Coromandel International Limited · NSE:COROMANDEL

Coromandel International — Investor Presentation (December 2025)

38 slides from Coromandel International's investor presentation, Dec 1, 2025

  1. Slide 1: Coromandel International Investor Presentation

    Coromandel International Investor Presentation 01 Dec 2025 1

  2. Slide 2: Disclaimer

    Disclaimer Certain statements made in this presentation may not be based on historical information or facts and may be “forward looking statements,” including those relating to general business plans and strategy of Coromandel International Ltd, its future outlook and growth prospects, and future de

  3. Slide 3: Coromandel - Flagship company of Murugappa Group

    Coromandel - Flagship company of Murugappa Group Numbers as on 31st Mar 25 *Market cap as on 31st Oct 25 3

  4. Slide 4: Our Philosophy

    Our Philosophy “The fundamental principle of economic activity is that no man you transact with will lose, then you shall not.” An excerpt from the Arthashastra 4

  5. Slide 5: The five lights

    e five lights ‘The light of INSFEGRITY that gives us the courage to always do the right thing The light of gy, ‘The light of RESPONSIBILITY PASZI0N that gives us the humility to that provides us with think about the world around us the desire to win, ‘The light of The light of MRESPECT QUALITY that

  6. Slide 6: Our Beginning

    Our Beginning…. Coromandel, incorporated in 1961 Synergistic efforts of - Chevron Chemical Company - International Minerals & Chemicals Corporation - EID Parry Pivotal role in driving Green revolution in India 6

  7. Slide 7: Grown over last six decades

    Grown over last six decades Rs Cr Based on Consolidated numbers Details FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 CAGR Revenue 11,634 10,195 11,127 13,225 13,137 14,182 19,111 29,628 22,058 24,085 8% EBITDA ^ 767 983 1,256 1,443 1,731 1,984 2,150 2,926 2,399 2,628 15% EBITDA % 7% 10% 11% 11%

  8. Slide 8: Stepping up Scale & Investments

    Stepping up Scale & Investments Based on Consolidated numbers Revenue (Rs Cr) 29,628 24,085 22,058 2016-20 2021-25 19,111 13,22513,137 14,182 11,634 10,195 11,127 Revenue cagr 3% 14% 767 →1731 1984→ 2628 EBITDA - Rs Cr (cagr) (23%) (7%) FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 357→ 1065 132

  9. Slide 9: Delivering superior shareholders' returns

    Delivering superior shareholders’ returns Total Shareholders Return of BSE 200^ Amongst the Top value creators Annualized TSR - 1 yr • Total Shareholders Return (TSR): Amongst Top Quartile companies in BSE200 200% • Track record of stable dividend payout 150% Market capitalization (30 Nov 25): USD 7

  10. Slide 10: Supported by strong operational performance

    Supported by strong operational performance FY16 FY25 % chg Manufacturing locations # 15 21 40% TRIR – Safety 0.95 0.30 -68% Fertiliser production – lakh ton 24.1 33.3 38% Phos acid production - lakh ton 1.9 4.4 127% Sales vol (NPKs) – lakh ton 26.8 39.9 49% Nutrients revenue – Rs Cr 10,452 21,652 1

  11. Slide 11: Coromandel rightfully positioned

    Coromandel rightfully positioned Nutrients Crop Protection Retail Tech solutions Fertilizers Crop Protection Retail stores Drones Specialty Nutrients Bio Products Advisory Green tech Organic Drone spraying Agri Robotics Nano Ferts Largest Indian NPK player in Private sector 3rd largest Crop Protecti

  12. Slide 12: Aiming to be India's leading Agri solutions Player

    Aiming to be India’s leading Agri solutions Player Integrated farm Marketing ~60 lakh ton Delivering solutions ~13,000 channel partners, Pan India presence solutions play Plant Nutrients & Crop to 2 crore farmers 1000+ Retail stores Protection products 100k + Retail touchpoints 21 Manufacturing faci

  13. Slide 13: With Pan India Manufacturing Footprint

    With Pan India Manufacturing Footprint Major plants Kakinada NPK/ DAP: 36 lakh ton Capacity: 21 lakh tons NPK 3 Plants Nano Fertiliser Production – 10000 kl SSP: 10 lakh ton Vizag 7 Plants Capacity: 13 lakh tons NPK Integrated Phos Acid (4 LMT) & Sulphuric Acid Plant (11 LMT) Crop Protection: 100,00

  14. Slide 14: Technology as a key differentiator

    … & Technology as a key differentiator Coromandel’s R&D Footprint Eight State of the Art R&D Centers, 3 Pilot Plants Coromandel Lab, Mumbai: Collaborative efforts with IIT Bombay-Monash Academy for New R&D farm & Polyhouse for Age Nutrients Agronomic trials Ankleshwar & Sarigam: Process improvement,

  15. Slide 15: With enhanced product offerings to the farmers

    With enhanced product offerings to the farmers Heightened focus on quality, ensuring that our farmers receive only the best Trendsetter in the SSP industry DAP 20:20:0:13 16:20:0:13 15:15:15:09 10:26:26 28:28:0 Nano DAP Zincated SSP Groplus SSP - Powder Complex SSP Diversified SND portfolio to meet

  16. Slide 16: Nutrients

    Nutrients - Fertilisers: NPKs & SSP - Speciality Nutrients & Organic fertilisers

  17. Slide 17: Fertiliser: Competitive Advantage across the Value Chain

    Fertiliser: Competitive Advantage across the Value Chain Strong Sourcing Capabilities Integrated Manufacturing Operations Strong Consumer Connect • Overseas JVs for Rock phosphate & • Presence in Intermediates production & Phosphoric acid sourcing • 1000 Sales & Marketing, Agronomists team finished

  18. Slide 18: Fertiliser Manufacturing – Building Operational Flexibility

    Fertiliser Manufacturing – Building Operational Flexibility • Strong cost positioning: Backward integrated complex plants • Flexibility to use multiple grades of rock & acid for NPK production • World class Pilot Plant driving research in Phosphates • Strong focus on Analytics: Digital Data Centers

  19. Slide 19: Fertiliser Marketing: Driving Balanced Nutrition

    Fertiliser Marketing: Driving Balanced Nutrition • Largest private NPK player (40 lakh ton), largest SSP (8 lakh ton) producer & marketer in India • Portfolio: 13 NPK products, 5 SSP variants • In addition, trading operations in Urea (13 lmt) & Potash (1 lmt) • Strong presence in key South India mar

  20. Slide 20: Speciality Nutrients: Promoting Resource Efficiency

    Speciality Nutrients: Promoting Resource Efficiency Plants • Key segments: Water Soluble Fert, Secondary & Micro nutrients, Organic WSF: 30k mt • High Nutrient uptake efficiency: 2x conventional fertilizers – Concept selling through Liquid fertiliser plant Qualified Agronomists Bentonite Sulphur: 50

  21. Slide 21: Retail

    Retail 21

  22. Slide 22: Coromandel Retail: India's largest Agri Retail Chain

    Coromandel Retail: India’s largest Agri Retail Chain Retail brief • Started in 2008. Presence at mandal/ block level. Direct connect with 3.3 mil farmers • One stop shop for entire farming needs • Products: Ag nutrients, crop pesticides, seeds, vet feed, farm implements Retail outlets: 1000+ no. • C

  23. Slide 23: Crop Protection & Bio Products

    Crop Protection & Bio Products 23

  24. Slide 24: Crop Protection: Strong Technical capabilities

    Crop Protection^: Strong Technical capabilities • Capability to manufacture 20 Technicals & Intermediates • Manufacturing infra: 3 technical plants, 2 formulation units • Responsible Care certification: Safe Chemicals Management & excellence in EHS Plant infrastructure • Strong R&D practices: 123 Pa

  25. Slide 25: Crop Protection: Expanding presence in Domestic & Global market

    Crop Protection : Expanding presence in Domestic & Global market ^ • Exporting to ~80 nations. ~1000 global registrations • Nine subsidiaries holding product registrations • China & Japan desks for partnerships, sourcing & marketing • Domestic sales thru B2B & B2C: ~20,000 retail touchpoints • 700+

  26. Slide 26: Bioproducts: Promoting Integrated Pest Management

    Bioproducts: Promoting Integrated Pest Management Plant infrastructure 1 R&D center 22 patents, 8 granted • Largest neem based bioproducts producer globally • Highest purity & best in class stability at plant - 2 yrs shelf life Aza capacity: 22.5 mt • Captive neem plantation Captive neem plantation:

  27. Slide 27: New Businesses

    ) o “Bu New sinesses 27

  28. Slide 28: Nano Fertilisers: Novel technology

    Nano Fertilisers: Novel technology • Pioneers in introducing patented Nano technology in agriculture • High nutrient use efficiency: High surface area ensures nutrient taken up through stomata & cuticle as-is and without loss Nano particles: Natural polymer • 24 Institutional and 14 inhouse R&D tria

  29. Slide 29: Gromor Drive: Drone based Spraying Services

    Gromor Drive: Drone based Spraying Services • Increased labor costs driving shift towards spraying mechanization services • Gromor Drive: Offering Drone based spraying services to the farmers • Higher inputs use efficiency & upto 90% water savings in applications • Value proposition: Cost, Convenien

  30. Slide 30: Dhaksha: Drone based Startup

    Dhaksha: Drone based Startup • Dhaksha provides complete range of Unmanned Aerial Systems (UAS) technology solutions across Agriculture, Defense, Surveillance and Counter Surveillance • Incorporated in 2019, headquartered in Chennai • Coromandel holds 58% equity in drone company Dhaksha • Only Playe

  31. Slide 31: Agility in Action: Delivering on Commitments

    Agility in Action: Delivering on Commitments 31

  32. Slide 32: Projects delivered on time

    Projects delivered on time Backward Integration Sulphuric acid plant, Kakinada Phos acid plant, Kakinada Fixed Processing Plant, Senegal Captive neem plantation Commissioning in Q4FY26 Commissioning in Q4FY26 Stabilized operations 700 acres- On track Enhancing Capacity Granulation train, Kakinada MP

  33. Slide 33: Projects delivered on time

    Projects delivered on time Novel Solutions In-licensing & Partnerships Drone spraying Product to Solutions approach Biologicals portfolio New products turnover 2.2 lakh acres Crop based campaigns: 5 new microbials – index in H1FY26: 28% Chilli, Paddy, Pulses, Tomato Biofert & biocontrol New Markets

  34. Slide 34: Investments in Next Gen Technologies

    Investments in Next Gen Technologies Climate smart solutions Fermentation technology Agricultural robots • Ecozen: Climate –smart solutions • String Bio: Fermentation • Xmachines: Autonomous for agriculture & beyond technology agricultural robots for handling • Solar based cold rooms • Converting gr

  35. Slide 35: Leveraging Digital, AI & Analytics for business efficiencies

    Leveraging Digital, AI & Analytics for business efficiencies Digital platforms for Farm Manufacturing Analytics for Condition Based Monitoring AI in Retail to improve advisory & sales force improving productivity and to Predictive Maintenance customer retention efficiency reducing downtime across ou

  36. Slide 36: Doing it Responsibly

    Doing it Responsibly Environment Resource Efficiency Social Impact Highlights 41% Area under green plantation 62 Dow Jones Sustainability Index • Bird’s Paradise, a birds’ • Desalination plant at Vizag – 6 • Positively impacting 1 million Sanctuary established at mlpd lives thru CSR programs Kakinad

  37. Slide 37: Meeting our ESG commitments

    Meeting our ESG commitments Baseline (FY23) Target FY25 Reduction in Scope 1 & Scope 2 emissions 0.35 mil ton CO2e 25% reduction (2030) 29% (0.25 mil ton) Protecting Product LCA 0 4 products (2025) 2 completed the Planet Coverage under Green triangle & neem-based products 5 million acre 6 mil acre (

  38. Slide 38: Thank you

    Corporate Office: Thank you Coromandel International Ltd., Olympia Terraces, 15B(SP), SIDCO Industrial Estate, Guindy, Chennai – 600032, Tamil Nadu 38 38

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