Investor Presentation

17th August, 2026 The Manager The Manager Corporate Relationship Department Listing Department BSE Limited National Stock Exchange of India Limited First Floor, New Trade Wing Rotunda Exchange Plaza, 5th Floor Plot No. C/1, ‘G’ Building, Phiroze Jeejeebhoy Towers, Block, Bandra- Kurla Complex Bandra, East Dalal Street, Fort Mumbai-400001 Mumbai-400 051 Scrip Code: 519003 Symbol: MODINATUR Dear Sir / Madam, Sub: Investor Presentation – August 2026 We are forwarding you a copy of Investor Presentation – August 2026 of the Company. This is for your kind information and records please and for dissemination to the shareholders of the company and public at large. This presentation is also being uploaded on the Company’s Website viz. www.modinaturals.com under ‘Investor Relations’ section. Thanking you ! Yours faithfully, for MODI NATURALS LIMITED Rajan Kumar Singh Company Secretary & Compliance O(cid:431)icer Modi Naturals Limited Investor Presentation: August’26 Website Safe Harbour This presentation has been prepared by and is the sole responsibility of Modi Naturals Limited (the “Company”). By accessing this presentation, you are agreeing to be bound by the trailing restrictions. This presentation does not constitute or form part of any offer or invitation or inducement to sell or issue, or any solicitation of any offer or recommendation to purchase or subscribe for, any securities of the Company, nor shall it or any part of it or the fact of its distribution form the basis of, or be relied on in connection with, any contract or commitment thereof. In particular, this presentation is not intended to be a prospectus or offer document under the applicable laws of any jurisdiction, including India. No representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information or opinions contained in this presentation. Such information and opinions are in all events not current after the date of this presentation. There is no obligation to update, modify or amend this communication or to otherwise notify the recipient if the information, opinion, projection, forecast or estimate set forth herein, changes or subsequently becomes inaccurate. Certain statements contained in this presentation that are not statements of historical fact constitute “forward-looking statements.” You can generally identify forward looking statements by terminology such as “aim”, “anticipate”, “believe”, “continue”, “could”, “estimate”, “expect”, “intend”, “may”, “objective”, “goal”, “plan”, “potential”, “project”, “pursue”, “shall”, “should”, “will”, “would”, or other words or phrases of similar import. These forward-looking statements involve known and unknown risks, uncertainties, assumptions and other factors that may cause the Company’s actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by such forward-looking statements or other projections. Important factors that could cause actual results, performance or achievements to differ materially include, among others: (a) our ability to successfully implement our strategy, (b) our growth and expansion plans, (c) changes in regulatory norms applicable to the Company, (d) technological changes, (e) investment income, (f) cash flow projections, and (g) other risks. This presentation is for general information purposes only, without regard to any specific objectives, financial situations or informational needs of any particular person. The Company may alter, modify or otherwise change in any manner the content of this presentation, without obligation to notify any person of such change or changes. Q1FY27 Result Highlights Management Commentary Commenting on the performance, Mr. Akshay Modi, Joint Managing Director, of Modi Naturals, said, “We have started FY27 on a positive note, with consolidated revenue remaining broadly stable at ₹155.6 crores, while EBITDA grew 25.3% to ₹22.2 crores and PAT increased 19.1% to ₹12.5 crores. The improvement in profitability reflects better operating performance, stronger margin improvement and continued focus on operational efficiency across our businesses. In the Ethanol Division, revenue during the quarter was impacted by a planned maintenance shutdown of ~20 days, along with lower FCI rice prices. However, the underlying operating performance of the business has improved significantly. Better plant performance and improved efficiencies helped us to expand EBITDA margin by 500 bps to 22.2% from 17.1% in Q1FY26. Importantly, we have secured additional orders worth around ₹140 crores, for the balance ESY period till October 2026. With both the existing and expanded plants expected to be fully operational by the end of August’26, we will be able to execute the additional order book and progressively ramp up capacities over the balance of the ESY period. In the Bulk Division, commodity prices have remained lower, but our focus has been on improving the way we operate the business. We have consciously moved towards a leaner inventory model, which has helped us improve procurement discipline, reduce inventory intensity and operate the business more efficiently. We are seeing the benefits of this approach coming through in the performance, and we remain focused on further improving the quality of the Bulk business. The Consumer Division continues to show good traction, with momentum improving across the business. We are seeing encouraging response to our newer categories, with our pasta category continuing to perform well on quick commerce platforms, while the launch of Hing Mr. Akshay Modi has also received a strong market response. At the same time, we continue to strengthen our distribution reach across Tier 1 and Tier 2 cities, while improving brand visibility and product accessibility. Despite lower commodity prices, the margin trajectory has remained strong, with Joint Managing Director EBITDA margin improving to 9.3% from 8.8% in Q1FY26. Going forward, we see growth coming from a combination of increasing our reach, strengthening our existing portfolio and scaling the newer categories we have launched Overall, we remain optimistic about the outlook for FY27. Our focus continues to be on disciplined growth, operational excellence, premiumisation and sustainable profitability. The progress across our businesses gives us confidence in the opportunities ahead, and we remain confident of delivering on the guidance we have provided for FY27.” Consolidated Financial Performance: Q1FY27 Rs in Cr Revenue EBITDA PAT 0.4% +25.6% 19.1% 155.0 155.6 22.2 12.5 10.5 Y 17.7 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Ethanol Division Performance Rs in Cr FY27 79.4 74.8 FY24 FY26 & Beyond e • Impact on revenue on account of reduction n 282 KLPD e in FCI prices 130 KLPD Focus on Ramping v ~ 117% increase up facility e • Plant Shutdown for over FY26 R ~20 days for maintenance Purpose Q1FY26 Q1FY27 17.1% 22.2% +22% • Order visibility strengthened with an additional ₹140 Cr order from various OMCs, (Previous order book was Rs 400 cr) for 16.6 the balance ESY period through October 2026 13.6 A • EBITDA growth on the • By the end of August 2026, both existing and expanded plants D back of better operating T efficiency despite lower are expected to operate at full capacity, taking total capacity to B revenue 282 KLPD and supporting higher production and order execution Q1FY26 Q1FY27 Higher utilisation expected to drive operating leverage and profitability over medium term EBITDA Margin Consumer Division Performance Rs in Cr e 44.4 42.5 u Higher share of Premium value added products strengthening overall brand value and profitability Q1FY26 Q1FY27 Focused on Building Stronger Consumer Categories 8.8% 9.3% Increase Premium Products Contribution Further 3.9 3.9 Expand distribution across new markets channels E Strengthen brand investm [Showing first 8,000 characters — download PDF for full document]