Analysts/Institutional Investor Meet/Con. Call Updates

E.I.D. -Parry (India) Limited Regd.Office: Dare House, 234,N.S.C. Bose Road, Parrys Corner, Chennai 600 001, India. Tel: 91.44.25306789 11';,1.~RYS CIN: L24211TN1975PLC006989 Website: www.eidparry.com August 19, 2026 BSE Limited National Stock Exchange of India Limited pt Floor, New Trading Ring, Exchange Plaza, 5th Floor, Rotunda Building, Plot No. C/1, G. Block, Phiroze Jeejeebhoy Towers, Bandra Kurla Complex, Dalal Street, Fort, Bandra (E), Mumbai - 400 001. Mumbai - 400 051. Scrip Code: 500125 EIDPARRV ' Dear Sir/ Madam, Subject: Transcript of Conference Call for Analysts and Investors for Unaudited Financial Results for the quarter ended June 30, 2026 Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we hereby submit the transcript of the conference call held on Thursday, August 13, 2026, in connection with the unaudited financial results of the Company for the quarter ended June 30, 2026. We request you to kindly take the above information on record. Thanking you, Yours faithfully For E.I.D.- PARRY (INDIA) LIMITED Biswa Mohan Rath Company Secretary Encl: As above murugappa “E.I.D.- Parry (India) Limited Q1 FY '27 Earnings Conference Call” August 13, 2026 MANAGEMENT: MR. MUTHIAH MURUGAPPAN – WHOLE-TIME DIRECTOR AND CHIEF EXECUTIVE OFFICER, E.I.D.- PARRY (INDIA) LIMITED MR. VENKATESHWARLU Y – CHIEF FINANCIAL OFFICER, E.I.D.- PARRY (INDIA) LIMITED MR. ABDUL HAKEEM ASHIQ J – CHIEF OPERATING OFFICER, SUGAR AND BIOFUEL, E.I.D.- PARRY (INDIA) LIMITED MR. BISWA MOHAN RATH – SR. VP – LEGAL AND COMPANY SECRETARY, E.I.D.- PARRY (INDIA) LIMITED MODERATOR: MR. SANJAY MANYAL – DAM CAPITAL ADVISORS LIMITED Page 1 of 15 E.I.D.- Parry (India) Limited August 13, 2026 Moderator: Ladies and gentlemen, good day and welcome to the E.I.D.- Parry (India) Limited’s Q1 FY '27 Earnings Conference Call, hosted by DAM Capital Advisors. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal the operator by pressing *, then 0 on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Sanjay Manyal from DAM Capital. Thank you and over to you, sir. Sanjay Manyal: Hello, everyone and a warm welcome on behalf of DAM Capital to the Q1 FY '27 Earnings Call of EID Parry. We thank EID Parry’s management for giving us this opportunity to host this call. On the call today, we have Mr. Muthiah Murugappan – Whole-Time Director & CEO, along with the senior management team of EID Parry. I hand over the call to the management for opening remarks, followed by Q&A session. Thank you and over to you, sir. Muthiah Murugappan: Many thanks, Sanjay. A very good morning to everyone. I hope you are all doing well. It gives me great pleasure to be a part of the Q1 FY '27 Analyst Call to share an update about our financial results for the 1st Quarter. I will start with the global sugar scenario: Global sugar markets are transitioning from a surplus-driven bearish phase towards a more balanced outlook. According to the International Sugar Organization (ISO), the world sugar market is expected to record a surplus of 2.24 million metric tons (MMT) in 2025-26 compared to a deficit of 3.2 MMT in the previous year. This is largely driven by better global production of 182 MMT. However, weather concerns are increasingly supporting prices. London white sugar prices have recovered from lows near $404 per ton in early 2026 to about $471 per ton by July 2026. While raw sugar prices remain subdued around 14-15 cents per pound. In Brazil, a stronger sugarcane harvest has increased ethanol production and lowered domestic ethanol prices. Although more cane is currently being directed towards ethanol rather than sugar. I will come now to the Indian scenario: In Sugar Year (SY) 2025-26, the latest estimates are as follows: Gross production is 31 MMT. Diversion towards ethanol is a little over 3 MMT. Domestic consumption is 28 MMT. Exports are 0.8 MMT and closing stocks likely at 4.2 MMT. For SY 2025-26, the net sugar production is about 28 MMT up from 26 MMT in the previous year. This has largely been supported by stronger output in both Maharashtra and Karnataka, partly offset by lower production in Uttar Page 2 of 15 E.I.D.- Parry (India) Limited August 13, 2026 Pradesh. Domestic consumption as mentioned remains stable at 28 MMT while exports are at about 0.8 MMT. As mentioned, the closing stocks will also be about 4.2 MMT which is slightly lower than what was carried into the season. At the same time, sugar diversion to ethanol is about 2.9 MMT supporting the government's E20 program. While there has been a lot said about E20 program in the public domain, we expect that blend levels will remain at 20% for the foreseeable future. On the sugar front, the El Nino conditions which are prevailing in the country coupled with tight inventories and a very steady demand have pushed sugar prices upward. In the current month, sugar prices have moved well north of Rs. 45-Rs.46 per kg. We will need to wait and see if these hold. Perhaps once crushing starts, it is very likely that there may be some correction. I will now hand over to our CFO, Mr. Venkateshwarlu Y to take you through the operating performance of the company. Venkateshwarlu Y: Thank you, Muthu and good morning to all participants. It is a great pleasure to be part of the analyst call and share the key operational and financial performance of the company. I would like to take you through the key operating parameters of each segment: During the quarter, we operated the Tamil Nadu units for about 54 days during the quarter against 37 days in the corresponding quarter of the previous year. We crushed about 1.47 lakh metric tons (LMT) of cane against 2.12 LMT in the corresponding quarter of the previous year. As far as the gross recovery is concerned, we recovered 7.95% against 8.02% in the corresponding quarter of the previous year. We produced about 0.12 LMT of sugar during the quarter against 0.17 LMT in the corresponding quarter of the previous year. Overall, cane landed cost is about Rs. 4,031 per MT as against Rs. 3,844 per MT in the corresponding quarter of the previous year. This increase is mainly on account of the FRP which has moved up in the current year, which is about Rs. 3,550. As far as the sales volume is concerned, we sold about 0.89 LMT of sugar against 0.56 LMT in the corresponding quarter of the previous year. Average sugar selling price was Rs. 40.02 against Rs. 40.97 in the corresponding quarter of the previous year. As far as the closing stock is concerned, we carry 1.1 LMT which is valued at about Rs. 42 as against 1.2 LMT in the corresponding quarter of the previous year. As far as the revenue is concerned, we achieved about Rs. 410 crores against Rs. 347 crores in the corresponding period of the previous year, an increase driven by the higher sales volume. So, all FRPs were paid as per timeline. As far as the co-gen operations are concerned, we generated 180 lakh units (LU) during the quarter as against 221 LU in the corresponding quarter of the previous year. As far as the power exports are concerned, we exported about 89 LU during the quarter as against 122 LU in the Page 3 of 15 E.I.D.- Parry (India) Limited August 13, 2026 corresponding quarter of the previous year. As far as the power tariff is concerned, the average rate realized is Rs. 4.89 per unit during the quarter as against Rs. 3.67 per unit in the corresponding quarter of the previous year. As far as the power segment is concerned, we achieved about Rs. 6.6 crores during the quarter as against Rs. 7.53 crores in the corresponding quarter of the previous year. As far as the distillery segment is concerned, we produced about Rs. 351 lakh liters (LL) during the quarter as against Rs. 412 LL i [Showing first 8,000 characters — download PDF for full document]