Investor Presentation

Date: October 23, 2026. To To BSE Limited, National Stock Exchange of India Limited, Department of Corporate Services, The Listing Department Phiroze Jeejeebhoy Towers Exchange Plaza, Dalal Street, Fort, Mumbai-400001 Bandra Kurla Complex, Mumbai-400051 Scrip Code: 544545 Symbol: TRUALT Sub: Investor Presentation on the Unaudited (Standalone and Consolidated) Financial Results of the Company for Quarter and Half year ended on September 30, 2026. Dear Sir/Madam, Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed the Investor Presentation on the Unaudited (Standalone and Consolidated) Financial Results of the Company for Quarter and Half year ended on September 30, 2026. Further the aforementioned information will also be made available on the Company’s website at www.trualtbioenergy.com We request you to kindly take the above on record. Yours faithfully, For TruAlt Bioenergy Limited Vijaykumar Murugesh Nirani Managing Director. DIN:07413777 Encl.: As above. INVESTOR PRESENTATION Q2 FY 27 SAFE HARBOUR STATEMENT AND LEGAL DISCLAIMER This investor presentation has been prepared by TruAlt Bioenergy and does not constitute a prospectus or placement memorandum or an offer to acquire any securities. This presentation or any other documentation or information (or any part thereof) delivered or supplied should not be deemed to constitute an offer. No representation or warranty, express or implied is made as to and no reliance should be placed on, the fairness, accuracy, completeness or correctness of such information or opinions contained herein. The information contained in this presentation is only current as of its date. Certain statements made in this presentation may not be based on historical information or facts and may be “forward looking statements”, including those relating to the general business plans and strategy of TruAlt Bioenergy its future financial condition and growth prospects, future developments in its industry and its competitive and regulatory environment, and statements which contain words or phrases such as “will”, “may”, ‘growth’, “strengthen”, etc.,or similar expressions or variations of such expressions. These forward-looking statements involve several risks, uncertainties and other factors that could cause actual results, opportunities and growth potential to differ materially from those suggested by the forward-looking statements. TruAlt Bioenergy may alter, modify or otherwise change in any manner the content of this presentation, without obligation to notify any person of such revision or changes. This presentation cannot be copied and disseminated in any manner. INVE ST OR PRESENTATION • Q2FY2 02 6-27 CONTENTS 01 02 03 04 05 06 07 10 Company Product Portfolio Management Powerful Structural Long-Term Growth & Key Strategic and Key Financial Consolidated Overview Commentary Tailwinds Driving Value Creation Drivers Operational Milestones Highlights Revenue Mix India’s Bioeconomy 11 28 31 34 36 37 39 Segment-wise Consolidat ed Standalone Extract of Ratio Company’s Know Financial Highlights Financial Perfomance Financial Perfomance Balance Sheet Analysis Future Outlook More INVE STO R PRESENTATION • Q2FY2 02 6-27 COMPANY OVERVIEW One of India’s largest MANUFACTURING FACILITIES AND CAPACITIES biofuels players. India’s only dedicated biofuels company, combining agricultural strength with industrial scale to deliver diversified bioenergy solutions. Largest Ethanol UNIT 2 producer in India based on installed capacity One of the first UNIT 1 producers of CBG under the Sustainable Alternative Towards Affordable Transportatio n (“SATAT”) scheme introduced by the UNIT 4 Government of India in 2018. Major International Airport Oil Marketing Company (OMC) 4 Airports UNIT 3 UNIT 5 The first biofuels company Major Port in the country to attain Oil Marketing 5 Ports Company (OMC) status, establishing a new benchmark for end-to-end participation in India’s energy transition. Sustainable Aviation Fuel (SAF) One of the early movers in Sustainable Aviation 1G Ethanol Distilleries CBG Units Retail Outlets SAF Fuel projects, positioned to establish one of the 5 Units 1 Plant Operational 7 Outlets Operational Proposed to set up largest SAF facilities in the country. 4 Plants under Construction 4 under Construction 100 million litres/annum plant INVE STO R PRESENTATION • Q2FY2 02 6-27 01 PRODUCT PORTFOLIO CURRENT PRODUCTS PROPOSED PRODUCTS FIRST-GENERATION (1G ) ETHANOL COMPRESSED BIOGAS (CBG) EXTRA NEUTRAL ALCOHOL (ENA) SECOND-GENERATION (2G ) ETHANOL SUSTAINABLE AVIATION FUEL (SAF) CO2 FERMENTED ORGANIC MANURE BIOFUEL DISPENSING STATIONS FUTURE FUELS & HIGH VALUE MEVALONOLACTONE/MEVALONIC ACID LIQUID FERMENTED MOTOR SPIRIT (MS) & HSD DRIED DISTILLERS GRAINS BY-PRODUCTS ORGANIC MANURE (LFOM) (HIGH-SPEED DIESEL) WITH SOLUBLES (DDGS) INVE STO R PRESENTATION • Q2FY2 02 6-27 02 A MESSAGE FROM THE MANAGING DIRECTOR Commenting on the performance for H1 and Q2 FY27, Mr. Vijay Nirani said: Our Jamkhandi plant is operational, with the three plants at Mudhol, Keralmatti and Badami Ethanol Segment and ESY 2026–27 Outlook expected to be operational by the end of Q3 FY27, followed by Daund in Q4 FY27; land has also been During Q2 FY27, profitability was modestly impacted by an increase in maize prices from ₹18 to ₹25 jointly identified for six additional units with GAIL. per kg, which raised feedstock costs and put pressure on margins. Maize’s diverse uses across food, As this portfolio progresses, our focus remains on building a scalable and commercially sustainable animal feed and industrial applications, including ethanol, highlight the importance of dependable CBG business that complements our ethanol operations and strengthens our integrated bioenergy sourcing and a resilient supply chain. Our focus remains on optimising procurement, our feedstock platform. mix and operating efficiency to support sustainable profitability. Sustainable Aviation Fuel (SAF) Segment India’s ethanol blending programme has created a strong foundation for the industry. As we look towards ESY 2026–27, the priority is to translate installed capacity into reliable supply, supported by Our proposed Sustainable Aviation Fuel project at Srikakulam, Andhra Pradesh, represents an feedstock availability, viable procurement economics and predictable allocations. important opportunity to extend our bioenergy platform into a higher-value market and participate in Against installed annual ethanol production capacity of approximately 1,992 crore litres, the aviation’s transition towards lower-carbon fuels. indicative industry assessment projects supply of approximately 1,204 crore litres against assumed Our priorities centre on establishing a strong technical, regulatory and commercial foundation. blending demand of 1,200 crore litres. The assessment assumes a lower contribution from Engineering, statutory approvals, stakeholder engagement and financing remain central to sugar-based ethanol, reflecting potential pressure on sugarcane availability from adverse weather progressing the project, with commercial viability and responsible capital deployment guiding our conditions, including El Niño-related risks. This represents a cyclical feedstock constraint, with decisions. recovery dependent on improved rainfall and subsequent cane harvests. Retail Fuel Network Vertical The resulting narrow supply cushion highlights the importance of sustained plant utilisation and dependable feedstock access. With grain-based ethanol expected to account for approximately Warm greetings! Our approach to fuel retailing remains focused on building a sustainable downstream presence. three-fourths of estimated supply, reliable production across grain-based and dual-feed facilities will Global oil-market volatility reinforces the importance of careful site selection, reliable supply I would like to thank our shareholders, business be cr [Showing first 8,000 characters — download PDF for full document]