Investor Presentation for Q1/FY27

An ISO 9001, ISO 14001 & ISO 45001 Certified Company SARDA ENERGY & MINERALS LTD. 3rd August 2026 BSE Ltd National Stock Exchange of India Ltd. The Department of Corporate Services Exchange Plaza, Bandra Kurla Complex Phiroze Jeejeebhoy Towers Bandra (E), Mumbai – 400051 Dalal Street – Mumbai 400 001 Fax. No: 022-26598237/38, 022-26598347/48 Security Code No.: 504614 Symbol: SARDAEN Series: EQ Dear Sir, Sub: Investor Presentation on the results for the Q1/FY27 With reference to the captioned subject, pursuant to Regulation 30 (6) read with Part A of Schedule III of SEBI (Listing Obligations and Disclosure Requirements) Regulation 2015, we are enclosing herewith the Investor Presentation on the Q1/FY27 results of our Company. The said Investor Presentation is also being placed on the website of the Company - www.seml.co.in. The said presentation will also be shared with various Analysts / Investors. You are requested to take the same on records. Thanking you, Yours faithfully, For Sarda Energy & Minerals Ltd. Authorised Signatory Encl: As above From Momentum to Multiplication Investor Presentation Q1 FY27 August 2026 Real Images of SEML Assets Safe Harbour Statement This presentation and the accompanying slides (the “Presentation”), which have been prepared by Sarda Energy & Minerals Ltd (the “Company”) 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 the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. All product names, logos, and brands are property of their respective owners. All company; product and service names used in this presentation are for identification purposes only. Use of these names, logos, and brands does not imply endorsement. 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 guaranteeing 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. Q1 FY27 Highlights Strategic Direction IMAGES TO BE REPLACED WITH ACTUALS Business Overview Annexure Real Images of SEML Assets Q1 FY27 Highlights Performance Highlights | Resilient Operations Q1FY27 Consolidated Highlights** Total Income EBITDA Profit After Tax Cash Profit Rs. 1,717 Cr Rs. 762 Cr Rs. 478 Cr Rs. 712 Cr 0.2% YoY Growth 9.4% YoY Growth 9.4% YoY Growth 11.0% YoY Growth ENERGY MINING METALS • Energy Segment contributed nearly 70% to • Mining operations continued to support • Higher Iron Ore Pellet production QoQ consol EBITDA, driven by stable PLF and captive requirements, strengthening supported operating performance. improved realization QoQ. integration and operational efficiency. • Steel production temporarily impacted by • Hydropower generation temporarily • Mine development remains on schedule, captive 30 MW turbine shutdown, expect impacted by shutdown at Sikkim plant*. supporting the planned increase in resumption in August 2026. • Q1 FY27 Earnings includes a one time true- production. • Steel realizations remained steady on a up relating to regulatory approval of final sequential basis. project cost for Sikkim Hydropower plant. Q1 Production 1,391 Mn KwH 119 Mn KwH 6,37,411 MT 2,24,097 MT 76,712 MT 10,724 MT Thermal Power Hydro Power Coal Pellet Sponge Iron HB Wire Highlights Generation Generation Production Production Production Production Note: 1) *Production resumed on 05.07.2026. 2) **Q1 FY27 Net Profit includes a one-time net benefit worth Rs. 110 crore relating to the regulatory approval of final project cost for 113 MW Sikkim Hydropower Plant. Management Commentary Mr. Pankaj Sarda Managing Director Q1 FY27 demonstrated the resilience of our integrated business model and disciplined execution. Despite temporary operational disruptions arising from planned maintenance activities, select unplanned outages and seasonal factors, we delivered a 9.4% YoY growth in consolidated EBITDA in Q1 FY27. The energy business continued to drive growth, contributing nearly 70% of consolidated EBITDA. We also reported our highest-ever quarterly PAT of Rs. 478 crore, partly supported by the tariff true-up relating to our 113 MW Sikkim hydropower plant. Backed by a net debt-free balance sheet, prudent capital allocation and healthy cash generation, we are confident in our ability to scale our operations by quadrupling our mining capacity and doubling our energy generation capacity over the medium term. With the temporary operational disruptions behind us, we expect to return to our normal operating trajectory from Q2 FY27 while continuing to focus on operational excellence and creating sustainable long-term value for all our stakeholders. Q1 FY27 Consolidated Financial Snapshot Steady Earnings Momentum Despite Disruptions Reflects Strength of the Diversified Business Portfolio Income from Operations (Rs. Cr) EBIT (Rs. Cr) PAT (Rs. Cr) Cash PAT (Rs. Cr) 1,633 1,608 579 643 7 712 2 Y F 28% 25% 17% 11 11 %% 478 437 642 75% 78% 49% 53% Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 Note: 1) Hydro Power Generation impacted by the temporary shutdown at 113 MW Sikkim hydropower plant due to transmission tower collapse from 18.06.2026. Plant resumed generation on 05.07.2026. 2) The production of Steel Billet/ Wire Rod was curtailed due to shutdown of one unit of 30 MW captive power plant w.e.f 01.12.2025 for replacement. 3) One Ferro Alloys Furnace at Siltara was under shutdown for 53 Days for refurbishment. 4) The Captive power plant at Vizag was under maintenance shutdown for 23 days affecting ferro alloys production too. 5) Q1 FY27 Net Profit includes a one-time net benefit worth Rs. 110 crore relating to the regulatory approval of final project cost for 113 MW Sikkim Hydropower Plant. Production Trend Production (MT & Mn kWh) Q1 FY27 Q1 FY26 YoY % Q4FY26 QoQ % FY26 FY25 YoY % Iron Ore Pellet 2,24,097 2,30,375 (3)% 1,76,606 27% 8,26,293 8,18,866 1% Sponge Iron 76,712 84,259 (9)% 91,372 (16)% 3,45,066 3,19,114 8% Steel Billet 19,079 54,097 (65)% 45,54 [Showing first 8,000 characters — download PDF for full document]