Ardee Industries Limited · NSE:ARDEE
Ardee Industries — Q1 FY27 Earnings Presentation
23 slides from Ardee Industries's earnings presentation, Aug 31, 2026
Slide 1: Powering Tomorrow With Recycled Resources
ARDEE POWERING TOMORROW WITH RECYCLED RESOURCES Certified oec 31st August, 2026 To To Sr. General Manager Sr. General Manager Listing Department Listing Department BSE Limited National Stock Exchange of India Phiroze Jeejeebhoy Towers Limited Dalal Street Exchange Plaza, C-1, Block G Mumbeai - 400 0
Slide 2: Investor Presentation Q1 FY27
RIDEE INVESTOR PRESENTATION Q1 Fy27
Slide 3: Disclaimer
Disclaimer ARDEE The information contained in this presentation has been prepared by Ardee Industries Limited (“Ardee”, “The Company”) for information purposes only. This presentation does not constitute or form part of any offer, invitation, recommendation or solicitation to purchase, subscribe for
Slide 4: Ardee - At A Glance
Ardee - At A Glance ARDEE = Established in 1993, a leading player in circular economy, specializing in recovery and recycling of end-of-life energy storage products and non-ferrous scrap = Diversified product portfolio comprising pure lead and lead alloys, including lead calcium, lead antimony, lead
Slide 5: Ardee's Journey
Ardee’s Journey ARDEE LA R AN = ARDEE LEAD 9997’ empaneled with LME = Accorded Three-Star = Converted into a public Export House status limited company and = Expanded manufacturing = Acquired by the current = Recognised as a One Star rename_d Ar_de_e capacity to 1,56,950 promoters Export House by DG
Slide 6: Value Proposition
Value Proposition ARDEE Among Top Six Lead Recyclers In India By Market Share = Among India’s top six manufacturers of pure lead and lead alloys, with 2.09% market share in FY26 = Fastest-growing company among peers, with 58.81% revenue CAGR during FY24-FY26 Proximity To Battery OEMs And Export Port
Slide 7: Financial Highlights
RDEE FINANCIAL HIGHLIGHTS
Slide 8: Q1 FY27 Key Metrics
Q1 FY27 Key Metrics A{és Key Financials - INR 3,388 Mn | 35.2% YoY INR 338 Mn | (0.4%) YoY 10.0% Revenue EBITDA EBITDA Margin Revenue Mix - INR 267 Mn | 5.0% YoY INR 199 Mn | 6.0% YoY 5.9% PBT PAT PAT Margin 38.7% Key Business Update - By Geography 61.3% * Installed capacity expanded by 50.9%, from
Slide 9: Q1 FY27 Quarterly Performance
Q1 FY27 Quarterly Performance ARDEE xXxxxl Revenue EBITDA PBT - INR Mn L INR Mn L INR Mn 3,540 3,388 397 339 338 2,506 . 309 267 Q1FY26 Q4 FY26 Q1 Fy27 Q1FY26 Q4 FY26 Q1 Fv27 Q1FY26 Q4 FY26 Q1Fv27 PAT Sales Volume L INR M - mr = 19,364 17,645 188 199 15,529 . Q1FY26 Q4 FY26 Q1 Fy27 Q1 FY26 Q4FY26 Q1
Slide 10: Management Comment
Management Comment ARDEE “We delivered a robust performance during the period, with revenue growing 35.2% YoY to INR 3,388 Mn, supported by healthy demand across our product portfolio and strong customer offtake. Despite prevailing geopolitical uncertainties and supply-chain challenges, our focus on
Slide 11: Overview
RDEE OVERVIEW
Slide 12: Sustainable Circular Business Model of Ardee Industries
Sustainable Circular Bu siness Model of Ardee Industries ARDEE Last Mile Procurement Sources recyclable lead-based scrap and ingots from over 50 countries globally ago Customer Satisfaction fqmg\ Segregation, Sorting, Quality Inspection Ardee maintains continuous engagement to ensure Conducts scrap
Slide 13: Our Products — Pure Lead And Lead Alloy
Our Products — Pure Lead And Lead Alloy ARDEE Pure Lead Product Portfolio | 23-30kg 99.97% — 99.985% Standard ingot weight for Purity level of pure lead ease of handling produced Lead Alloy Key Applications | - Customized Compositions for Specialized Applications Automotive SIL Batteries Cable Sheat
Slide 14: Strategic Global Presence & Sourcing Operations
Strategic Global Presence & Sourcing Operations ARDEE Domestic & International Export Countries Global Sourcing & Procurement | | fl / \“‘ 50+ Sourcing Countries { . \ Y Raw materials procured globally across international trade hubs 7] e » 7 . Raw Material Base \ Sourced primarily from scrap streams
Slide 15: Manufacturing Facility
Manufacturing Facility ARDEE = Fully integrated, ISO-certified facility spread across 7.61 acres . i ) ) Quality & Compliance = Strategically located near Chennai and key ports, enabling faster delivery and lower logistics costs 1SO 9001:2015, ISO 140012015 = LME-linked back-to-back hedging supports
Slide 16: Leveraging Our LME Listing To Expand Our Global Presence
Leveraging Our LME Listing To Expand Our Global Presence ARDEE @ « Listed brand ‘Ardee’ on the MCX platform, a key domestic commodity exchange in India, making one of few companies with registered brand on MCX * Brand ‘ARDEE LEAD 9997’ is also listed on London Metal Exchange (LME) strengthening cred
Slide 17: Board Of Directors & KMPs
Board Of Directors & KMPs ARDEE 2 b4 { o = o Sandeep Aggarwal Nikunj Aggarwal Esha Gupta Archana Jain Anand Tandon Vivek Sarbhai 4 = Chairman and Managing Director Whole-time Director Whole-time Director Independent Director Independent Director Independent Director =] Y= Over 30 years of 8+ years o
Slide 18: Overview
RDEE OVERVIEW
Slide 19: Market Opportunity
Market Opportunity ARDEE High Demand From Lead-acid Battery Makers Abundant Domestic Scrap Availability Why The Opportunity Is Structural? | | 80-85% ULABs ’ ) Multiple automotive and industrial ) Of Recycled Lead Goes Into Batteries Reliable Domestie scrap Pocl applications support a diversified cu
Slide 20: Overview
RDEE OVERVIEW
Slide 21: Key Performance Indicators
Key Performance Indicators ARDEE Revenue EBITDA & EBITDA Margins PAT & PAT Margins | - INR Mn L INR Mn INR Mn CAGR58.8% > CAGR128.8% > ’7 CAGR 206.8% > 11,677 7.3% 7,427 4,630 281 90 FY24 FY25 FY26 FY24 FY25 FY26 FY24 FY25 FY26 Gross Margin Per Ton Return On Investment (ROI) ROCE & ROE - - [} INR Mn
Slide 22: Strategic Priorities For Future Growth
Strategic Priorities For Future Growth ARDEE & Expanding Manufacturing Capacity [-] Further augmenting installed capacity to scale the lead recycling and manufacturing business and capture growing demand Expanding Global Footprint Leveraging the LME listing of ARDEE LEAD 9997 to strengthen global cr
Slide 23: Thank You
IA ADFACTORS PR Thank You Arun Kumar Mallik Forum Goshar: forum.goshar@adfactorspr.com Harshil Ghanshyani: harshil.ghanshyani@adfactorspr.com Chief Financial Officer