Triveni Engineering & Industries Limited

rs,

Scrip Code: 532356 Sub: Presentation for Ql FY26 ended June 30, 2025 Symbol: TRIVENI Dear Sirs, We send herewith a copy of investors' Presentation on the performance of the Company The same is f

₹ 8,308 Crore

world-class facilities including: 8 Sugar plants 5 Distillery facilities at four locations # ~ ₹ 8,308 Crore Market Capitalization 39.02% Free Float 70,500 Tonnes per day Sugarcane crushing capacity* 860

39.02%

Sugar plants 5 Distillery facilities at four locations # ~ ₹ 8,308 Crore Market Capitalization 39.02% Free Float 70,500 Tonnes per day Sugarcane crushing capacity* 860 KLPD Kilo Liter Per Day (KLPD

₹ 400 crore

th robust industrial capex and economic growth • As of June 30, 2025, the order book crossed the ₹ 400 crore mark, standing at ₹ 423 crore—underscoring strong • • market momentum and providing healthy vis

₹ 423 crore

nd economic growth • As of June 30, 2025, the order book crossed the ₹ 400 crore mark, standing at ₹ 423 crore—underscoring strong • • market momentum and providing healthy visibility for near-term performa

61.77%

veni Engineering & Industries Limited (TEIL). SSEL is a subsidiary of TEIL, in which TEIL holds a 61.77% stake presently. Transfer and vesting of PTB Undertaking (as defined in the Scheme) of TEIL to Tr

60.98%

IL and SSEL Before Amalgamation of SSEL with TEIL After Amalgamation of SSEL with TEIL 39.02% 60.98% 38.23% 39.42% 61.77% 60.58% Promoters Public TEIL (Promoter) Public Promoters Public ~21

38.23%

SEL Before Amalgamation of SSEL with TEIL After Amalgamation of SSEL with TEIL 39.02% 60.98% 38.23% 39.42% 61.77% 60.58% Promoters Public TEIL (Promoter) Public Promoters Public ~21.89 cr s

39.42%

fore Amalgamation of SSEL with TEIL After Amalgamation of SSEL with TEIL 39.02% 60.98% 38.23% 39.42% 61.77% 60.58% Promoters Public TEIL (Promoter) Public Promoters Public ~21.89 cr shares of

60.58%

n of SSEL with TEIL After Amalgamation of SSEL with TEIL 39.02% 60.98% 38.23% 39.42% 61.77% 60.58% Promoters Public TEIL (Promoter) Public Promoters Public ~21.89 cr shares of INR 1 each ~52

INR 1

61.77% 60.58% Promoters Public TEIL (Promoter) Public Promoters Public ~21.89 cr shares of INR 1 each ~52.5 lakh shares of INR 10 each ~22.04 cr shares of INR 1 each • • Shareholding held by TE

52.5 lakh

8% Promoters Public TEIL (Promoter) Public Promoters Public ~21.89 cr shares of INR 1 each ~52.5 lakh shares of INR 10 each ~22.04 cr shares of INR 1 each • • Shareholding held by TEIL in SSEL (i.e.

“• These positive developments, coupled with our continued efforts in varietal substitution, enhancement of agronomic practices, proactive crop protection measures, improved plant efficiencies, and stronger sales realizations, position us well for improved operating performance in FY26.”

“12 OUR FINANCIAL HIGHLIGHTS OUR LONG-TERM HIGHLIGHTS 01 02 Well Diversified and Growing Revenues FY 20-25 Gross Revenue CAGR 8.9% • • Rising revenue contribution from non-sugar business from 21% to 38% during FY 2020-25 Key Business Highlights • • • Judicious investment in Sugar facilities to enhance sugarcane crush rate, sugar quality and efficiencies.”

“It is also the fastest-growing IMIL liquor Company in UP with CAGR of more than 30% and among the top 5 players in the industry, committed to quality, innovation, and market leadership.”

“In view of the above change in ESY period, the ESY 22-23 period will be considered from 1st December 2022 to 31st October 2023 i.e.”

“between FY 20-25 370 292 225 185 154 130 31.5% 31.4% 34.8% 33.9% 36.7% 34.3% 127 107 76 64 49 41 140.0 120.0 100.0 80.0 60.0 40.0 20.0 ₹ crore 40.0% 35.0% 30.0% 25.0% 20.0% 15.0% 10.0% 5.0% 0.0% FY 20 FY 21 FY 22 FY 23 FY 24 FY 25 FY 20 FY 21 FY 22 FY 23 FY 24 FY 25 Profit Before Interest & Tax (PBIT) PBIT Margin Order Booking CAGR of 25% p.a.”

“Expect the demand momentum to recover going forward The profitability of the PTB was adversely affected by lower turnover, expenses incurred towards maintaining higher staffing levels to meet increased activities and higher depreciation 49 POWER TRANSMISSION: RECORD CLOSING ORDER BOOK ₹ Crore ORDER BOOKING CLOSING ORDER BOOK +15.2% 84.2 +38.3% 423.0 73.1 305.8 Q1 FY 25 Q1 FY 26 Q1 FY 25 Q1 FY 26 • Order book continued to grow indicating strong traction across markets and geographies.”

“During the quarter the business also secured its first breakthrough order from Siemens Brazil for Weyerhaeuser project.”

“Please note that corresponding quarter of last year included project cost saving of Rs 8 crore.”

“Note: These results are based on consolidated results including wholly owned SPVs executing (i) Mathura PPP/HAM Project awarded by UP Jal Nigam, funded by National Mission of Clean Ganga (NMCG) under Namami Gange Programme and (ii) Pali ZLD Pvt.”

Note

1

Engineering Business Highlights

1

Note

Market Capitalization and Free Float as on June 30, 2025 for Triveni Engineering & Industries Ltd. (TEIL) * Including Sir Shadi Lal Enterprises Ltd. (SSEL) which is a subsidiary of TEIL # Not including SSEL’s distillery of 100 KLPD 3 OUR STRENGTHS Strong Leadership & Governance Market Leadership Financial Strength & Resilience Stakeholder Trust & Ecosystem Integration Strategic Tailwinds & Growth Drivers • • Experienced management team with a proven track record of value creation across diverse sectors. Robust corporate governance with a majority- independent board comprising members with diverse and distinguished backgrounds. • Among the leading players in the India’s sugar industry with best- in-class infrastructure and forward integration into distilleries. • Dominant position in high-speed gearboxes domestically and expanding international footprint. • Operating in industries with high entry barriers and long gestation periods, ensuring sustainable competitive advantage. • Signific

Engineering Business Highlights

• • Power Transmission Business (PTB) achieved 15% growth in order bookings. Recorded a closing order book of ₹423 crore, up 38% YoY Closing order book for the engineering business (including PTB) stood at ₹ 1,975 crore, up 32% YoY • Operational performance impacted by: • Sugar segment: Despite higher volumes and realizations, profitability declined due to elevated cost of production (COP) for sugar sold in Q1 FY26 • Distillery segment: Faced a ₹2 crore loss (PBIT) in subsidiary SSEL and a higher share of grain-based ethanol (FCI Rice, which has comparatively lower margins) in the mix PTB: Profitability affected by lower turnover and increased costs • 19 OUR BUSINESSES SUGAR OUR SUGAR BUSINESS PROFILE Strategic Manufacturing Presence CENTRAL UP 1. Rani Nangal (Sulphitation)# 2. Milak Narayanpur (Refined) 2 3. Chandanpur (Sulphitation)*# 1 3 1 EASTERN UP 1. Ramkola (Sulphitation) 2 3 1 4 WESTERN UP 1. Deoband (Refined Sugar) 2. Khatauli (Refined Sugar)* 3. Sabitgarh (Refined, Pharmaceut