Investor Presentation

BHAGYANAGAR INDIA LIMITED 1SO-9001-2008 Certified Company . 0 Registered Office : Plot No. 9/13/1 & P-9/14, I.D.A. Nacharam, Hyderabad -500 076. Telangana, India. Tel. : +91 40 27152861, 27151278 Fax : +91 40 27172140, 27818868 Email : bil@surana.com Website : www.bhagyanagarindia.com CIN No. : L27201TG1985PLC012449 BIL/SECT/31/2026-27 ‘Date: 27" July, 2026 mery. 77777777 [ The Seeres National Stock Exchange of India [.td.. BSE Lim Exchange Plaza, C-1, Block G. Phiroze Jecjeebhoy Towers, Bandra Kurla Complex, Bandra (E). Dalal Street, Mumbai- 400 051. Mumbai- 400 001. Scrip Code: BHAGYANGR Scrip Code: 512296 Dear Sir/ Madam. Subject: General Announcement- Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015- Investor Presentation for Quarter ended 30" June 2026. With reference to our earlier intimation dated 22nd July, 2026 (Ref: BIL/SECT/28/2026-27) regarding the schedule of the Investor Meeting/Earnings Call 1o be held on 28" July, 2026 at 04:00 PM (IST), please find attached herewith Investor Presentation for the said Investor Meeting/Earnings Call Further, we wish to inform you that the presentation shall also be available on the Company’s website at lmos://bhaflvanaflarmdia.com/invcstor-ralauions/. You are requested to take note of the above information and dissemina‘> the same on your website. Thanking you, Yours faithfully. For BHAGYANAGAR INDIA LIMITED DEVENDRA SURANA MANAGING DIRECTOR DIN 00077296 Encl/A BHAGYANAGAR INDIA LIMITED Value Added Copper Solutions Provider Investor Presentation Q1FY27 Bhagyanagar India Limited Value Added Copper Solutions Provider -l e Operational Parameters ™ Company Overview &y &y &y &y &y ¥ 500+Y ¥ 2 % Yss, °°°+“' Y 30+ Y Y 50+ Y Y, v Y v Y, MTPA Y v Y v Established in 1985 by % & % & ) & <% g <% g Late Shri G.M. Surana Number of ISO-certified Operational Countries for Partners for Customers manufacturing Capacity sourcing sourcing lants roducts roducts (@ Legacy of approximately \_ . Sele itetels \ ) 40 years Q1FY27 Financial Performance ~ Leadership: Managed by three generations { of the Surana family @ 705075 4 + 543% + 2.87% + 2915% Headquartered in Revenue EBITDA % PAT % ROE % Hyderabad, Telangana One of the largest @ @ @ secondary copper players 18.48% + 5278 + 63% + 72.55 ROCE % Sales Volume Share of Value EBITDA (MT) Added Products per Kg (INR) Journey of Growth, Integration & Future Readiness S 30K MTPA: Operational Transformers: capacity reached Transformer windings Pipes + Solar: production 2026 10K MTPA: : CC ena e Rl 2020 Dat centtr e Rod technology Auto components N p:‘oZucts: Silver- from Finland Sl 2007 plated bus bars 2023 ; 1988 introduced,; Tin Coated Bus capacity reaches 9 ) Bars: Switchgear 35,000 MTPA ( ) @ ) _ products == 2004 25K MTPA: Backward 1982 1992 Conform Extrusion: integration into Founded: Copper VAP entry: Continuous scrap; 60-acre production Started copper extrusion process facility “ begins in strips added A legacy of continuous transformation Hyderabad through diversification, capacity expansion, and innovation. Business Structure — Before & After the Scheme BEFORE STRUCTURING TRANSACTION OVERVIEW AFTER STRUCTURING Bhagyanagar India Ltd Shareholders of PART 1 (Listed on NSE & BSE) erstwhile BIL Amalgamation: BCPL merges into BIL; dissolved without winding up BCPL Tieramet Ltd BIL (Listed) Tieramet Ltd Copper Business New company Remaining Copper Business (operating) (incorporated Undertaking: Wind (incl. erstwhile 29.08.2025) mill - Land parcels BCPL) PART 2 Demerger: « BCPL dissolved without Other assets held directly by BIL: Copper business 3 Land parcels + 9 MW wind mill winding up undertaking demerges e Tieramet Ltd ceases to be BIL from BIL into Tieramet Promoters 68.90% subsidiary Ltd on a going concern Public 31.10% basis; Tieramet to be 3,19,95,000 shares of Rs.2 (Prior to ¢ |dentical shareholding pattern Preferential Allotment) listed on NSE and BSE across both companies ) - J - J - Shareholders end up holding two focused, independently listed companies with a mirrored shareholding pattern Composite Scheme of Arrangement - Significant Highlights S STRUCTURE OF THE SCHEME KEY DATES & CONDITIONS Three linked steps, one composite (non-severable) scheme under Sections Appointed Date: 01 April 2025 230-232 read with Section 66, Companies Act 2013: Board Approval: 20.09.2025 NCLT order convening meeting: 29.01.2026 Shareholders, Banks, creditors and SEBI have approved the Scheme Amalgamation Demerger of Independent of BCPL into BIL copper business listing of Tieramet ROC, RD and OL reports hae been submitted to NCLT into Tieramet on NSE & BSE J @ NCLT hearing scheduled on 7.08.2026 SHARE ENTITLEMENT Entitlement ratio 1:1 -1 No new BIL shares in the Tieramet Ltd issues one new @ Tieramet Ltd share (Rs.2 amalgamation - BCPL’s @ share for every BIL share held FV) for every 1BIL share capital cancelled; BIL paid- on the Record Date, an exact (Rs.2 FV) held on the up capital and shareholding mirror of BIL's shareholding; its Record Date unchanged existing 50,000 shares (held by BIL) stand cancelled / Focused pure- . . Sharper @) 3 O Value unlocking ‘Qs play copper ESG./.EPB Wider capital management == . positioning access RATIONALE = entity focus Preferential Issue of Rs. 52.25 Crores (Non-Promoters) S « In-Principle Approval: In Process from Stock Issue Summary ( Use of Proceeds Exchanges (NSE & BSE) Particulars Details o Board Approval Date: 30 June 2026 Rs. In Crores Total Shares to be 15,01,434 equity shares of T2 ¢ Route: Preferential Allotment / Prlvat(? Placement Allotted face value each General under Chapter V, SEBI (ICDR) Regulations, 2018, Corporate read with Section 62 of the Companies Act, 2013 Issue Price ¥348 per share (¥2 face value + Purpose ¥346 premium) o Shareholder Approval: Via EGM received on 23 ¥10.00 Cr Total Fund Raise ¥52.25Cr July 2026 (through video conferencing/OAVM) Total Investors 7 (3 QIB + 4 Non-QIB) Investor-wise Allotment Sl No. Investor Name Category Shares Allotted % of Total Issue LC Pharos Multi Strategy Fund VCC - LC Pharos o L Multi Strategy Fund SF 1 ellz SZLG2 ElelAels 2 Niveshaay Hedgehogs Fund QB 574,712 38.28% Working Capital 3 Ashika Global Finance Private Limited QB 57,471 3.83% Requirement %42.25 Cr 4 Mr. Ashok Atluri Non-QIB 114,942 7.65% L ) & bl Ay PGl eirClls o k72 Note: Issue price of #348/share is above 6 Mrs. Gulab Shrimal Non-QIB 50,000 333% the floor price determ/ned.under Chapter V of the SEBI (ICDR) Regulations, 2018, as on 7 Mr. Apurva Mahesh Shah Non-QIB 28,735 1.91% the relevant date of 23 June 2026. Industry Overview Global Non-Ferrous Recycling Market Supportive Provisions on Metal Recycling @ National Critical Mineral Mission (2025) Recycling copper is an energy Global Copper Recycling Market Size (2024) efficient process - saves up to ~ Extended Producer Responsibility (EPR) 85% of the energy used in its Metal - COPPER ',,f framework for non-ferrous metals (Effective primary production. April 2026) Non-Ferrous Advantages of Copper Recycling Total Demand (Mn % of Recycled Recycling Metal @ Vehicle Scrappage Policy (2021) Tonnes) Metal Size (Mn Tonnes) Replacing the primary National Non-ferrous Metal Scrap Recycling fl production method with copper == Framework (2020) 25 40% 10.08 ‘ scrap reduces CO2 by ~65% National Resource Efficiency Policy (2019) Metal Recycling in India - A Significant Transformation Government Mandate - Rate of Recycled Content for Copper (Source: MoEFCC) Metal - COPPER Copper recycling rate in India: Non-Ferrous 59% o 10% © (KT, FY25) 55% (FY30P) 1,878 42% ‘ 789 ‘ (FY25) (Projected) FY2028 FY2029 FY2031 Government has mandated that all new products made from non-ferrous metals must contain a minimum of 5% recycled content (starting from FY28) Industry Overview Copper Recycling Market - India INDIA’S COPPER DEMAND SHARE OF SECONDARY SECONDARY COPPER DEMAND COPPER INDUSTRY (KILO TONNES) (KILO TONNES) In % CAGR CAGR (FY25-FY30P): @ Primary Copper [Showing first 8,000 characters — download PDF for full document]