Sarda Energy & Minerals Limited · NSE:SARDAEN
Sarda Energy & Minerals — Q4 FY26 Earnings Presentation
36 slides from Sarda Energy & Minerals's earnings presentation, May 2026
Slide 1: Expanding Horizons of Growth
Expanding Horizons of Growth Energy | Minerals | Metals Investor Presentation | Q4 & FY26
Slide 2: Safe Harbour Statement
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 constitute any offer, recommendation or invitation to purchase or subscribe for any securities
Slide 3: Table of Content
Table of Content Strategic Direction Q4 & FY26 Highlights Business Overview Corporate Social Responsibility Historical Financials 3
Slide 4: Strategic Direction
SARDA SARDA ENERGY & MINERALS LTD.
Slide 5: SEML's Transformation Journey
SEML’s Transformation Journey FY21 FY22-25 FY26 Cyclical, Commodity-Driven Diversification into Energy & Geared up for next phase Significant Value Creation: Business Significant Capacity Addition of growth • 2x jump in Revenue from Rs 2,343 cr in FY21 • Integrated Metals - Steel & Ferro • Acquired
Slide 6: SKS Power: From Resolution to Ramp-up
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 fu
Slide 7: Building Scale – Plans to Double Operating Capacity by FY30
Building Scale – Plans to Double Operating Capacity by FY30 Significant ongoing capacity addition — SEML’s transformation is firmly underway Parameter Thermal Power Hydro Power Solar Power Total Energy Capacity Coal Mining (MW) (MW) (MW) (MW) (MTPA) Base Capacity as on FY21 161.50 30 - 191.50 - FY22
Slide 8: Sector Tailwinds Fueling SEML's Next Phase
Sector Tailwinds Fueling SEML’s Next Phase Manufacturing & Energy Security & Import Coal Gasification & Domestic Renewable Energy Capacity Semiconductor Push Substitution Value Creation Addition • India’s vision of Viksit Bharat 2047 • Geopolitical tensions and structural • Government push towards c
Slide 9: Q4 & FY26 Highlights
SARDA SARDA ENERGY & MINERALS LTD.
Slide 10: Performance Highlights
Performance Highlights Strong operational execution drove 58% YoY PAT growth and highest-ever dividend payout of 200% ❖ Energy Segment: ❖ Mining & Metals: • Energy segment became the primary earnings driver, contributing • Coal Mining volumes improved following the approval for 1.80 two-thirds of co
Slide 11: Q4 & FY26 Consolidated Financial Snapshot
Q4 & FY26 Consolidated Financial Snapshot Net Revenue (Rs Cr) EBIT (Rs Cr) PAT (Rs Cr) Cash PAT (Rs Cr) [1.5]% 44% 55% 28% 1,431 1,410 226 326 30% 31% 21% Q4 FY26* 27% 25% 15% 30% 22% 323 253 155 64% 100 45% 39% 51% Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q4FY25 Q4FY26 Energy Ferro Alloys Steel To
Slide 12: Production Trend
Production Trend Production (‘000 MT) Q4FY26 Q4FY25 YoY % Q3FY26 QoQ % FY26 FY25 YoY % Iron Ore Pellet 177 187 (5.3)% 225 (21.3)% 826 819 0.9% Sponge Iron 91 69 31.9% 83 9.6% 345 319 8.2% Steel Billet 46 40 15.0% 48 (4.2)% 205 205 0.0% Wire Rod 37 27 37.0% 37 0.0% 160 169 (5.3)% H. B Wires 12 9 33.3
Slide 13: Sales Trend
Sales Trend Sales (‘000 MT) Q4FY26 Q4FY25 YoY % Q3FY26 QoQ % FY26 FY25 YoY % Iron Ore Pellet 74 115 (35.7)% 115 (35.7)% 445 501 (11.2)% Sponge Iron 44 32 37.5% 34 29.4% 142 118 20.3% Steel Billet 7 11 (36.4)% 9 (22.2)% 39 31 25.8% Wire Rod 24 18 33.3% 30 (20.0)% 120 133 (9.8)% H. B Wires 12 9 33.3%
Slide 14: Consolidated P&L Highlights
Consolidated P&L Highlights Particulars (Rs Cr) Q4FY26* Q4FY25 YoY Q3FY26* QoQ FY26 FY25 YoY Revenue from Operations 1254 1,239 1,276 5690 4,643 Other Income 5 47 84 237 172 Total Income 1,258 1,286 -2.2% 1,360 -7.5% 5,928 4,815 23.1% Raw Material 647 731 725 2918 2,573 Employee Expenses 60 51 60 22
Slide 15: Standalone P&L Highlights
Standalone P&L Highlights Particulars (Rs Cr) Q4FY26* Q4FY25 YoY Q3FY26* QoQ FY26 FY25 YoY Revenue from Operations 1,017 1,013 918 4,334 3,484 Other Income -3 15 100 235 120 Total Income 1,013 1,028 -1.4% 1,018 -0.5% 4,569 3,604 26.8% Raw Material 529 571 530 2252 1,950 Employee Expenses 42 40 47 16
Slide 16: Financial Prowess Marks a Promising Outlook for Growth
Financial Prowess Marks a Promising Outlook for Growth Standalone Debt (Rs Cr) Consolidated Debt (Rs Cr) Consolidated TOL/NW (x) Gross Debt Net Debt Gross Debt Net Debt TOL/NW Net Debt/EBITDA Net debt-free balance sheet* 1499 1379 2,823 2,595 0.7 and comfortable liquidity 655 0.56 0.5 0.58 0.52 1,56
Slide 17: Business Overview
SARDA SARDA ENERGY & MINERALS LTD.
Slide 18: Vertical Integration – To Reduce Input Cost and Optimize Value Addition
Vertical Integration – To Reduce Input Cost and Optimize Value Addition Vertical Integration Minerals Energy Metals • Iron Ore Mine • Captive Use • Steel Products • Coal Mines Waste Heat + Solar* + Thermal • Ferro Alloys • Commercial Use Thermal + Hydro Forward Integration Energy Division becomes Ac
Slide 19: Energy Emerges as The Core Vertical - Thermal Power Assets of 761.5 MW
Energy Emerges as The Core Vertical - Thermal Power Assets of 761.5 MW (1/2) IPP (Commercial) CPP (Captive) Upcoming Capacity Location Binjkot, Chhattisgarh Siltara, Chhattisgarh Visakhapatnam Plans to double capacity at SKS 81.5 MW Power (IPP Binjkot); approval Capacity 2x300 MW (600 MW) (includes
Slide 20: Energy Emerges as The Core Vertical - Hydro Power Assets of ~167 MW
Energy Emerges as The Core Vertical - Hydro Power Assets of ~167 MW (2/2) Parvatiya Power Chhattisgarh Hydro Madhya Bharat Power Upcoming Capacity Subsidiary Limited Power LLP Corporation Limited 24.9 MW- Kotaiveera, Chhattisgarh Project on IB river, land acquisition Location Uttarakhand Chhattisgar
Slide 21: Minerals Assets - Next Lever For Growth
Minerals Assets - Next Lever For Growth Iron Ore Mine Coal Mine Coal Washery Upcoming Capacity Iron Ore Mine Location Rajnandgaon, Chhattisgarh Gare Palma IV/7, Chhattisgarh Raigarh, Chhatisgarh Surjagad, Maharashtra - Block 1 Composite license executed in May-25. Prospecting Operations underway. Ca
Slide 22: Metals: Well-Established, Fully-integrated Legacy Business
Metals: Well-Established, Fully-integrated Legacy Business Pellets Sponge Iron Billets Wire Rods HB Wires Ferro Alloys Location Chhattisgarh Chhattisgarh Visakhapatnam Semi finished steel HB Wires- Wire Produced from Produced from Hot rolled product product, produced rods are cold Ferro manganese an
Slide 23: Corporate Social Responsibility
Corporate Social Responsibility
Slide 24: Focus on Safety, Health & Social Responsibility
Focus on Safety, Health & Social Responsibility 01 02 03 Health & Safety No. of Incidents Social Responsibility • SEML awarded - Appreciation Award for • Incident rate has seen a declining trend • Support to NGOs like “Pariwar”, Best Company in the Entire Eastern Region over past few years “Antariks
Slide 25: Corporate Social Responsibility: Healthcare
Corporate Social Responsibility: Healthcare Physiotherapy Assessment & Correction Camp Support To Niramayah Cancer Foundation 25
Slide 26: Corporate Social Responsibility: Education & Livelihood
Corporate Social Responsibility: Education & Livelihood Career Counselling Camps in Village Schools Training and Exposure visit at Tenduwa 26
Slide 27: Corporate Social Responsibility: Infrastructure
Corporate Social Responsibility: Infrastructure Infrastructure Construction Support Physiotherapy Mobility Support Assessment & Correction Camp : 27
Slide 28: Corporate Social Responsibility: Sports
Corporate Social Responsibility: Sports Youth Engagement Drive Physiotherapy Self Defense Training Assessment to Girls && Correction Support to Camp Schools : 28
Slide 29: Historical Financials
SARDA SARDA ENERGY & MINERALS LTD.
Slide 30: Consolidated P&L – Driving Profitable Growth with Long-Term Sustainability
Consolidated P&L – Driving Profitable Growth with Long-Term Sustainability Particular (Rs Cr) FY22 FY23 FY24 FY25 FY26 Revenue from Operations 3,914 4,212 3,868 4,643 5690 Other Income 50 49 184 172 237 Total Income 3,964 4,261 4,052 4,815 5,928 Raw Material 2,086 2,495 2,407 2,573 2918 Employee Exp
Slide 31: Consolidated BS & Cash Flow – Prudent Capital Deployment and Strong Liquidity Profile
Consolidated BS & Cash Flow – Prudent Capital Deployment and Strong Liquidity Profile Particular (Rs Cr) Mar-22 Mar-23 Mar-24 Mar-25 Mar-26 Share Capital 36 35 35 35 35 Tangible Networth 2,968 3,375 3,853 6,251 7,335 Minority Interest 104 100 106 106 106 Long Term Borrowings 1,196 1,063 1,058 2,342
Slide 32: Energy | Generation and Sales
Energy | Generation and Sales Highest Ever Annual Generation and Sales in FY26 Thermal Power (Mn KwH) Hydro Power (Mn KwH) 5,458 661 643 532 494 505 482 473 3,833 452 3,482 423 423 2,096 1,079 1,083 1,262 76 71 81 FY22 FY23 FY24 FY25^ FY26** FY22 FY23 FY24 FY25 FY26 Generation Sales Generation Sales
Slide 33: Metals | Production and Sales
Metals | Production and Sales Highest Ever Annual Production of Iron Ore Pellets, Sponge Iron, H.B. Wire in FY26 Iron Ore Pellets Sponge Iron Steel Billet 345 228 229 800 810 819 826 316 319 205 205 741 294 290 192 488 522 517 501 443 121 143 103 118 82 39 26 33 31 31 FY22 FY23 FY24 FY25 FY26 FY22 F
Slide 34: Strong Governance with Experienced Board
Strong Governance with Experienced Board Anant Sarda Pankaj Sarda Padam Kumar Jain Amal Kumar Debnath Non-Independent Non- Managing Director Director & CFO Independent Non-Executive Executive Director Director M.S. in Industrial Engineering CA, CS with experience of 39 Former CMD, Central Mine B.Sc
Slide 35: Share Price Information
Share Price Information Sarda Energy & Minerals BSE 150 MidCap NSE 150 Midcap Price chart base to 100 140 130 120 110 100 90 80 70 60 50 40 May-25 Jun-25 Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 Jan-26 Feb-26 Mar-26 Apr-26 Capital Market Information (as on 22nd May, 2026) Highest Ever Dividend in F
Slide 36: THANK YOU
THANK YOU Mr. Nilay Joshi (Executive Director) Mr. Apurv Gupta njoshi@sardagroup.co.in Teamsarda@adfactorspr.com 125 B-Wing Mittal Court, Nariman Point, Mumbai 400 021 City Hall,Oasis Complex, Kamala Mills Compound, Pandurang www.seml.co.in Budhkar Marg, Lower Parel West, Mum-13 www.adfactorspr.com
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