Investor Presentation on Unaudited Financials Results for Quarter and Half year ended on 30/09/2026.

Regd. Office: Distillery Unit, Dabwali Road, Sangat Kalan, Bathinda- 151401 Ph.:0164-2220129, 2240163 Website: www.bcl.ind.in Email: bcl@mittalgroup.co.in CIN: L24231PB1976PLC003624 The National Stock Exchange of India BSE Limited Limited Exchange Plaza, 5th Floor, Plot Corporate Relationship Dept. 1 1st Floor, New Trading No. C/1, G Block Bandra Kurla Complex Ring Rotunda Building Phiroze Jeejeebhoy Towers Bandra (East) Mumbai – 400051 Dalal Street, Fort, Mumbai – 400001 BSE Code: 524332 NSE SCRIP CODE: BCLIND November 5, 2026 Dear Sir/Madam Reg: Submission of ‘Investors presentation’ Pursuant to clause 15 of Para A of Part A of Schedule III of Regulation 30 (2) of SEBI (listing obligations and disclosure requirements) regulations, 2015, Please find enclosed a copy of Investor Presentation on the Unaudited Financial Results (Consolidated & Standalone) for the quarter and half year ended September 30, 2026. Kindly take the same on record and note the compliance. Thanking You, Yours faithfully For BCL Industries Limited Ajeet Kumar Thakur (Company Secretary & Compliance officer) Corporate Office: BCL Industries Limited, Unit No. A620, 6th Floor, Elante Office Plot No. 178-178A, Industrial & Business Park Phase-1, Chandigarh-160002 Excellence, Resilience, Growth Investor Presentation –November 2026 Disclaimer 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 the information or opinions contained in this presentation. Such information and opinions are in all events not current after the date of this presentation. Certain statements made in this presentation may not be based on historical information or facts and may be "forward looking statements" based on the currently held beliefs and assumptions of the management of BCL Industries Limited, which are expressed in good faith and in their opinion reasonable, including those relating to the Company’s general business plans and strategy, its future financial condition and growth prospects and future developments in its industry and its competitive and regulatory environment. Forward - looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual results, financial condition, performance or achievements of the Company or industry results to differ materially from the results, financial condition, performance or achievements expressed or implied by such forward- looking statements, including future changes or developments in the Company’s business, its competitive environment and political, economic, legal and social conditions. Further, past performance is not necessarily indicative of future results. Given these risks, uncertainties and other factors, viewers of this presentation are cautioned not to place undue reliance on these forward-looking statements. The Company disclaims any obligation to update these forward-looking statements to reflect future events or developments. This presentation is for general information purposes only, without regard to any specific objectives, financial situations or informational needs of any particular person. This presentation does not constitute an offer or invitation to purchase or subscribe for any securities in any jurisdiction, including the United States. No part of it should form the basis of or be relied upon in connection with any investment decision or any contract or commitment to purchase or subscribe for any securities. None of our securities may be offered or sold in the United States, without registration under the U.S. Securities Act of 1933, as amended, or pursuant to an exemption from registration there from. This presentation is confidential and may not be copied or disseminated, in whole or in part, and in any manner ALL THE FIGURES IN THIS PRESENTATION ARE PRESENTED ON A CONSOLIDATED BASIS, INCLUDING SVAKSHA DISTILLERY LTD & GOYAL DISTILLERY PVT LTD IN WHICH BCL INDUSTRIES LTD HOLDS 100% STAKE, Q2 & H1FY27 –November 2026 Q2 & H1FY27 Strategic Highlights OIL TRADING DISTILLERY MAIZE OIL EXTRACTION & REFINERY • A fire at an ethanol receiver tank on 19 June 2026 shut the 200 • To source edible oils for the soft oil refinery • H1FY27 EBITDA rose 17%YoY to Rs 14.8 Cr, KLPD ethanol plant. The plant was reinstated on 28 August the company continues to import crude oils with EBITDA margins expanding to 4.4% vs 2026. The insurance claim has been lodged and is expected to in bulk to leverage favorable pricing in the 2.6% in H1FY26 be settled in Q3FY27 international market • Other Income in Q2FY27 includes ~Rs 2 • The new 150 KLPD unit at Bathinda, commissioned in July 2026, • A portion is allocated to the refinery for in- crores of profit on sale of fixed assets partly offset the lost production. Total distillery volume in Q2 was house processing, while the remaining (building material and scrap) of the Oil & 62,015 KL, down only 3% YoY, with ENA up 86% YoY to 22,514 volume is sold either on a high-seas basis Vanaspati Unit at Bathinda, following closure or at Indian ports of the segment • PML sold 12.8 lakh cases in H1FY27, lifting its share of distillery revenue to 12% from 7% last year Additional OMC Allocation OMC Allocation – ESY 25-26 (KL) Additional Allocation split (In KL) 43,700 20,200 23,500 34,092 28,659 23,569 21,089 Q1 Q2 Q3 Q4 Svaksha Distillery BCL Industries Original allocation Additional allocation 1,51,109 KL 4.37 Cr Ltr Additional ethanol allocation for Q4 ESY 25-26 order book ESY 25-26 Grain-based feedstock now anchors India's ethanol programme, at ~72% of the 1,048 crore litre allocation for ESY 2025-26, with maize alone at OMCs added 149 crore litres to Q4 ESY 25-26. BCL and Svaksha secured 4.37 crore litres close to 3% of the entire additional pool, lifting the ESY 25- 26 order book 41% to 15.11 crore litres. ESY 25-26 = Nov'25–Oct'26; Q4 = Aug–Oct 2026. Q2 & H1FY27 – Financial Highlights Total Revenue (Rs Cr) EBITDA (Rs Cr) & EBITDA Margin % PAT (Rs Cr) & PAT Margin % 9.5% 9.5% 4.4% 4.2% 721 699 66 32 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 8.1% 10% 4.2% 4.9% 65 65 1,544 1,327 H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 Nos are consolidated basis Consolidated Quarterly Income Statement Particulars (Rs Cr) Q2FY27 Q2FY26 Y-o-Y Q1FY27 Q-o-Q Revenue from Operations 695 719 (3.4)% 623 11.5% Other Income 4 1 172.6% 5 (14.3)% Total Revenue 699 721 (3.0)% 628 11.3% Total Expenses 633 652 (3.0)% 562 12.6% EBITDA 66 69 (3.3)% 66 0.9% EBITDA Margin % 9.5% 9.5% - 10.5% (100) bps Depreciation 15 13 11.5% 14 1.7% Finance Cost 10 10 (0.5)% 5 130.2% Profit Before Exceptional Item and Tax 41 45 (8.3)% 47 (11.8)% Exceptional Items - - - - - Profit Before Tax 41 45 (8.3)% 47 (11.8)% Tax 12 13 (10.4)% 11 7.1% Profit After Tax 29 32 (7.4)% 36 (17.8)% PAT Margins (%) 4.2% 4.4% (18) bps 5.7% (150) bps Other Comprehensive Income (1) 0 - - - Total Comprehensive Income 29 32 (10.6)% 36 (19.6)% Diluted EPS (Rs/ Share) 0.99 0.98 1.0% 1.09 (9.2)% Consolidated Half Yearly Income Statement Particulars (Rs Cr) H1FY27 H1FY26 Y-o-Y Revenue from Operations 1,319 1,540 (14.4)% Other Income 9 4 110.5% Total Revenue 1,327 1,544 (14.0)% Total Expenses 1,195 1,419 (15.8)% EBITDA 132 125 5.9% EBITDA Margin % 10% 8.1% 191 bps Depreciation 29 25 18.1% Finance Cost 15 17 (14.2)% Profit Before Exceptional Item and Tax 88 83 6.4% Exceptional Items - - - Profit Before Tax 88 83 6.4% Tax 23 18 (31.7)% Profit After Tax 65 65 (0.5)% PAT Margins (%) 4.9% 4.2% 69 bps Other Comprehensive Income (1) 0 0 Total Comprehensive Income 64 65 (2.0)% Diluted EPS (Rs/ Share) 2.08 2.02 3.0% Consolidated Balance Sheet Particulars (Rs Cr) H1FY27 FY26 Particulars (Rs Cr) H1FY27 FY26 Assets Equity and Liabilities Non‐Current Assets Equity Plant Property and Equipment 792.5 795.6 Share Capital 29.5 29.5 Other Equity 920.3 880.4 CWIP 15.2 6.9 Non Controlling Interest - 41.1 Right to use assets 1.0 1.0 Total Equity 949.8 951.1 Investment [Showing first 8,000 characters — download PDF for full document]