General Updates

PAN AAACR7820E GSTIN 26AAACR7820E1ZL Date: 12/08/2026 The Secretary NATIONAL STOCK EXCHANGE OF INDIA BSE LIMITED LIMITED P J Towers Listing Department Dalal Street, Fort, Exchange Plaza, 5th Floor, Mumbai 400 001 Bandra-kurla Complex, Bandra (East), Mumbai – 400 051. Company Code No.: 530699 Company Code: RAJRILTD Dear Sir / Madam, Sub: Investor Presentation Regulation 30 of the SEBI (Listing Obligations & Disclosure Requirements) Regulations, 2015(‘Listing Regulations’) Please find enclosed herewith the Investor Presentation to be made to Analysts/Investors on the Financial Results of the Company for the quarter ended June 30, 2026. This presentation is being submitted in compliance with Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. This is for your information and records. Thanking you, Yours faithfully, For RAJ RAYON INDUSTRIES LIMITED RAJKUMAR SATYANARAYAN AGARWAL MANAGING DIRECTOR DIN: 00395370 POY DTY FDY CHIPS Raj Rayon BASE YARN VALUE ADDED VALUE ADDED BY PRODUCT PRODUCTS PRODUCTS Industries Limited Investor Presentation June 2026 Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Raj Rayon Industries Limited (the “Company”), have been prepared 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 whatsoever. 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. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide, competition, the company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third party statements and projections. Company Overview Company Snapshot Revived under Established Plant Location SVG Group 1993 Silvassa Oct 2021 MFG Land Area CAPEX (over next 2 years) 25 acres Rs. 650 Crores Installed Capacity (In TPD) Products +13% p.a. Polyester Chips POY DTY Specialty Yarns FY24 FY25 FY26 Our Journey 1993 2018 2021–2022 FY24 FY26 Raj Rayon Industries Production at the Intensive modernisation of First full year of Third consecutive capacity Limited established at Silvassa plant comes to plant infrastructure. operations. First capacity expansion completed and Silvassa. Specialises in a halt. Company enters Deployment of advanced, expansion completed — dope dyed yarns added man-made polyester financial distress. cost-efficient machinery. Polymerisation scaled to along with cotton look yarns fibre manufacturing Elimination of obsolete 300 TPD, POY to 125 TPD, and few other specialties. from inception. equipment. Rs 306 Crores DTY to 60 TPD. Highest Capacity of 350TPD achieved during the year. invested in infrastructure ever revenue in 3 Additionally plans for and cutting-edge decades at Rs. 745 crore. achieving 700 ++TPD with machinery since revival. investment of 650 crores. Pre-2018 2021 January 2023 FY25 SVG Group acquires Raj First full year with 225TPD Business operated under Revival of commercial Rayon through insolvency POY capacity. Revenue previous management. production at Silvassa. proceedings under the reaches Rs 849 Crores — Company faced severe Initial capacity: National Company Law ~6x the FY23 level. EBITDA operational challenges Polymerisation 300 TPD, Tribunal (NCLT). SVG grows ~15x over the same due to outdated POY 125 TPD, DTY 60 TPD. brings 41+ years of textile period. equipment, mounting debt, expertise and an and deteriorating financial established position. manufacturing and distribution ecosystem. Journey post takeover by SVG group 5 SVG Ecosystem & Vertical Integration Vertical Integration Value Proposition Established 1984. India's leading vertically integrated producer of polyester knits, converting fibre to fully stitched garments. Captive Demand: RRIL’s upstream operations support SVG’s downstream business, ensuring stable demand and supply chain security during ramp-up. 40+ year track record in Indian textiles: Direct domain expertise in Cost Optimisation: Full integration from petrochemical molecule to finished every stage of the value chain from upstream polymer to finished garment eliminates multiple inter-company margin layers garment. Product Customisation: SVG’s understanding of premium brand requirements Premium brand client portfolio at SVG Fashions: Skechers, Adidas, enables RRIL to develop specialised and high-value yarn solutions. Puma, Reliance Retail. These clients represent quality validation at the finished product level, which cascades upstream to RRIL's yarn. Market Access: SVG’s established distribution network and relationships enabled RRIL to build a 3,500+ customer base within two years of revival. RRIL SVG Fashions SVG Fashions Premium Brands Crude Oil & Naphtha PTA & MEG (RM) (Silvassa) (Fabric) (Garments) Adidas . Reebok . Asics Cult . Skechers . Jockey Global commodity RIL . IOC . GAIL + Imports Chips. POY. DTY Knits Furnishing 1.2 Mn Pcs/annum Reliance Retail . D Mart . Specialty Yarns 4 Cr Mtr/annum V Mart . V2 Retail SVG Group Manufacturing Capabilities Ready Made Fabric Processing Knitted Fabrics Furnishing Fabrics Embroidery Fabric Garments 4 crore Metres / Annum 16,000 Tonnes / Annum 18 lakh Metres / Annum 24 lakh Metres / Annum 12 lakh Pieces / Annum SVG Group – The Value Chain The Highlighted stages represent the process owned and operated by Raj Rayon Industries Ltd SVG Takeover of RRIL — Transaction Structure 2021 2022–23 FY24–FY27 How SVG Funded the Acquisition Bank Debt Raised Post Acquisition Debt Retirement as Revenues Scaled SVG Capital Infusion Term Loans Debt Evolution vs Revenue Growth Equity (Share Capital) Rs 54.9 Cr Bank of Baroda Rs 185 Cr Year Term Loans WC Utilised Revenue Sanctioned Rs 185 Cr | Repaid Rs 66.69 Cr | FY23 86.0 4.0 137 CCPS (2.5 Mn @ Rs 100) Rs 25.0 Cr Outstanding Rs 118.31 Cr FY24 117.6 11.2 745 Unsecured Loan from SVG Rs 45.0 Cr HDFC Bank Rs 83.5 Cr FY25 181.0 25.0 849 Total SVG Capital Infused Rs 124.9 Cr Sanctioned Rs 83.5 Cr | Drawn Rs 64.73 Cr | Balance will be drawn by Q2 – Q [Showing first 8,000 characters — download PDF for full document]