Ellenbarrie Industrial Gases Limited has informed the exchange regarding Investor Presentation for Earnings Conference Call scheduled on Monday, August 10, 2026 at 04:00 PM

August 07, 2026 To To National Stock Exchange of India Limited BSE Limited Exchange Plaza, 5th Floor, Plot No. C/1, G Block, Bandra – Kurla Complex, New Trading Ring, 2nd Floor, Rotunda Building, P.J. Towers, Dalal Street, Bandra (E), Mumbai – 400 051 Mumbai – 400 001 SYMBOL: ELLEN SCRIP CODE: 544421 Sub: Copy of Investor Presentation- Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Dear Sir/ Madam, Pursuant to Regulation 30 read with Part A of Schedule III of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 (‘Listing Regulations, 2015’), please find enclosed herewith copy of “Investor Presentation” for the investors/analysts call scheduled on Monday, August 10, 2026, at 04:00 PM (IST). The same has also been disseminated on the website of the Company at https://ellenbarrie.com/ We request you to kindly take the above on record. Thanking You. Yours faithfully, For Ellenbarrie Industrial Gases Limited Aditya Keshri Company Secretary and Compliance Officer Membership No.: A73390 Investor Presentation Q1 FY27 Disclaimer Safe Harbour Statement This Release / Communication, except for the historical information, may contain statements, including the words or phrases such as ‘expects, anticipates, intends, will, would, undertakes, aims, estimates, contemplates, seeks to, objective, goal, projects, should’ and similar expressions or variations of these expressions or negatives of these terms indicating future performance or results, financial or otherwise, which are forward looking statements. These forward looking statements are based on certain expectations, assumptions, anticipated developments and other factors which are not limited to, risk and uncertainties regarding fluctuations in earnings, market growth, intense competition and the pricing environment in the market, consumption level, ability to maintain and manage key customer relationship and supply chain sources and those factors which may affect our ability to implement business strategies successfully, namely changes in regulatory environments, political instability, change in international oil prices and input costs and new or changed priorities of the trade. The Company, therefore, cannot guarantee that the forward-looking statements made herein shall be realised. The Company, based on changes as stated above, may alter, amend, modify or make necessary corrective changes in any manner to any such forward looking statement contained herein or make written or oral forward-looking statements as may be required from time to time on the basis of subsequent developments and events. The Company does not undertake any obligation to update forward looking statements that may be made from time to time by or on behalf of the Company to reflect the events or circumstances after the date hereof. Table of Contents Q1 FY27 Highlights Company Overview Growth Strategy Industry Overview Historical Financial Statements Databook Q1 FY27 Highlights Key Highlights Q1 FY27 Result Snapshot Capacity (TPD) Revenue from Operations Existing* 987 INR mn | +18% YoY Bulk: 915 Onsite: 1,018** EBITDA 387 INR mn | +21% YoY Capex Guidance 350 INR mn | +87% YoY FY 2027: INR 2500 mn EBITDA and PAT Margin 39% & 30% FY 2028: INR 2000 mn *Work order awarded by NMDC Steel Limited (NSL) for the operation and maintenance of two 1,250 TPD ASU plants at Nagarnar has been excluded from total capacity calculation. **Including Onsite plant which will start in Q2FY27 Q1FY27: Growth Accelerates Across Revenue, EBITDA and PAT All Operations Revenue from Operations (₹ Mn) 1000 EBITDA (₹ Mn) & EBITDA Margin 70% PAT (₹ Mn) 38% 39% 836 20% 200 387 350 258 10% 229 0 0% Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 Y-o-Y +18% +21% +87% Q-o-Q +13% +50% +53% Financial Highlights • Revenue reached ₹987 Mn in Q1FY27, up 18.0% y-y and 13% q-q, driven by the ongoing • EBITDA increased to ₹387 Mn, up 21% y-y and 50% q-q; margins expanded to 39%, ramp-up at Kurnool and Uluberia 2. supported primarily by new-plant operating efficiencies and disciplined cost control, with some benefit from Argon pricing. • East India onsite plant is ready for commissioning; operations start this month, with revenue expected from Q2FY27. • PAT increased 87% y-y and 53% q-q, supported by lower finance costs and lower effective tax rate Gases Division — Segmental Performance Gases, related products & services — revenue and segment-result margin Revenue (₹ mn) Segment Result margin (%) 809 40% 38% 38% Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 Y-o-Y +20% Y-o-Y +45 bps +13% Q-o-Q Q-o-Q -200 bps Financial Highlights • Core Gases delivered strong revenue growth — revenue increased 20% y-y and 13% q-q to ₹973 Mn in Q1FY27, primarily driven by higher volumes from the ramp-up of merchant plants. • Strong Margin performance — segment margin were 38% in Q1FY27, supported by higher volumes, cost efficiencies across the P&L and a modest benefit from Argon pricing. • Core gas performance remains robust — momentum is expected to strengthen in H2FY27 as recently commissioned plants continue to ramp up. Note: Segment result represents segment revenue less directly attributable expenses. Operational Highlights Revenue Breakup Gases Type Customer Type (₹ Mn) Product / Services Oxygen Nitrogen Argon & Mixtures Bulk Package Onsite Sale of Gases Project Enggineering 11% 10% 694 10% 601 3% 3% 2% 42% 40% 40% 97% 97% 98% 141 133 136 140 119 128 47% 49% 50% Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27 Revenue Breakup By Industry (%) Q1FY26 Q4FY26 Q1FY27 Pharmaceuticals and Chemicals 24% 21% 20% Steel 29% 32% 35% Dealer and retail network 18% 15% 13% Engineering and infrastructure 5% 4% 4% Defence 1% 3% 3% Others 23% 25% 25% Business Update Operational Highlights Existing Plant Updates New Plant Updates • Ramp-up at the Kurnool and Uluberia 2 merchant plants is progressing • The new on-site plant in East India is being commissioned, with revenue well, with continued focus on improving capacity utilisation through FY27 contribution expected from Q2FY27 • These plants are expected to be key growth drivers in FY27 • Company plans to set up new merchant plants in North and West/Central India over the next few years, despite macroeconomic volatility Cost Optimisation Realisations • Newer energy efficient plants, higher production, cost rationalization and • Argon prices remain on a recovery trajectory, showing a modest increase on a some increase in argon prices drove improvement in profitability sequential basis, albeit still below H1 FY26 levels • Renewable energy savings to further support margin expansion • Oxygen and Nitrogen prices remain stable • Employee costs declined sequentially following prior-quarter one-offs Q1FY27 Financial Snapshot Profit and Loss Statement INR mn Q1 FY27 Q1 FY26 Y-Y (%) Q4 FY26 Q-Q (%) Revenues 987 836 18% 874 13% Other Income 171 68 145 Total Revenues 1,158 905 28% 1,020 14% Raw Material Costs 11 9 10 Purchase of Stock-in-Trade 99 78 93 Change in Inventories (4) 6 13 Power Expenses 220 176 209 Gross Profit 661 567 550 Gross Margin (%) 67% 68% 63% Employee Costs 73 63 83 Other Expenses 202 185 209 EBITDA 387 318 21% 258 50% EBITDA Margins (%) 39% 38% 30% Depreciation 63 51 61 Impairment Loss on financial assets 10 11 -13 Finance Costs 20 46 23 Total Expense 693 626 687 Profit Before Tax 465 278 67% 333 40% 115 91 104 Profit After Tax 350 187 87% 229 53% PAT Margins (%) 30% 21% 22% Figures have been rounded off Growth Strategy Growth Strategy Expanding Customer Access through Added Capacities, Strategic Acquisitions & Innovative Offerings Aligned to Evolving Needs Strategic Objectives Pan India Presence Industry Diversification Growth & Capital Discipline Strategic Acquisitions Product & Industry Balanced Business Mix Capital Efficiency Integrated Solutions & Alliances Diversification • Focus on high value-adde [Showing first 8,000 characters — download PDF for full document]