Sarda Energy & Minerals Limited

300 MW

vency and Bankruptcy Code, 2016 and merged it into SEML with effect from 01-Sep-24. SKS has a 2 x 300 MW thermal power plant in Chhattisgarh. Q3FY25* marks the first full quarter of consolidation, while

Rs 1,319

idation, while 9MFY25* includes financials only from 22-Aug-24. 5 2 Y F 3 Q 5 2 Y F M 9 Revenue Rs 1,319 Cr  43% YoY  14% QoQ Rs 3,404 Cr  14% YoY EBITDA Rs 368 Cr (28% Margin)  63% YoY  -6% QoQ

43%

9MFY25* includes financials only from 22-Aug-24. 5 2 Y F 3 Q 5 2 Y F M 9 Revenue Rs 1,319 Cr  43% YoY  14% QoQ Rs 3,404 Cr  14% YoY EBITDA Rs 368 Cr (28% Margin)  63% YoY  -6% QoQ Rs 1,092

14%

cludes financials only from 22-Aug-24. 5 2 Y F 3 Q 5 2 Y F M 9 Revenue Rs 1,319 Cr  43% YoY  14% QoQ Rs 3,404 Cr  14% YoY EBITDA Rs 368 Cr (28% Margin)  63% YoY  -6% QoQ Rs 1,092 Cr (31% M

Rs 3,404

nancials only from 22-Aug-24. 5 2 Y F 3 Q 5 2 Y F M 9 Revenue Rs 1,319 Cr  43% YoY  14% QoQ Rs 3,404 Cr  14% YoY EBITDA Rs 368 Cr (28% Margin)  63% YoY  -6% QoQ Rs 1,092 Cr (31% Margin)  38% Y

Rs 368

5 2 Y F 3 Q 5 2 Y F M 9 Revenue Rs 1,319 Cr  43% YoY  14% QoQ Rs 3,404 Cr  14% YoY EBITDA Rs 368 Cr (28% Margin)  63% YoY  -6% QoQ Rs 1,092 Cr (31% Margin)  38% YoY Profit After Tax Rs 200 C

28%

Q 5 2 Y F M 9 Revenue Rs 1,319 Cr  43% YoY  14% QoQ Rs 3,404 Cr  14% YoY EBITDA Rs 368 Cr (28% Margin)  63% YoY  -6% QoQ Rs 1,092 Cr (31% Margin)  38% YoY Profit After Tax Rs 200 Cr (15%

63%

Revenue Rs 1,319 Cr  43% YoY  14% QoQ Rs 3,404 Cr  14% YoY EBITDA Rs 368 Cr (28% Margin)  63% YoY  -6% QoQ Rs 1,092 Cr (31% Margin)  38% YoY Profit After Tax Rs 200 Cr (15% Margin)  75%

6%

1,319 Cr  43% YoY  14% QoQ Rs 3,404 Cr  14% YoY EBITDA Rs 368 Cr (28% Margin)  63% YoY  -6% QoQ Rs 1,092 Cr (31% Margin)  38% YoY Profit After Tax Rs 200 Cr (15% Margin)  75% YoY  -2%

Rs 1,092

r  43% YoY  14% QoQ Rs 3,404 Cr  14% YoY EBITDA Rs 368 Cr (28% Margin)  63% YoY  -6% QoQ Rs 1,092 Cr (31% Margin)  38% YoY Profit After Tax Rs 200 Cr (15% Margin)  75% YoY  -2% QoQ Rs 602 Cr

31%

 14% QoQ Rs 3,404 Cr  14% YoY EBITDA Rs 368 Cr (28% Margin)  63% YoY  -6% QoQ Rs 1,092 Cr (31% Margin)  38% YoY Profit After Tax Rs 200 Cr (15% Margin)  75% YoY  -2% QoQ Rs 602 Cr (17% Ma

38%

,404 Cr  14% YoY EBITDA Rs 368 Cr (28% Margin)  63% YoY  -6% QoQ Rs 1,092 Cr (31% Margin)  38% YoY Profit After Tax Rs 200 Cr (15% Margin)  75% YoY  -2% QoQ Rs 602 Cr (17% Margin)  38% Yo

“Investor Presentation on the results for the Q3 FY25 With reference to the captioned subject, pursuant to Regulation 30 (6) read with Part A of Schedule III of SEBI (Listing Obligations and Disclosure Requirements) Regulation 2015, we are enclosing herewith the Investor Presentation on the Q3 FY25 results of our Company.”

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

“support our business improve and 1.8 MTPA - 5.2 MTPA, Gare Palma IV/7 Expected capacity of 1.8 MTPA after expansion in Q1FY26; Seeking approvals for further enhancement to 5.2 MTPA which will be carried out in phases.”

“This project will replace costly grid power, significantly reducing our energy expenses.”

“Metals | Stable, Fully-integrated Business Steel Ferro Alloys The horizon of growth… Cost reduction and carbon footprint mitigation initiatives like the Mineral Wool Project, utilization of Waste Heat, among others.”

“The Mineral Wool Project in Vishakhapatnam is progressing as per schedule and expected to be operational before end of current financial year.”

“Solar Power • 50 MW plant being installed at Chhattisgarh for captive consumption, replacing costly grid power; Work in progress; Plant is likely to be operational by Q1FY26 Mineral Fibre Project • Setting up manufacturing of Mineral Fibre, at the existing Vizag plant.”

“81.5 MW (at Siltara Plant) 2x300 MW at Raigarh (erstwhile SKS Power) Visakhapatnam 80 MW 48.90 MW* *Includes 24.9 MW Rehar Project Uttarakhand 4.8 MW Sikkim 113 MW 50 MW* *Work In Progress, COD expected in Q1FY26 Pellets (9 lac MT) Sponge Iron (3.6 lac MT) Billets (3 lac MT) Wire Rod (2.5 lac MT) H.B.”

Note

2

Sub

1

Sub

Investor Presentation on the results for the Q3 FY25 With reference to the captioned subject, pursuant to Regulation 30 (6) read with Part A of Schedule III of SEBI (Listing Obligations and Disclosure Requirements) Regulation 2015, we are enclosing herewith the Investor Presentation on the Q3 FY25 results of our Company. The said Investor Presentation is also being placed on the website of the Company - www.seml.co.in. The said presentation will also be shared with various Analysts / Investors. You are requested to take the same on records. Thanking you, Yours faithfully, For Sarda Energy & Minerals Ltd. Authorised Signatory Encl: As above Expanding Horizons of Growth Minerals | Energy | Metals Investor Presentation | Q3FY25 Safe Harbour Statement This presentation and the accompanying slides (the “Presentation”), which have been prepared by Sarda Energy & Minerals Ltd (the “Company”) solely for information purposes and do not constitute any offer, recommendation or invitation to purch

Note

87 61 53 8 40 292 980 120 429 76 61 53 10 51 338 - 96 386 -8% 15% 0% 0% -13% -21% -14% NA 25% 11% 214 82 58 49 9 48 336 216 277 430 -4% 7% 6% 7% -3% -16% -13% 353% -57% 0% 631 250 165 141 26 135 937 1,196 485 1,467 615 238 175 146 30 154 972 - 456 1,133 3% 5% -6% -3% -13% -12% -4% NA 6% 29% 1) Hydro Power Generation is seasonal, hence not comparable QoQ 2) IPP was acquired w.e.f. 22-08-2024. One unit of IPP was under shutdown from 01-09-2024 for periodical overhauling and was restarted on 12th October 2024. 3) One of the 5 ferro alloys furnaces at Raipur was shut down from 1st Sept. for modification and restarted from 1st Nov. 2024 4) The captive power plant at Vizag was under maintenance shut down for 22 days in the quarter which also affected the production of ferro alloys. 6 Sales Trend Sales (‘000 MT) Iron Ore Pellet Sponge Iron Steel Billet Wire Rod H. B Wires Ferro Alloys Thermal Power, Captive (Mn KwH) Thermal Power, IPP (Mn KwH) Hydro Power (Mn KwH) Coal

Note

Q3FY25 Q3FY24 YoY Change Q2FY25 QoQ Change 9MFY25 9MFY24 YoY Change 126 131 26 7 44 9 43 14 881 113 7 18 8 42 11 53 23 - 90 158 -3% 48% -9% 4% -18% -18% -37% NA 25% -95% 132 25 7 40 8 46 25 190 261 107 -4% 6% -5% 10% 15% -5% -42% 364% -57% -93% 387 86 19 115 26 135 64 1,070 455 349 389 73 25 114 29 149 66 - 428 562 -1% 17% -24% 0% -11% -10% -4% NA 6% -38% 1) A part of all Production is captively consumed for production of downstream products 2) Quantities of Traded goods not included. 3) Coal Sales reduced due to higher internal consumption. 7 Price Trend Steel Products’ Price Trend 2,707 3,806 14,999 2,162 3,595 13,370 16,748 16,716 9,470 Q3FY24 9,460 Q4FY24 2,786 3,994 15,125 18,028 9,634 Q1FY25 2,849 4,071 13,822 15,522 9,151 Q2FY25 2,530 3,414 14,424 16,053 9,142 Q3FY25 Iron Ore Pellet Sponge Iron Steel Billets Wire Rod H.B. Wire Value Addition Realization Ferro Alloys’ Price Trend The average domestic market realisation for Q3FY25 stood at Rs 66,153 per MT (down -19% QoQ) for Ferr