Investor Presentation

SANGAM (INDIA) LIMITED CIN : L17118RJ 1984PLC 003173 E - mail : secretarial@sangamgroup.com Website : www.sangamgroup.com I Ph : +91-1482-245400-06 Ref: SIL/SEC/2026 Date: 4th November, 2026 The Manager, The Manager, Department of Corporate Services, Department of Corporate Services, The National Stock Exchange of India Ltd. BSE Ltd. Exchange Plaza, 5th Floor, Phiroze Jeejeebhoy Towers, Plot No. C/1, G Block, 25th Floor, Dalal Street, Bandra Kurla Complex, Bandra (E) MUMBAI - 400 001 Mumbai – 400051 Scrip Code: 514234 Scrip Code: SANGAMIND Dear Sir/Madam, Sub.: Investor Presentation in connection with Unaudited Financial Results for the quarter & half year ended 30th September, 2026. Pursuant to Regulation 30 of Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the copy of Investor Presentation in connection with the Unaudited Financial Results for the quarter & half year ended 30th September, 2026. The same is also available on the website of the company at www.sangamgroup.com Kindly take the above on your record. Yours faithfully For Sangam (India) Limited (Arjun Agal) Company Secretary & Compliance Officer M. No.: A74400 Encl.: As above Registered Office : Sangam House, Atun, Chittorgarh Road, Bhilwara - 311001 (Raj.) INDIA SANGAM (INDIA) LIMITED INVESTOR PRESENTATION Q2 & H1 FY27 | November 2026 Disclaimer This presentation has been prepared by Sangam (India) Limited (the "Company") solely for information purposes and does not constitute an offer to sell or a recommendation or solicitation of an offer to subscribe for or purchase any securities, and nothing contained herein shall form the basis of any contract or commitment whatsoever. The information contained herein should be considered in the context of the circumstances prevailing at the time and will not be updated to reflect material developments that may occur after the date of the presentation. Certain statements in this presentation may be forward- looking in nature, based on management’s current expectations and assumptions, and involve known and unknown risks and uncertainties that could cause actual results to differ materially. No obligation is assumed to update or revise any forward-looking statement. Recipients should not place undue reliance on such statements. The Company makes no representation or warranty, express or implied, as to, and does not accept any responsibility or liability with respect to, the fairness, accuracy, completeness or correctness of any information or opinions contained herein. Neither the Company nor its affiliates, advisors or representatives accept any liability whatsoever for any loss howsoever arising from any use of this presentation or its contents. All figures are consolidated unless stated otherwise. Revenue refers to revenue from operations and EBITDA includes other income. Sangam (India) Limited 2 Chairman’s Message Dear Shareholders, The Indian textile industry is at an exciting inflection point, driven by global sourcing diversification, emerging trade opportunities and rising demand for quality and value-added products. With its scale, integration and execution capabilities, Sangam is well positioned to capitalise on these opportunities. We are in a defining phase, with our transformation agenda delivering improving financial performance, stronger operating fundamentals and consistent progress. Guided by our philosophy of Value Through Values, our four-decade legacy, customer trust and the commitment of over 12,000 employees remain the foundation of our growth. Our sharper focus on textiles has strengthened our integrated manufacturing capabilities, from recycled polyester fibre to finished fabrics, driving efficiencies, profitability and returns. EBITDA margins have improved from 8.7% to 11.8%, while ROCE has nearly doubled since FY24. The transformation is translating into results, with H1 FY27 PAT already exceeding that of the entire FY26. We are investing approximately ₹1,500 crore in modern manufacturing and renewable energy to strengthen competitiveness and support sustainable growth, backed by disciplined capital allocation. Sangam today is stronger, more integrated and better positioned for the future. We remain focused on sustaining this momentum and creating enduring stakeholder value. Thank you for your continued trust and confidence. R. P. Soni Founder & Chairman Sangam (India) Limited 3 Investment Highlights 01 02 03 Integrated textile company Scale in core products Long-standing customers Fibre, yarn and fabric under one roof across Among India’s leading manufacturers of PV Supplying to leading global and domestic synthetic and cotton value chains. dyed yarn and denim fabric, with 3,06,864 brands, with domestic market contributing spindles and 136 million metres of fabric around 70% of revenue. capacity. 04 05 06 Improving profitability Stronger credit profile Growth capex EBITDA margin up from 8.7% in FY24 to Rating upgraded by India Ratings to IND A / About ₹1,500 Cr by March 2029 to add 11.8% (TTM). ROCE up from 7.0% to Stable in October 2026. capacity, modernise plants and lower cost 12.8%. through renewable power and recycled fibre. Sangam (India) Limited 4 Financial Performance & Quarterly Highlights Q2 & H1 FY27 Performance Highlights Revenue EBITDA PAT Gross margin ₹1,045 Cr ₹127 Cr ₹53 Cr 41.5% FY27 33.0% YoY 67.6% YoY | Margin 12.1% 130.9% YoY Up 134 bps YoY Revenue EBITDA PAT Gross margin ₹1,906 Cr ₹239 Cr ₹94 Cr 42.2% FY27 20.9% YoY 63.7% YoY | Margin 12.5% 273.8% YoY Up 407 bps YoY SSaannggaamm ((IInnddiiaa)) LLiimmiitteedd 6 Consolidated Profit & Loss Statement Quarter Half year ₹ Cr Q2 FY27 Q2 FY26 YoY H1 FY27 H1 FY26 YoY Revenue from operations 1,045 786 ▲33.0% 1,906 1,576 ▲20.9% Gross margin 434 316 ▲37.4% 805 601 ▲33.8% Gross margin % 41.5% 40.1% ▲134 bps 42.2% 38.2% ▲407 bps EBITDA 127 76 ▲67.6% 239 146 ▲63.7% EBITDA margin % 12.1% 9.6% ▲250 bps 12.5% 9.3% ▲328 bps Depreciation 26 10 ▼160.0% 52 46 ▼13.0% Finance cost 30 29 ▼3.4% 60 60 0.0% Exceptional items 2 2 0.0% 3 3 0.0% Profit before tax 68 34 ▲100.1% 123 37 ▲236.9% Tax 15 11 ▼36.4% 29 11 ▼163.6% PAT 53 23 ▲130.9% 94 25 ▲273.8% PAT margin % 5.1% 2.9% ▲217 bps 5.0% 1.6% ▲335 bps EPS (₹) 10.63 4.60 ▲131.1% 18.79 5.03 ▲273.6% ▲improvement | ▼decline | EBITDA includes other income (Q2 FY27: ₹5 Cr; H1 FY27: ₹12 Cr). EPS not annualised. Sangam (India) Limited 7 Financial Performance: FY24 to TTM Particulars (₹ Cr) FY24 FY25 FY26 TTM Sep-26 Revenue from operations 2,628 2,857 3,235 3,564 EBITDA 228 260 329 422 EBITDA margin % 8.7% 9.1% 10.2% 11.8% PAT 41 32 83 152 PAT margin % 1.6% 1.1% 2.6% 4.3% EPS (₹) 8.21 6.33 16.44 30.20 TTM: twelve months ended 30 September 2026. Sangam (India) Limited 8 Revenue Mix Product-wise (% of revenue) Market-wise (% of revenue) Q2 FY26 Q2 FY27 PV yarn Cotton yarn Denim fabric PV fabric Garments Sangam (India) Limited 9 Production & Capacity Utilisation Q2 FY27 Yarn Green fibre* PV fabric Denim fabric Garments 24,763 3,948 188 145 8 MT produced MT produced lakh metres produced lakh metres produced lakh pieces produced 93% 97% 95% 97% 37% capacity utilisation capacity utilisation capacity utilisation capacity utilisation capacity utilisation Capacity utilisation trend Division Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 Yarn 92% 91% 95% 85% 93% Green fibre* – 97% 97% 93% 97% PV fabric 94% 90% 95% 97% 95% Denim fabric 86% 93% 98% 98% 97% Garments 22% 42% 61% 50% 37% Utilisation is calculated on machine run-time hours. *Green fibre plant acquired in Q3 FY26. Sangam (India) Limited 10 Consolidated Balance Sheet Particulars (₹ Cr) Mar-24 Mar-25 Mar-26 Sep-26 Fixed assets (incl. CWIP) 1,229 1,457 1,593 1,739 Inventories 669 576 587 652 Trade receivables 448 518 637 830 Cash, bank balances and current investments 38 131 195 127 Total assets 2,729 2,955 3,315 3,671 Total equity 984 1,007 1,076 1,191 Borrowings 1,065 1,135 1,276 1,500 Trade paya [Showing first 8,000 characters — download PDF for full document]