SANGAMIND

SANGAM (INDIA) LIMITED CIN : L17118RJ 1984PLC 003173 E - mail : secretarial@sangamgroup.com Website : www.sangamgroup.com I Ph : +91-1482-245400-06 Ref: SIL/SEC/2026 Date: 18th July, 2026 The Manager The Manager, Department of Corporate Services Department of Corporate Services, The National Stock Exchange of India Ltd. BSE Ltd. Exchange Plaza, 5th Floor, Phiroze Jeejeebhoy Towers Plot No. C/1, G Block 25th Floor, Dalal Street, Bandra Kurla Complex, Bandra (E) MUMBAI - 400 001 Mumbai – 400051 Scrip Code: 514234 Scrip Code: SANGAMIND Sub: Intimation to Stock Exchange – Investor Presentation in connection with Unaudited Financial Results for the quarter ended 30th June, 2026 Dear sir/madam, Pursuant to Regulation 30 of Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the copy of Investor Presentation in connection with the Unaudited Financial Results for the quarter ended 30th June, 2026. The same is also available on the website of the company at www.sangamgroup.com Kindly take the above on your record. Thanking you. Yours faithfully For Sangam (India) Limited (Arjun Agal) Company Secretary ACS 74400 Registered Office : Sangam House, Atun, Chittorgarh Road, Bhilwara - 311001 (Raj.) INDIA Sangam (India) Limited Earnings Presentation Q1 FY27 | July 2026 Disclaimer This presentation has been prepared by Sangam (India) Limited (the "Company") solely for information purposes and does not constitute an offer to sell or a recommendation or solicitation of an offer to subscribe for or purchase any securities, and nothing contained herein shall form the basis of any contract or commitment whatsoever. The information contained herein should be considered in the context of the circumstances prevailing at the time and will not be updated to reflect material developments that may occur after the date of the presentation. Certain statements in this presentation may be forward-looking in nature, based on management’s current expectations and assumptions, and involve known and unknown risks and uncertainties that could cause actual results to differ materially. No obligation is assumed to update or revise any forward-looking statement. Recipients should not place undue reliance on such statements. The Company makes no representation or warranty, express or implied, as to, and does not accept any responsibility or liability with respect to, the fairness, accuracy, completeness or correctness of any information or opinions contained herein. Neither the Company nor its affiliates, advisors or representatives accept any liability whatsoever for any loss howsoever arising from any use of this presentation or its contents. 2 Sangam at a Glance Rs. 3,243 Cr Rs. 329 Cr Rs. 83 Cr Revenue FY26 EBITDA FY26 PAT FY26 40+ years of leadership in Indian textiles, built on integration, innovation and quality 6 plants state-of-the-art manufacturing facilities in Rajasthan 10,000+ employees directly employed across our operations 50+ countries export presence, serving leading global and domestic brands 3 Installed Capacity Installed capacity Division Key facilities (As of June 2026) Spinning (ring) 3,06,864 spindles 85,140 MT p.a. Spinning (open-end) 4,584 rotors 19,080 MT p.a. Knitting 32 knitting machines 5,400 MT p.a. 298 weaving looms, 5 indigo processing lines and 1 Denim fabric 60 million meters p.a. rope dyeing line PV fabric 304 weaving looms and 7 stenters 76 million meters p.a. Seamless garments 114 seamless knitting machines 10.74 million pieces p.a. Green fibre (recycled polyester) Fibre plant, Bhilwara 45 TPD (16,020 MT p.a.) 4 Capacities expand further under the growth capital expenditure plan (see Capex Plan section). Q1FY27 Performance Revenue Gross Margin EBITDA Profit After Tax Q1 F Y27 Rs. 867 Cr 43.6% Rs. 112 Cr Rs. 41 Cr +59.6% YoY | +8.1% YoY +640 bps YoY vs ₹2 cr in Q1 FY26 12.9% margin Q1 FY27 revenue grew 8.1% year-on-year on To serve this demand, the company is healthy demand and steady execution across undertaking a capital expenditure plan of the business. Profitability improved on better approximately ₹1,500 crore, to be completed by realisations, a favourable product mix, operating March 2029. The plan completes our integration leverage and disciplined cost management. from fibre to garment across both the cotton Profit after tax was ₹41 crore against ₹2 crore in and synthetic value chains, including our entry Q1 FY26, with EBITDA margin expanding 418 bps into garmenting. to 12.9%. The plan is fully funded through internal Capacity utilisation remained high across accruals and term debt, within a firm internal businesses, with denim fabric at 98% and PV leverage discipline. MR. RAM PAL SONI fabric at 97%. Founder & Chairman 5 Income Statement Particulars (in Rs. Cr) Q1 FY27​ Q1 FY26​ YoY​ Q4 FY26​ QoQ Revenue* 867 803 8.1% 880 (1.5)% Gross Margin 378 298 26.7% 357 5.8% Gross Margin (%) 43.6% 37.2% 640 bps 40.6% 299 bps EBITDA 112 70 59.6% 98 14.4% EBITDA Margin % 12.9% 8.8% 418 bps 11.2% 180 bps Depreciation 26 36 (28.5)% 25 4.7% Profit Before Interest & Tax 87 34 151.2% 74 17.6% Interest 30 30 (1.5)% 27 10.8% Exceptional Items 2 2 0.0% 2 0.0% Profit Before Tax 55 3 2079.9% 45 22.3% Tax 14 0 3432.4% 12 15.7% Profit After Tax 41 2 1825.9% 33 24.8% PAT Margin (%) 4.7% 0.3% 446 bps 3.7% 99 bps Basic EPS (Rs) 8.16 0.42 1825.9% 6.54 24.8% Diluted EPS (Rs) 8.16 0.42 1825.9% 6.54 24.8% 6 *Note: Revenue is inclusive of Other Incomes Production Quantity & Capacity Utilization Yarn Green Fibre PV Fabric Denim Fabric Garment (MT) (MT) (Lakh Meter) (Lakh Meter) (Lakh pcs) 97% 98% 50% 85% 93% Q1FY27 Q1FY27 Q1FY27 Q1FY27 Q1FY27 194 144 14 3,565 22,853 95% 98% 61% 95% 97% Q4FY26 Q4FY26 Q4FY26 Q4FY26 Q4FY26 175 136 15 3,675 24,358 Q3FY26 91% Q3FY26 97% Q3FY26 90% Q3FY26 93% Q3FY26 42% 23,636 3,787 168 132 14 92% 94% 86% 22% Q2FY26 Q2FY26 Q2FY26 Q2FY26 Q2FY26 24,470 162 112 9 82% 75% 92% 25% Q1FY26 Q1FY26 Q1FY26 Q1FY26 Q1FY26 21,226 129 118 6 Capacity Utilization Production Quantity 7 Note: 1. Capacity Utilization % has been calculated on the basis of machine run-time hours 2. Certain figures have been reinstated. Consistent Quarterly Progress Revenue (In Cr) EBITDA (In Cr) 112 98 85 76 70 880 867 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 PAT (In Cr) 803 41 785 775 33 23 24 2 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 8 Balanced Portfolio. De-Risked Operations. Segment Mix (% of Revenue) Strong Domestic & Export Mix PV Yarn 2% Cotton Yarn 20% 22% Exports 33% Denim Fabric Domestic Q1FY27 Q1FY27 25% Domestic Exports Woven Fabic with 67% 31% processing Garment Five revenue segments and a two-thirds domestic base reduce dependence on any single product, market or customer. Exports across 50+ countries provide the complementary leg. 9 Green Power: Lower Cost, Lower Carbon Power is among our largest cost elements. Our renewable energy investments reduce it structurally, while advancing the sustainability commitments our customers increasingly expect. Existing renewable capacity 36 MW 19 MW solar + 5 MW wind + 12 MW hybrid 18 MW solar (from Q2 FY27) + 2.7MW Solar (from August 2026) Under implementation 40.7 MW + 20 MW hybrid (from April 2027) Expected annual savings ₹48 crore ₹22 crore from solar + ₹26 crore from hybrid, at full operation On completion, 76.7 MW of renewable capacity will cover a substantial share of our power requirement at a fixed cost, structurally lowering our cost per unit while reducing our carbon footprint. 10 Growth Capital Expenditure Plan Approx. ₹1,500 crore | To be completed by March 2029 Forward Integration into Garmenting A calibrated entry into garment manufacturing — the natural next step for a company that already produces the fabric. COMPLETING TWO VALUE CHAINS COTTON CHAIN Cotton → Yarn → Denim Fabric → Denim Garments RECYCLED Plastic Bottles / SYNTHETIC → Recycled Fibre → Yarn → PV Fabric → PV Garments Waste CHAIN COMPLETION 3 TOTAL INVESTMENT EARNINGS POTENTIAL By March 2029 ~ Rs. 1,500 Crores ~ Rs. 300 Crores All projects; phased Across yarn, fibre, fabric and Annual EBITDA at full utilization (E) commissioning from FY28 garmenting ANCHORED ON CAPACITY COST DESIGNED TO EXISTING RELATIONSHIPS BEING BUILT POSITION DE-RISK LABOUR Sangam has long-standing fabric • Denim garments: 10 lakh With fabric produced in-house and yarn Garmenting is the most labour- relationships with leading domestic and pieces/month behind it, the garment units begin with intensive stage of the textile chain. Both international brands. Garmenting an integrated cost base, positioning units are specified with a high degree of • PV garments: 5 lakh pieces/month extends these relationships into Sangam competitively for India’s automation from the design stage, • Both units will be ramped up in garment supply under one roof. growing domestic apparel demand. reducing dependence on scarce skilled phases, in step with customer labour. commitments. 12 Garmenting is a new business for Sangam; capacity will be commissioned and scaled prudently, and progress will be reported as the units come on stream. CAPEX Plan: Division by Division 80,000 2 mills ❯ COTTON YARN spindles modernised 2,700 High automation ❯ OPEN-END YARN new rotors in-house supply 2 48–65 lakh ❯ DENIM FABRIC new lines meters/month 40 TPD 50,000 MT ❯ GREEN FIBRE recycled polyester fibre plastic waste consumed annually New generation, Lower cost ❯ PV YARN energy-efficient structure machinery 15 lakh 60–75 lakh ❯ PV FABRICS meters/month meters/month (addition) (total capacity) Focused investments to expand capacity, enhance efficiency and strengthen integration across the value chain. 13 High-Value Client Relationships Among India’s largest PV dyed yarn and denim fabric manufacturers, supplying leading global and domestic brands. 14 Balance Sheet Discipline Debt Repayment Schedule Interest Coverage Ratio (x) (In Rs. Cr) 173 4.9 168 168 148 147 3.9 83 2.0 1.7 1.5 FY 27 FY 28 FY 29 FY30 FY31 FY32 FY22 FY23 FY24 FY25 FY26 Cash conversion cycle (FY26) Net debt / equity (FY26) 55 days 1.1x Improved from 80 days in FY25 Held stable through the investment phase 15 Sustainability, Built Into the Business Model Circular by Design Empowering Renewable Energy Water Stewardship Community Recycled polyester fibre capacity of 45 36 MW of solar, wind Established TPD today, rising to and hybrid capacity in 4 effluent 85 TPD under the operation Institutes and treatment growth plan University plants A further 40.7 MW under consuming close to implementation, Established NABH- 50,000 MT of plastic lowering both emissions certified hospital waste annually at full 4 sewage treatment and power cost per unit. serving the Bhilwara capacity. plants region 16 Recycled content and renewable sourcing are increasingly qualification criteria for global brand customers. Board & Leadership ➢ Responsible for the ➢ Sets the company’s ➢ Founded Sangam four yarn and denim direction and runs the decades ago and built businesses, from business day to day, it into one of India’s procurement and across operations, leading integrated manufacturing markets and capital textile companies. MR. R. P. SONI MR. ANURAG SONI allocation. MR. PRANAL MODANI through to domestic Chairman Managing Director CEO (Yarn & Denim Business) and export markets. ➢ More than three ➢ Chartered Accountant decades with Sangam; ➢ Over three decades in with nearly four PhD in Strategic fabric manufacturing; decades in corporate Management; has led responsible end to end finance, treasury and premier textile for the fabrics and risk across industry bodies and garments businesses. manufacturing DR. S. N. MODANI national forums. MR. V. K. SODANI CA S. R. DAKHERA businesses. Vice Chairman Executive Director & CEO (Fabrics and Garment business) CFO Independent Directors ➢ Served 35 years in the ➢ Served over 37 years in Indian Revenue ➢ Served 36 years in the the IAS, retiring as Service, retiring as Indian Revenue Secretary, Ministry of Principal Chief Service; MBA from IIM Textiles, Government Commissioner of Ahmedabad. of India. Income Tax, Rajasthan. MRS. IRINA GARG MR. DINESH CHANDER PATWARI MR. UPENDRA PRASAD SINGH 17 Independent Director Independent Director Independent Director Recognized Export House & Credentials Globally Recognised Accreditations Sangam (India) Limited has been recognized as a four-star export house by the Directorate General of Foreign Trade, Government of India. Exports (in Rs. Crore) QUALITY MANAGEMENT CONFIDENCE IN TEXTILES SYSTEMS 1,167 1,109 921 867 757 RECYCLED CONTENT SOCIAL ACCOUNTABILITY 470 VERIFICATION STANDARDS 423 FY 20 FY 21 FY 22 FY 23 FY 24 FY25 FY26 ORGANIC MATERIAL ORGANIC TEXTILE 18 VERIFICATION STANDARD Historical Income Statement Particulars (in Rs. Cr) FY21 FY22 FY23 FY24 FY25 FY26 Revenue* 1,369 2,445 2,729 2,641 2,872 3,243 Total Expenditure 1,237 2,130 2,411 2,413 2,612 2,914 EBITDA 132 315 318 228 260 329 EBITDA Margin % 9.6% 12.9% 11.7% 8.6% 9.1% 10.1% Depreciation 81 70 79 97 114 95 Exceptional Items - 12 26 7 7 7 Profit Before Interest & Tax 51 233 213 124 139 227 Interest 49 48 54 71 95 114 Profit Before Tax 2 185 159 53 44 113 Tax -2 43 29 13 12 30 Profit After Tax 4 142 130 40 32 83 Basic EPS (Rs) 1.0 32.2 29.4 8.2 6.3 16.4 Diluted EPS (Rs) 1.0 32.1 27.3 8.2 6.3 16.4 *Note: 1. Revenue is inclusive of Other Incomes. Consolidated Figures. 19 2. Total Expenditure excluding Depreciation and Finance Cost Historical Balance Sheet Particulars (in Rs. Cr) FY21 FY22 FY23 FY24 FY25 FY26 Particulars (in Rs. Cr) FY21 FY22 FY23 FY24 FY25 FY26 (a) Equity Share Capital 43 43 45 50 50 50 Non-Current Assets (b) Share Warrant 0 26 23 0 0 0 Property, Plant and Equipment 586 595 720 1,004 1,273 1,500 (c) Other Equity 509 647 815 934 957 1,026 Right of Use Assets 0 3 2 1 3 2 Total Equity 552 716 883 984 1,007 1,076 Capital Work in Progress 9 74 223 219 172 82 Non-current Liabilities Other Intangible Assets 5 4 3 2 2 7 Financial Liabilities Intangible Assets under development 0 0 0 3 6 2 (a) Borrowing 204 181 340 619 722 719 Financial Assets (b) Lease Liability 0 2 1 0 2 1 (a) Investments 0 1 1 1 1 25 Other Non-Current Liabilities & 0 0 10 36 0 1 (b) Other Financial Assets Provisions 10 26 31 27 35 37 Deferred Tax Liabilities (Net) 49 38 35 19 44 62 Other Non-Current Assets 6 54 114 115 77 65 Provisions 0 0 0 0 22 19 Total Non-Current Asset 615 757 1094 1,372 1,570 1,719 Total Non-Current Liabilities 253 221 385 675 789 803 Current Assets Current Liabilities Inventories 376 528 513 669 576 587 (a) Borrowings 385 426 484 446 413 557 Investments 0 0 7 10 79 129 (b) Lease Liabilities 0 1 2 1 1 1 Trade Receivables 280 376 353 448 518 637 (c) Trade Payables 116 287 227 427 603 698 Cash and Cash Equivalents 10 22 28 28 52 66 (d) Other Financial Liabilities 74 132 137 145 113 147 Other financial assets 55 61 56 68 35 64 Provisions 17 19 23 37 17 16 Current Tax Assets 6 0 7 9 5 4 Other current liabilities 10 18 19 0 0 16 Other current assets 66 72 102 124 122 109 Current Tax Liabilities 0 4 0 15 13 0 Assets Held for Sale 0 8 0 0 0 0 Total Current Liabilities 603 887 892 1,070 1,159 1,436 Total Current Assets 794 1,067 1,067 1,357 1,386 1,596 Total Equity and Liabilities 1,409 1,824 2,161 2,729 2,955 3,315 Total Assets 1,409 1,824 2,161 2,729 2,955 3,315 20 Thank you Sangam (India) Ltd Name: Mr. Arjun Agal Tel: +91 9252145210 Email: arjunagal@sangamgroup.com Investor Relations: Go India Advisors Name: Ms. Mehal Gogia Name: Ms. Garima Singla Tel: +91 9140969229 Tel: +91 9780042377 Email: mehal@goindiaadvisors.com Email: garima@goindiaadvisors.com