Presentation on Unaudited Financial Results (Standalone & Consolidated) for the quarter ended 30th June 2026

Ref No. GIL/CFD/SEC/27/081/SE 12th August 2026 BSE Limited National Stock Exchange of India Limited Scrip Code: 500300 Symbol: GRASIM Dear Sir/Madam, Sub: Presentation on Unaudited Financial Results (Standalone and Consolidated) of the Company for the quarter ended 30th June 2026 Ref: Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 Please find enclosed the presentation on the Unaudited Financial Results (Standalone and Consolidated) of the Company for the quarter ended 30th June 2026, which will be presented to the investors and also posted on our website www.grasim.com The above is for your information and record. Thanking you, Yours sincerely, For Grasim Industries Limited Neelabja Chakrabarty Company Secretary and Compliance Officer ACS – 16075 Encl: as above Luxembourg Stock Exchange Citibank N.A. Citibank N.A. 35A Boulevard Joseph II Depositary Receipt Services Custodial Services L-1840 Luxembourg 388 Greenwich Street, FIFC, 11th Floor, C-54 & 55, 26th Floor, New York, G Block Bandra Kurla NY 10013 Complex, Bandra (East), Mumbai - 400051 Grasim Industries Limited Aditya Birla Centre, ‘A’ Wing, 2nd Floor, S.K. Ahire Marg, Worli, Mumbai 400 030, India T: +91 22 6652 5000 / 2499 5000 | F: +91 22 6652 5114 / 2499 5114 E: grasim.secretarial@adityabirla.com | W: www.grasim.com | CIN: L17124MP1947PLC000410 Regd. Office : Birlagram, Nagda – 456 331 (M.P.) Built on Trust. Scale with Purpose. Earnings Presentation Q1FY27 GRASIM INDUSTRIES LIMITED August 2026 Index Macro Financial Cellulosic Chemicals Updates Highlights Fibres 05 07 12 17 Pg Pg Pg Pg Building Financial Other Annexure Materials Services Businesses 22 30 32 34 Pg Pg Pg Pg Grasim Industries Limited | Q1FY27 2 Grasim’s Leadership across Key Components of Growing Economy FOCUS ON GROWING ASPIRATIONAL INFRASTRUCTURE AND GROWING INCREASING MANUFACTURING RENEWABLE ENERGY CONSUMPTION HOUSING DEMAND DIGITAL ECONOMY FINANCIALISATION GROWTH SECTOR PROXY PLAY ON INDIA’S GROWTH STORY Cellulosic Staple Fibre Chlor-Alkali Grey Cement B2B E-commerce NBFC Solar Cellulosic Fashion Yarn Specialty Chemicals White Cement Aditya Birla Capital Housing Finance Wind Digital Linen Textiles Water Treatment Ready Mix Concrete Asset Management Hybrid Premium Cotton Fabrics PVC Additives Wall Putty Life & Health Insurance Insulators Industrial Applications Decorative Paints Grasim Industries Limited | Q1FY27 3 Track Record of Consistent Growth Q1FY27 Highlights Revenue EBITDA (₹ crore) (₹ crore) Consolidated Consolidated Standalone Standalone Revenue TTM Standalone % in Consolidated Standalone % in Consolidated 1,84,029 ₹ crore 1,84,029 27,520 1,75,431 25,872 1,48,478 EBITDA TTM 20,023 27,520 ₹ crore 21% 23% 24% 14% 14% 15% 43,611 41,039 31,563 4,124 PAT# TTM 2,857 3,558 5,919 ₹ crore FY25 FY26 TTM FY25 FY26 TTM STRATEGI C PRI O RI TI ES MARKET LEADERSHIP INNOVATION SUSTAINABILITY CAPITAL ALLOCATION COST LEADERSHIP Grasim Industries Limited | Q1FY27 Note: (#) Owners Share before exceptional items; TTM- Trailing Twelve Months (July 2025 to June 2026) 4 Macro Updates Earnings Presentation | Q1FY27 Macro Updates Q1FY27: Macro Indicators Index of Industrial Production - IIP India Merchandise Exports Non-Food Bank Credit Growth (% YoY) ($ billion) (%) 18.3 129.5 5.7 16.9 14.4 3.8 10.8 112.1 111.5 Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 Jun-25 Sep-25 Dec-25 Mar-26 Jun-26 In IIP, Manufacturing sector grew at India Merchandise Exports in Q1FY27 up Credit offtake improved with Average average of 6.3% in Q1FY27, higher than by 16.1% YoY to $129.5 bn Non-food bank credit growth of ~18.3% Q1FY26 growth rate of 4.1% YoY, compared to: › Exports of Chemical & Related products up by ~10% YoY › Textiles sector up by ~14.3% YoY › ~16.9% in Q4FY26; › Exports of Textiles and Allied products up by › Chemicals sector down by ~0.6% YoY › ~9.3% in Q1FY26 ~3.4% YoY Grasim Industries Limited | Q1FY27 Source: Mospi and RBI 6 Financial Highlights Earnings Presentation | Q1FY27 Financial Highlights Q1FY27: Key Highlights Consolidated revenue at ₹48,716 Cr. up 21% YoY driven by strong all-round performance across its diversified businesses portfolio Financial › Standalone revenue stood all-time high of ₹11,795 Cr., up 28% YoY, led by double engine momentum from both Core and Growth businesses Performance › Consolidated EBITDA stood highest-ever at ₹8,077 Cr., up 26% YoY, driven by revenue-led growth and cost efficiencies across businesses Revenue grew by 12% YoY to ₹4,530 Cr., led by improved global prices and higher share of Specialty fibres Cellulosic › EBITDA stood at ₹632 Cr, up 2x, supported by low base and better product mix Fibres › CFY sales volumes de-grew by 7% YoY, amid labour shortage and subdued demand in the textile value chain EBITDA grew by 16% YoY to ₹491 Cr. mainly led by improved profitability of Chlorine Derivatives and Specialty Chemicals Chemicals › Caustic Soda sales volume de-grew 6% YoY due to lower production on account of captive power plant maintenance shutdown › Specialty Chemicals revenue share improved 200 bps YoY to 30%, resulting from the pass-through of increased key input prices Capacity expanded by 8.7 MTPA, taking total grey cement capacity (India and Overseas) to 205.5 MTPA Cement › Revenue stood at ₹24,648 Cr., up 16% YoY; Consolidated sales volume grew by 12.2% YoY to 41.3 million tons › EBITDA grew by 12% YoY to ₹5,146 Cr. driven by volume growth and lower logistics & power costs Decorative Paints revenue at ₹1,661 Cr., up by 64% YoY led by a) market share* gains; b) expansion of distribution network Paints › Birla Opus, further strengthened its 3rd largest position in India’s organised decorative paints industry, with revenue growth of 17% QoQ › Highest-ever production and sales volumes with utilisation levels steadily ramping up across its six state-of-the-art manufacturing plants Revenue stood at ₹2,548 Cr. up by 75% YoY; Q1FY27 annualized revenue run-rate (ARR) continues to trend above ₹10,000 Cr. › Gross margins continue to improve; the business remains on track to achieve EBITDA break-even by exit of FY27 E-commerce › Product categories continues to diversify; New categories within Building Materials, Non-Ferrous metals and Chemicals emerging as key growth drivers Total Lending portfolio (NBFC and HFC) up by 32% YoY to ₹2,19,289 Cr. Financial › Total AUM (AMC, life and health insurance) stood at ₹7,52,745 Cr. Services › D2C platform - ABCD, witnessed strong response with more than 12 million customer acquisitions^ Grasim Industries Limited | Q1FY27 Notes: (*)As per internal estimates of Q1FY27 Decorative Paints Organised market share in India; CFY: Cellulosic Fashion Yarn; NBFC: Non-Banking 8 Financial Company; HFC: Housing Finance Company; AMC: Asset Management Company; ABCD: Aditya Birla Capital Digital, (^)as of 30th Jun 2026 Financial Highlights Q1FY27: Performance Highlights Revenue EBITDA Adjusted PAT*# (₹ crore) (₹ crore) (₹ crore) 51,101 2,153 t 48,716 8,011 8,077 1,980 40,118 d 6,430 i 1,442 Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 Q1FY26^ Q4FY26^ Q1FY27 Revenue EBITDA Adjusted PAT# (₹ crore) (₹ crore) (₹ crore) 11,774 11,795 1,094 247 l 9,223 (82) (118) Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 Grasim Industries Limited | Q1FY27 Notes:(^) Restated as Aditya Birla Health Insurance Co. Ltd adopted Ind AS 117; (*) Owners Share; (#) Excluding exceptional items 9 Financial Highlights Consolidated Financial Position Particulars As on 30th June 2025 As on 31st Mar 2026 As on 30th June 2026 Net Worth (₹ crore) 99,112^ 1,03,469^ 1,08,798 Debt to Equity Ratio 1.18 1.32 1.31 Total Debt to Total Assets 0.37 0.39 0.39 Debt* to Equity Ratio 0.29 0.28 0.29 Net Debt* (₹ crore) 35,138 36,915 39,877 Net Debt* to TTM EBITDA stood at 1.45x as on 30th June 2026 against 1.62x as on 30th June 2025 Grasim Industries Limited | Q1FY27 Notes: (*) Excluding borrowing related to financial services business; (^) Restated as Aditya Birla Healt [Showing first 8,000 characters — download PDF for full document]