Sundrop Brands Limited has informed the Exchange about Investor Presentation

13th August 2025

The Manager, BSE Limited, Floor 25, Pheroze Jeejeebhoy Towers, Dalal Street, Mumbai - 400 001. Ph. No. 022- 22721233 / 22721234 Fax No. 022-22723121 / 22721072

The Manager Listing Department National Stock Exchange of India Limited Exchange Plaza, Bandra-Kurla Complex, Bandra (E), Mumbai – 400 051. Ph.No. 022- 26598100 / 26598101 Fax No. 022-26598237 / 26598238

Codes:

BSE Scrip code 500215, Co. code 1311 NSE Symbol SUNDROP, Series EQ-Rolling Settlement

Dear Sir(s)/Madam,

Sub: Disclosure under Regulation 30 of the SEBI (Listing Obligations & Disclosure Requirements) Regulations, 2015

Further to our earlier letter dated 06th August 2025, regarding hosting of an Investor/Analyst Conference Call on the Unaudited Financial Results (Standalone & Consolidated) for Q1 ended June 30, 2025, on Wednesday, 13th August 2025, we are enclosing a copy of the presentation proposed to be shared to Investors/Analysts at the said Call. The presentation would also be placed on the website of the Company https://www.sundropbrands.com/analyst-calls.aspx

You are requested to take this on record.

Thanking you,

Yours faithfully For Sundrop Brands Limited (formerly known as Agro Tech Foods Limited)

Jyoti Chawla Company Secretary and Compliance Officer Encl. a/a.

Sundrop Brands Limited (Formerly known as Agro Tech Foods Limited)

Registered office: 31, Sarojini Devi Road, Secunderabad- 500003, Telangana, India. Tel: 91-40-66650240

Corporate office: Tower C, 15th Floor, Building No. 10, Phase-II, DLF Cyber City, Gurgaon-122002, Haryana. Tel: 0124-4593700 Web: www.sundropbrands.com; CIN: L15142TG1986PLC006957

Sundrop Brands Limited

(Formerly known as Agro Tech Foods Limited)

Investor Presentation

13th Aug 2025

1

Safe harbor

Certain statements in this release concerning our future growth prospects are forward-looking statements, which are subject to a number of risks, uncertainties and assumptions that could cause actual results to differ materially from those contemplated in such forward-looking statements.

Important factors that could cause actual results to differ materially from our expectations include, but are not limited to, risks and uncertainties regarding the execution of our business strategy, general economic and business conditions in India, our research and development efforts, our growth and expansion plans and technological changes, increased competition for talent, changes in the value of the Rupee and other currencies, economic uncertainties and geo-political situations, changes in the Indian and international interest rates, change in laws and regulations that apply to the Indian and global food industries, increasing competition, expectations concerning our market position, future operations, margins, profitability, liquidity, capital resources and changes in the foreign exchange control regulations in India.

Neither the company, nor its directors and any of the affiliates have any obligation to update or otherwise revise any statements reflecting circumstances arising after this date or to reflect the occurrence of underlying events, even if the underlying assumptions do not come to fruition.

2

A bold new vision and mission reflecting the company’s ambition

Vision Bringing joyful food experiences to the modern consumer

Mission Creating innovative, delicious, and convenient food solutions

3

Sundrop Brands is emerging as a scaled food platform, with a a significant profitable growth opportunity

Presence in high growth and high margin categories

Renewed focus on its core portfolio

Increased salience in fast-growing channels

Increased focus on improving EBITDA and PAT margins

Capital efficient approach to building scale

Organic + Inorganic route to own category leading brands

4

Sundrop Brands platform is a combination of three market leading brands

A powerhouse of owned and perpetually licensed food brands with strong recall and global affiliation

5

…with a large and diverse product portfolio

Snacking

Culinary

Popcorns (All formats) | Nachos | Breakfast Cereals | Fruit Drinks

Staples

Ketchup & Sauces | Mayonnaise | Dips & Sauces | Peanut Butter

Italian

Edible Oil | Plain Oats

Pasta | Olive Oil | Pizza & Pasta Sauce

…which addresses all the consumer megatrends that we intend to ride

1

Need for convenience

With lives becoming increasingly busy, consumers are seeking efficiency in what, when and where they consume food and are seeking portable and easy to prepare foods.

2

“Better for you”

The modern consumer is shifting towards more natural, less processed, healthy ingredient lists with clean labels and ‘free from’ products.

3

New/Globalized tastes

Consumers are seeking new tastes and are increasingly willing to experiment with their food experiences, driven by global influence and culinary tourism

4

Shift towards organized

5

In-home consumption

Consumption is shifting towards organized retail and food services, driven by increasing variety & availability, health & hygiene preference, as well as regulatory controls over quality

Driven by the fast-paced life and remote working of consumers post-covid, in-home snacking has risen this has driven growth in both RTE and RTC snacks

6

Premiumization and value- added products

Product innovation, introduction of new and exciting snacking formats and premium variants by incumbents has been driving experimentation and trials

7

Experiential & Eating Out

8

Sustainability & concern for environment

9

Rising protein consumption

With new-age cafes and restaurants investing in creating a luxury / themed experience, consumers want to try out new places, increasing number of occasions of eating out

New age consumers are also increasingly mindful about provenance and sustainability impact with a growing preference for traditional grains and millets

India’s protein consumption (5Kg / capita) lags developing peers (China – 15, Brazil – 40, USA – 50).

Strong B2B portfolio across food services and QSR

7

Extensive distribution and diversified manufacturing have set up a strong springboard for a growing business

Distribution Network

Production Facilities4

Pan – India retail presence

Listing across online channels

Punjab, Ludhiana

Uttarakhand, Kashipur

Assam, Mangaldoi

Uttar Pradesh, Unnao

~500,000+ retail coverage1

Gujarat, Jhagadia

Bangladesh

~1,800 distributors2

~1,700 sales personnel3

Telangana, Hyderabad

Andhra Pradesh, Chittoor

Tamil Nadu, Hosur

Del Monte Foods (owned)

Sundrop Brands – Food (owned5)

Sundrop Brands – Edible Oil

Total 9 food manufacturing facilities Majority of consumers in India within 300 kms of one of the plants

8

1 Direct retail coverage; 2 Active distributors; 3 Includes sales personnel on distributor rolls; 4 India map not to scale and locations are on an indicative basis; 5 Except Uttarakhand, which is a lease unit.

Q1 FY26: Strong Growth across Key Indicators*

+12%

+42%

Consolidated Revenue Growth

E-commerce Growth

+110 bps Gross Margin Expansion

+58% Advertising Investments growth

Supported by Strong Balance Sheet

INR 1,444 Cr Net Worth

INR 44 Cr

Free Cash balance as on 30th June’ 25

NIL

Borrowings as on 30th June’ 25

+11000 Direct Coverage expansion

9% EBITDA Growth

* Total of Sundrop Brands and Del Monte nos. on like to like basis; Outlet addition for Sundrop Brands alone vs. Q1 FY25

Q1 FY26 | Business Growth vs. Last Year

Sundrop

Del Monte

Group

56%

44%

INR 208.5 Cr

INR 163.6 Cr

INR 372.1 Cr

Q1 FY26 Growth 15%

Q1 FY26 Growth 8%

Q1 FY26 Growth 12%

FY25 Growth 5%

FY25 growth 13%

FY25 growth 8%

Core categories showing increase in contribution with continued investment

FY23 Core Category Contribution

Q1 FY26 Core Category Contribution

47%

53%

39%

61%

Core Categories

Others

Core Categories

Others

Core categories Sundrop Brands (formerly known as Agro Tech Foods Limited) include Ready to cook popcorn, Ready to eat Popcorn & Snacks, Peanut Butter, Breakfast Cereals DelMonte Foods: Spreads, Ketchups, Sauces and Mayonnaise and Italian Range

11

Growth driven by Core categories with strong headroom for business expansion

Popcorn & Snacks

Culinary

Premium Staples

21% Value 12% Volume

4% Value 14% Volume

20% Value -2% Volume

Italian

Spreads

-7% Value

12% Volume

-4% Value -13% Volume

Popcorn & Snacks Q1 FY26 Update

Ready to Cook Net Sales Growth 12%

Ready to Eat Net Sales Growth

39%

Q1 FY25

Q1FY26

Q1 FY25

Q1FY26

• Popcorn category grows at 20%+ with strong performance in both

Ready to Cook and Ready to Eat formats.

• Launch of R20 and R30 pack to up-trade consumers; 10% saliency in

General Trade achieved within 3 months of launch

• Enhanced performance marketing investments on E-commerce

helped double business

1313

Premium Staples Q1 FY26 Update

Premium Staples Net Sales Growth %

20%

Q1 FY25

Q1FY26

Premium Staples Growth % (Tons)

-2%

Q1 FY25

Q1FY26

Increases in commodity prices have led to a strong growth in the staples category though volumes are flat.

14

Spreads and Dips Q1 FY26 Update

Spreads & Dips Net Sales Growth %

Ecomm Net Sales Growth - Spreads

-4%

59%

Q1 FY25

Q1FY26

Q1 FY25

Q1FY26

• Loosing market share to competition in MT channel: Developed a strong new product pipeline to counter competitive pressure

•

Increased focus on e-commerce / quick commerce channel with focused investments helping deliver strong growths

15

Culinary Q1 FY26 Update

Culinary Net Sales Growth %

Culinary Volume Growth (Tons)

4%

14%

Q1 FY25

Q1FY26

Q1 FY25

Q1FY26

• Ketchup & Sauces – Strong growth seen across both B2C and Food Services segment. Partnerships with leading MT chains and marketing investments in q-com platforms helping drive strong volume gains

• Emulsions category growth driven by food services channel

including large restaurant chains

16

Italian Q1 FY26 Update

Pasta Volume Growth (Tons)

10%

Q1 FY25

Q1FY26

Olive Oil Volume Growth (Tons)

18%

Q1 FY25

Q1FY26

• Pasta growth driven by enhanced marketing investments in MT and E-commerce channel • Olive oil volumes have shown a strong growth. However, commodity price decline has impacted revenue growth

17

A well diversified channel mix with increasing salience on fast-growing channels

KW Display Banner

Category Banners

Home Page ATC

E-commerce Net Sales Growth

Q1 FY25

Q1FY26

E-commerce growth helped by focused investments in performance marketing and Q-commerce growth

18

Brand Marketing Spends Q1 FY26

Brand Marketing Spends (INR Mn)

58%

65%

40%

Ecom

Media

Total A&P

Q1 FY25

Q1FY26

• Significant increase in Media and E-commerce spends helping

accelerate business momentum.

Consolidated Profit & Loss Statement – Reported

Values in INR Mn

Revenue from Operations

Materials Costs (RM & PM) Employee Benefits Expense Advertisement & Promo Expenses Other Expenses

EBITDA EBITDA Margin

Depreciation and amortisation expense Finance costs Other Income Profit / (Loss) before exceptionals and tax Exceptional items Profit / (Loss) before tax

Total tax expense Profit / (Loss) after tax

Q1FY26 Q1FY25

3,721

1,806

Change (%) 106%

2,403 370 229 583

137 3.7%

86 4 -9 57 0 57

13 43

1,137 161 56 391

61 3.4%

54 7 -3 3 0 3

1 2

111% 129% 309% 49%

124%

- - - - - 1925%

- 2061%

Q4FY25

3,039

1,982 302 233 526

-4 -0.1%

93 3 -16 -84 1,430 -1,514

-373 -1,141

The Group acquired 100% equity shares and voting interest of DMFPL on February 6, 2025, being acquisition date. It has contributed revenue for the quarter ended June 30, 2025 of ₹ 1,635 Mn and of ₹1044 Mn quarter ended 31, March 2025 (for two months i.e Feb 2025 and March 2025) to the consolidated revenue of the Group. Accordingly, the consolidated financials result for the quarter ended June 30, 2024 are not comparable.

20

Consolidated Profit & Loss Statement – Proforma Includes proforma financials of Del Monte Foods in the base period of Q1 FY25 & Q4 FY25

Q4FY25

•

Values in INR Mn

Revenue from Operations

Materials Costs (RM & PM) Employee Benefits Expense Advertisement & Promo Expenses Other Expenses*

EBITDA EBITDA Margin

Depreciation and amortisation expense Finance costs Other Income Profit / (Loss) before exceptionals and tax Exceptional items Profit / (Loss) before tax

Total tax expense Profit / (Loss) after tax

Q1FY26 Q1FY25

3,721

3,325

Change (%) 12%

2,403 370 229 583

137 3.7%

86 4 -9 57 0 57

0 57

2,145 352 145 557

125 3.8%

91 43 -6 -3 0 -3

0 -3

12% 5% 58% 5%

9%

- - - - - n.m.

- n.m.

3,537

2,311 379 263 594

-10 -0.3%

105 3 -25 -94 1,430 -1,523

-478 -1,046

Employee Benefit Expenses includes INR 15 Mn charge to the P&L in Q1 FY26 on account of ESOPs granted to the employees. Excluding ESOP charge, Employee Benefit Expenses are flat vs. last year.

• Other Expenses includes INR 11 Mn

provisioned on account of payment to advisors onboarded for certain one- time projects being undertaken by the Group

• Normalising for above expenses, the proforma EBITDA of the Group for Q1 FY26 would have been INR 163 Mn, 4.4% of sales, 30% growth vs. last year.

* Other expenses include Manufacturing, Logistics and Selling & Admin expense

21

Summing Up

1

Platform with stable of Well known Food Brands catering to modern, evolving consumer food choices

2

Riding on Consumer Mega Trends driving consumption of Branded Packaged Foods

3

4

Identified high growth and margin categories with leadership position and / or significant headroom for growth

Renewed investment on core portfolio driving accelerated growths while ensuring capital efficiency

5

Leveraging complementary channel and manufacturing strengths to drive accelerated growth

6

Backed by management with strong credentials to drive growth, profitability and value creation

22

Thank you