Investor Presentation

MSEL/SE/2026-27/42 November 6, 2026 The Manager The Manager Listing Department Listing Department National Stock Exchange of India Limited BSE Ltd. ‘Exchange Plaza’, C - 1, Block G, 1st Floor, New Trading Ring, Bandra-Kurla Complex, Rotunda Building Bandra (E), P.J. Towers, Dalal Street, Fort Mumbai 400051 Mumbai-400 001 SYMBOL – MAGADSUGAR STOCK CODE – 540650 Dear Sir, Sub: 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and Disclosure Requirements) Regulations, 2015 and the Company’s Code of Practices and Procedure for Fair Disclosure of Unpublished Price Sensitive Information, kindly find enclosed herewith a copy of the Investor Presentation with respect to the Financial Highlights of the quarter and half year ended 30th September, 2026 of the Company. Please take the same on record. Thanking you, Yours faithfully, For Magadh Sugar & Energy Limited S Subramanian Company Secretary FCS - 4974 Encl.: – as above K. K. BIRLA GROUP OF SUGAR COMPANIES 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.magadhsugar.com . CIN: L15122UP2015PLC069632 Building Around Our Core Investor Presentation | Q2 & H1 FY27 Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared Magadh 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 Financial Overview Updates Updates COMPANY OVERVIEW Avadh at a Glance : Integrated Sugar, Ethanol and Power in UP 21,500 155 38 MW TCD crushing capacity KLPD distillery (B-heavy) Co-generation Unit Region Sugar TCD KLPD SS 25-26 crush (lakh qtl) Narkatiaganj Paschim Champaran, Bihar 10,000 80 99.78 Sidhwalia Gopalganj, Bihar 5,000 75 44.51 Hasanpur Samastipur, Bihar 6,500 – 46.82 Total 21,500 155 191.11 Dr. K.K. Birla Group Share ~Rs. 635 on Group in sugar since FY26 dividend Rs Credit rating A+ 24 Aug 2026, its 1932 12.50 per share 52-week high Shareholders Information As on 30 September 2026 Shareholder Information Shareholding Pattern BSE Ticker 540650 Others (including NRIs) NSE Symbol MAGADHSUGAR Individual / HUF Market Cap (Rs Cr) 748 Free-float (%) 39% Promoters Free Float Market Cap (Rs Cr) 291 Shares Outstanding (Cr) 1.41 Industry Sugar The Company has paid a dividend of 125% i.e., Rs. 12.50 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 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 Refinery at Narkatiaganj: Conversion of the existing Sulphitation-based Sugar plant into a modern Sugar refinery is targeted for completion ahead of SS 2026-27, with commercial operations commencing in the upcoming Sugar season. The project is expected to facilitate the production of refined, higher-grade Sugar, enhance product quality and value addition, improve realisations, and strengthen the Company's product portfolio and profitability. Incineration Boiler at Narkatiaganj: Installation of the Incineration boiler is targeted for completion by November 2026, enabling an increase in annual operating days from the current 270 days to approximately 340 days. The initiative is expected to enhance distillery capacity utilisation, improve operational efficiency, and strengthen overall production capabilities along with achieving zero liquid discharge across the operations. Financial Snapshot • Total Income: Total Income declined by 11% in Q2FY27 Total Income (Rs Cr) EBITDA (Rs Cr) and 9% in H1FY27, primarily due to lower sales volumes 659 of sugar and ethanol. Sugar sales volume decreased by 602 22 9% in Q2FY27 and 8% in H1FY27, while ethanol sales 15 volume declined by 43% and 26%, respectively, during the corresponding periods. • Strong EBITDA Growth: EBITDA increased by 650% in Q2FY27 Q2FY26 H1FY27 H1FY26 Q2FY27 Q2FY26 H1FY27 H1FY26 Q2FY27, primarily driven by improved Sugar realisations.. • Improved Sugar Realisation: Average Sugar realisation PAT (Rs Cr) Sugar Realisation (Rs Per Qtl.) increased by 13% and 7% in Q2FY27 and H1FY27, respectively, strengthening margins and contributing significantly to the recovery in operating profitability. 4,642 4,380 • Return to Profitability: PAT of Rs. 1 Cr in Q2FY27, 4,090 4,086 marking a significant turnaround from losses of Rs. 10 Cr -10 -11 -10 in the corresponding period. Q2FY27 Q2FY26 H1FY27 H1FY26 Q2FY27 Q2FY26 H1FY27 H1FY26 Segment Overview Particular Co-gen Sugar Distillery 114 0.58 Revenue* 242 244 92 (Rs Cr) 52 0.27 Q2FY27 Q2FY26 H1FY27 H1FY26 Q2FY27 Q2FY26 H1FY27 H1FY26 Q2FY27 Q2FY26 H1FY27 H1FY26 EBIT 4 (Rs Cr) 7 -3 -3 -5 -5 Q2FY27 Q2FY26 H1FY27 H1FY26 Q2FY27 Q2FY26 H1FY27 H1FY26 Q2FY27 Q2FY26 H1FY27 H1FY26 * Including inter s [Showing first 8,000 characters — download PDF for full document]