Investor Presentation

Q1 FY27 Investor Presentation Disclaimer This presentation and the accompanying slides (the Presentation), which have been prepared by Sumeet Industries (Sumeet, 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 what so ever. 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. 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Investor Presentation Why Sumeet Industries Limited Future Growth and Value Creation • Clear growth visibility with 30,000 TPA expansion & additional ~₹300 Cr revenue potential • Shift towards value-added yarns to structurally improve profitability • Technology-led scalability with continuous capex and automation upgrades • Export-ready platform offering incremental growth optionality • Renewable energy focus improves cost stability and ESG profile Current Competitive Edge • Structural cost advantage driven by location, efficiency and low wastage • High operating efficiency (98–100%) supports consistent margins across cycles • Strong customer stickiness enabled by fast delivery and small-lot flexibility • Ability to cater to small and customised orders positions the company well for changing customer demand patterns Foundational Strengths • Integrated, end-to-end manufacturing ensures control over cost, quality and delivery • Experienced ownership under Eagle Group strengthens execution and governance • Diversified product portfolio across multiple yarn categories reduces dependence on any single segment Investor Presentation About Sumeet Industries Limited Sumeet Industries Limited, incorporated in 1988, is an integrated polyester manufacturer engaged in the production of Polyethylene Terephthalate (PET) chips, Partially Oriented Yarn (POY), Fully Drawn Yarn (FDY) and polyester texturized yarn, catering to apparel, home textile and industrial applications. The Company operates a manufacturing facility in Surat, Gujarat, and has an installed production capacity of over 1 lakh tonnes per annum. Its location within a key synthetic textile hub enables proximity to customers, efficient logistics and just-in-time supply. Sumeet’s end-to-end integrated manufacturing setup provides strong control over quality, cost and delivery timelines, while a flexible production configuration allows quick response to varying customer specifications and order sizes. Operations are supported by high operating efficiency, disciplined waste and rejection control, and in- house recycling and process optimization, enhancing cost stability and margin resilience. In July 2024, Sumeet Industries was acquired by the Eagle Group, a textile-focused promoter group with over four decades of industry experience, strengthening operational discipline and execution capabilities. Key Facts 35+ 4 1 Lakh+ ~98-100% Years Of Industry Product TPA Production Capacity Experience Categories Capacity Utilization 600+ 14 MW FY26 Employees Solar Power Total Revenue: ₹ 1,053.81 Cr Plant EBITDA: 5.77% Net Profit: 2.59% Investor Presentation Journey Across Three Decades 2013 2014 2015 2016 2024 2026 Commissioned waste Installed four new Modified FDY line for Commissioned 4.80 MW Management takeover by Expanding FDY recycling plant; texturising machines. bright and colour yarns; FO-based captive power Eagle Group following the capacity by 40 TPD for upgraded FDY capacity. installed 25 TFO plant and began NCLT-approved resolution value-added yarn machines. upgrading polypropylene plan. production. plant. Completed ₹199.75 Cr Rights Issue. 2012 2010 2009 2008 2006 2005 Increased spinning Added 23,500 TPA Commissioned 100,000 TPA Completed fully Added menthol Installed 60 waterjet capacity from 53,000 TPA POY and 21,000 TPA continuous polymerisation subscribed rights issue. distillation and looms for woven to 100,000 TPA; installed FDY capacity; plant and 6 MW gas-based crystallisation facilities. fabric additional captive power listed on NSE. power plant. manufacturing. capacity. 1988 1992 1993 1996 1997 2004 Incorporated as Converted into a public Set up polypropylene Renamed as Sumeet Expanded PPMFY Established POY plant Sumeet Synthetics limited company and multifilament yarn Industries Limited. capacity to 3,900 TPA. with 12,000 TPA Private Limited launched its maiden public plant (1,500 TPA). capacity; issue; shares listed on BSE commissioned 2.5 MW and Baroda Stock Exchange captive power plant. Investor Presentation Management Overview Mr. Radheshyam B. Jaju Mr. Pratik R. Jaju Mr. Rohan Dipakbhai Modh Executive Director, Chairperson Executive Director, Managing Director Executive Director • Over 40 years of experience in the • MBA with over 15 years of • Masters in Management Studies textile industry operating experience from Stevens Business School, USA • Founder and key driver of Eagle • Actively involved in day-to-day • Experience with Corbridge Financial Group’s growth operations of group companies and Raven Black Capital, USA • Deep expertise across nylon, • Focus on production, operations • Background in investment banking spinning, texturising and weaving and execution and project finance • Leads group-level marketing, raw • Supports marketing and • Provides financial and strategic material sourcing and business operational coordination advisory support relationships Investor Presentation Eagle Group At A Glance • A family-led textile group with nearly 40 years of experience in manufacturing and trading across the textile and apparel value chain. • Engaged in producing polyester draw texturised yarn, polyester and nylon FDY, sizing beams, and a range of polyester fabrics. • Active across multiple segments including yarn texturising, air texturising, sizing, weaving of fancy fabrics, embroidery jobwork, textile machinery sales, shirtings, yarn importing and trading, garment access [Showing first 8,000 characters — download PDF for full document]