BSECompany Update4d ago · 5 Nov 2026, 10:47 pm

Investor Presentation with respect to the Financial Highlights of the Company for the quarter and six months ended 30th September 2026

Avadh Sugar & Energy Ltd · 540649

✦ AI Summary▲ PositiveResults

Avadh Sugar & Energy Ltd has disclosed its Investor Presentation for Q2 & H1 FY27, highlighting its sustainability, responsibility, and profitability. The company has a strong balance sheet, with a 100% dividend payout for 2025-26. It has a robust credit profile and flexibility to fund expansion without equity support.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern2/10
Regulatory Risk1/10
Balance Sheet Risk4/10
Liquidity Impact9/10
Market Sentiment8/10

✦ Ask a Question

Ask anything about this announcement — AI will answer based on the filing content.

0/500

Full Announcement

Avadh Sugar & Energy Ltd - 540649 - Announcement under Regulation 30 (LODR)-Investor Presentation

Attachments (1)

📄

94fd7a60-0066-4b04-b52f-483202f8e65b.pdf

pdf

Download →
View document text
AVADH/SE/2026-27/39 November 5, 2026 The Manager The Manager Listing Department Listing Department National Stock Exchange of India Limited BSE Ltd. ‘Exchange Plaza’ 1st Floor, New Trading Ring C - 1, Block G Rotunda Building Bandra-Kurla Complex P.J. Towers Bandra (E) Dalal Street, Fort Mumbai 400051 Mumbai-400 001 SYMBOL – AVADHSUGAR STOCK CODE - 540649 Dear Sirs/Madam, Subject:Disclosure of information pursuant to Regulation 30 read with Part A of Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. In compliance with Regulation 30 read with Part A of Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 and the Company’s Code of Practices and Procedure for Fair Disclosure of Unpublished Price Sensitive Information, kindly find enclosed herewith a copy of the Investor Presentation with respect to the Financial Highlights of the Company for the quarter and six months ended September 30, 2026. Please take the same on record. Thanking you, Yours faithfully, For Avadh Sugar & Energy Limited Prashant Kapoor Company Secretary ACS – 15576 Encl.: as above Corporate Office: 5th Floor, Birla Building, 9/1 R. N. Mukherjee Road, Kolkata 700 001. Email: birlasugar@birla-sugar.com Phone: + 91 33 2243 0497 / 8, 2248 7068, 3057 3000, 3041 0900 Fax: + 91 33 2248 6369 Regd. Office: P.O. Hargaon, Dist. Sitapur, U.P., PIN 261 121 . Website: www.avadhsugar.com . CIN:L15122UP2015PLC069635 Investor Presentation Q2 & H1 FY27 Sustainability | Responsibility | Profitability Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared by Avadh Sugar & Energy Limited (the “Company”), have been prepared 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 of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. 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 guarantees 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. Table of Contents Company Business Financials Overview Updates Updates Company Overview Avadh at a Glance : Integrated Sugar, Ethanol and Power in UP 34,800 325 74 MW 2.9 lakh TCD crushing capacity KLPD distillery (B-heavy) Co-generation Farmers connected Unit Region Sugar TCD KLPD SS 25-26 crush (lakh qtl) Hargaon Central UP (Sitapur) 13,000 200 190.53 Seohara West UP (Bijnor) 10,000 125 158.47 Hata East UP (Kushinagar) 7,000 – 72.85 Rosa Central UP (Shahjahanpur) 4,800 – 59.82 Total 34,800 325 481.67 Dr. K.K. Birla Group Share ~Rs. 1023 on Group in sugar since FY26 dividend Rs Credit rating A+ 14 Oct 2026, near its 1932 10/share 52-week high Shareholders Information As on 30 September 2026 Shareholder Information Shareholding Pattern BSE Ticker 540649 Others FII / FPI 8% NSE Symbol AVADHSUGAR Market Cap (Rs Cr) 1,604 Individual / Free-float (%) 40% Promoters Free Float Market Cap (Rs Cr) 635 60% NRI / Foreign Shares Outstanding (Cr) 20 Nationals Industry Sugar Promoters NRI / Foreign Nationals Individual / HUF FII / FPI Others The Company has paid a dividend of 100% i.e., Rs. 10 per equity share of Rs. 10 each, for 2025-26 during the current quarter. The dividend was recommended by the Board of Directors and subsequently approved by the Shareholders at the Annual General Meeting, reflecting the Company’s continued commitment to delivering value to its shareholders. Business Updates A Strong Balance Sheet, Ready for Growth WHAT IT MEANS FOR INVESTORS 01 02 03 04 Lower Financial Risk Growth Headroom Credit Strength Shareholder Returns Moving faster towards net Capacity to fund expansion Robust credit profile Flexibility to sustain or debt-free position reduces and capex without equity supports better borrowing enhance dividends and interest burden. dilution. terms when needed. buybacks. Growth Driver Sugar Refinery at Seohara: The Company plans to establish a Sugar Refinery at its Seohara unit to manufacture refined Sugar, enabling it to cater to premium market segments and meet the evolving requirements of industrial and institutional customers. The planned facility is expected to enhance product quality, improve market positioning, and unlock opportunities for better sales realisations through value-added products. This strategic initiative will strengthen the Company’s product portfolio, improve value capture across the sugar value chain, and contribute to sustainable growth and enhanced long- term profitability. Financial Snapshots • Total Income Growth: Total Income increased by 3.5% in H1FY27, primarily driven by a 2% Total Income (Rs Cr) EBITDA (Rs Cr) increase in Sugar sales volume, despite an 19% decline in Ethanol sales volume. 1,436 1,387 655 670 • Strong EBITDA Growth: EBITDA increased by 210% in Q2FY27 and 163% in H1FY27, primarily driven by improved Sugar realisations. Q2FY27 Q2FY26 H1FY27 H1FY26 Q2FY27 Q2FY26 H1FY27 H1FY26 • Improved Sugar Realisation: Average Sugar realisation increased by 15% and 8% in Q2FY27 and H1FY27, respectively, strengthening margins and contributing significantly to the recovery in operating profitability. PAT (Rs Cr) Sugar Realisation (Rs Per Qtl.) 10 10 4,600 • Return to Profitability: The Company reported a 4,321 PAT of Rs. 10 Cr in both Q2FY27 and H1FY27, 3,985 3,994 -7 marking a significant turnaround from losses of -15 Rs. 7 Cr and Rs. 15 Cr in the corresponding Q2FY27 Q2FY26 H1FY27 H1FY26 Q2FY27 Q2FY26 H1FY27 H1FY26 periods of the previous year, respectively. Segment Overview Particular Co-gen & Sugar Distillery Others 1,257 1,170 Revenue* 594 582 120 22 20 (Rs Cr) Q2FY27 Q2FY26 H1FY27 H1FY26 Q2FY27 Q2FY26 H1FY27 H1FY26 Q2FY27 Q2FY26 H1FY27 H1FY26 EBIT 30 (Rs Cr) 21 0.20 -3 -12 Q2FY27 Q2FY26 H1FY27 H1FY26 Q2FY27 Q2FY26 H1FY27 H1FY26 Q2FY27 Q2FY26 H1FY27 H1FY26 * Including inter segment revenue. 10 Sugar Segment Overview Sugar Operational Metrics Sugar Produced (La [Showing first 8,000 characters — download PDF for full document]