Valencia Nutrition Ltd. · BSE:VALENCIA
Valencia Nutrition — Shareholder Meeting (September 2026)
103 slides from Valencia Nutrition's shareholder meeting presentation, Sep 29, 2026
Slide 1: The Next Chapter of Valencia Nutrition Limited - 13th AGM
13TH AGM · FY 2025–26 13TH AGM 29 SEPTEMBER 2026 11:30 AM IST MUMBAI. 01 13TH ANNUAL GENERAL MEETING THE NEXT CHAPTER OF VALENCIA NUTRITION LIMITED VALENCIA FY 2025–26 VALENCIA NUTRITION LIMITED CAPABILITY CONVICTION TIMING CREATES CREATES CREATES OPPORTUNITY. DIRECTION. EXECUTION. VNL RUBY ROOM, IN
Slide 2: Siddharth Kinagi
13TH AGM · FY 2025-26 01 Siddharth Kinagi 13TH AGM 13TH AGM Director, Valencia Consumer Products Executive Vice President, Valencia Nutrition Limited Occasion 13th Annual General Meeting · FY 2025-26 Company Valencia Nutrition Limited Date · Venue 29 September 2026 · Mumbai DESIGNATION DIRECTOR, VAL
Slide 3: Building businesses that outlive leaders, teams and cycles
13TH AGM · FY 2025-26 At VNL, we are building with a long-term perspective, businesses that can outlive Individual leaders 13TH AGM 13TH AGM Management teams Investment cycles 1984 A foundation shaped by the thought process, acquired Mr. Manish Turakhia learning of various companies & businesses, an
Slide 4: That thinking is now taking shape across six areas
13TH AGM · FY 2025-26 That thinking is now taking shape across 13TH AGM 13TH AGM PET & Can Snacks & Healthy Point-of-Sales Nutracare Consumer Beverages Bites Solutions LifeSciences Products DESIGNATION DIRECTOR, VALENCIA CONSUMER PRODUCTS · EXECUTIVE VICE PRESIDENT, VNL SPEAKER SIDDHARTH KINAGI SHEE
Slide 5: Design and creative capabilities of a media house
13TH AGM · FY 2025-26 Design and creative capabilities equivalent to a professional media house, with communication closely aligned with the character of Valencia’s products and offerings. 13TH AGM 13TH AGM 447 Product Web platforms & social Corporate archives communication media More effective, tru
Slide 6: Social media and digital channels
13TH AGM · FY 2025-26 Instagram YouTube LinkedIn @drink.valencia @valencianutrition Manish Turakhia 13TH AGM 13TH AGM Company channel linkedin.com/in/manish-turakhia @valencia.nutrition Valencia Nutrition Ltd linkedin.com/company/ @bounce.drinks valencianutritionltd Drink Valencia @crunzzo linkedin.
Slide 7: Aroma de Valencia ADV5 commercial launch
13TH AGM · FY 2025-26 Commercial launch · announced today AROMA DE VALENCIA ADV5 13TH AGM 13TH AGM Our 5-in-1 smart aroma diffusion solution, under the Valencia POS Solutions Private Limited subsidiary. 01 02 Programmable App-based control When fragrance is released, how Managed remotely, scheduled
Slide 8: ADV5 target venues and deployment
13TH AGM · FY 2025-26 Corporate Hotels & Offices Resorts Restaurants Banquets Malls 13TH AGM 13TH AGM Hospitals Health Clubs Salons Spas & Gyms Theatres ADV5 · 5-in-1 smart diffusion Initial deployment testing underway in Mumbai Airports Premium Banks Showrooms DESIGNATION DIRECTOR, VALENCIA CONSUME
Slide 9: Jay Shah
13TH AGM · FY 2025-26 02 Jay Shah 13TH AGM 13TH AGM Whole-Time Director (Executive Director) & CFO Occasion 13th Annual General Meeting · FY 2025-26 Company Valencia Nutrition Limited Date · Venue 29 September 2026 · Mumbai DESIGNATION WHOLE-TIME DIRECTOR (EXECUTIVE DIRECTOR) & CFO SPEAKER JAY SHAH
Slide 10: India's beverage industry is fragmented
13TH AGM · FY 2025-26 Top five players’ share of production value 1.15 43.6% 13TH AGM 13TH AGM lakh+ companies operate in India’s beverage industry of India’s beverage production value sits with just the top five players. The other 56.4% is fragmented. 43.6% 56.4%: everyone else 0% 100% DESIGNATION
Slide 11: India's first hybrid hot-fill line
13TH AGM · FY 2025-26 India’s first hybrid hot-fill line Image to come New photo for Unit II (replace inauguration 13TH AGM 13TH AGM photo) Telangana’s biggest beverage hot-fill line Fig. 03: VBSW Unit II inauguration, Hyderabad · 14 Jan 2026 One manufacturing backbone · multiple categories Juices P
Slide 12: Unit II capacity and utilisation
13TH AGM · FY 2025-26 49,700 250 BPM sq ft facility automated hot-fill line 13TH AGM 13TH AGM 150 BPM ~5.1 lakh 38mm neck PET hot-fill line · affordable premium bottles per day · combined with Unit I segment Productive utilisation at full capacity through contract manufacturing today, progressively
Slide 13: Distribution expansion across South India
13TH AGM · FY 2025-26 ~50 → 150+ distributors, expanded across six South Indian states 13TH AGM 13TH AGM 2,400+ 4–7 days from manufacturing to retail outlets (approx.) cases aggregated in a single truckload through a consolidated dispatch model DESIGNATION WHOLE-TIME DIRECTOR (EXECUTIVE DIRECTOR) &
Slide 14: Higher-value hydration categories and SKUs
13TH AGM · FY 2025-26 Coming soon 13TH AGM 13TH AGM ₹30 ₹20 ₹10 Valencia Coconut FIG. 06: VITAFIZZ PACK ELEVATION Vitafizz Just Pure Vitalize Water Up to 112 SKUs as we enter higher-value hydration categories DESIGNATION WHOLE-TIME DIRECTOR (EXECUTIVE DIRECTOR) & CFO SPEAKER JAY SHAH SHEET 06
Slide 15: Today, VBSW brings together scale, reach and diversity
13TH AGM · FY 2025-26 Today, VBSW brings together Manufacturing scale Distribution reach Portfolio diversity Operational resilience The next phase 01 Deepening distribution 02 Increasing own-brand 03 Scaling into higher-value utilisation categories 13TH AGM 13TH AGM Where my journey began · 2017 ₹2.
Slide 16: P. John Michael
13TH AGM · FY 2025-26 03 P. John Michael 13TH AGM 13TH AGM Executive Director Occasion 13th Annual General Meeting · FY 2025-26 Company Valencia Nutrition Limited Date · Venue 29 September 2026 · Mumbai DESIGNATION EXECUTIVE DIRECTOR SPEAKER P. JOHN MICHAEL SHEET 01
Slide 17: 400 BPM combined manufacturing capacity
13TH AGM · FY 2025-26 South India’s beverage market was growing, but the right manufacturing infrastructure simply wasn’t there. Today, we changed that. 400 BPM 4 13TH AGM 13TH AGM combined · 26mm & 38mm neck lines high-speed lines 2 70+ full shifts, every single day passionate people across both un
Slide 18: Co-packing clients cleared every audit
13TH AGM · FY 2025-26 Big brands don’t hand out co-packing agreements easily. They audit. They test. They scrutinise every process. And we cleared every single one. Today we proudly manufacture for 13TH AGM 13TH AGM + several more in Nathabbit Real Be Clear Usha Stayfit the pipeline Beverages Jeera
Slide 19: Newest launches, already making noise
13TH AGM · FY 2025-26 Newest l aunches , already making noise Pulpy Orange Hydration Drink Just Pure Drinks 300 ml 300 ml 250 ml 13TH AGM 13TH AGM ₹3 Cr monthly turnover, on track from November Footprint now stretching across Telangana Andhra Pradesh Tamil Nadu East Karnataka Maharashtra Odisha DESI
Slide 20: A home away from home for our team
13TH AGM · FY 2025-26 We have built a home away from home. Clean in-house accommodation 13TH AGM 13TH AGM for every staff member across both units Full meals, three times a day plus two teas, all vegetarian, cooked fresh on- site The result… just a team that Fig. 05: Mr. & Mrs. Turakhia with the VBS
Slide 21: Hrithik Jain
13TH AGM · FY 2025-26 04 Hrithik Jain 13TH AGM 13TH AGM Director, Valencia Can Beverages Occasion 13th Annual General Meeting · FY 2025-26 Company Valencia Nutrition Limited Date · Venue 29 September 2026 · Mumbai DESIGNATION DIRECTOR, VALENCIA CAN BEVERAGES SPEAKER HRITHIK JAIN SHEET 01
Slide 22: Can beverages journey and milestones
13TH AGM · FY 2025-26 DEC 2021 SEP 2022 MAR 2023 SEP 2023 AUG 2025 FEB 2026 Fort Alila, Jaipur Hamdard Taste of Vadodara Gulf Food Ceylon Beverages, University pilot showcase Commercial launch sampling: entry Colombo · first · Start Up into the GCC ROAR kitchen trials Mahakumbh, India in aluminium c
Slide 23: Rising premiumisation, functional drinks and aluminium cans
13TH AGM · FY 2025-26 01 Rising beverage 02 Growing demand for 03 Increasing adoption of premiumisation functional drinks aluminium cans India can beverage market Functional beverages segment 13TH AGM 13TH AGM ₹7,721 Cr ₹92,940 Cr ~9.4% ~10.8% ₹3,769 Cr CAGR · 2025–2033 ₹40,617 Cr ×2.0 in eight year
Slide 24: Vitabev, Functional Beverages and Alive
13TH AGM · FY 2025-26 Vitabev Functional Beverages Alive Commercially launched · better-for-you, value-added Premium, naturally sourced beverages hydration The next wave · in development 13TH AGM 13TH AGM Progressing toward commercial Lime Leezure: ginger-lemon with hemp-seed extract · Glimmer Pop:
Slide 25: Spain and UAE expansion
13TH AGM · FY 2025-26 13TH AGM 13TH AGM Spain UAE European manufacturing & operating hub First major GCC market & gateway to the wider region Looking ahead Scale validated products Advance Alive toward launch Expand reach nationally & internationally DESIGNATION DIRECTOR, VALENCIA CAN BEVERAGES SPEA
Slide 26: Shubhra Sharma
13TH AGM · FY 2025-26 05 Shubhra Sharma 13TH AGM 13TH AGM Sales and Marketing Executive Occasion 13th Annual General Meeting · FY 2025-26 Company Valencia Nutrition Limited Date · Venue 29 September 2026 · Mumbai DESIGNATION SALES AND MARKETING EXECUTIVE SPEAKER SHUBHRA SHARMA SHEET 01
Slide 27: Institutional and HoReCa channels
13TH AGM · FY 2025-26 We use institutional and HoReCa channels to build, before making large-scale retail investments: 01 Repeat consumption 02 Market visibility 03 Distribution density 13TH AGM 13TH AGM 6 recurring commercial relationships in FY 2025–26 Co-working · Hospitality · Cruise & leisure ·
Slide 28: Awfis, OYO Innov8 and Holiday Inn Goa activations
13TH AGM · FY 2025-26 OYO Innov8 Awfis Co-working · Mumbai Co-working · Mumbai Visi-Coolers stocked with Valencia Brand activated across 15 Awfis Vitabev across Mumbai outlets, centres, recurring commercial activated through a Coffee Rave. orders and on-ground consumer activations. 13TH AGM 13TH AGM
Slide 29: Cordelia cruises and Nitrro Gym partnerships
13TH AGM · FY 2025-26 13TH AGM 13TH AGM Cordelia Nitrro Gym · NITRROROAR Cruise & leisure consumption across destinations Our co-branded product with Nitrro Gym, along with sports turfs including Urban Sports, reaching consumers in settings where Mumbai Goa Kochi hydration, performance and better-fo
Slide 30: What the partnerships teach us
13TH AGM · FY 2025-26 What the partnerships teach us Where the product is consumed Which products repeat Which occasions create demand 01 02 03 04 05 Relationships Recurring demand Market density Data Where we scale next 13TH AGM 13TH AGM What comes next Progressively introduce Vitalize and, eventua
Slide 31: Sandeep Halakaude
13TH AGM · FY 2025-26 06 Sandeep Halakaude 13TH AGM 13TH AGM Director, Valencia Snacks & Healthy Bites Occasion 13th Annual General Meeting · FY 2025-26 Company Valencia Nutrition Limited Date · Venue 29 September 2026 · Mumbai DESIGNATION DIRECTOR, VALENCIA SNACKS & HEALTHY BITES SPEAKER SANDEEP HA
Slide 32: Crunzzo consumption up 220%
13TH AGM · FY 2025-26 Crunzzo ₹5 · consumption this year 220% 13TH AGM 13TH AGM rise in consumption 5,000 kg → 16,000 kg Previous year → this year Across Tamil Nadu Andhra Pradesh Telangana Southern Maharashtra DESIGNATION DIRECTOR, VALENCIA SNACKS & HEALTHY BITES SPEAKER SANDEEP HALAKAUDE SHEET 02
Slide 33: The ₹5 pack and shrinkflation
13TH AGM · FY 2025-26 Our principle ₹5 Shrinkflation ₹5 Sales only against cash receipts. Rising raw-material costs push brands to cut the packet weight while charging the same price: less product Realised profit is the first and last aim. for the consumer. 13TH AGM 13TH AGM India’s ₹5 segment is wh
Slide 34: ₹10 packs and Valencia Bakery
13TH AGM · FY 2025-26 ₹10 ₹10 ₹10 ₹10 ₹10 13TH AGM 13TH AGM pack for every SKU we have at ₹5, starting this financial year Valencia Bakery Osmania Biscuits & Butter Cookies ₹5 and ₹10 variants: formulation and sample distribution run successfully completed. Valencia Bakery will move through the dist
Slide 35: High-performance snack category
13TH AGM · FY 2025-26 A high-performance category · formul ation & design-ready supply chain 13TH AGM 13TH AGM CNTRL CNTRL CNTRL CNTRL CNTRL CNTRL Multigrain Jowar Puffs Puffs Bajra Puffs Ragi Chips Millet Chips Chickpea Chips DESIGNATION DIRECTOR, VALENCIA SNACKS & HEALTHY BITES SPEAKER SANDEEP HAL
Slide 36: Mehul Patel
13TH AGM · FY 2025-26 07 Mehul Patel 13TH AGM 13TH AGM Director, Valencia POS Solutions Occasion 13th Annual General Meeting · FY 2025-26 Company Valencia Nutrition Limited Date · Venue 29 September 2026 · Mumbai DESIGNATION DIRECTOR, VALENCIA POS SOLUTIONS SPEAKER MEHUL PATEL SHEET 01
Slide 37: POS machine product range
13TH AGM · FY 2025-26 13TH AGM 13TH AGM Product Vending Machine Visi-Cooler Beverage Dispensing Machine WORK IN PROGRESS Air-Fried French Fries Vending Hot Beverage Vending Machine Aroma De Valencia Machine DESIGNATION DIRECTOR, VALENCIA POS SOLUTIONS SPEAKER MEHUL PATEL SHEET 02
Slide 38: POS Solutions - Mehul Patel
13TH AGM · FY 2025-26 13TH AGM 13TH AGM DESIGNATION DIRECTOR, VALENCIA POS SOLUTIONS SPEAKER MEHUL PATEL SHEET 03
Slide 39: Heart of Machine IoT backbone
13TH AGM · FY 2025-26 Our Heart of Machine IoT backbone, being developed in-house. Visibility into Heart of Machine health Inventory Connectivity 13TH AGM 13TH AGM Machine Consumption patterns Operations IoT backbone · in-house Combined with UPI-enabled payments Remote monitoring Structured refillin
Slide 40: SKD assembly to indigenous manufacturing
13TH AGM · FY 2025-26 Imported components → SKD assembly → Indigenous manufacturing Hardware Sensors Software Mobile apps 13TH AGM 13TH AGM Fig: VPOS blueprints · vending, visi-cooler, air-fried fries DESIGNATION DIRECTOR, VALENCIA POS SOLUTIONS SPEAKER MEHUL PATEL SHEET 05
Slide 41: Smart territory service: one technician, four touchpoints
13TH AGM · FY 2025-26 SMART TERRITORY SERVICE ONE TECHNICIAN. FOUR TOUCHPOINTS. ONE GEOGRAPHY. CONNECTED SERVICE LOOP A ACTIVE SERVICE ZONE 13TH AGM 13TH AGM 02 Visi-Cooler 03 Beverage dispenser 01 Product vending 04 ADV fragrance FIELD TECHNICIAN ROUTE START 1 TECHNICIAN 4 MACHINE CATEGORIES 1 LOCA
Slide 42: Machine data on what sells, where and when
13TH AGM · FY 2025-26 We begin to understand 01 What sells 02 Where it sells 13TH AGM 13TH AGM 03 When it sells 04 How demand changes Better decisions for the wider Valencia Group Products Locations Inventory Market Fig. 05: Every deployed machine reports expansion back DESIGNATION DIRECTOR, VALENCI
Slide 43: Valencia Express 24/7 unmanned retail points
13TH AGM · FY 2025-26 As the network develops 24/7 unmanned retail points Making products available where conventional retail may Valencia express not always be practical. 13TH AGM 13TH AGM An intelligent POS network that Brings products closer to consumers Generates real-time market intelligence Cr
Slide 44: Riya Doshi
13TH AGM · FY 2025-26 08 Riya Doshi 13TH AGM 13TH AGM Director, Valencia Nutracare Lifesciences Occasion 13th Annual General Meeting · FY 2025-26 Company Valencia Nutrition Limited Date · Venue 29 September 2026 · Mumbai DESIGNATION DIRECTOR, VALENCIA NUTRACARE LIFESCIENCES SPEAKER RIYA DOSHI SHEET
Slide 45: India's wellness economy opportunity
13TH AGM · FY 2025-26 $200 bn 20% CAGR $400 bn+ India’s wellness economy today Faster than IT services. Faster than e- by 2030, with 50 unicorns born inside it commerce. Faster than fintech. 13TH AGM 13TH AGM 5% of the market The other 95%: wide open Where 95% of Indian wellness founders are Sleep ·
Slide 46: Everything in-house at our R&D lab
13TH AGM · FY 2025-26 At our R&D l ab , we curate these categories , end to end 01 02 03 04 Trend intelligence Full formulation Regulatory pathway Sourcing from global expos 13TH AGM 13TH AGM 05 06 07 08 Manufacturing Packaging Brand GTM (go-to-market) Everything in-house. DESIGNATION DIRECTOR, VALE
Slide 47: Global nutraceuticals market
13TH AGM · FY 2025-26 Global nutraceuticals market US$636 bn · 2025 13TH AGM 13TH AGM ~US$1.15 trillion · 2033 ~7.7% CAGR What is driving growth 01 02 03 04 Awareness of preventive Focus on nutritional Demand for convenient Products tailored to life healthcare deficiencies health solutions stages &
Slide 48: Initial focus on pregnancy, lactation and child nutrition
13TH AGM · FY 2025-26 The fructified brainchild of our promoter Mr. Manish Turakhia, conceived years ago. Initial focus Ambition to expand into Pregnancy · Lactation · Childhood nutrition Women’s health · Performance nutrition · Clinical nutrition · Healthy ageing 13TH AGM 13TH AGM FY 2025–26 · unde
Slide 49: Garbhika, Matrunayana and Little Vita
13TH AGM · FY 2025-26 13TH AGM 13TH AGM Garbhika Matrunayana Little Vita Pregnancy nutrition Lactation nutrition Child nutrition · initial trials done A tiered approach Accessible, institution-led nutrition Premium, clinically positioned products 19 trademarks across different strata of India, held
Slide 50: How we build VNLS
13TH AGM · FY 2025-26 How we build VNLS We want to understand 01 What people actually need 02 What they will consume consistently 13TH AGM 13TH AGM 03 What doctors can confidently recommend 04 What can be delivered at scale Which is why we work with Communities Healthcare professionals NGOs Institut
Slide 51: Manav Shavdia
13TH AGM · FY 2025-26 09 Manav Shavdia 13TH AGM 13TH AGM Corporate Finance Executive Occasion 13th Annual General Meeting · FY 2025-26 Company Valencia Nutrition Limited Date · Venue 29 September 2026 · Mumbai DESIGNATION CORPORATE FINANCE EXECUTIVE SPEAKER MANAV SHAVDIA SHEET 01
Slide 52: Creating measurable value for communities
13TH AGM · FY 2025-26 A sustainable enterprise must also create meaningful and measurable value for the communities it serves. 13TH AGM 13TH AGM Valencia Nutracare Lifesciences Veer Value Foundation Distributed free to strata 3, 4 & 5 → → makes the products funds from companies with CSR the well-des
Slide 53: Maternal and child health: the First 1,000 Days
13TH AGM · FY 2025-26 Initial focus Maternal & child health: the critical First 1,000 Days 13TH AGM 13TH AGM Other verticals of VNLS Women’s health Performance nutrition Clinical nutrition Healthy ageing Senior nutrition Oncology care Fig: VVF field engagement DESIGNATION CORPORATE FINANCE EXECUTIVE
Slide 54: Partners, compliance and 8.3 million+ lives ambition
13TH AGM · FY 2025-26 Developed in association and dialogue with Breastfeeding Promotion Federation of Obstetric & Gates Foundation Integrated Child Women & Child 13TH AGM 13TH AGM Network of India Gynaecological Societies of Development Services Development India Compliance 80G 12A MCA CSR-1 NITI A
Slide 55: Group structure: Valencia Nutrition and six subsidiaries
13TH AGM · FY 2025-26 Valencia Nutrition Limited 13TH AGM 13TH AGM VBSW VCB VSHB VPOS VNLS VCP Valencia Valencia Can Valencia Snacks Valencia POS Valencia Valencia Beverages & Beverages Pvt. & Healthy Bites Solutions Pvt. Nutracare Consumer Superwater Pvt. Ltd. Pvt. Ltd. Ltd. Lifesciences Pvt. Produ
Slide 56: What VNL invested in over five years
13TH AGM · FY 2025-26 VNL invested in 01 02 03 04 Formulation Supply chain 13TH AGM 13TH AGM Brands & Customised trademarks software 05 06 07 Sourcing Market Customer development intelligence Over five years, building the intellectual, operational and commercial foundations of each business. DESIGNA
Slide 57: Subsidiaries and slump sale status
13TH AGM · FY 2025-26 VCB VSHB VPOS VNLS VCP 13TH AGM 13TH AGM Valencia Can Valencia Snacks & Valencia POS Valencia Nutracare Valencia Consumer Beverages Pvt. Ltd. Healthy Bites Pvt. Ltd. Solutions Pvt. Ltd. Lifesciences Pvt. Ltd. Products Pvt. Ltd. In process · slump In process · slump In process ·
Slide 58: A clearer corporate architecture
13TH AGM · FY 2025-26 01 02 03 13TH AGM 13TH AGM Focused businesses A clearer corporate within the VNL architecture ecosystem Greater transparency Focused businesses, developed independently while remaining within the VNL ecosystem. DESIGNATION CORPORATE FINANCE EXECUTIVE SPEAKER MANAV SHAVDIA SHEET
Slide 59: Jash Parmar
13TH AGM · FY 2025-26 10 Jash Parmar 13TH AGM 13TH AGM Corporate Finance & Investor Relations Occasion 13th Annual General Meeting · FY 2025-26 Company Valencia Nutrition Limited Date · Venue 29 September 2026 · Mumbai DESIGNATION CORPORATE FINANCE EXECUTIVE SPEAKER JASH PARMAR SHEET 01
Slide 60: What is bundled in the business undertaking
13TH AGM · FY 2025-26 We bundled together Product development & designs 13TH AGM 13TH AGM Trademarks & formulations One clearly defined Newly formed subsidiary Recipes, plant layouts & manufacturing know-how → business undertaking → transferred as a single business transaction Market placement insig
Slide 61: Slump sale mechanics and subsidiary equity issuance
13TH AGM · FY 2025-26 01 02 03 04 Business Certified Valuer Subsidiary Valencia Nutrition undertaking Ltd. → → → 13TH AGM 13TH AGM identified and bundled determines the value of records the shares under the business “Investments” records that value as an asset, and issues equity shares to VNL Busine
Slide 62: Indian companies that used slump sale restructuring
13TH AGM · FY 2025-26 Company Exercise Objective Transferred its Consumer Products Business (salt, A focused FMCG business; Tata Chemicals Tata Chemicals Ltd. pulses, spices) to Tata Consumer Products Ltd. via concentrates on industrial chemicals slump sale Transferred its Electrical & Automation bu
Slide 63: Benefits of the subsidiary structure
13TH AGM · FY 2025-26 01 Own financials, KPIs & valuation Each subsidiary is measured on its own financials, KPIs and valuation. 02 Strategic & PE investors Each subsidiary can attract strategic or private equity investors. 13TH AGM 13TH AGM 03 Joint-venture partners Partners can be brought in at th
Slide 64: Bringing it all together
13TH AGM · FY 2025-26 Bringing it all together Before Af ter One company carrying multiple A structured group where each business businesses → builds its own value, accruing to VNL 13TH AGM 13TH AGM Focused management structures Financial transparency Targeted investment Shared capabilities at paren
Slide 65: Rhea Sahlot
13TH AGM · FY 2025-26 11 Rhea Sahlot 13TH AGM 13TH AGM IR & Fund Raise Executive Occasion 13th Annual General Meeting · FY 2025-26 Company Valencia Nutrition Limited Date · Venue 29 September 2026 · Mumbai DESIGNATION IR & FUND RAISE EXECUTIVE SPEAKER RHEA SAHLOT SHEET 01
Slide 66: Projected revenue, retained earnings and equity deployment
13TH AGM · FY 2025-26 For six of our subsidiaries ₹51,787 Cr revenue platform by FY31-32 ₹23,952 Cr 13TH AGM 13TH AGM accumulated five-year retained earnings ₹1,500 Cr planned equity deployment Planned and projected figures · forward-looking statements DESIGNATION IR & FUND RAISE EXECUTIVE SPEAKER R
Slide 67: Strategic vision to quantifiable reality
13TH AGM · FY 2025-26 03 Valuation models Working step-by-step to develop comprehensive 02 valuation models that 13TH AGM 13TH AGM support our long-term vision. Revenue streams 01 Business model Strategic vision → quantifiable reality DESIGNATION IR & FUND RAISE EXECUTIVE SPEAKER RHEA SAHLOT SHEET 0
Slide 68: Equity fund-raising via CCPS for six subsidiaries
13TH AGM · FY 2025-26 In just one year, the scope of what we analyse has expanded. Every day brings a new opportunity to turn strategic vision into quantifiable reality. 13TH AGM 13TH AGM 01 02 03 Complex capital structures Stevia cultivation Koffico coffee chocolates Project proposal · plant-based
Slide 69: Investor outreach: family offices, VCs and institutions
13TH AGM · FY 2025-26 Domestic family offices 13TH AGM 13TH AGM Overseas family offices Venture capitalists Next: institutional funds (KKR · L Catterton) DESIGNATION IR & FUND RAISE EXECUTIVE SPEAKER RHEA SAHLOT SHEET 05
Slide 70: Vatsal Shah
13TH AGM · FY 2025-26 12 Vatsal Shah 13TH AGM 13TH AGM Director, Valencia Nutracare Lifesciences Occasion 13th Annual General Meeting · FY 2025-26 Company Valencia Nutrition Limited Date · Venue 29 September 2026 · Mumbai DESIGNATION DIRECTOR, VALENCIA NUTRACARE LIFESCIENCES SPEAKER VATSAL SHAH SHEE
Slide 71: The Valencia Moat: nine shared capabilities
13TH AGM · FY 2025-26 The Valencia Moat Nine shared Group-level capabilities, built once and deployed across every business. 13TH AGM 13TH AGM 01 Build capability once 02 Learn from it repeatedly 03 Deploy it across multiple businesses DESIGNATION DIRECTOR, VALENCIA NUTRACARE LIFESCIENCES SPEAKER VA
Slide 72: Capabilities compound into a conglomerate
13TH AGM · FY 2025-26 In many companies these capabilities sit with outside vendors, agencies and consultants. At Valencia, increasingly, they reside within the Group. Creative Siddharth · Drashti · Shrushti · Parisha . Sumit . Dipen Engineering 13TH AGM 13TH AGM Cross-pollination of engineers: diff
Slide 73: Creative, engineering and other shared capabilities
13TH AGM · FY 2025-26 01 02 03 Creative Product engineering Machines & formats Harsh Golvaskar: 18 months on the Bounce Siddharth · Drashti · Shrushti · Parisha : Flow soda fountain, with Harshal Ametha · Rohin: Air-Fried French Fries machine · the packaging design and social media for Essa · Razak
Slide 74: Decentralised accountability, centralised capability
13TH AGM · FY 2025-26 Business level Group level Decentralised accountability Centralised capability 13TH AGM 13TH AGM Own leadership Own P&L Targets Nine shared capabilities: each subsidiary thinks and performs like a standalone company, without building every capability from scratch. Operating pri
Slide 75: Mrs. Meghna Turakhia
13TH AGM · FY 2025-26 13 Mrs. Meghna Turakhia 13TH AGM 13TH AGM Director Occasion 13th Annual General Meeting · FY 2025-26 Company Valencia Nutrition Limited Date · Venue 29 September 2026 · Mumbai DESIGNATION DIRECTOR SPEAKER MRS. MEGHNA TURAKHIA SHEET 01
Slide 76: Growth in number of executives
13TH AGM · FY 2025-26 No. of executives 13TH AGM 13TH AGM 26 → 73 + 70 START OF THE YEAR → YEAR-END (MUMBAI + HYDERABAD) 73 in Mumbai + 70 in Hyderabad, including directors and consultants, alongside our manufacturing plant teams. DESIGNATION DIRECTOR SPEAKER MRS. MEGHNA TURAKHIA SHEET 02
Slide 77: Key milestones of the year
13TH AGM · FY 2025-26 This significant expansion supported the execution of the year’s key milestones. 13TH AGM 13TH AGM 01 02 03 04 Commissioning a Launching new Building six Preparing the new manufacturing products institutional Group’s plant relationships restructuring DESIGNATION DIRECTOR SPEAKE
Slide 78: What makes me proud: how we work
13TH AGM · FY 2025-26 What makes me proud Not only what we achieved, but how we work. People here take ownership. 13TH AGM 13TH AGM 01 02 03 The person who formulates a The CFO A 24-year-old leading a division product can also work on its label content. can walk the factory floor. can stand at this
Slide 79: Gratitude to Mr. Manish Turakhia and stakeholders
13TH AGM · FY 2025-26 Mr. Manish Turakhia Promoter & Managing Director Our executives, distributors, channel Whose passion, consistency and tireless work ethic partners, consultants, advisors and have driven Valencia, always leading with a calm head shareholders, for your commitment, trust and immen
Slide 80: Mr. Manish Turakhia
13TH AGM · FY 2025-26 14 Mr. Manish Turakhia 13TH AGM 13TH AGM Promoter & Managing Director Occasion 13th Annual General Meeting · FY 2025-26 Company Valencia Nutrition Limited Date · Venue 29 September 2026 · Mumbai DESIGNATION PROMOTER & MANAGING DIRECTOR SPEAKER MR. MANISH TURAKHIA SHEET 01
Slide 81: Executive talent as an asset
13TH AGM · FY 2025-26 Our Executive Talent is an asset that can generate a higher Return on Investment than physical assets. 13TH AGM 13TH AGM They can create revenue & profit To create that harmony Provided they operate in synchronised I take the support of our CTO Premal harmony. Mehta, Mrs. Meghn
Slide 82: Building toward the stature of consumer conglomerates
13TH AGM · FY 2025-26 100-year-old 50-year-old business THE STATURE WE BUILD TOWARD conglomerate business houses houses TATA · BIRLA · MAHINDRA · Distinguished consumer GOENKA RELIANCE · WIPRO · conglomerates in India & INFOSYS · GODREJ abroad 13TH AGM 13TH AGM CONSUMER · DABUR · MARICO As we aspire
Slide 83: What startups can learn from legacy businesses
13TH AGM · FY 2025-26 Everyone assumes legacy businesses should learn speed from startups. Fewer people ask: what can startups learn from businesses that have survived decades of business cycles? 01 02 13TH AGM 13TH AGM Communication & execution Time horizon discipline Startups naturally embrace new
Slide 84: Speed and persistence
13TH AGM · FY 2025-26 With over 40 years in the Capital Market, I have learned that speed and persistence answer different questions. Speed Persistence 13TH AGM 13TH AGM Gets you into the market. Is what keeps you credible once you are there. “The energy of a startup with the discipline of an instit
Slide 85: Bounce Flow Soda Fountain origin
13TH AGM · FY 2025-26 15 Sep 2017 · 3:08 PM, before even sending any funds, Manish Turakhia to the then founder Deepthi Anand 13TH AGM 13TH AGM “Can a refrigerator and ready-to- drink beverages be combined?” Today, after 9 years, that answer is our Bounce Flow Soda Fountain, which took 18 months to
Slide 86: Bounce Flow where it began
13TH AGM · FY 2025-26 FIG: Bounce Flow · where it began 13TH AGM 13TH AGM DESIGNATION PROMOTER & MANAGING DIRECTOR SPEAKER MR. MANISH TURAKHIA SHEET 06B
Slide 87: Soda fountain target outlets and financing structure
13TH AGM · FY 2025-26 50,000+ 1 lakh+ outlets already in horizon outlets, the broader target Gujarat · Maharashtra · Rajasthan Across India in 5 years 13TH AGM 13TH AGM 8 ₹2.25 lakh beverages per fountain, including 2 juices estimated project cost per fountain Proposed financing structure POS operat
Slide 88: Fountain roll-out plan and project economics
13TH AGM · FY 2025-26 FIG: Roll-out plan · project economics per fountain Roll-out plan P roject economics Our roll-out plan Pe r ounta nf i A pan-India presence across various channels of consumption. V ision is to set up fountains PAN India. 1,00,000 T otal fountains PAN I ndia in 5 years 13TH AGM
Slide 89: Valencia Agri Business
13TH AGM · FY 2025-26 Valencia Agri Business 01 02 03 04 Potato Corn Stevia Coffee Graded, sorted & cold- Maize-to-corn-starch Steviol Glycoside Decaf · roast · caffeine stored facility 13TH AGM 13TH AGM Crunzzo · CNTRL · Air-Fried Crunzzo · CNTRL · VNLS · Natural sugar replacement Cold brews · cand
Slide 90: Stevia cultivation and India's sugar burden
13TH AGM · FY 2025-26 Stevia Cultivation Valencia Nutrition Limited, focused on the applied bio-tech sector: human well-being through technology. That is where stevia cultivation sets in. ₹1.4 lakh Cr 9.5 Cr 13TH AGM 13TH AGM India’s annual sugar consumption people living with Type 2 diabetes 13.6 C
Slide 91: The sweet truth about sugar
13TH AGM · FY 2025-26 FIG: The sweet truth about sugar SWEETENER / HEALTH ECONOMICS THE MEDICAL BILL SWEET TRUTH ₹86,540 MEDICAL BILL ₹1,27,985 ABOUT SUGAR 13TH AGM 13TH AGM India is paying a massive health and economic price for excess sugar consumption. THE NUMBERS BEHIND THE CRISIS ANNUAL CARE ₹2
Slide 92: Stevia advantages and value chain
13TH AGM · FY 2025-26 95% 77% 75% 98% 64% Less Land Less Water Less Working Lower Lower Carbon Capital Transportation Footprint 13TH AGM 13TH AGM Cost Supported by more frequent harvesting, 4 times a year. Our value chain Cultivation Extraction & purification B2B & consumer products → → Stevia leave
Slide 93: Koffico integrated coffee value chain
13TH AGM · FY 2025-26 Koffico Our plan: an integrated coffee value chain. India has one of the best coffee productions, but 30% goes to waste because of inadequate supply-chain management. Coffee Board of India Contract farming Extended strong support for our entry Arabica & Robusta for consistent q
Slide 94: Making an Indian Berkshire Hathaway
13TH AGM · FY 2025-26 Making an Indian Berkshire Hathaway Berkshire Hathaway · 1980s India today From textiles to a capital-allocation machine A structural transformation By building and owning strong businesses with durable A vast consumer base, diverse markets, untapped consumer moats. distributio
Slide 95: Imagination is more important than knowledge
13TH AGM · FY 2025-26 FIG: Reference “ 13TH AGM 13TH AGM Imagination is more important than knowledge. Albert Einstein DESIGNATION PROMOTER & MANAGING DIRECTOR SPEAKER MR. MANISH TURAKHIA SHEET 12B
Slide 96: Our technology catalyst and market dominance
13TH AGM · FY 2025-26 Our strategy is not only to build our bran ds VALENCIA POS SOLUTIONS · THE TECH CATALYST Our technology catalyst but to create market dominance. With mass marketing, we shall capture retail shelf space. AI and IoT-enabled POS machines: real-time demand intelligence, direct cons
Slide 97: Compounding for decades
13TH AGM · FY 2025-26 01 Mass Production Infrastructure 05 02 And Valuation Data 13TH AGM 13TH AGM COMPOUND FOR DECADES 04 03 Disciplined Capital Multiple Connected Allocation Businesses And with your wisdom, your trust and your Shared Capital, we plan to let that flywheel compound for decades. Wish
Slide 98: Ashish Kamdar
13TH AGM · FY 2025-26 15 Ashish Kamdar 13TH AGM 13TH AGM Additional Director Occasion 13th Annual General Meeting · FY 2025-26 Company Valencia Nutrition Limited Date · Venue 29 September 2026 · Mumbai DESIGNATION ADDITIONAL DIRECTOR SPEAKER ASHISH KAMDAR SHEET 01
Slide 99: Six subsidiaries at a glance
13TH AGM · FY 2025-26 VBSW VCB VSHB Valencia Beverages & Superwater Valencia Can Beverages Private Limited Valencia Snacks & Healthy Bites Private Private Limited Limited 13TH AGM 13TH AGM Roadmap: 27 integrated beverage plants The aluminium can: modern, portable, Affordable snacking & bakery at ₹5
Slide 100: From a collection of businesses to an integrated platform
13TH AGM · FY 2025-26 One common philosophy From a collection of businesses to an integrated consumer platform. 13TH AGM 13TH AGM 01 02 03 Build the capability once Deploy it across businesses Scale each platform as its economics and market opportunity mature Six platforms. One philosophy. A diversi
Slide 101: Hiren Jain
13TH AGM · FY 2025-26 16 Hiren Jain 13TH AGM 13TH AGM Additional Director (Non-Executive, Non-Independent) Occasion 13th Annual General Meeting · FY 2025-26 Company Valencia Nutrition Limited Date · Venue 29 September 2026 · Mumbai DESIGNATION ADDITIONAL DIRECTOR (NON-EXECUTIVE, NON-INDEPENDENT) SPE
Slide 102: Contributions as a director: soda fountain placement
13TH AGM · FY 2025-26 As a director of Valencia Nutrition Limited, it will be my pleasure to contribute in every way, from: Land resources Government connections Business connections Overseas ties 13TH AGM 13TH AGM 01 02 03 “I want to place soda Three years ago 700+ theatres fountain machines, visic
Slide 103: Thank You
13TH AGM · FY 2025-26 THANK YOU 13TH AGM 13TH AGM The next chapter is about putting this capability to work. FY 2025-26 was the year Valencia strengthened its readiness. The years ahead will be about turning that readiness into scale, performance and enduring value. 13TH ANNUAL GENERAL MEETING · FY
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