BSECompany Update6d ago · 10 Aug 2026, 10:37 am

Please find attached herewith Investor Presentation for quarter ended 30th June, 2026.

Sayaji Industries Ltd · 540728

✦ AI Summary▲ PositiveResults

Sayaji Industries Ltd has released its Q1FY27 earnings presentation, showing revenue of ₹288 Cr, EBITDA of ₹21 Cr, and an EBITDA margin of 7.3%. The company has maintained its performance despite cost inflation and has seen an increase in end product prices. It has also made progress on its technology modernization project and joint venture capital expenditure projects.

Analysis Scores

Earnings Impact6/10
Growth Catalyst4/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact8/10
Market Sentiment7/10

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Sayaji Industries Ltd - 540728 - Announcement under Regulation 30 (LODR)-Press Release / Media Release

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Date: 10th August, 2026 The Manager, BSE Limited, Phiroz Jeeboy Towers, Dalal Street Mumbai-400 001 Script Code: 540728 Dear Sir/Madam, Subject: Submission of Investor Presentation for Q1 ended on 30th June, 2026 Dear Sir/Madam, Pursuant to Regulation 30 read with Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the Investor Presentation of Sayaji Industries Limited for the quarter ended 30th June, 2026. The presentation contains an overview of the Company's business, operational and financial performance for Q1 ended on 30th June, 2026 and is being made available to investors and stakeholders. The aforesaid Investor Presentation is also being uploaded on the website of the Company. Kindly take the same on your records. For, Sayaji Industries Limited Mr. Vishnu H Thaker (Company secretary & Compliance Officer) (ACS-60441) (This is digitally signed document hence Stamp is not required.) Sayaji Industries Limited Maize Products, Chinubhai Nagar, P.O. Kathwada, Ahmedabad – 382430, Gujarat, India T: +91-79-22900881-85, 22901581-85 CIN No: L99999GJ1941PLC000471 E: maize@sayajigroup.in, W: www.sayajigroup.in S AYA JI IN DU ST RI E S LIM ITE D Eight Decades in the Maize Starch & Derivatives Industry. Pivoting to Speciality Food Ingredients. Since 1941 Sayaji Industries Limited BSE: 540728 | Bloomberg: SAYIND:IN Earnings Presentation Q1FY27 | August 2026 Inside the presentation 01 02 03 04 05 Q1FY27 About the Business Industry Financial Performance Company Profile Overview Profile Highlights Q1FY27 Performance Highlights Sayaji at a Glance Product Portfolio Industry Overview Key Performance Indicators • Maize Starch & Derivatives Q1FY27 P&L Snapshot History & Milestones Industry Tailwinds & 5Y P&L Snapshot • SpecialityFood Ingredients Elevating Challenges Management Commentary Board of Directors Manufacturing Infrastructure 5Y Balance Sheet Snapshot • Promoter Directors • Maize Starch & Derivatives • Non-Promoter Directors • SpecialityFood Ingredients 5Y Cash Flow Snapshot Corporate Structure Production Capacity & Utilisation Capital Markets Overview JV Philosophy & Revenue Mix Profile International Partners Strategic Priorities Subsidiary: Sayaji Seeds Private Limited CAPEX Roadmap Global Presence SAYAJI INDUSTRIES LIMITED | Investor Presentation 2027 Q1FY27 Performace Highlights Q1FY27 Performance Highlights 04 Q1FY27 P&L Snapshot 05 Management Commentary 06 Capital Markets Overview 39 Q1FY27 Performance Highlights (Consol) Revenue (₹ in Crore) EBITDA (₹ in Crore) PAT (₹ in Crore) 6% 287% YoY Growth 350 YoY Growth 30 25 26 10 11 250 268 8 20 21 7 -2 -4 50 5 0 0 -6 Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 Note: EBITDA including Share of Profits in JVs SAYAJI INDUSTRIES LIMITED | Investor Presentation 2027 Q1FY27 P&L Snapshot (Consol) PARTICULARS (₹ in Crore) Q1FY27 Q4FY26 Q1FY26 YoY Change QoQ Change Revenue from Operations 288 268 272 6% 8% COGS 195 182 211 -7% 7% Gross Profit 93 85 61 52% 9% Gross Margin (%) 32.2% 31.9% 22.5% 968 bps 28 bps Operating Expenses 75 62 58 30% 20% Other Income 2 1 1 20% 16% Share in profit of joint venture 2 2 1 172% 0% EBITDA 21 26 5 287% -19% EBITDA Margin (%) 7.3% 9.8% 2.0% 532 bps -245 bps Finance Cost 6 6 6 12% 2% Depreciation 5 5 5 10% 1% Profit before Tax 9 15 (5) - -36% Profit after Tax 7 11 (4) - -33% PAT Margins (%) 2.5% 4.1% -1.3% 386 bps -153 bps Basic EPS (in ₹) 2.78 4.44 (1.52) - -37% Note: EBITDA including Share of Profits in JVs. Consolidated financials. SAYAJI INDUSTRIES LIMITED| Investor Presentation 2027 Management Commentary Sayaji Industries has carried forward the momentum o f the up, which is allowing us to manage continuity in our last two quarters and delivered a healthy performance in exports business. Alongside this, the Company has focused Q1FY27, marking a good start to the financial year. its energies on alternate export markets, including the Revenue for the quarter stood at ₹288 Cr, with an EBITDA United States, and is also seeing healthy visibility from of ₹21 Cr and an EBITDA margin of 7.3%. domestic markets. The quarter saw an increase in input prices on the back of On the project front, we remain on track with our general food inflation, higher energy costs and the Technology Modernisation and Automation Project. resulting inflation in logistics costs. Despite this, the ~95% of the machinery and material has been delivered, Company has remained on course with its performance, installation is in process, and the project is expected to be supported by healthy volumes and margins. Given that this commissioned by the end of September 2026. Once cost inflation has been experienced across the industry, it is operational, it will enable significant and sustainable cost encouraging to note that end product prices have also savings for the Company. remained buoyant across the board. During Q1FY27, we We have also progressed on our joint venture capital recorded an average increase in sales prices of 3-4%. Based expenditure projects. The Alland & Sayaji Gum Arabic on these developments, we expect margins to remain Spray-Drying Plant #2 is expected to commence work healthy for the rest of the year. From an operational by the end of September 2026, and given the ongoing Mr. Priyam B. Mehta perspective, raw material availability remains comfortable, monsoon season, civil works are expected to begin in and while prices did increase during Q1, we remain CHAIRMAN & MANAGING DIRECTOR Q3FY27. Work on the Nigay & Sayaji Caramel Colours Plant comfortable with our procurement strategy for FY27. is expected to commence on the same timelines as well. On the exports front, logistics to the Middle East have Taken together, the performance in Q1FY27 and the remained under pressure on account of elevated freight projects currently under execution position the Company costs and the continued lack of a resolution to the West well for FY27. The focus remains on consolidating these Asia crisis. While the situation remains challenging, gains, completing the projects on hand and continuing to alternate shipping and logistics routes have since opened build a stronger, more competitive operating platform. SAYAJI INDUSTRIES LIMITED| Investor Presentation 2027 About the Company Sayaji at a Glance 08 History & Milestones 09 Board of Directors • Promoter Directors 10 • Non-Promoter Directors 11 Corporate Structure 12 JV Philosophy & International Partners 13 Subsidiary: Sayaji Seeds Private Limited 14 Sayaji at a Glance Founded in 1941, Sayaji Industries is Alongside the core maize starch 1,000 TPD one of India’s oldest maize wet milling business, Sayaji operates a spray- company, manufacturing native & drying division and 2 JVs with modified starches, sweeteners international partners for manufacturing Daily Maize Crushing Capacity (Dextrose Monohydrate, Dextrose speciality food ingredients. Anhydrous, Sorbitol, Liquid Glucose) and by-products (gluten, germ, fibre). It Over the years, Sayaji Industries has serves FMCG, pharmaceutical, paper, transitioned into a full-fledged maize ₹1,072 Cr ₹47* Cr textiles and packaging sectors. starch & derivatives company with a focus on value-add product categories, and niche food ingredient businesses. FY26 Revenue FY26 EBITDA 1941 Diversified Business 2 JVs Verticals International Collaborations in One of India’s Oldest Maize Niche High-Value Businesses Starch & Derivatives Company Maize Starch & Derivatives Alland & Robert (France) - Spray-Drying Food Ingredients Gum Arabic Powder JV Businesses Nigay SAS (France) – Caramel Colours# SAYAJI INDUSTRIES LIMITED | Investor Presentation 2027 *EBITDA including Share in Profit of JVs # JV currently under formation History & Milestones Over 8 decades of operations | From 1 TPD (1941) to 1,000 TPD (2026) Scale-up: Starch & Pivot to Speciality 1941- 1984- 2016- Foundation 1983 2015 Derivatives Present Food Ingredients 1941 1973 1980s 2000 2016 [Showing first 8,000 characters — download PDF for full document]