Presentation for Investor''s Conference call on 31-08-2026

ARDEE POWERING TOMORROW WITH RECYCLED RESOURCES Certified 27th August, 2026 To To Sr. General Manager Sr. General Manager Listing Department Listing Department BSE Limited National Stock Exchange of India Phiroze Jeejeebhoy Towers Limited Dalal Street Exchange Plaza, C-1, Block G Mumbeai - 400 001 Bandra Kurla Complex Bandra (E), Mumbai - 400 051 BSE Scrip Code: 544860 NSE: ARDEE Dear Sir/Madam, Subject: Presentation for Earnings Conference Call for Investors and Analyst for the First Quarter of Financial Year 2026-27 ended 30th June, 2026 In continuation of earlier disclosure dated 25.08.2026 and 26.08.2026 regarding Earning Conference call submitted earlier, please find attached Investor Presentation for the proposed conference call for Investors to be held on 31t August, 2026 at 4.00 P.M. The said presentation is also available on the website of the Company https:/ /ardeeindustries.com/investors/ Please take it on record. Thanking you, For Ardee Industries Limited MANISH Gt hienn KUMAR RAI Bits 22827 Manish Rai Company Secretary & Compliance Officer Membership No. A17173 Email: cs@ardeeindustries.com ARDEE INDUSTRIES LIMITED (formerly known as ARDEE INDUSTRIES PRIVATE LIMITED) Registered office: Khasra No. 340, 1st & 3rd Floor, Village Sultanpur, Mehrauli, Gadaipur, New Delhi, South West Delhi, DL-110030 INDIA Faclory AddreP sh so :n Pe l: o t0 81 A1 &- 4 87 B,6 0 (0 Bl2 o1 c4 k B| ) E I- nm do ui stl r: i ai ln f Po a@ ra k r Nd ae ie di un pd eu ts ,t r Mi ee ns a.c ko um r | V iC lI lN a: ge ,U 2 Ti4 r2 up9 a4 tiD L A1 nd9 h9 r3 aP L PC ra4 d0 e5 s8 h 0 54 2 4126 INDIA Email ID: inquiry@ardeeindustries.com | Website: www.ardeeindustries.com RIDEE INVESTOR PRESENTATION Q1 Fy27 Disclaimer ARDEE The information contained in this presentation has been prepared by Ardee Industries Limited (“Ardee”, “The Company”) for information purposes only. This presentation does not constitute or form part of any offer, invitation, recommendation or solicitation to purchase, subscribe for or sell any securities of the Company, nor shall it form the basis of or be relied upon in connection with any contract, commitment or investment decision. The information contained herein is based on information available to the Company and has not been independently verified. While the Company has taken reasonable care in preparing this presentation, no representation or warranty, express or implied, is made as to the accuracy, completeness, fairness or correctness of the information or opinions contained herein. The presentation should not be construed as legal, tax, financial or investment advice. Recipients should conduct their own independent assessment and consult their respective advisers before making any investment decision. This presentation may contain certain forward-looking statements, including statements relating to the Company’s business strategy, objectives, plans, prospects, financial condition, results of operations, growth expectations and future performance. Such statements are based on current expectations, estimates and assumptions and are subject to risks, uncertainties and other factors that may cause actual results or performance to differ materially from those expressed or implied. These factors may include, among others, changes in economic and market conditions, industry dynamics, competition, regulatory developments, technological changes and other risks affecting the Company’s business. Certain financial, operational, industry and market-related information contained in this presentation may have been derived from internal estimates, publicly available information and/or third-party sources. The Company does not independently verify all such external information and does not guarantee its accuracy or completeness. Neither the Company nor its directors, officers, employees, affiliates, representatives or advisers shall have any liability whatsoever for any loss or damage arising, directly or indirectly, from the use of or reliance upon this presentation or its contents. The Company undertakes no obligation to update, revise or supplement any information or forward-looking statements contained herein to reflect subsequent events, circumstances or developments, except as may be required under applicable law. By accessing this presentation, the recipient acknowledges and agrees to the foregoing limitations and restrictions. Ardee - At A Glance ARDEE = Established in 1993, a leading player in circular economy, specializing in recovery and recycling of end-of-life energy storage products and non-ferrous scrap = Diversified product portfolio comprising pure lead and lead alloys, including lead calcium, lead antimony, lead tin, lead silver and lead cadmium alloys = Customized product offerings tailored to customer requirements based on purity and composition of metal and non-metal elements 33+ Naidupet, Andhra Pradesh Ardee Brand FY26 Financials Years Of Experience Manufacturing Facility MCX Listed INR 11,677 Mn Revenue 8 1,56,950 MTPA ARDEE LEAD 9997 Export Countries Installed Capacity LME Listed INR 1r471 Mn (As on 30" June, 2026) EBITDA 150+ ~65% 6+ INR 847 Mn Customers Served Capacity Utilization Industries Served LAl Ardee’s Journey ARDEE LA R AN = ARDEE LEAD 9997’ empaneled with LME = Accorded Three-Star = Converted into a public Export House status limited company and = Expanded manufacturing = Acquired by the current = Recognised as a One Star rename_d Ar_de_e capacity to 1,56,950 promoters Export House by DGFT « Received 150 45001:2018 , oustrieslimited MTPA = Incorporated in = Commenced manufacturing « Registered office shifted to certification - Expan-ded manufacturing w |isted on NSE & BSE Chennai, Tamil Nadu, of Pure Lead and Lead New Delhi capacity to 1,04,025 = Recognised as an in 1993, as Ardee A“°V_5 = “Ardee” brand listed on Authorized Economic MTPA Industries Private " Received 1SO 9001:2015 MCX for non-ferrous metals Operator by CBIC Limited and I1SO 14001:2015 = |nstalled capacity reached = Positioned within the certifications 54,750 MTPA circular economy, = Commenced product supporting India’s green exports and responsible industrial growth goals Value Proposition ARDEE Among Top Six Lead Recyclers In India By Market Share = Among India’s top six manufacturers of pure lead and lead alloys, with 2.09% market share in FY26 = Fastest-growing company among peers, with 58.81% revenue CAGR during FY24-FY26 Proximity To Battery OEMs And Export Ports = Close to major battery OEMs, 130-150 km from key ports, enabling cost-efficient logistics Product Range With Custom Alloy Capabilities = Pure lead (99.97%-99.985%) and customizable lead alloys = Serves automotive, renewable energy, telecom, inverter & UPS, and industrial applications fih‘ Strong Export Growth And International Market Penetration = Strategically positioned to serve Southeast Asia & South Korea Circular Economy Model With ISO-certified Operations = Exports to 8 countries, growing from INR 816 Mn in FY24 to = Zero-waste circular economy model through in-house INR 4,651 Mnin FY26 recycling of ULABs & non-ferrous scrap = |SO 9001, 14001 & 45001 certified, with pollution controls and CPCB compliance Ardee ranks among India’s top six lead producers and is positioned strongly to meet growing domestic and export demand RDEE FINANCIAL HIGHLIGHTS Q1 FY27 Key Metrics A{és Key Financials INR 3,388 Mn | 35.2% YoY INR 338 Mn | (0.4%) YoY 10.0% Revenue EBITDA EBITDA Margin Revenue Mix INR 267 Mn | 5.0% YoY INR 199 Mn | 6.0% YoY 5.9% PBT PAT PAT Margin 38.7% Key Business Update - By Geography 61.3% * Installed capacity expanded by 50.9%, from 1,04,025 MTPA to 1,56,950 MTPA, effective May 29, 2026, strengthening the Company’s ability to support future growth W Domestic Exports e Completed the registration and handover of a 5.56-acre land parcel at Naidupet, Andhra Pradesh, providing additional space to support prospective expansion initiatives Q1 FY27 Quarterly Performance ARDEE xXxx [Showing first 8,000 characters — download PDF for full document]