Analysts/Institutional Investor Meet/Con. Call Updates

11th September, 2026 BSE Limited National Stock Exchange of India Ltd. Phiroze Jeejeebhoy (NSE) Towers, Exchange Plaza, Dalal Street, Fort, Bandra Kurla Complex, Bandra (E), Mumbai — 400 001 Mumbai — 400 051 Scrip Code: 531548 Symbol: SOMANYCERA Sub: Investor Update for Analysts and Investors meet. Dear Sir/Madam, In continuation to our intimation dated 8th September, 2026, please find enclosed the Investor Update of Somany Ceramics Limited in connection with the Analysts & Investors Meet scheduled to be held today, i.e., Friday, 11th September 2026, in Mumbai as per the below details: Day, Date & Time Interaction with Mode of Type of Meeting Meeting/ Location Friday, 11th September, Sell Side Analysts Physical – Mumbai Group Meeting 2026, 01:30 PM Friday, 11th September, Institutional Physical – Mumbai Group Meeting 2026, 03:30 PM Investors/ Fund Managers The Investor update may also be accessed on the website of the Company www.somanyceramics.com. This is for your information & records. Thanking you, Yours faithfully, For Somany Ceramics Limited Anuj Kalia Company Secretary & Compliance Officer Membership No.: A31850 Encl: as above SOMANY CERAMICS LIMITED | Corporate Office: F-36, Sector-6, Noida, 201301 (U.P.), India Registered Office: 2, Red Cross Place, Kolkata - 700 001 | Tel: (033) 22487406/5913 Corporate Identity Number (CIN): L40200WB1968PLC224116 T: 0120 - 4627900 | customer.care@somanyceramics.com | www.somanyceramics.com | 1800-1030-004 SOMANY CERAMICS LIMITED Driving the Next Phase of Growth September 11, 2026 Industry Disruption Creates Opportunity Domestic demand remains robust, supported by healthy residential real estate demand, renovations, premium housing, and infrastructure spending. Exports fell to ~₹2,900 crore in Q1 FY27 versus ~₹4,800 crore in Q1 FY26 (de-grew by 39% YOY). Export volumes stood at ~69 Premiumization trend continues, with msm, de-grew by 51% y-o-y. consumers increasingly preferring higher- value tiles, large formats, and premium finishes. Industry players implemented price hikes to offset higher fuel and logistics costs, Morbi ceramic industry faced significant demonstrating improved pricing discipline. disruption due to shortages and elevated prices of propane and natural gas, impacting production across the cluster. Organized players with units spread across multiple geographies are gaining relative advantage, benefiting from stronger brands, Gas prices surged sharply, rising from wider distribution networks, and ~₹45/scm to as high as ~₹90/scm and the manufacturing flexibility during industry uncertainty regarding pricing continues. Any disruption. significant price reduction is not expected in short term. Somany Ceramics Ltd | Investor Presentation Opportunity In Transition Changing industry dynamics incrementally favoring Organized players Brand + Distribution reach + Manufacturing facilities at multiple geographies > opportunity to gain market share Narrowing Pricing Gap Strengthening Somany Ceramics value proposition. Distribution Network Added ~200 dealers in FY26, taking the network to ~3,100 Active dealers with 550 exclusive showrooms. Channel Restocking now getting normalized Chanel accumulated stock in March before price increase which was sold in April & May, Now, they are cautious due to Gas price uncertainty but have started building adequate stocks. Operating Leverage to Drive Earnings Growth High utilization, improving JV profitability, and low-capex capacity enhancements create a strong platform for margin expansion and earnings growth as volumes recover. Somany Ceramics Ltd | Investor Presentation Profitability Reset Multiple operating levers are contributing to the sustainable expansion in EBITDA Margins from 9.3% > ~11.3% in FY27 and further 100 Bps in FY28 Higher Capacity JV Performance Plant Improving revenue Utilisation of Own Improvement / Debottlenecking & mix towards Manufacturing Value Enhancement Expansion premium products Facilities Somany Ceramics Ltd | Investor Presentation Higher Utilisation of Own Manufacturing Facilities *Capacity Utilisation Levels FY2025 FY2026 FY2027 E Q1FY26 Q1FY27 What we are seeing Higher utilization of owned manufacturing assets → Improved manufacturing economics → Higher contribution from own production → Potential for further EBITDA improvement * Optimum capacity of Plant is ~95%. We are adding ~20% capacity in FY27E & FY28E. # Additional 9.9 MW of solar capacity is operational at Kassar Plant. Somany Ceramics Ltd | Investor Presentation JV Performance Improvement / Value Enhancement Operational efficiency and product mix change are converting our JVs into potential earnings contributors Potential PBT Swing of Rs ~35 - 40 cr from What is Changing JV Turnaround Vintage Upgradation: ₹16 crore capex Our JV performance investment to upgrade manufacturing capacity for premium products. FY26 FY27E Max Optimization: New press installation driving productivity, efficiency and manufacturing flexibility. Sudha Modernization: ₹25 crore investment in a state-of-the-art Continua press for Large Format Tiles. Operating Leverage: Higher capacity Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 utilization leading to improved manufacturing economics at all JV plants Green Energy Initiatives: Captive solar installations at Sudha, Vintage and Max plants are -5 expected to drive energy savings and improve -11 -12 operational efficiency. Taking the total renewable capacity to 26 MWp across all locations. Somany Ceramics Ltd | Investor Presentation Plant Debottlenecking & Expansion Debottlenecking ~5 MSM* Potential to generate ~₹200+ of incremental GVT capacity through debottlenecking and crore of additional revenue while modernization, requiring minimal capex. enhancing operating leverage South India Expansion 9+ MSM 12-15 months$ INR ~350+ cr Result GVT manufacturing Expected Potential Revenue capacity with capex of commissioning Opportunity INR 220 Crs # * 2.5 MSM through ceramics capacity conversion and 2.5 MSM through augmentation. # Funding thru Mix of Debt & Equity $ Adjacent to existing south plant and Land is already purchased Somany Ceramics Ltd | Investor Presentation Premium Mix Driving Revenue Growth GVT Revenue Mix & Capacity 50.00 45.00 60% 41.18 40.00 41% 48% 39% 50% 35.00 33% 34% 26.18 31.18 30.00 28% 40% 21.01 25.00 17.00 17.00 30% 20.00 15.00 10.00 20% 10.00 10% 5.00 0.00 FY22 FY23 FY24 FY25 FY26 FY27 E FY28 E GVT Capacity GVT Revenue Mix 25.0% Non-Tiles Mix % 20.0% 16.2% 15.5% 15.0% 12.9% 11.0% 11.0% 10.0% 5.0% 0.0% FY22 FY23 FY24 FY25 FY26 FY28 E Somany Ceramics Ltd | Investor Presentation Beyond Tiles: Bathware As The Next Growth Pillar Bathware Business (INR crs) 300 245 FY22 FY23 FY24 FY25 FY26 FY27 E FY28 E At current levels, our plants are running at optimum capacity. We are in the process of necessary augmentation in the plants to enhance capacity. Somany Ceramics Ltd | Investor Presentation Balance Sheet Stronger Than Ever Debt & Debt to EBITDA (x) Cash Profit & Capex (INR crs) 2.31 600 2.58 3 477 488 500 1.32 2.5 189 1.37 0.97 177 169161 400 335 2 153 150 302 139 300 251 1.5 200 1 67 100 0.5 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 Cash Profit Capex Debt Debt to EBITDA Working Capital Days Debtors Days 45 39 60 40 48 35 31 50 42 40 40 30 40 15 8 9 20 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 Figures in INR crores; Working Capital days excluding investments & cash balance, short term borrowings, capital creditors Somany Ceramics Ltd | Investor Presentation COMPANY : Somany Ceramics Limited CIN : L40200WB1968PLC224116 Mr. Sailesh Raj Kedawat, CFO Email: sailesh.kedawat@somanyceramics.com www.somanyceramics.com INVESTOR RELATIONS ADVISORS : MUFG Intime India Private Limited A part of MUFG Corporate Markets, a division of MUFG Pension & Market Services Mr. Nikunj Seth Link Meeting Request Link Nikunj.seth@in.mpms.mufg.com Thank You Ms. Sejal Bhattar Sejal.bhattar@in.mpms.mufg.com