Investor Presentation on the unaudited Financial Results of the Company for the quarter ended on 30th June, 2026.

Alufluoride Ltd. Mulagada, Mind, Visakhapatnam 530 012, India +91 891 254 8567 | Contact@alufluoride.com www.alufluoride.com Wealth from Waste CIN-L24110AP1984PLC005096 Date: 12 August, 2026 The Corporate Relationship Department BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai 400001. Scrip Code: 524634 Sub: Investor presentation for the quarter ended on 30 June,2026 Dear Sir, ‘We enclosed herewith the Investor Presentation on the un-audited financial results of the Company for the quarter ended on 30 June,2026. Kindly take the same on records with the acknowledgement on the receipt of the same. Yours' faithfully For Alufluoride Limited Vaishali Kohli Company Secretary and Compliance Officer Membership No.: ACS 63818 3 DNV-GL 7 150900115014001 150 45001 é Alufluoride Alufluoride Limited Q1 FY27 Results Presentation 11 August 2026 Q1 FY27 Highlights (3 Atufuorice 326.6 Cr 6.9 Cr 22.7Cr Revenue from operations EBITDA Profit after tax -39% YoY | -49% QoQ -8% YoY | op.margin 17.vs 116.%4% -12% YoY | -41% QoQ 33.51 R2.4Cr 17.4% Earnings per share Other income Effective tax rate -12% YoY (vs 33.97) vs 0.3 Crin Q1FY26 vs 30.3% in Q1FY26 325.6Cr 24,000 TPA 34 /share Total expenses Installed capacity FY26 final dividend (40%) -42% YoY on lower volumes final phase, June 2026 approved at AGM, 16 Jul 2026 Q1FY27Results | 3 The Quarter in Callouts @ Alufluoride A volume-led decline Unit economics held Revenue fell 39% YoY to 326.6 crore as FSA availability Operating margin before other income improved to 17.1% tightened from late May; the shortfall was volumes, not from 16.4% a year earlier; contracted May pricing and stocked demand or price alumina hydrate protected the unit Profit better than the top line Commitments met throughout PAT fell only 12% against the 39% revenue decline, to 32.7 FSA was sourced from distant suppliers despite higher freight, crore, helped by 2.4 crore other income and a lower tax so customer deliveries to the smelters continued through the charge quarter The constraint, disclosed early Supply since resolved The FSA shortfall traces to sulphur and ammonia disruption at On 15 July 2026 the supplier reported the issue resolved and fertiliser complexes amid the West Asia conflict; disclosed to raised plant load; operations at Visakhapatnam are being exchanges on 23 May 2026 restored to normal levels Q1FY27Results | 4 The Constraint, and the Response é Alufluoride Disclosed to exchanges on 23 May 2026; supplier reported resolution on 15 July 2026 What happened Our response « US-Iran conflict and Strait of Hormuz tensions « Sales contracts finalised in May 2026, securing a disrupted sulphur and ammonia shipments to Indian measure of price protection; deliveries to smelters fertiliser complexes met throughout « FSA, our key raw material and their byproduct, was « Supplier base widened: Coromandel Kakinada constrained in turn supplying from April 2026; IFFCO Paradeep revamping fluorine recovery « On-site FSA stocks tightened from late May 2026; production and revenue scaled back through the » FSA sourced from distant suppliers despite higher quarter freight; alumina hydrate stocked earlier at favourable prices » The impact fell largely in Q1 FY27; on 15 July the supplier reported the issue resolved and raised plant » Company expects FSA availability to improve over the load coming quarters as operations normalise Q1 FY27 Results | 10 Financials (2 Atuoride Volume-led revenue decline; margins and profit better than the top line Income Statement zcrore Income Mix zcoe Margins & Ratios 2 Crore Revenue down 39% on lower volumes; The fallis concentrated in AIF3 Operating margin before other PAT down only 12% on higher other volumes; other income rose income improved YoY; the income anda lower tax charge sharployn treasury gains effective tax rate fell sharply Revenue (ops) 26.6 43.8 (39%) AlF3operations 26.0 429 (40%) Op.margin (bef OI) 17.1% 16.4% +70bps Otherincome 2.4 0.3 590% Captivesolar 0.6 0.8 (28%) PATmargin 9.5% 7.0% +250 bps Total income 28.9 441 (34%) Otherincome 2.4 0.3 590% Effective tax 17.4% 30.3% - Finance costs 0.97 0.77 26% Totalincome 28.9 441 (34%) Depreciation 2.62 2.29 14% ol chare of PBT 71% 8% ! i90 Revenue 26.6 438 PBT pre-except. 33 45 (25%) PS5 Less: op. cost (22.0) (36.6) Tax expense 0.6 14 (57%) Op. profit 46 72 Profit after tax 27 3.1 (12%) EPS (3) 3.51 397 (12%) Q1FY27Results | 5 Key Financials @ Alufluoride Revenue down on volumes; EBITDA and profit far more resilient (% crore) 2.7Cr profit after tax (down 12% YoY vs 39% revenue) 17.1% operating margin before other income (16.4% in Q1FY26) 33.51 earnings per share (Q1FY26:33.97) Resolved Revenue EBITDA PAT Q1FY26 mQl1FY27 FSA supply, per 15 July 2026 intimation Q1FY27Results | 6 Customer/Revenue Concentration é Alufluoride AlF3 operations dominate Solar stays immaterial Aluminium Fluoride is ¥26.0 crore of Q1FY27 revenue Captive solar contributed 0.6 crore, largely for own use (down 40% YoY on volumes); a single line of product, so with surplus sold to the grid; it lowers conversion cost no Ind AS 108 segment split applies rather than being a revenue stream Other income, larger this quarter Concentrated by customer Other income rose to 2.4 crore from 0.3 crore on The largest customer was 69% of AlF3 revenue in FY25 treasury gains, a meaningful cushion to profit while (52% in FY24), reflecting consolidation among Indian operating revenue was constrained smelters rather than any commercial weakness A qualified, sticky book Widening the base Qualified to serve every major Indian smelter, Hindalco, The Company is pursuing qualification of additional Vedanta and NALCO; two customer awards confirm buyers and overseas markets through Alufluoride standing, and qualification is slow to win and slow to lose International Pte. Ltd., Singapore Q1FY27Results | 6 How We Create Value é Alufluoride Phosphatic Fertiliser Primary Aluminium Alufluoride, Visakhapatnam Complexes Smelters FSA converted into high- AlF; serves as the flux in Hydro-fluosilicic Acid (FSA), purity Aluminium Fluoride at electrolytic reduction of a difficult-to-dispose fluorine a 24,000 TPA coastal plant, alumina at Hindalco, byproduct, is recovered powered in part by 4.1 MW Vedanta and NALCO rather than discharged captive solar Fourfold benefit Pollution abatement Import substitution Lower carbon Footprint Q1FY27Results | 7 The Opportunity é Alufluoride Asstructural demand runway for AlF;, behind a qualification moat few can cross Growing Demand A Narrow Field Waste to Wealth v Indian primary aluminium v Fewer than five AlF; v Converts a fluorine effluent into smelting capacity continues to manufacturers in India; onlya a product of value expand few qualify For high-purity, low- v Substitutes imports and bulk-density supply v Each principal customer has conserves fluorspar and sulphur announced material capacity v Smelter qualification is slow and v Lowers the carbon footprint of additions over the medium term exacting; an off-spec primary aluminium consignmecnatn damage v 14-20 kg of AlF; is consumed per potlines tonne of aluminium produced v Quality, consistency and reliability win business, not price alone Q1FY27Results | 6 Manufacturing and Supply Network £ avfuere 24,000 The Visakhapatnam advantage TPA installed ity (80 TPD. installed capacity ¢ ) + Only AlF; manufacturer in Andhra Pradesh; within manageable freight range of every major Indian smelter 4 R 1 MW « Coastal location keeps outbound logistics efficient; on the same coast as both principal FSA suppliers captive solar power 1 02 FSA supply arrangements employees as on 31 March 2026 « IFFCO Paradeep: long-term contract scaled to over 17,500 TPA, with potential to expand to 19,000 TPA 3 |S O « Paradeep Phosphates: supplemental volumes as available and on-spec « Coromandel International: Visakhapatnam plant, plus new Kakinada plant certifications: 9001, 14001, 45001 supplying from April 2026 (~4,500 TPA combined) Q1FY27Results [Showing first 8,000 characters — download PDF for full document]