BSECompany Update3d ago · 11 Nov 2026, 01:30 pm

Submission of Supplemental Investor Information - AgriBridge Business Model and Illustrative Growth Scenerios

SC Agrotech Ltd · 526081

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SC Agrotech Ltd submitted supplemental investor information on AgriBridge business model and illustrative growth scenarios, exploring annual GMV of up to ₹1,000 crore, corresponding platform revenue at an assumed 5.2% monetisation rate, and separate hypothetical capital-deployment examples.

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Earnings Impact5/10
Growth Catalyst6/10
Governance Concern1/10
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Liquidity Impact8/10
Market Sentiment5/10

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SC Agrotech Ltd - 526081 - Announcement Under Regulation 30 Of SEBI LODR, Updates About Agribridge Business Model And Illustrative Growth Scenerios

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EXCHANGE INTIMATION | 01 / 05 11 November 2026 The Manager, Corporate Relationship Department BSE Limited, Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai - 400001 INVESTOR INFORMATION UPDATE AgriBridge: Illustrative Expansion Outlook Annual GMV scenarios | Business economics | Growth drivers Subject: Submission of Supplemental Investor Information - AgriBridge Business Model and Illustrative Growth Scenarios Dear Sir/Madam, In continuation of our communication dated 4 November 2026 regarding the public launch of the AgriBridge digital agriculture platform, we enclose supplemental investor information explaining potential platform economics and illustrative scale scenarios. The enclosed scenarios explore annual gross merchandise value (GMV) of up to ₹1,000 crore, corresponding platform revenue at an assumed 5.2% monetisation rate, and separate hypothetical capital-deployment examples. They are conditional calculations for investor understanding, not actual transaction volumes, contracted orders, sanctioned capital expenditure or financial guidance. ILLUSTRATIVE ECONOMIC PARAMETERS ANNUAL GMV ILLUSTRATION MONETISATION ASSUMPTION CORRESPONDING REVENUE ₹1,000 Cr 5.2% ₹52 Cr Hypothetical maximum scale case Blended platform fee / service rate Illustrative annual revenue only The Annexure also sets out illustrative FY28-FY30 annual transaction-volume steps, an operating-model comparison, sensitivity to different monetisation rates and the principal execution assumptions. No realised AgriBridge GMV, platform revenue or platform earnings are claimed in this communication. Kindly take this communication and enclosed Annexure on record. Thanking you, Yours faithfully, For SC AGROTECH LIMITED Pratikkumar Bharatbhai Patel Managing Director | DIN: 11211517 Enclosure: Annexure A - AgriBridge business model, illustrative scale and economic sensitivity (4 pages) ANNEXURE A / 01 | 02 / 05 Illustrative annual transaction-volume scenarios Hypothetical business-model progression across FY28-FY30; not company revenue guidance AGRI-TECHNOLOGY PLATFORM ₹1,000 Cr Illustrative annual GMV scenario FY28 FY29 FY30 ₹125 Cr ₹500 Cr ₹1,000 Cr GMV | ₹6.5 Cr revenue @ 5.2% GMV | ₹26 Cr revenue @ 5.2% GMV | ₹52 Cr revenue @ 5.2% Illustrative GMV growth path Annual gross merchandise value (₹ crore) ₹1,000 1000 ₹500 ₹125 FY28 FY29 FY30 REVENUE SENSITIVITY - BASE ASSUMPTION 5.2% blended monetisation FY28 ₹6.5 Cr | FY29 ₹26 Cr | FY30 ₹52 Cr GMV is not revenue. All fiscal-year figures are hypothetical model allocations; achievement depends on adoption and actual transaction activity. ANNEXURE A / 02 | 03 / 05 Illustrative capital-deployment cases Independent steady-state arithmetic models based on earlier published example assumptions The following ₹10 crore and ₹100 crore cases refer to hypothetical deployment assumptions, not approved investment budgets. The calculations assume mature operating scale, not first-year performance. FOCUSED ROLLOUT WIDER EXPANSION ₹10 Cr ₹100 Cr Hypothetical capital deployment Hypothetical capital deployment ILLUSTRATIVE ANNUAL GMV ILLUSTRATIVE ANNUAL GMV ₹125 Cr Assumed take rate 5.2% ₹1,000 Cr Assumed take rate 5.2% Platform revenue ₹6.5 Cr Platform revenue ₹52 Cr Annual operating cost ₹4.5 Cr Annual operating cost ₹34 Cr EBITDA ₹2 Cr EBITDA ₹18 Cr Depreciation + finance ₹0.2 Cr Depreciation + finance ₹1.7 Cr Illustrative income tax ₹0.4 Cr Illustrative income tax ₹4.2 Cr ILLUSTRATIVE ANNUAL PAT ILLUSTRATIVE ANNUAL PAT ₹1.4 Cr ₹12.1 Cr These are standalone model calculations; no AgriBridge revenue or PAT is stated as achieved. ANNEXURE A / 03 | 04 / 05 Operational scale-up and commercialisation Possible growth levers and execution sequence; milestones are not contracted or committed VERIFY DISCOVER MATCH FULFIL RECORD Illustrative expansion roadmap FY28 FY29 FY30 BUILD SCALE DEEPEN Farmer and supplier onboarding Expand buyer and service networks Scale commercial order coordination Product and marketplace workflows Increase repeat transaction activity Explore value-added service layers Potential revenue streams Transaction fees Fulfilment services 01 02 Completed eligible orders Logistics, quality and coordination Subscriptions Data and insights 03 04 Potential paid service tiers Authorised agriculture intelligence Only commercial activity supported by actual contracts, completed orders, invoices, platform data and realised fees may be described as achieved operating performance. ANNEXURE A / 04 | 05 / 05 Sensitivity and investor information Illustrative platform revenue and EBITDA under varying assumed fee levels MONETISATION RATE SCENARIOS HYPOTHETICAL CASE 2.0% TAKE 5.2% TAKE 8.0% TAKE ₹10 Cr capital case ₹2.5 Cr ₹6.5 Cr ₹10 Cr Revenue / EBITDA EBITDA -₹2 Cr EBITDA +₹2 Cr EBITDA +₹5.5 Cr ₹100 Cr capital case ₹20 Cr ₹52 Cr ₹80 Cr Revenue / EBITDA EBITDA -₹14 Cr EBITDA +₹18 Cr EBITDA +₹46 Cr The revenue sensitivities hold the model operating costs constant to isolate the effect of the assumed take rate. EBITDA is not equal to profit after tax or cash flow; all inputs may change materially. Definitions and essential assumptions Gross value of eligible transactions that might be facilitated through AgriBridge; not the company's own revenue. Illustrative GMV multiplied by an assumed monetisation rate; excludes any assertion of realised fees. Platform revenue ₹10 Cr and ₹100 Cr represent hypothetical deployments, not approved commitments or funds raised. Capital examples The FY28-FY30 model is an illustrative progression, not financial guidance or a committed execution schedule. Scenario timing Actual outcomes depend on commercial adoption, buyer conversion, costs, capital availability and regulation. This communication is not an offer of securities or an assured return.