Grasim Industries Limited

₹1,75,431

Track record of consistent growth FY26 Highlights Revenue (₹ crore) EBITDA (₹ crore) Revenue ₹1,75,431 Cr. EBITDA ₹25,872 Cr. PAT# ₹5,203 Cr. Consolidated Standalone Consolidated Standalone Sta

₹25,872

ent growth FY26 Highlights Revenue (₹ crore) EBITDA (₹ crore) Revenue ₹1,75,431 Cr. EBITDA ₹25,872 Cr. PAT# ₹5,203 Cr. Consolidated Standalone Consolidated Standalone Standalone % in Consolida

₹5,203

ghlights Revenue (₹ crore) EBITDA (₹ crore) Revenue ₹1,75,431 Cr. EBITDA ₹25,872 Cr. PAT# ₹5,203 Cr. Consolidated Standalone Consolidated Standalone Standalone % in Consolidated Standalone %

20%

n Consolidated Standalone % in Consolidated 1,30,978 1,48,478 20,837 20,023 1,75,431 25,872 20% 25,847 21% 31,563 23% 41,039 17% 3,573 14% 2,857 14% 3,558 FY24 FY25 FY26 FY24 FY25

21%

d Standalone % in Consolidated 1,30,978 1,48,478 20,837 20,023 1,75,431 25,872 20% 25,847 21% 31,563 23% 41,039 17% 3,573 14% 2,857 14% 3,558 FY24 FY25 FY26 FY24 FY25 FY26 MARKE

23%

% in Consolidated 1,30,978 1,48,478 20,837 20,023 1,75,431 25,872 20% 25,847 21% 31,563 23% 41,039 17% 3,573 14% 2,857 14% 3,558 FY24 FY25 FY26 FY24 FY25 FY26 MARKET LEADERSHIP

17%

dated 1,30,978 1,48,478 20,837 20,023 1,75,431 25,872 20% 25,847 21% 31,563 23% 41,039 17% 3,573 14% 2,857 14% 3,558 FY24 FY25 FY26 FY24 FY25 FY26 MARKET LEADERSHIP INNOVATION

14%

978 1,48,478 20,837 20,023 1,75,431 25,872 20% 25,847 21% 31,563 23% 41,039 17% 3,573 14% 2,857 14% 3,558 FY24 FY25 FY26 FY24 FY25 FY26 MARKET LEADERSHIP INNOVATION SUSTAINABILI

5.1%

26 Q4FY26 MAR-25 JUN-25 SEP-25 DEC-25 MAR-26 In IIP, Manufacturing sector grew at average of 5.1% in Q4FY26, higher than Q4FY25 growth rate of 4.2% India Merchandise Exports in Q4FY26 down by 2.8

4.2%

In IIP, Manufacturing sector grew at average of 5.1% in Q4FY26, higher than Q4FY25 growth rate of 4.2% India Merchandise Exports in Q4FY26 down by 2.8% YoY to $112 bn › Chemicals sector up by ~1.2% o

2.8%

.1% in Q4FY26, higher than Q4FY25 growth rate of 4.2% India Merchandise Exports in Q4FY26 down by 2.8% YoY to $112 bn › Chemicals sector up by ~1.2% on YoY basis › Textiles sector down by ~2.3% on Y

1.2%

f 4.2% India Merchandise Exports in Q4FY26 down by 2.8% YoY to $112 bn › Chemicals sector up by ~1.2% on YoY basis › Textiles sector down by ~2.3% on YoY basis › › Exports of Chemical & Related pr

“This presentation does not solicit any action based on the material contained herein, and no offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company.”

“This presentation should not be relied upon as a recommendation or forecast by the Company.”

“The Company cannot guarantee that these assumptions and expectations are accurate or will be realised.”

YoY driven by

1

Investments

1

YoY driven by

› Housing Finance up by 42% YoY; › Health Insurance up 38% YoY; › › NBFC up by 19% YoY; › Stock & Securities Broking up by 31% YoY, Life Insurance up by 5% YoY PAT^ grew by 32% YoY at ₹1097 Cr. Total Lending* Portfolio up by 32% YoY to ₹207,368 Cr. Lending portfolio (Housing) grew by 53% YoY › ~72% NBFC’s Loan book is secured. › 11 million App customers** ABCD@, Omnichannel D2C platform is gaining traction with Udyog Plus, B2B platform for MSMEs continues to scale with ~2.4 million registrations and total portfolio of ~₹5,814 Cr. Grasim Industries Limited | Q4FY26 #Revenue as per Ind AS accounting; *Includes NBFC and Housing Finance; @ABCD: Aditya Birla Capital Digital; **as of 31st Mar 2026; ^Aditya Birla Capital PAT adjusted in accordance with Ind-AS 103 for Grasim Consolidation 32 Earnings Presentation | Q4FY26 Other Businesses Textiles Renewables Insulators Other Businesses Q4FY26 Financial Performance - Other Businesses Revenue (₹ crore) EBITDA (₹ crore) 3,892 3,288 879 898 1,010

Investments

UltraTech Cement (Subsidiary) AB Capital (Subsidiary) Renewables Subsidiaries ABSLAMC, ABHI & ABW Other Equity Accounted Investees Liquid Investments Vodafone Idea Other Investments Investment of Insurance Business Assets held to cover Linked Liabilities Loans & Advances of Financing Activities Assets held for Sale Other Assets, Loans & Advances APPLICATION OF FUNDS Net Debt / (Surplus) Grasim Industries Limited | Q4FY26 23,348 2,066 1,351 3 42,503 2,636 18,847 1,253 - 613 4,837 2,830 11,487 - - - - 11,761 81,032 6,879 22,373 3,042 1,355 3 40,144 2,636 18,847 923 - 613 4,229 2,256 10,640 - - - - 11,063 77,981 6,892 1,24,429 1,16,649 18,860 3,427 21,596 17,825 3,130 21,369 1,17,114 1,05,471 - - - 9,091 989 11,269 2,830 22,846 70,091 40,418 1,95,362 146 48,203 5,69,555 36,915 - - - 8,867 1,157 10,598 2,256 19,988 62,605 37,762 1,52,662 138 45,529 5,00,536 35,402 40 Annexure Grasim Group Structure GRASIM INDUSTRIES LIMITED CELLULOSIC FIBRES CHEMICALS BUILDING MATERIALS OTHER BUSINESSES OV