NSEInvestor Presentation29 Jul 2026 · 29 Jul 2026, 05:39 pm

Investor Presentation

Vidhi Specialty Food Ingredients Limited · VIDHIING

✦ AI Summary▲ PositiveResults

Vidhi Specialty Food Ingredients Limited has announced its unaudited financial results for the quarter ended June 30, 2026, with revenue of Rs. 146.3 Cr, gross profit of Rs. 49.1 Cr, EBITDA of Rs. 26.0 Cr, PBT of Rs. 23.0 Cr, and PAT of Rs. 17.1 Cr. The company has also highlighted its strong business outlook and rationalization model measures, including expansion into tablet coatings and growth in specialty products.

Analysis Scores

Earnings Impact8/10
Growth Catalyst7/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact8/10
Market Sentiment9/10

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July 29, 2026 To, To, The Manager The Manger Department of Corporate Services (DCS-Listing) Listing Compliance BSE Limited, National Stock Exchange India Limited, Phiroze Jeejeebhoy Towers, Exchange Plaza, Plot No. C/1, G-Block, Dalal Street, Fort, Bandra-Kurla Complex, Mumbai- 400001 Bandra (East) Mumbai- 400051 Script Code: 531717 Trading Symbol: VIDHIING Dear Sir/Madam, Sub: Investor Presentation on the Unaudited Financial Results for the quarter ended June 30, 2026 In terms of Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, as amended from time to time, the Company has announced its Unaudited Financial Results (Standalone and Consolidated) for the quarter ended June 30, 2026, on July 29, 2026. Enclosed herewith is the Investor Presentation on the Unaudited Financial Results for the quarter ended June 30, 2026. Kindly take the above information on record. This intimation is also being made available on the website of the Company at www.vidhifoodcolors.com Thanking you, Yours faithfully, For Vidhi Specialty Food Ingredients Limited Anupam J Vyas Company Secretary and Compliance Officer A60464 Encl: As Above Vidhi Specialty Food Ingredients Limited Investor Presentation July 2026 Table of content 01 02 Company Overview Financial Performance 03 04 Strong Business Outlook & Rationalization Model Measures Company Overview Vidhi – At a Glance 50% Of Electricity 30 Years of Mfg Exp Consumption Of Roha 7500 TPA 12 Sectors catered Facility Generated From Capacity to Solar Power Plant Captive Power Supply 3 Production Facilities. 500 Gms to 500 Kgs, Two Star Export Advanced Products available in House manufacturing several different processes followed. packings Vidhi – Over 3 Decades of Legacy Company enjoys a Premier Position in the Synthetic Food, Drug & Cosmetic Colors in India One of the few companies in India and Globally offering the complete portfolio of colors meant for human consumption and use. Existing Business Growth Levers Enhanced Product Portfolio o Capacity Expansion at Dahej SEZ o Drug & Cosmetic Dyes, o Export-Led Growth o Drug & Cosmetic Lakes, o Shift Toward Higher-Margin Specialty Products o Fluorescent Dyes o Expansion Beyond Food Into Adjacent Sectors o Solvent Dyes o Customized Blends & Application Solutions o Co-blended lakes, o Regulatory Barrier Advantage o Salt-free Dyes. Rs. 146.3 Cr Rs. 49.1 Cr Rs. 26.0 Cr Rs. 23.0 Cr Rs. 17.1 Cr Revenue in Q1FY27 Gross Profit in Q1FY27 EBITDA in Q1FY27 PBT in Q1FY27 PAT in Q1FY27 Multi-Sector Opportunity with Strong Regulatory Alignment Common Regulatory Sr.No. Sector Typical Applications Frameworks Confectionery, beverages, dairy, bakery, snacks, sauces, 1 Food & Beverage FSSAI, FDA, EFSA, Codex processed foods 2 Pharmaceuticals Tablets, syrups, capsules, coatings, nutraceuticals USP, FDA, EP, JP EU Cosmetics Regulation, FDA 3 Cosmetics & Personal Care Lipsticks, shampoos, soaps, creams, toothpaste Cosmetics 4 Animal Feed / Pet Food Aquaculture feed, poultry feed, pet treats EU Feed Additives Regulation, FDA Feed 5 Nutraceuticals & Supplements Gummies, vitamin drinks, chewables Dietary supplement regulations 6 Ink & Printing Food-contact inks, packaging decoration Swiss Ordinance, EuPIA 7 Textile & Fabric Applications Certain specialty coloration systems Textile chemical standards 8 Household Products Detergents, cleaners, toilet blocks Consumer chemical regulations 9 Stationery & Industrial Colors Markers, craft materials, school products Local chemical safety laws 10 Agro / Seed Coating Seed treatment coloration Agricultural chemical standards 11 Biotechnology & Diagnostics Lab reagents, staining applications Laboratory reagent standards 12 Tobacco / Vape Products (country dependent) Flavored tobacco and nicotine products Tobacco product regulations Q1 FY27 Financial Performance (Consolidated) Business Update Managements Comments Dear Shareholders, At Vidhi, we believe we are at a defining point in our journey. Over the years, we have built a strong foundation anchored in quality, innovation, customer trust, and global credibility. Today, we are entering an exciting new chapter where multiple growth engines are coming together to create significant long-term opportunities for the Company. Our expansion into tablet coatings through Coat Icon marks an important strategic milestone. We see immense potential in this business as customers increasingly seek reliable, high-quality, and innovative coating solutions. At the same time, our growing pipeline of specialty products and application-driven innovations is opening new avenues across industries and geographies. Also, the company is looking at two different strategic projects work on which is well under way which will add a whole new dimension to the product range which the company offers. Together, these initiatives are expected to generate meaningful new revenue streams over the coming years while strengthening Vidhi's position as a broader specialty ingredients and solutions company. More importantly, they represent a strategic evolution—from being primarily a product-focused organization to becoming an innovation-led, solutions-driven partner for our customers. Vidhi's EBITDA margin has expanded by approximately 400 basis points, driven by a favourable product portfolio mix and higher sales of cosmetic dyes and other value-added products. This strategic shift towards higher-margin offerings has contributed significantly to the Company's improved profitability and reflects the continued focus on enhancing product quality, innovation, and value creation. This next phase is about more than growth in scale; it is about transforming our capabilities, broadening our ambitions, and reinforcing our strategic direction. We are investing with conviction in future-ready platforms, expanding our innovation capabilities, and deepening partnerships with customers across global markets. The transformational journey has begun, and we are excited about the opportunities that lie ahead. With a clear vision, disciplined execution, and an unwavering commitment to innovation, we believe Vidhi is well positioned to define its next era of growth and value creation. Thank you for your continued trust and support as we build the future together. Q1 FY27 Performance Highlights Total Sales (In MT) Q1 FY27 (Y-o-Y) 1,618.0 Rs. 146.3 Cr Rs. 26.0 Cr Rs. 17.1 Cr 1,506.1 1,436.0 1,421.1 Revenue EBITDA PAT 1,228.6 66.4% 26.7% 34.7% Y-o-Y Y-o-Y Y-o-Y Highlights The company reported better performance due to increase in demand. • Revenue from Operations stood at Rs. 146.3 Cr. in Q1 FY27 as against Rs. 87.9 Cr. in Q1 FY26, 66.4% increase YoY • EBITDA reported at Rs. 26.0 Cr. in Q1 FY27 as compared to Rs. 20.5 Cr. in Q1 FY26, 26.7% increase Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 • Profit Before Tax stands at Rs. 23.0 Cr. in Q1 FY27 as against Rs. 17.2 Cr. in Q1 FY26, 34.2% increase Manufactured Sales • Profit After Tax was at Rs. 17.1 Cr. in Q1 FY27 as against Rs. 12.7 Cr. in Q1 FY26, 34.7% increase YoY Break up of Sales Yearly Particulars FY 2025-26 (Rs. in Cr) FY 2024-25 (Rs. in Cr) Manufacturing Sales 330.2 332.7 Trading Sales 49.8 49.6 Revenue from Operation 380.0 382.3 Quarterly Q1FY27 Q4FY26 ManuPfaacrttiucruilnagrs Q1 25-26 Q2 25-26ManufaQct3u 2r5in-2g6 Q4 25-26 Particulars (Rs. in Cr) Trading Sales Trading Sales SMalaensufacturin 79.38 66.93 Sal8e7s.21 96.75 g Sales Revenue 9Tr9a.6ding 8.52 46.7 8.07 967.7.25 25.9325.9 Revenue from 87.90 75.00 94.46 122.68 operations EBITDA 24.5 1.5 20.2 0.8 EBITDA % 24.7% 3.1% 20.9% 3.1% Q1 FY27 Consolidated Key Highlights Revenue from Operations (Rs. in Cr) EBIDTA (Rs. in Cr) Profit after Tax (Rs. in Cr) 23.4% 16.8% 17.8% 14.5% 10.7% 11.7% 146.3 26.0 17.1 122.7 20.5 20.6 13.1 12.7 87.9 Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 Q1 FY27 Consolidated Profit & Loss Statement Particulars (Rs in Cr) Q1 FY27 Q1 FY26 Y-o-Y Q4 FY26 Q-o-Q Revenue from Operations 146. 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