, For India Glycols Limited Ankur Jain Head (Legal) & Company Secretary Encl: A/a Personal care Home care Textiles & fibres Coatings & paints Printing inks Four decades of sustainable chemistry – Sustainable synthesized to perform Oilfield & energy Agrochemicals Pharma & healthcare Packaging Feedstock Corporate Presentation Polyester & PET Automotive Electronics Industrial gases Food & beverage Nature Considered… Content 1 Introduction to India Glycols Limited 2 Demerger Overview 3 India Glycols Limited 4 Industry 5 Financial Highlights Introduction IGL JOURNEY A four-decade journey of capability building, building on synergies, specialties portfolio development. MEG 200 TPD | Bio New Grain based Polymers | Green Gorakhpur Distillery & Thiocolchicoside Ethanol plant - Solvents GE1 Glycol E2 Textile Nicotine Expansion Gorakhpur & Kashipur First Distillery EO Purification ENA MEG 600 TPD US Subsidiary JV Clariant 1988 1990 1994 1996 2001 2002 2004 2005 2006 2007 2008 2010 2013 2015 2019 2020 2021 2022 MEG Plant 60 TPD Formulation Sulphation CL | IMFL Bio-Polymers Sanitizers NSU Phase-1 1st Ethoxylation MEG 470 TPD | ASU-3 Green Solvents GEA 2 Ennature Dehradun IMFL Brands Oxygen & Argon The world's first — producer of bio-based Ethylene India Glycols Limited Oxide Bio Based Glycols/Bio Based Amines – practically unique capability even today 97% of raw material renewable Sustainability- and Knowledge-Driven 175,000 70,000 7,500 ~45% 100+ MTPA MTPA MTPA A four-decade head start in green chemistry Glycols capacity Bio-glycol ethers & New specialty unit Export mix² Customers across 40+ Innovation across multiple technology and acetates (GE, GEA)¹ capacity countries application platforms Collaboration with globally reputed partners Bio-based carbon Circular carbon SINCE WITH 1989 LanzaTech Mix shifting toward specialties and applications Partners of choice for adding value through Bio-based Sustainable & sustainability and performance Speciality Performance Gases Materials Chemicals A strong, well-identified near-to medium-term NPDIprojectsin performance chemicals Note: (1) GE = Glycol Ethers; GEA = Glycol Ether Acetates. (2) Excluding Clariant JV sale. 5 India Glycols Limited | Key Financials Net Revenue EBITDA / Margin (%) c. 13% c. 28% FY24 – 26 FY24 – 26 (INR Cr) CAGR CAGR 24.1% 16.0% 11.9% 8.8% 10.1% 14.5% 15.4% 15.8% 17.6% 4,211 3,767 3,291 521 29 250 1,164 423 169 1,291 41 1,581 60 130 2,801 492 2,219 350 1,460 224 FY24 FY25 FY26 FY24 FY25 FY26 IGL Spirits India Glycols Ennature IGL Spirits India Glycols Ennature • Revenue grew at a ~13% CAGR over FY24–FY26, • EBITDA grew at ~ 28% CAGR, • Led by the scale-up of the spirits and biofuels businesses • Materially outpacing revenue growth and reflecting strong operating leverage • Discontinuation of some less profitable business, changes in operating philosophy • Focus on cost and mix to improve quality of business Note: Company Filings, Disclosures. Advanced Multi-capability Manufacturing Platform Kashipur Gorakhpur Dehradun 300-acre advanced manufacturing complex 56-acre distillation & bottling complex 1,60,000 sqft state of art facility Ethanol – Grain/Molasses • Bio-based Speciality Ethanol – Grain/Molasses • Ethanol Bio-Fuel Grade • SCFE (Super Critical CO2) • Aqueous Extraction Materials • Fermentation • Fermentation • Branded IMIL Bottling / • Solvent Extraction • Bio Fermentation • Distillation • Sustainable & • Distillation Tetra Performance Chemicals • ENA • ENA • IMFL bottling • Gases • IMFL Glass bottling Biofuels IMFL & IMIL Bottling Biopolymers Structure of the Demerger Overview of the Demerger • Sharper business focus, enhanced competitiveness to unlock shareholder value • Improved Capital Allocation Strategic Objective • Value visibility – each business valued appropriately by investors who understand its specific space & Rationale • Seamless transition to benefit from retained synergies • IGL to retain Biobased Specialty Materials; Sustainable & Performance Chemicals, Gases. IGL Spirits to house Potable Spirits & Biofuels; Ennature will have Nutraceuticals, plant-based APIs and Biopolymers Transaction Perimeter • Assets, liabilities, contracts and employees of the respective business to be transferred to relevant resulting companies • Suitable commercial arrangements for common assets and shared services to ensure seamless transition • IGL has secured all key approvals from the exchanges, shareholders, creditors and NCLT Timelines • Demerger became effective on 1st September 2026 and is expected to be concluded by [24th October 2026] Introduction to the Demerged Businesses Inspired by Nature. Enabled by Nature Considered Spirits for the Spirited One Science. Created by Us. IGL Spirits Ltd Demerged Structure Creating three focused, independently listed businesses with focused strategies, capital allocation and growth priorities Proposed Structure IGL to demerge its Spirits & Biofuel and Biopharma business resulting in 3 independently listed public companies India Glycols Limited 1 IGL Spirits Limited 2 India Glycols Limited 3 Ennature Bio Pharma Ltd Greater & clear focus on each business with potential to unlock value for stakeholders by drawing focused investors INR 8,416 | 2,801 Cr 67% INR 1,163 | 1,163 Cr 28% INR 247 | 247 Cr 6%  Spirits  Bio-based Speciality  Bio Pharma Materials • IIMFL and non-IMFL • APIs, Nutraceutical  Sustainable & ingredients Performance Chemicals Will enable independent growth strategies for each business and  Bio-Fuels  Gases meet industry specific standards & regulations  Bio Polymers Improved management, operating efficiencies and resource allocation Shareholders receive one IGL Shareholders receive one Spirits share for one IGL Currently listed entity Ennature Pharma share for share three IGL share Share FY 26 Gross Revenue | Net Revenue 1111 Note: Company Filings. % India Glycols (Post Demerger) India Glycols Limited - FY 26 FY26 Financials Bio-based Specialty Sustainable & Gases Materials Performance Chemicals (post demerger) INR 50 Cr INR 546 Cr INR 474 Cr Novel Tech Glycol Ether & Performance Clariant JV Bio-Glycols GE Esters Chemicals INR 419 Cr INR 325 Cr INR 221 Cr INR 56 Cr Revenue (INR Cr) 1133 Industry Sustainable Chemicals Entering a Structural Adoption Cycle The Direction is Clear and So is the Opportunity At the Heart Global Bio-based Chemicals Market (US$bn) Rapid evolution - chemical Industry $208 Radical Change 9.6% o ~90% 20% CAGR $100 - Technology Feedstock fossil- Bio-based FS o based- 2023 by 20501 - Sustainability Policy – Mandates – Voluntary Targets – 2024 2032 o Awareness More than double by 2032 Feedstock transition is still ahead Carbon Economy / RE / GH2 Circulate Economy Bio-based share of EU Chemicals Sector (%) Value 14,000+ 2,750+ ~40% Companies have Companies have Global Mcap 20-25% set sustainability Net-Zero targets covered by Current share of Share by 2030 targets science- [Showing first 8,000 characters — download PDF for full document]