Sarda Energy & Minerals Limited

300 MW

ts & raw material costs . • Acquired SKS Power with an operational thermal power capacity of 2×300 MW in Chhattisgarh under IBC • Operationalized ~113 MW hydro power project in Sikkim • Commenced

113 MW

an operational thermal power capacity of 2×300 MW in Chhattisgarh under IBC • Operationalized ~113 MW hydro power project in Sikkim • Commenced coal mining production started with capacity of 1.2

1.20 MT

MW hydro power project in Sikkim • Commenced coal mining production started with capacity of 1.20 MTPA at Gare Palma IV/7 • Successful integration; SC ratification for SKS Power Acquisition • New

1.80 MT

enhancing long-term revenue visibility • Expansion of capacity at Gare Palma IV/7 Coal Mine to 1.80 MTPA • Robust balance sheet with strong cash flow generation to support future growth Significant

2x

sheet with strong cash flow generation to support future growth Significant Value Creation: • 2x jump in Revenue from Rs 2,343 cr in FY21 to Rs 5,928 cr in FY26; CAGR of 20% • 3x jump in EBITDA

Rs 2,343

h flow generation to support future growth Significant Value Creation: • 2x jump in Revenue from Rs 2,343 cr in FY21 to Rs 5,928 cr in FY26; CAGR of 20% • 3x jump in EBITDA from Rs 664 cr in FY21 to Rs

Rs 5,928

port future growth Significant Value Creation: • 2x jump in Revenue from Rs 2,343 cr in FY21 to Rs 5,928 cr in FY26; CAGR of 20% • 3x jump in EBITDA from Rs 664 cr in FY21 to Rs 2,025 cr in FY26; CAGR o

20%

nt Value Creation: • 2x jump in Revenue from Rs 2,343 cr in FY21 to Rs 5,928 cr in FY26; CAGR of 20% • 3x jump in EBITDA from Rs 664 cr in FY21 to Rs 2,025 cr in FY26; CAGR of 25% • 3x jump in PAT

3x

e Creation: • 2x jump in Revenue from Rs 2,343 cr in FY21 to Rs 5,928 cr in FY26; CAGR of 20% • 3x jump in EBITDA from Rs 664 cr in FY21 to Rs 2,025 cr in FY26; CAGR of 25% • 3x jump in PAT from

Rs 664

in Revenue from Rs 2,343 cr in FY21 to Rs 5,928 cr in FY26; CAGR of 20% • 3x jump in EBITDA from Rs 664 cr in FY21 to Rs 2,025 cr in FY26; CAGR of 25% • 3x jump in PAT from Rs 376 cr in FY21 to Rs 1,

Rs 2,025

3 cr in FY21 to Rs 5,928 cr in FY26; CAGR of 20% • 3x jump in EBITDA from Rs 664 cr in FY21 to Rs 2,025 cr in FY26; CAGR of 25% • 3x jump in PAT from Rs 376 cr in FY21 to Rs 1,109 cr in FY26; CAGR of 2

25%

in FY26; CAGR of 20% • 3x jump in EBITDA from Rs 664 cr in FY21 to Rs 2,025 cr in FY26; CAGR of 25% • 3x jump in PAT from Rs 376 cr in FY21 to Rs 1,109 cr in FY26; CAGR of 24% • 5x jump in energy

“Investor Presentation on the results for Q4 & 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 Q4 & 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.”

“2) Q4 FY26 performance impacted by planned shutdown of one captive power unit of 30 MW since December, for replacement, at the Steel plant 11 Production Trend Production (‘000 MT) Q4FY26 Q4FY25 Iron Ore Pellet 177 187 Sponge Iron Steel Billet Wire Rod H.”

“Wire in FY26 Iron Ore Pellets Sponge Iron Steel Billet 741 800 810 819 826 488 522 517 501 443 294 290 316 319 345 228 229 205 205 192 121 82 103 118 143 26 33 31 31 39 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 Wire Rod H.”

“Wire Ferro Alloys 190 193 151 154 161 127 169 133 160 120 39 40 38 38 40 40 35 35 32 32 159 158 164 157 200 195 183 181 200 195 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 Production ('000 MT) Sales ('000 MT) 33 Strong Governance with Experienced Board Pankaj Sarda Managing Director Padam Kumar Jain Director & CFO M.S.”

Note

2

Sub

1

Significant Value Creation

1

Sub

Investor Presentation on the results for Q4 & 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 Q4 & 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 and disseminate it for the information of the investors. Thanking you, Yours faithfully, For Sarda Energy & Minerals Ltd. Company Secretary Encl: As above Expanding Horizons of Growth Energy | Minerals | Metals Investor Presentation | Q4 & FY26 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 con

Significant Value Creation

• 2x jump in Revenue from Rs 2,343 cr in FY21 to Rs 5,928 cr in FY26; CAGR of 20% • 3x jump in EBITDA from Rs 664 cr in FY21 to Rs 2,025 cr in FY26; CAGR of 25% • 3x jump in PAT from Rs 376 cr in FY21 to Rs 1,109 cr in FY26; CAGR of 24% • 5x jump in energy capacity from 191 MW in FY21 to 929 MW in FY26 • Long term credit rating upgrade to AA- in FY26 from A in FY21 with a strong liquidity position of Rs 2,380 cr >10x jump in Market Capitalization from Rs 1,611 cr in Mar’21 to >Rs 20,000 cr* Transition from mid-sized metal player to scalable and diversified energy and mining business with steady EBITDA visibility, strong cash flows and lower cyclicality * Mcap as of 22nd May 2026 5 SKS Power: From Resolution to Ramp-up Supreme Court Ruling • Hon’ble Supreme Court upheld SEML’s resolution plan in Feb’26, dismissing all dissenting pleas and removing all residual overhang • Hon’ble Supreme Court reaffirmed primacy of CoC commercial wisdom under IBC • IBC Success Story: Enabled full recover

Note

1) Hydro Power Generation is seasonal. Hence not comparable QoQ. Current year genaration includes generation from newly commissioned 24.9 MW Rehar SHP. 2) Mineral Wool trial started in April 2025 & commercial operation commenced in July 2025 3) Indonesian coal mines resumed operation in September 2024. 12 Sales Trend Sales (‘000 MT) Iron Ore Pellet Sponge Iron Steel Billet Wire Rod H. B Wires Ferro Alloys Thermal Power, IPP (Mn KwH) Hydro Power (Mn KwH) Coal Domestic Coal Indonesia Q4FY26 Q4FY25 YoY % Q3FY26 QoQ % FY26 FY25 YoY % 115 (35.7)% 115 (35.7)% 74 44 7 24 12 44 872 45 39 440 32 11 18 9 46 943 24 7 227 - 37.5% (36.4)% 33.3% 33.3% (4.3)% (7.5)% 87.5% 557.1% 53.3% NA 34 9 30 11 54 798 137 84 376 994 29.4% (22.2)% (20.0)% 9.1% (18.5)% 445 142 39 120 40 195 501 118 31 133 35 181 9.3% 3,753 2,014 (67.2)% (77.3)% 17.0% 49% 643 150 1,662 2,986 473 349 836 - (11.2)% 20.3% 25.8% (9.8)% 14.3% 7.7% 86.3% 35.9% (57.0)% 98.8% NA 13 Rock Mineral Wool 1,480

Note

1) A part of all Product is captively consumed for production of downstream product. 2) Quantities of Traded goods not included. 3) Mineral Wool trial started in April 2025 & commercial operation commenced in July 2025 Consolidated P&L Highlights Particulars (Rs Cr) Revenue from Operations Other Income Total Income Raw Material Employee Expenses Other Operating Expenses EBITDA EBITDA Margin (%) Depreciation Finance Cost Exceptional Items Profit Before Tax Current Tax Deferred Tax Share of P/L of Associates and JV Profit After Tax PAT Margin (%) EPS (INR) Cash Profit** Q4FY26* 1254 5 1,258 647 60 199 352 Q4FY25 1,239 47 1,286 731 51 186 318 28.0% 24.7% 88 54 0 210 -9.87 79 14 155 12.3% 4.48 323 87 70 0 161 -0.4 66 6 101 7.9% 3.07 253 YoY -2.2% 10.8% 30.7% 53.0% Q3FY26* 1,276 84 1,360 725 60 180 395 29.1% 86 64 10 255 10 61 6 190 14.0% 5.40 338 QoQ -7.5% -10.8% FY26 5690 237 5,928 2918 222 764 2,025 29.3% 341 244 10 -17.5% 1,449 -18.3% 18 368 46 1,109 18.7% 31.38 FY25 4,643 172 4,815 2,5