Investor Presentation

An ISO 9001, ISO 14001 & ISO 45001 Certified Company SARDA ENERGY & MINERALS LTD. 2nd November 2026 BSE Ltd National Stock Exchange of India Ltd. The Department of Corporate Services Exchange Plaza, Bandra Kurla Complex Phiroze Jeejeebhoy Towers Bandra (E), Mumbai – 400051 Dalal Street – Mumbai 400 001 Fax. No: 022-26598237/38, 022-26598347/48 Security Code No.: 504614 Symbol: SARDAEN Series: EQ Dear Sir, Sub: Investor Presentation on the results for the Q2 & H1 FY27 With reference to the captioned subject, pursuant to Regulation 30 (6) read with Part A of Schedule III of SEBI (Listing Obligations and Disclosure Requirements) Regulation 2015, we are enclosing herewith the Investor Presentation on the Q2 & H1 FY27results of our Company. The said Investor Presentation is also being placed on the website of the Company - www.seml.co.in. The said presentation will also be shared with various Analysts / Investors. You are requested to take the same on records. Thanking you, Yours faithfully, For Sarda Energy & Minerals Ltd. Authorised Signatory Encl: As above From Momentum to Multiplication Investor Presentation Q2 & H1 FY27 November 2026 Real Images of SEML Assets Safe Harbour Statement This presentation and the accompanying slides (the “Presentation”), which have been prepared by Sarda Energy & Minerals Ltd (the “Company”) solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. All product names, logos, and brands are property of their respective owners. All company; product and service names used in this presentation are for identification purposes only. Use of these names, logos, and brands does not imply endorsement. Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guaranteeing of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide, competition, the company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third-party statements and projections. Q2 & H1 FY27 Highlights Strategic Direction IMAGES TO BE REPLACED WITH ACTUALS Business Overview Annexures Real Images of SEML Assets Q2 & H1 FY27 Highlights Performance Highlights | Resilient Operations Q2FY27 Consolidated Highlights* Total Income EBITDA Profit After Tax Cash Profit Rs. 1,505 Cr Rs. 564 Cr Rs. 320 Cr Rs. 512 Cr -5.7% YoY Growth -2.7% YoY Growth -2.2% YoY Growth -0.6% YoY Growth Highest-ever half-yearly EBITDA of ₹1,326 crore, despite planned maintenance shutdowns Energy Mining Metals • Energy contributed more than 75% of • Forayed into manganese mining, with • Pellet plant achieved record H1 consolidated EBITDA in H1 FY27 recently won Avagudem manganese production of 4,29,059 MT ore mine • Q2 performance temporarily impacted • The 30 MW turbine replacement by planned 47-day maintenance • Manganese mine expected to impacted steel production until mid- shutdown at 600 MW Thermal power strengthen raw material security and August, affecting the quarter’s plant integrated operations performance • Strong financial performance in • Seasonal impact on evacuation • Strategic shift towards higher-margin Hydropower despite weak rainfall in infrastructure curtailed domestic coal energy sales led to moderation in certain catchment areas production metal performance Q2 Production 1,229 Mn KwH 339 Mn KwH 6,41,281 MT 2,04,962 MT 10,025 MT 50,867 MT Thermal Power Hydro Power Coal Pellets HB Wire Ferro Alloy Highlights Generation Generation Production Production Production Production *Note: Q2 FY27 Net Profit includes a one-time net benefit worth Rs. 15 crore relating to the regulatory approval of final project cost for 113 MW Sikkim Hydropower Plant. 5 A New Milestone | Mining Expansion into Manganese Ore Sarda Metals & Alloys Limited (100% subsidiary of SEML) declared preferred bidder for Avagudem Expired Manganese ore Mining Lease Block. Particulars Details Location Avagudem, Vizianagaram district, Andhra Pradesh Estimated reserves 0.70 MT of manganese ore Captive Consumption Manganese ore supply for Visakhapatnam ferro alloy operations Indicative start of operations 12-14 months, subject to approvals and mine development Avagudem / Vizianagaram, Andhra Pradesh* Key Benefits Raw material security Margin accretive Proximity Backward integration First manganese mine won; Captive raw material along Mine location less than 100 Expected to deepen mine-to- reduces dependence on with favourable logistics kms from the ferro alloy plant metal integration across SEML’s external suppliers and expected to support margins in Visakhapatnam giving ferro alloy operations. provides greater control. over medium term logistical advantage *Illustrative image 6 Management Commentary Mr. Pankaj Sarda Managing Director Despite the planned operational shutdowns at some of our facilities, we delivered a resilient performance during H1 FY27 achieving our highest-ever half-yearly EBITDA. This reflects the inherent strength of our underlying businesses, the stability of our earnings profile and the benefits of our integrated operating model. Our entry into manganese ore mining marks an important strategic milestone, with the successful bid for the Avagudem block in Andhra Pradesh. This strategic move will strengthen backward integration, enhance raw material security and improve cost competitiveness, supporting higher profitability in our ferro alloys business. Our expansion plans across energy and mining remain on track, supported by a strong balance sheet and disciplined capital allocation. Going forward, we remain focused on timely execution, improving asset utilisation and unlocking greater operational synergies across our integrated businesses to drive sustainable long-term growth and value creation. Q2 & H1 FY27 Consolidated Financial Snapshot Steady earnings momentum despite operational shutdowns reflects strength of the diversified business portfolio Income from Operations (Rs. Cr) EBIT (Rs. Cr) PAT (Rs. Cr) Cash PAT (Rs. Cr) 1,528 1453 474 500 512 27% 25% 16% 11 30 %% [Showing first 8,000 characters — download PDF for full document]