India Glycols Limited · NSE:INDIAGLYCO
India Glycols — Investor Presentation (September 2026)
32 slides from India Glycols's investor presentation, Sep 2, 2026
Slide 1: Regulation 30 disclosure cover letter to stock exchanges
IGL/SE/2026-27/53 2nd September, 2026 The Manager (Listing) The Manager (Listing) BSE Limited National Stock Exchange of India Limited 1st Floor, New Trading Ring, Exchange Plaza, C-1, Block G, Rotunda Building, P.J. Towers, Bandra Kurla Complex, Dalal Street, Bandra (East), Mumbai – 400 001 Mumbai-
Slide 2: Four decades of sustainable chemistry – Corporate Presentation
Personal care Home care Textiles & fibres Coatings & paints Printing inks Four decades of sustainable chemistry – Sustainable synthesized to perform Oilfield & energy Agrochemicals Feedstock Pharma & healthcare Packaging Corporate Presentation Polyester & PET Automotive Electronics Industrial gases
Slide 3: Content
Content 1 Introduction to India Glycols Limited 2 Demerger Overview 3 India Glycols Limited 4 Industry 5 Financial Highlights 2
Slide 4: Introduction
Gg INDIA GLYCOLS LIMITED Introduction
Slide 5: IGL Journey
IGL JOURNEY A four-decade journey of capability building, building on synergies, specialties portfolio development. MEG 200 TPD | Bio New Grain based Polymers | Green Gorakhpur Distillery & Thiocolchicoside Ethanol plant - Solvents GE1 Glycol E2 Textile Nicotine Expansion Gorakhpur & Kashipur First
Slide 6: India Glycols Limited
The world's first — producer of bio-based Ethylene India Glycols Limited Oxide Bio Based Glycols/Bio Based Amines – practically unique capability even today 97% of raw material renewable Sustainability- and Knowledge-Driven 175,000 70,000 7,500 ~45% 100+ MTPA MTPA MTPA A four-decade head start in gr
Slide 7: India Glycols Limited | Key Financials
India Glycols Limited | Key Financials Net Revenue c. 13% EBITDA / Margin (%) c. 28% FY24 – 26 FY24 – 26 (INR Cr) CAGR CAGR 24.1% 16.0% 11.9% 8.8% 10.1% 14.5% 15.4% 15.8% 17.6% 4,211 690 3,767 246 3,291 257 521 29 250 1,164 423 169 1,291 41 1,581 60 130 139 2,801 492 2,219 350 1,460 224 FY24 FY25 FY
Slide 8: Advanced Multi-capability Manufacturing Platform
Advanced Multi-capability Manufacturing Platform Kashipur Gorakhpur Dehradun 300-acre advanced manufacturing complex 56-acre distillation & bottling complex 1,60,000 sqft state of art facility Ethanol – Grain/Molasses • Bio-based Speciality Ethanol – Grain/Molasses • Ethanol Bio-Fuel Grade • SCFE (S
Slide 9: Structure of the Demerger
6 INDIA GLYCOLS LIMITED Structure of the Demerger
Slide 10: Overview of the Demerger
Overview of the Demerger • Sharper business focus, enhanced competitiveness to unlock shareholder value • Improved Capital Allocation Strategic Objective & Rationale • Value visibility – each business valued appropriately by investors who understand its specific space • Seamless transition to benefi
Slide 11: Introduction to the Demerged Businesses
Introduction to the Demerged Businesses Inspired by Nature. Enabled by Nature Considered Spirits for the Spirited One Science. Created by Us. IGL Spirits Ltd 10
Slide 12: Demerged Structure
Demerged Structure Creating three focused, independently listed businesses with focused strategies, capital allocation and growth priorities Proposed Structure IGL to demerge its Spirits & Biofuel and Biopharma business resulting in 3 independently listed public companies India Glycols Limited 1 IGL
Slide 13: India Glycols (Post Demerger)
India Glycols (Post Demerger)
Slide 14: India Glycols Limited - FY26 Financials (post demerger)
India Glycols Limited - FY 26 IGL FY26 Financials Bio-based Specialty Materials Sustainable & Performance Chemicals Gases (post demerger) INR 546 Cr INR 474 Cr INR 50 Cr Novel Tech Glycol Ether & Performance Clariant JV Bio-Glycols GE Esters Chemicals INR 419 Cr INR 325 Cr INR 221 Cr INR 56 Cr Reven
Slide 15: Industry
Industry
Slide 16: Sustainable Chemicals Entering a Structural Adoption Cycle
Sustainable Chemicals Entering a Structural Adoption Cycle The Direction is Clear and So is the Opportunity At the Heart Global Bio-based Chemicals Market (US$bn) o Rapid evolution - chemical Industry $208 9.6% o Radical Change $100 CAGR ~90% 20% Feedstock fossil- Bio-based FS o - Technology based-
Slide 17: India's Specialty Chemicals – Well Positioned
India’s Specialty Chemicals – Well Positioned India Spec Chem Market (US$bn) Performance Chemical Applications FY25 – 29E CAGR (%)1 $79 10-12% CAGR o Needs – Aspirations - Challenges $50 12% 12% 11% 9% 9% o Foundational Industrial Agriculture Construction Personal Automotive processes care o Policy
Slide 18: Vision: 10X 10Y
Vision: 10X 10Y Ten times sales and profits over ten years — compounding from three blocks 10X in sales and profits, in ten years — on a renewable-carbon spine, not by acquisition. Aiming for ₹2,000 Cr net revenue ₹400 Cr EBITDA — aspiration next 4–5 years THE THREE BLOCKS — OVERLAPPING HORIZONS, NO
Slide 19: Pioneering & Scaling up Sustainable Chemistry
Pioneering & Scaling up Sustainable Chemistry A differentiated portfolio-, application-led specialties, strong process & product development, strategic partnerships. 51% 44% 5% Revenue Share Revenue Share Revenue Share Bio-based Speciality Materials Sustainable & Performance Chemicals Gases Novel Te
Slide 20: Driving Growth with Positive Impact
Driving Growth with 1. Scale application-led specialty chemistries Positive Impact Commercialize tailored solutions across personal care, oil & gas, crop protection, paints and coatings to drive a higher-value mix Advancing renewable chemistries and bio- based materials to create differentiated grow
Slide 21: What we bring to the table: six foundations, forty years deep
What we bring to the table: six foundations, forty years deep IGL is pursuing new value-added sustainable chemistry — and intends to build it with partners. Product development Process development 1 100+ green products commercialised; molecules co-developed 2 The world-first agro route to ethylene o
Slide 22: Chemistry platforms — how we build
SOLID · origins and foundation routes Chemistry platforms — how we build OUTLINED · derivatization platforms Two renewable-carbon origins, four foundation routes, nineteen derivatisation platforms. RENEWABLE CARBON ORIGINS DERIVATISATION PLATFORMS Circular Bio-Carbon Ethoxylation Propoxylation EO/PO
Slide 23: Application platforms — what our molecules do
Application platforms — what our molecules do Twenty-eight functions across four families, feeding the materials the world makes with them. SURFACE & INTERFACE FLOW & FORM CARE & FINISH ENERGY & INDUSTRY Emulsification Rheology modification Softening Industrial cleaning Demulsification Gelling & cro
Slide 24: One of India's Only Chemicals Plant with a Direct Rail Line to Port
One of India's Only Chemicals Plant with a Direct Rail Line to Port Kashipur sits ~1,500 km from the nearest gateway ports, yet access to a captive rail network in ICD Kashipur makes IGL more cost, time and safety efficient than peers based much closer to the coast. Connecting Kashipur to Key Export
Slide 25: Bio-Glycols | Renewable Alternatives Serving Large Value Chains
Bio-Glycols | Renewable Alternatives Serving Large Value Chains Established scale and differentiated renewable positioning provide access to customers seeking lower-carbon materials and sustainable value • Alternatives to conventional petroleum-derived glycols, enabling customers to reduce the feeds
Slide 26: Bio-Glycol Ethers | Bio-based Solvents Serving Diversified Industrial Applications
Bio-Glycol Ethers | Bio-based Solvents Serving Diversified Industrial Applications Manufacturing leadership, downstream product breadth and renewable-feedstock differentiation position the platform to serve growing demand for performance-led, lower-carbon industrial formulations. • Manufactures bio-
Slide 27: Performance Chemicals | Application-led Chemistries For Specialty Needs
Performance Chemicals | Application-led Chemistries For Specialty Needs Expanding capabilities across bio-amines, green solvents and performance chemicals create a pathway toward a broader, higher-value product mix. • Develops bio-based and performance-led specialty chemicals tailored to end-applica
Slide 28: Industrial Gases | High-purity Solutions for Essential End-markets
Industrial Gases | High-purity Solutions for Essential End-markets High-purity products, established certifications and caters to resilient food, healthcare and manufacturing applications. • Produces and supplies industrial, food-grade and medical gases Overview • Quality-led offering serving custom
Slide 29: Clariant IGL Joint Venture | Renewable Performance Chemicals Platform
Clariant IGL Joint Venture | Renewable Performance Chemicals Platform Downstream partnership that combines IGL’s Bio-EO position with Clariant’s Technology and Reach Overview • 51:49 joint venture established in 2021 • Long-term supply agreement to sell EO Product Value Chain End Markets Key Highlig
Slide 30: Financial Highlights
Financial Highlights
Slide 31: Key Historical Financials
Key Historical Financials Strong margin expansion has more than offset revenue moderation, strengthening the overall earnings profile of IGL. Net Sales Value Adj. EBITDA / Margin1 (INR Cr) (INR Cr., %) INR 330 Cr 1,581 15.6% 24.2% 28.4% 1,291 1,164 330 312 247 FY24 FY25 FY26 FY24 FY25 FY26 30 Note:
Slide 32: Thank You
Thank You India Glycols Limited Head Office Tel: +91-120-6860000, 3090100, 3090200 CIN: 2B, Sector-126, Noida Fax: +91-120-3090111 L24111UR1983PLC009097 Gautam Budh Nagar Email: investor.relations@indiaglycols.com Uttar Pradesh 201304 31
India Glycols — Investor Presentation (September 2026) on 6ix