SIGACHINSE24 October 2025

Sigachi Industries Limited has informed the Exchange about Investor Presentation

Sigachi Industries Limited

Date: October 24, 2025

The Manager BSE Limited P. J. Towers, Dalal Street Mumbai-400001 (BSE Scrip Code: 543389)

The Manager National Stock Exchange of India Limited Exchange Plaza, Bandra Kurla Complex Bandra (E), Mumbai- 400051 (NSE Symbol: SIGACHI)

Dear Sir/Madam,

Sub: Investor Presentation for Q2 FY 2025-26 and Press Release

Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) 2015, and with reference to the subject cited, please find enclosed the Press Release and Investor Presentation for Q2 FY 2025-26. The same is also uploaded on the website of the Company www.sigachi.com

Request you to kindly take the same on record.

Thanking You,

Yours faithfully For Sigachi Industries Limited

Vivek Kumar Company Secretary & Compliance Officer

Sigachi Reports Q2 FY26 Results and Accelerates Transformation Post Pashamylaram Unit Fire Incident

Hyderabad, 24th October 2025: Sigachi Industries Ltd. (NSE: SIGACHI; BSE: 543389), a leading global manufacturer of pharmaceutical excipients and active pharmaceutical ingredients (APIs), announced its financial results for the second quarter of FY26 and shared key updates following the fire incident at its Pashamylaram unit on 30th June 2025.

Sigachi continues its strategic transformation following the Pashamylaram unit fire incident

 Business continuity was maintained through reallocation of production to Dahej and

Jhagadia units

 Operational and cultural transformation is being accelerated to reinforce long-term

resilience and profitability

 The focus remains on execution discipline, stakeholder trust, and sustainable growth.

Q2 FY26 Financial Performance (INR MN)

PARTICULARS REVENUE GROSS PROFIT GROSS MARGIN (%) EBITDA EBITDA MARGIN (%) NET PROFIT / (LOSS)

Q2 FY26 ₹ 1,130 ₹ 397.31 35.96% ₹ 75 6.78% ₹ 105

Q2 FY25 ₹ 1,395 ₹ 471.45 37.75% ₹ 293 21.38% ₹ 210

YOY (%) (19)% (15.72)% — — — —

Note: No deferred income from insurance claims has been considered in the reported results.

Updates on Q3 FY26 and Growth Outlook

 Fast-tracked the 12,000 MTPA capacity expansion at Dahej SEZ. Civil works are already

underway, this will elevate total MCC capacity to 30,000MTPA

 Hyderabad API R&D center now fully operational, bringing critical API developments and

analytical efforts under one roof

 Strong H2 FY26 expected, driven by higher capacity utilization and portfolio rebalancing Commenting on the financial performance, Amit Raj Sinha, MD & CEO – Sigachi Industries Limited, remarked, “Q2 FY26 has been a period of careful rebuilding and steady progress for Sigachi. Our teams have demonstrated dedication and care in maintaining seamless operations and supporting our customers. These efforts have reinforced our commitment to resilience, trust, and sustainable growth as we move into the second half of the year.”

SIGACHI INDUSTRIES LTD

Q 2 & H1 F Y 26 Investor Pres e nta tio n

2 4 t h O c t ’ 2 0 2 5

Safe Harbour

No representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information or opinions contained in this presentation. Such information and opinions are in all events not current after the date of this presentation. Certain statements made in this presentation may not be based on historical information or facts and may be "forward looking statements" based on the currently held beliefs and assumptions of the management of Sigachi Industries Limited (hereinafter referred to as “Sigachi” or “Company”), which are expressed in good faith and in their opinion reasonable, including those relating to the Company’s general business plans and strategy, its future financial condition and growth prospects and future developments in its industry and its competitive and regulatory environment. Forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual results, financial condition, performance or achievements of the Company or industry results to differ materially from the results, financial condition, performance or achievements expressed or implied by such forward-looking statements, including future changes or developments in the Company’s business, its competitive environment and political, economic, legal and social conditions. Further, past performance is not necessarily indicative of future results. Given these risks, uncertainties and other factors, viewers of this presentation are cautioned not to place undue reliance on these forward-looking statements. The Company disclaims any obligation to update these forward-looking statements to reflect future events or developments. This presentation is for general information purposes only, without regard to any specific objectives, financial situations or informational needs of any particular person. This presentation does not constitute an offer or invitation to purchase or subscribe for any securities in any jurisdiction, including the United States. No part of it should form the basis of or be relied upon in connection with any investment decision or any contract or commitment to purchase or subscribe for any securities. None of our securities may be offered or sold in the United States, without registration under the U.S. Securities Act of 1933, as amended, or pursuant to an exemption from registration there from. This presentation is confidential and may not be copied or disseminated, in whole or in part, and in any manner.

Agenda

01. Operational & Financial Highlights

03. Competitive Edge

02. Business Overview

04. Annexure

About Sigachi

PURPOSE

EXPERIENCE EXCELLENCE WITH OVER

WE ARE ONE OF THE

SIGACHI VALUES

To become the leading player in offering customized solutions, with the objective of creating a Healthier, Happier and Joyful World.

Year’s OF INDUSTRY LEADERSHIP

MISSION

GLOBAL REACH

PRODUCT RANGE

To be the best managed, fastest growing company, employing Innovation to deliver customized affordable solutions to the Pharma, Food, Nutrition and the Healthcare industry.

Sigachi believes in every stakeholder i.e. Customers, Suppliers, Employees, Shareholders and the Planet Earth to “Experience Excellence”.

PRODUCT AND SERVICE OFFERINGS

Purpose-Driven Customer Obsession

Unwavering Bias for Action

Leadership Through Extreme Ownership

Strength in Growth Mindset

PHARMACEUTICAL EXCIPIENTS

ACTIVE PHARMACEUTICAL INGREDIENTS (APIs)

FILM COATINGS

POLYMER BLENDS

FOOD & NUTRITION

OPERATIONS & MANAGEMENT

Excellence as One Team

A Quarter Of Resilience and Rebuilding with Purpose

The incident on June 30 has been a catalyst for a decisive transformation in how we approach safety, process integrity, and operational resilience. We are not only reinforcing safety systems but also building a culture where every employee feels responsible for, and confident in, the safety of their workplace.

Our stakeholders — from customers and employees to investors and suppliers — have stood by us during this period. Their trust fuels our determination to emerge stronger, safer, and more competitive than ever.

Mr. Amit Raj Sinha MD & CEO

Our Core Strengths and Capabilities

500 + Customers across 65+ Countries

5 State of the art facilities, strategically located in Hyderabad, Sultanpur, Jhagadia, Dahej & Raichur

Operating at a combined capacity of 18,000 MTPA across 4 strategic locations

Offering 100+ Products alongside tailored, customer centric solutions

Delivering consistent quality and tailored solutions to meet the evolving needs of our customers.

Global Presence

Manufacturing Facilities

Production Capacity

Product Range

Strong Customer Relationship

29%

35%

28%

Our facilities are accredited with EXCiPACT, WHO-GMP, GMP, SGMP, HACCP, EDQM CEP, FSSAI, USFDA, ISO 9001:2015 and more.

1800+ global employee base

5 Years Revenue CAGR

5 Years EBITDA CAGR

5 Years PAT CAGR

Quality Compliance

Employees

Operational and Financial Highlights

Business Overview

Competitive Edge Driving Profitability and Financial Stability

Annexure

Hyderabad Unit Accident – Business Impact

INCIDENT OVERVIEW

 The government-led investigation is still underway, the preliminary internal review, supported by independent experts, points to dust explosion originating in the dry section of the facility, specifically near the spray dryer chamber.

RESPONSE & RECOVERY

 Damage assessment and phased restoration are underway at the Hyderabad unit. Production has been

reallocated to other units, with operations at Dahej and Jhagadia continuing without disruption.

 The future plan for Pashamylaram unit will be determined once the detailed government-led investigation

report is received

 Rolled out interim compensation and ex-gratia financial support packages for the families of the colleagues

we lost, and compensation for those injured.

 Enhanced dust hazard analysis. (aligned with NFPA 660 standards or equivalent)  Upgradation of Pressure Venting systems with installation of Rupture disc and inter-lock systems.  Stricter environmental controls in powder-handling areas.  Refined SOPs for preventive maintenance and inspection cycles.

Operational Realignment for Sustainable Growth

Capacity Rebalancing & Business Continuity

Margin and Portfolio Optimization

Strategic Growth Initiatives on track

the

 Operations affected at been unit Hyderabad reallocated to Jhagadia and Dahej to ensure uninterrupted supply to key customers.

have

 Fast-tracked the 12,000 MTPA capacity expansion at Dahej SEZ. already Civil underway, this will elevate total MCC capacity to 30,000MTPA.

works

are

 A comprehensive safety audit has been done for Jhagadia and Dahej unit.

 Focused on prioritizing high- margin, demand-resilient products while deprioritizing low-throughput SKUs.

 This approach ensures efficient resource use and reduces supply chain pressure during recovery.

 Strengthening overall business performance with an emphasis on sustainable growth.

now

R&D

center

 New API in Hyderabad fully operational, bringing critical API analytical and developments roof efforts under one to pipeline product accelerate delivery.

 Continued focus on expanding and

MCC exports commercializing CCS.

ESG Performance Q2 FY26

Progressing Towards A BETTER TOMORROW, Operating Responsibly Growing Sustainably

Environment

•

74.47% of total waste generated, was sustainably managed through recycling, reuse, recovery, or authorized disposal in Q2 80.64% of total water withdrawn was recycled post operational use in Q2 In Q2, Scope 1 emissions amounted to 6,322.12 tCO₂e

Social

•

Social Employee Wellbeing •

Recognized as “Best workplaces Millennials” by GPTW Institute Emotional Resilience & Mindfulness workshop for 100 employees 10.60% Gender Diversity

for

• Corporate Social Responsibility •

Over 12,600+ lives touched in India through CSR initiatives

Governance

Corporate Governance •

100% Average Board meeting attendance 50% Independent board directors among the total number of directors

•

Shareholders: Uninterrupted Value creation by Multiple diverse Business Verticals in the conglomerate

Customers: Increased trust on brands and Products owing to respected customer-first global avatar

People : Unlocks intrinsic motivation to explore various opportunities inside the system

Community: Larger expenditure towards CSR & Significant increase in ESG focus to achieve sustainability goals

Q2FY26 Financial Highlights

Revenue from Operational Income (Rs. Mn)

Rs. 1,105 Mn

19.34% YOY

EBITDA (Rs. Mn)

Rs. 75 Mn

74.40 % YOY

81%

60%

Revenue Contribution %

PAT (Rs. Mn)

Margins

Rs. 105 Mn

(50) % YOY

EBITDA : 6.78% (1460) bps (YoY)

PAT : (50)%

(722) bps (YoY)

12%

17%

11%

MCC

Operations and Management

API

Allied Trades

Q2FY25

Q2FY26

Income Statement Q2 & H1FY26

Particulars (Rs. Mn)

Q2FY26

Q2FY25

YoY

Q1FY26

QoQ

H1FY26

H1FY25

YoY

Revenue from Operational Income*

Total Expenses

EBITDA

EBITDA Margin

Depreciation and Amortization

Finance Cost

Other Income

Profit /(loss) before exceptional items

1,105

1,030

6.78%

1,370

1,077

293

(19.34)%

(4.36)%

(74.40)%

1,282

1,041

241

(13.80)%

2,387

2,327

2.58%

(1.05)%

2,071

1,823

13.60%

(68.88)%

316

504

(37.30)%

21.38%

(1460)Bps

18.79%

(1,201)Bps

13.24%

21.65%

(841)Bps

265

(89.43)%

200

(86)%

228

429

(46.85)%

PBT Margin before exceptional items

2.53%

21.22%

(1,869)Bps

15.60%

(1,307)Bps

9.55%

19.45%

(990)Bps

Exceptional items

PBT

Tax Expense

PAT

PAT Margin

Other Comprehensive Income

Total Comprehensive Incomes

Basic EPS (Rs Per Share)

Diluted EPS (Rs Per Share)

105

9.59%

(2)

103

0.28

265

210

(72.07)%

(1,210)

(1,010)

(1,163)

107.36%

(935)

(50)%

(1,010)

110.40%

(904)

429

337

(217.95)%

(268.25)%

16.81%

(722)Bps

(78.78)%

(37.87)% 15.27%

211

0.66

0.53

(1,010)

(2.63)

(2)

(906)

(2.35)

339

1.06

0.85

Operational and Financial Highlights

Business Overview

Competitive Edge Driving Profitability and Financial Stability

Annexure

Sigachi Industries – Distinct Value Proposition

Sigachi Industries Ltd: Leading Manufacturer of Pre-Formulation Excipients

Presence in the Pharmaceutical Ecosystem

Competitive Edge

One of the largest MCC Manufacturing companies in India

Growth in API product portfolio and CEP Filings in pipeline

Present Across the Pharma Ecosystem

Pharma & Formulations

Pharma & API Intermediates

Pharma Excipients

Film Coatings, F&N Coatings

Formulators

Doctors

End Customers

Moving Up the Value chain by Introducing Value Added and Margin Accretive Products in the Product Basket

Research & Product Excellence

Advanced Manufacturing Facilities across 5 Strategic Locations

Focused on ensuring operational continuity through robust planning, consistent engagement with our partners and regulatory bodies

infrastructure

readiness,

and

Hyderabad Plant

Dahej SEZ Plant

Sultanpur Plant

Jhagadia Plant

Trimax Biosciences API Plant

Manufacturing Units o Five manufacturing facilities (Telangana, Gujarat, Karnataka) including SEZ and dedicated nutritional premix facility.

Expansion Plans

o Expanding Dahej, Jhagadia Capacities for MCC

o Setting up New Dahej

Unit for CCS

Research & Development

labs

state-of-the-art o Three in located R&D and Jhagadia Dahej, Hyderabad focusing on performance-oriented approaches and in-house technologies

Accredited Laboratory

o Laboratory

Dahej accredited by Department of Science and Industrial Research (DSIR).

Ongoing Commitment to R&D Investment

Trademarks

Patent Filed

Investment in Intellectual Properties : R&D (In Rs. Mn)

44.12

FY22

37.41

FY23

49.6

FY24

CEP

66.04

FY25

Quality Assurance: Certifications & Accreditation

Ensures quality control and assurance in all manufacturing units, with various certifications for processes and raw materials

Operational and Financial Highlights

Business Overview

Competitive Edge Driving Profitability and Financial Stability

Annexure

Achieving 3x Growth in Revenue and PAT Over a Period of 5 Years

Revenue (Rs. Mn)

EBITDA (Rs. Mn)

PAT (Rs. Mn)

PAT

20.1%

21.2%

19.4%

19.2%

22.4%

17.8%

16.0%

15.7%

5,088

4,106

14.6%

1,120

3,087

2,529

1,439

1,960

248

388

530

587

767

303

203

14.4%

14.3%

703

400

435

14.1%

572

FY20

FY21

FY22

FY23

FY24

FY25

FY20

FY21

FY22

FY23

FY24

FY25

FY20

FY21

FY22

FY23

FY24

FY25

Revenue (Rs. Mn)

EBITDA (Rs.Mn)

EBITDA Margin

PAT (Rs. Mn)

PAT Margin

Margin

EBITDA

PAT

5 Years CAGR (FY20-25)

5 Year Average Margin (FY20-25)

35%

28%

20.5%

14.9%

Nos. are consolidated basis

Low Debt: Maximizing Financial Stability

Gross Block (Rs. Mn)

Net Debt to Equity and Interest Coverage Ratio

3,456

2,157

416.5

FY20

503.3

FY21

1,151

682.5

FY22

FY23

FY24

FY25

45.31

0.28

FY20

10.56

31.04

0.02

FY21

13.68

0.03

0.13

FY22

FY23

FY24

0.04

FY25

5.56

-0.15

9.82

Net Debt to Equity

Interest Coverage Ratio

Cash Flow

To Drive Future Growth

Cash Flows from Operation (Rs. Mn)

Capex (Rs. Mn)

296

290

269

121

129

FY20

FY21

FY22

FY23

FY24

FY25

1,007

852

433

FY23

FY24

FY25

FY21

243

FY22

Operational and Financial Highlights

Business Overview

Competitive Edge Driving Profitability and Financial Stability

Annexure

Historical Income Statement

Particulars (Rs. Mn)

Revenue from Operational Income*

Total Expenses

EBITDA

EBITDA Margin

Depreciation and Amortisation

Finance costs

Other Income

Profit /(loss) before exceptional items

PBT Margin before exceptional items

Exceptional items

PBT

Tax Expense

PAT

PAT Margin

Other Comprehensive Income

Total Comprehensive Income

Basic EPS

Diluted EPS

FY22

2,503

1,972

531

21.21%

516

20.6%

516

116

400

FY23

3,020

2,433

587

19.43%

545

18.0%

545

109

436

FY24

3,989

3,223

766

19.20%

108

117

697

17.47%

697

125

572

FY25

5,003

3,883

1,120

22.38%

158

124

923

18.44%

923

219

705

H1FY26

2,387

2,071

316

13.24%

228

9.55%

(1,163)

(935)

(904)

15.98%

14.43%

14.34%

14.09%

(37.87)%

-6

394

1.54

437

1.41

572

1.81

1.54

-1

703

2.06

(2)

(906)

(2.35)

All numbers are on Consolidated Basis ; *FY25- Includes Rs.121 Mn as PLI Income

Historical Balance Sheet

Particulars (Rs. Mn)

NON-CURRENT ASSETS

a) Property, plant and equipment

b) Capital work-in-progress

c) Intangible assets

d) Goodwill

e) Right of Use Assets

f) Financial assets

i) Investments

ii) Other Financial Assets

g) Other non-current assets

CURRENT ASSETS

a) Financial Assets

i) Trade Receivables

ii) Cash and cash equivalents

iii) Bank balances other than above

iv) Other financial assets

b) Other current assets

c) Inventories

TOTAL ASSETS

All numbers are on Consolidated Basis

FY22

1,069

527

351

1,799

601

291

403

128

305

FY23

1,964

960

349

257

225

164

1,774

802

137

190

110

466

2,868

3,738

FY24

3,809

1,711

966

547

277

199

3,133

1,500

174

396

163

192

707

6,942

FY25

4,519

2,876

547

268

329

398

3,943

1,837

173

547

267

176

943

8,462

H1FY26

3,789

2,436

157

547

272

308

4,718

1,895

213

604

671

256

1078

8,507

Historical Balance Sheet

Particulars (Rs. Mn)

EQUITY

Equity Share Capital

Other Equity

Equity attributable to the owners of the company

Minority Interest

NON-CURRENT LIABILITIES

a) Financial Liabilities

i) Borrowings

ii) Lease Liability

b) Provisions

c) Deferred tax liabilities (net)

CURRENT LIABILITIES

a) Financial Liabilities

i) Borrowings

ii) Lease Liabilities

iii) Trade Payables

iv) Other financial liabilities

b) Other current liabilities

c) Current tax liabilities (Net)

TOTAL LIABILITIES

TOTAL EQUITY AND LIABILITIES

All numbers are on Consolidated Basis

FY22

2,277

307

1,970

2,277

515

332

106

591

2,868

FY23

2,683

307

2,376

2,683

308

231

747

395

208

1,055

3,738

FY24

4,410

328

3,968

4,296

114

653

266

205

164

1,878

924

479

335

2,531

6,942

FY25

6,131

382

5,626

6,008

122

480

216

236

1,852

1,181

357

261

2,332

8,462

H1FY26

5,192

382

4,696

5,078

114

447

218

199

2,868

1,429

691

723

3,315

8,507

Key Milestones

1989 Incorporated as ‘Sigachi Chloro- Chemicals Private Limited

2000 o Launched premium-grade

MCC production

o Installed advanced spray drier

and multi-fuel furnace

o Capacity boosted from 720 to

1080 MTPA

2010

Commenced the commercial production of MCC at manufacturing unit situated at Jhagadia

2017

Sigachi Inc., our US subsidiary, begins operations

2023 Expanded Capacity to 21,000 MTPA, the Largest MCC Manufacturing

Company in India

2024 Sigachi MENA FZCO, a wholly owned subsidiary, has announced the formation of joint ventures, Sigachi Arabia and Sigachi Global.

1989

1998

2000

2009

2010

2012

2017

2021

2023

2024

2025

1998

Commenced its export operations by exporting its product

2009 Setting up of 100 % export oriented unit (“EOU”) for manufacturing MCC in the SEZ at Dahej, Gujarat

2012

Commenced the Commercial production of MCC at the manufacturing unit situated at Dahej

2021 Got listed on NSE & BSE on Nov 15, 2021

2023 Acquired Trimax Biosciences Pvt Ltd to expand into API product offerings

2025

Achieved GAIN (Global Alliance for Improved Nutrition) Audit Certification

Sigachi MENA FZCO, a wholly owned subsidiary, has formed a joint venture with Saudi National Projects Investment (SNP) to enter the growing Saudi Arabian market.

Strong Leadership

Distinct, high performing businesses aligned with business drivers and market requirements

Rabindra Prasad Sinha

Whole Time-Director & Chairman

Chidambarnathan Shanmuganathan

Whole Time-Director & Vice Chairman

Amit Raj Sinha

Managing Director & CEO

Subbarami Reddy Oruganti

Chief Financial Officer

Bhavani Chidambaranathan

President, Sigachi US, Inc.

Lijo Chacko

Deputy Group CEO

THANK YOU!

SIGACHI INDUSTRIES LTD

Corporate Office: Plot No. G 57/2, Survey no.70 & 174, Sultanpur Village, Patancheru Mandal, Hyderabad 502319, Sanga Reddy District, Telangana, India. Landline +918455242055/56/57

Registered office: 2nd floor, Kalyans Tulsiram Chambers, Madinaguda, Hyderabad 500049, Telangana, India. Landline +9140 40114874 /75/76

GO INDIA ADVISORS – IR FIRM

Ms. Priya Sen

Ms. Sana Kapoor

Ms. Sheetal Khanduja

priya@goindiaadvisors.com

sana@goindiaadvisors.com

M : +91 8334841047

M:+91 8146550469

sheetal@goindiaadvisors.com

M: +91 9769364166

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