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India Glycols Ltd · 500201

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India Glycols Ltd has submitted a revised investor presentation due to a typographical error, which is now available on the company's website.

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Earnings Impact2/10
Growth Catalyst3/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk1/10
Liquidity Impact8/10
Market Sentiment5/10

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India Glycols Ltd - 500201 - Announcement under Regulation 30 (LODR)-Investor Presentation

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IGL/SE/2026-27/54 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 – Revised Investor Presentation for Analyst / Institutional Investor Meeting. With reference to the above captioned subject, we wish to inform you that due to inadvertent typographical error in the Investor Presentation submitted earlier today i.e. on 2nd September, 2026, we are hereby submitting the revised Investor Presentation. The revised Investor Presentation is enclosed herewith. 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… Forward Looking Statements Except for the historical information contained herein, statements in this presentation and any subsequent discussions, which include words or phrases such as 'will', 'aim', 'will likely result', 'would', 'believe', 'may', 'expect', 'will continue', 'anticipate', 'estimate', 'intend', 'plan', 'contemplate', 'seek to', 'future', 'objective', 'goal', 'likely', 'project', 'on-course', 'should', 'potential', 'pipeline', 'guidance', 'will pursue' 'trend line' and similar expressions or variations of such expressions may constitute 'forward-looking statements’. These forward-looking statements involve a number of risks, uncertainties and other factors that could cause actual results to differ materially from those suggested by the forward-looking statements. These risks and uncertainties include, but are not limited to IGL Spirits Limited, India Glycols Limited and Ennature Bio Pharma Limited’s ability to successfully implement its strategy, the Company’s growth and expansion plans, obtain regulatory approvals, provisioning policies, technological changes, investment and business income, cash flow projections, exposure to market risks as well as other risks. IGL Spirits Limited, India Glycols Limited and Ennature Bio Pharma Limited does not undertake any obligation to update forward-looking statements to reflect events or circumstances after the date thereof. These materials are not a prospectus, a statement in lieu of a prospectus, an offering circular, an invitation or an advertisement or an offer document under the Indian Companies Act, 2013 together with the rules and regulations made thereunder, the Securities and Exchange Board of India (Issue of Capital and Disclosure Requirements) Regulations, 2009, as amended, or any other applicable law in India. The securities referred to herein have not been and will not be registered under the U.S. Securities Act of 1933, as amended, and may not be offered or sold in the United States, except pursuant to an applicable exemption from registration. No public offering of securities is being made in the United States or in any other jurisdiction The Potable Spirit segment achieved a significant growth by recording an increased revenue of over 2 - 3 pages on historical financials - including volume data, NSV, EBITDA / EBIT etc ... 13% as well as good growth in margins over the previous year which was through portfolio premiumisation, markets expansions, strategic tie-ups with premium partners and channelizing the whatever allied , radico etc report - uses the highest common disclosures . This piece para-military and Canteen Stores Department (“CSD”) business. The new added segment of Bio- is important for the market to value the business independentlyfrom: disha fuels (carved out from BSPC segment during Q1/FY25) demonstrated a bumper revenue growth of over 100% benefiting from supportive regulatory tailwinds and improved ethanol blending rates. 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 Spir [Showing first 8,000 characters — download PDF for full document]