Sarda Energy & Minerals Limited

Rs 1,505

SEML at a Glance Energy Segment Strengthens its Position as the Core Engine of Growth Contributed Rs 1,505 Cr in Revenue (47% of consolidated Revenue) and Rs 759 Cr in EBIT (72% of consolidated EBIT) in H1FY

47%

Segment Strengthens its Position as the Core Engine of Growth Contributed Rs 1,505 Cr in Revenue (47% of consolidated Revenue) and Rs 759 Cr in EBIT (72% of consolidated EBIT) in H1FY26 Building Block

Rs 759

as the Core Engine of Growth Contributed Rs 1,505 Cr in Revenue (47% of consolidated Revenue) and Rs 759 Cr in EBIT (72% of consolidated EBIT) in H1FY26 Building Blocks for Sustainable Growth • Strateg

72%

of Growth Contributed Rs 1,505 Cr in Revenue (47% of consolidated Revenue) and Rs 759 Cr in EBIT (72% of consolidated EBIT) in H1FY26 Building Blocks for Sustainable Growth • Strategically position

Rs 1,158

capacities of the integrated Metal Business Strong Financials to Support Growth Cash Profit Rs 1,158 Cr Net Debt/EBITDA 0.32x TOL/NW 0.55x Strong Liquidity Rs 2,231 Cr Numbers above are as of H

0.32x

d Metal Business Strong Financials to Support Growth Cash Profit Rs 1,158 Cr Net Debt/EBITDA 0.32x TOL/NW 0.55x Strong Liquidity Rs 2,231 Cr Numbers above are as of H1FY26 Strong Focus on ES

0.55x

s Strong Financials to Support Growth Cash Profit Rs 1,158 Cr Net Debt/EBITDA 0.32x TOL/NW 0.55x Strong Liquidity Rs 2,231 Cr Numbers above are as of H1FY26 Strong Focus on ESG • Power Gener

Rs 2,231

Support Growth Cash Profit Rs 1,158 Cr Net Debt/EBITDA 0.32x TOL/NW 0.55x Strong Liquidity Rs 2,231 Cr Numbers above are as of H1FY26 Strong Focus on ESG • Power Generation through Hydro, Waste H

75 MW

tions • Doubling generation capacity at IPP Binjkot (formerly SKS Power) • Future Pipeline of ~ 75 MW of Hydro Power assets • Installing a 50 MW Solar Power Plant for captive use • Scaling up iro

50 MW

Binjkot (formerly SKS Power) • Future Pipeline of ~ 75 MW of Hydro Power assets • Installing a 50 MW Solar Power Plant for captive use • Scaling up iron ore and coal mining to ensure steady, cost

1.80 MT

to ensure steady, cost-optimized raw material availability o Surjagad, Maharashtra -Block 1 o 1.80 MTPA - 5.20 MTPA, Gare Palma IV/7 o 0.60 MTPA, Shahpur West o 1.10 MTPA, Gare Palma IV/5 o 2.10 M

5.20 MT

steady, cost-optimized raw material availability o Surjagad, Maharashtra -Block 1 o 1.80 MTPA - 5.20 MTPA, Gare Palma IV/7 o 0.60 MTPA, Shahpur West o 1.10 MTPA, Gare Palma IV/5 o 2.10 MTPA, Bartung

“Investor Presentation on the results for the Q2 & H1 FY26 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 Q2 & H1 FY26 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.”

Note

2

Sub

1

Sub

Investor Presentation on the results for the Q2 & H1 FY26 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 Q2 & H1 FY26 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 | Q2 & H1FY26 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 invi

Note

1) Hydro Power Generation is seasonal. Hence not comparable QoQ. This also includes generation from newly commissioned 24.9 MW Rehar SHP. 2) IPP Binjkot (SKS Power) was acquired w.e.f 22-08-2024, hence, not comparable YOY. 3) A part of all Products is captively consumed for production of downstream products. 4) Indonesian coal mines resumed operation in September 2024. 9 Sales Trend Sales (‘000 MT) Q2FY26 Q2FY25 Iron Ore Pellet 115 132 Sponge Iron Steel Billet Wire Rod H. B Wires Ferro Alloys 33 12 32 8 49 Thermal Power, IPP (Mn KwH) 1016 Hydro Power (Mn KwH) Coal Domestic Coal Indonesia

Note

356 84 457 25 7 40 8 46 190 261 107 94 1) A part of all Production is captively consumed for production of downstream products; 2) Quantities of Traded goods not included YoY -13% 33% 62% -18% 2% 9% 435% 37% -22% 388% Q1FY26 140 32 11 33 10 48 1067 113 27 389 QoQ -18% 4% 9% -1% -17% 2% -5% 217% 212% 18% H1FY26 H1FY25 254 260 65 23 65 18 98 2083 469 111 846 60 12 71 17 91 190 342 342 264 YoY -2% 8% 86% -8% 4% 7% 997% 37% -68% 221% 10 Realization Trend Steel Products’ Realization Trend (Rs/MT) 2,849 4,071 13,822 2,530 3,414 14,424 2,182 4,231 14,990 2,844 4,915 15,575 2,834 4,068 13,511 15,522 16,053 15,240 14,141 13,990 9,151 Q2FY25 9,142 Q3FY25 9,341 Q4FY25 9,643 Q1FY26 9,463 Q2FY26 Iron Ore Pellet Sponge Iron Steel Billets Wire Rod H.B. Wire Value Addition Realization Ferro Alloys’ Realization Trend The average domestic market realisation for Q2FY26 stood at Rs 72,519 per MT (vs Rs 70,390 per MT in Q1FY26) for Ferro Manganese and at Rs 72,116 per MT (vs Rs 72,695 per MT in Q1FY26) for