Kotyark Industries Limited

13%

output productivity across the industry 1,82,500 KL Annual production capacity of 1,82,500 KL. ~13% Currently operating at ~13% utilization levels, providing significant headroom to grow from exi

99%

ALYST Transesterification Separation GLYCERIN Washing Dr ying BIODIESEL Output (Yields up to 99%) 100 Liters Biodiesel + 14 Liters Crude Glycerin kotyark.com 10 Company Overview - Core Comp

1%

blending in diesel and premium category speed-diesel. At present blending in biodiesel less than 1%, with Indian Government setting a goal to take this level to 5% by 2030. Bulk buyers include tran

5%

t blending in biodiesel less than 1%, with Indian Government setting a goal to take this level to 5% by 2030. Bulk buyers include transport contractors, mining companies and industries. Traditional

rs,

overnment setting a goal to take this level to 5% by 2030. Bulk buyers include transport contractors, mining companies and industries. Traditionally, biodiesel trades cheaper than diesel in India, off

12%

opportunity to cut costs. Further, since biodiesel falls under The GST Act, 2017, input credit of 12% can be availed by buyers. The Company operates mobile retail outlets (MRO) of biodiesel under it

46.79 Billion

19 Industry Opportunity Global Biodiesel Opportunity Global Biodiesel Market stood around USD 46.79 Billion by revenue, at the end of 2021. $ 46.79 Bn 2021 5.87% CAGR Global Biodiesel Market (In $ Bil

5.87%

Biodiesel Market stood around USD 46.79 Billion by revenue, at the end of 2021. $ 46.79 Bn 2021 5.87% CAGR Global Biodiesel Market (In $ Billion) It is expected to grow at a CAGR of 5.87% to rea

51.48 Billion

iodiesel Market (In $ Billion) It is expected to grow at a CAGR of 5.87% to reach close to USD 51.48 Billion in 2026. $51.48Bn 2026 Fuel application accounts for majority of biodiesel consumption, in categ

8.60%

s (in Million Tonnes) 0.26 0.17 Biodiesel procurement by OMCs Figures (in crores litres) 10.56 8.60% CAGR 1.1 76.0% CAGR FY2021 FY2030 FY2016 FY2020 Biofuel Production Figures (in %) 1 Indi

76.0%

es) 0.26 0.17 Biodiesel procurement by OMCs Figures (in crores litres) 10.56 8.60% CAGR 1.1 76.0% CAGR FY2021 FY2030 FY2016 FY2020 Biofuel Production Figures (in %) 1 India’s biofuel produc

rs. 01

on of the National Policy on Biofuels in 2018 will push the demand for Biodiesel in the coming years. 01 02 03 Presently, biodiesel is being produced in the country primarily from imported palm stearin

“A MoU has been signed with the Rajasthan Government to explore potential avenues for this project.”

“We have started supply as per these Purchase Orders in Q3, and expect to continue doing so in the coming quarters as well.”

“Apart from PSUs, which are currently our dominant customers in the OMC segment, we also expect the private sector to participate in this industry trend going forward.”

“Going forward as well, the Company will be focusing on higher profitability business, to improve further on its capital return ratios.”

“No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company.”

The state has decided to

1

The state has decided to

Focus on increasing production of oilseeds Establish a Centre of Excellence in Udaipur to promote research in the fields of alternative fuels and energy resources R A J A S T H A N Promote marketing of biofuels and raise awareness about the same Encourage setting up of supply chain mechanisms for biodiesel production from non-edible oilseeds, used cooking oil and short gestation crops Moreover, the State Rural Livelihood Development Council aims to encourage women’s self help groups to explore the scope for additional income through the supply of biodiesel kotyark.com 18 Industry Opportunity A use case for Biodiesel in India Average Retail Fuel Prices in the United States $ per GGE Long-standing price trend of Biodiesel trading at a premium to Diesel 6 5 4 3 2 1 0 2000 2003 2007 2009 2011 2014 2016 2018 2020 Source: Clean Cities Alternative Fuel Price Reports (AFDC) B99/B100 (Biodiesel) Diesel • Globally, in markets like US & EU, Biodiesel (B100) trades at a premium to Diesel • Despite