Investor Presentation on the Un-audited Standalone and Consolidated Financial Results for the quarter ended June 30, 2026.

Date: August 04, 2026 National Stock Exchange of India Limited BSE Limited Exchange Plaza, Plot No. C/1, G Block, Phiroze Jeejeebhoy Towers, Bandra-Kurla Complex, Dalal Street, Bandra (East), Mumbai-400051. Mumbai-400001 Trading Symbol: SANATHAN Scrip Code: 544314 Ref. No: - 2026-2027/Aug26/132 Dear Sirs/Madam, Sub: Disclosure under Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. We hereby enclosed, pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, the Investor Presentation on the Un- audited Standalone and Consolidated Financial Results for the quarter ended June 30, 2026. During the meet, no Unpublished Price Sensitive Information (UPSI) in intended to be discussed. The Investor Presentation has also been hosted on the website of the Company viz. www.sanathan.com We request you to take the same on your record. Thanking You, Yours faithfully, For Sanathan Textiles Limited Jude Patrick Dsouza Company Secretary and Compliance Of(cid:976)icer Encl: As above. Result Update Presentation Q1 FY27 Disclaimer This presentation has been prepared by Sanathan Textiles Limited, solely to provide information about the Company to its stakeholders. No representation or warranty, express or implied is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of such information or opinions contained herein. None of the Company nor any of its respective affiliates, advisers or representatives, shall have any liability whatsoever (in negligence or otherwise) for any loss howsoever arising from any use of this presentation or its contents or otherwise arising in connection with this presentation. The information contained in this presentation is only current as of its date. The Company may alter, modify or otherwise change in any manner the content of this presentation, without obligation to notify any person of such revision or changes. Certain statements made in this presentation may not be based on historical information or facts and may be "forward-looking statements", including those relating to the Company’s general business plans and strategy, its future financial condition and growth prospects, and future developments in its industry and its competitive and regulatory environment. Actual results may differ materially from these forward-looking statements due to number of factors, including future changes or developments in the Company’s business, its competitive environment, information technology and political, economic, legal and social conditions in India. Please note that this presentation is based on the publicly available information including but not limited to Company’s website and Annual Reports. This communication is for general information purposes only, without regard to specific objectives, financial situations and needs of any particular person. Please note that investments in securities are subject to risks including loss of principal amount. This presentation does not constitute an offer or invitation to purchase or subscribe for any shares in the company and neither any part of it shall form the basis of or be relied upon in connection with any contract or commitment whatsoever. *All images shown are real from our operations Management Y The global yarn industry navigated a quarter of unprecedented price volatility. ComNmentary Geopolitical tensions in West Asia disrupted PTA and MEG feedstock markets, driving R polyester yarn prices sharply higher, while cotton rose independently but no less steeply, prompting the Government to temporarily waive the 11% cotton import duty A with effect from June 1, 2026. Amid rapid rallies and heightened uncertainty, downstream buyers deferred purchases in anticipation of a correction and industry T operating rates moderated, though conditions began normalising from June as demand and utilisation showed early signs of recovery. E Against this backdrop, your Company delivered a steady operating performance. Standalone EBITDA, anchored by our Silvassa plant, rose 35.52% year-on-year to G ₹94.93 crore, underpinned by disciplined raw material procurement and deliberate diversification across natural and man-made fibres. Consolidated performance benefited from the continued scale-up at Punjab, with both facilities operating without interruption through significant supply chain disruption. Our near-term focus remains on strengthening efficiency and margins across all verticals. Paresh Dattani Chairman & Managing Director Operational Update Punjab Integrated Polyester Facility - Phase I Fully Operational Phase I was fully operationalized and stabilized during the quarter. The response from the North Indian market has been highly encouraging — reflected in strong product placement and new customer acquisitions, in line with our thesis. Focus now shifts to: (1) improving operational efficiencies, (2) increasing the share of value-added products, and (3) commissioning Phase II, which will take total polymerization capacity at Punjab to 950 TPD, reinforcing Sanathan Textiles' position as a leader in the North Indian textile ecosystem. Raw Material Volatility Crude oil volatility stemming from the ongoing Middle East conflict continued to weigh on the global petrochemical value chain, impacting prices and availability of PTA, MEG, and fuel. Disciplined procurement planning and deep supplier relationships enabled the Company to secure adequate feedstock and maintain operational stability, even as industry utilization levels moderated significantly. Cotton prices firmed further amid global supply uncertainties and climate risks prompting the government to exempt import duty on raw cotton even as demand remained resilient. We continue to manage exposure through calibrated procurement and inventory management. Upcoming Projects Technical Textiles Expansion at Silvassa: Installation of plant and machinery is complete, doubling installed capacity from 9,000 MTPA to 18,000 MTPA. Commercial production is expected to commence shortly, strengthening the Company's presence in higher-value technical textile applications and enabling deeper integration across the value chain. Cotton Project at Dhar, Madhya Pradesh: We remain committed to expansion across verticals amid resilient structural tailwinds, with our planned greenfield cotton spinning project set to leverage Madhya Pradesh's favorable cotton ecosystem and Sanathan Textiles' proven execution capabilities across diversified yarn segments. Q1 FY27 Financial Performance (Standalone) Production & Sales (Lakh MTPA) Revenue (INR Cr) Revenue from Operations for 0.59 0.61 0.63 0.62 0.62 0.64 0.58 0.60 732 750 767 768 753 the quarter was higher at INR 0.54 0.54 813 cr, vs. INR 753 cr in Q4 FY26, on account of higher selling prices EBITDA for the quarter stood at INR 95 cr as against INR 82 cr in Q4 FY26, driven by an increase Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 in spreads across verticals Production Sales PAT for the quarter stood at INR EBITDA (INR Cr) PAT (INR Cr) 65 70 30.00% 65 cr against INR 56 cr in Q4 95 56 100 82 30.00% 60 50 51 25.00% FY26, driven primarily by an 90 47 80 71 70 71 25.00% 50 38 20.00% increase in spreads across 70 53 20.00% 40 verticals 60 11.0% 7.4% 15.00% 11.7% 50 15.00% 30 8.0% 9.7% 34 00 9.3% 7.0% 10.00% 20 6.8% 6.6% 5.0% 10.00% 9.3% 20 5.00% 10 6.3% 5.00% 0 0.00% 0 0.00% Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 PAT PAT margin EBITDA EBITDA margin Standalone Numbers | Sales pertains to only Finished Goods. Q1 FY27 Financial Performance (Consolidated) Production & Sales (Lakh MTPA) Revenue (INR Cr) Revenue from Operations for 1.04 1.05 1,335 0.96 0.97 1.01 0.99 the quarter rose to INR 1,335 cr 1,169 1,079 from INR 1,169 cr in Q4 FY26 on 0.75 0.69 818 account of higher sel [Showing first 8,000 characters — download PDF for full document]