Sigachi Industries Limited · NSE:SIGACHI
Sigachi Industries — Q2 FY2026 Earnings Presentation
31 slides from Sigachi Industries's earnings presentation, Oct 25, 2025
Slide 1: Exchange filing cover letter
To Date: October 24, 2025 The Manager The Manager BSE Limited National Stock Exchange of India Limited P. J. Towers, Dalal Street Exchange Plaza, Bandra Kurla Complex Mumbai-400001 Bandra (E), Mumbai- 400051 (BSE Scrip Code: 543389) (NSE Symbol: SIGACHI) Dear Sir/Madam, Sub: Investor Presentation fo
Slide 2: Sigachi Reports Q2 FY26 Results and Accelerates Transformation
Sigachi Reports Q2 FY26 Results and Accelerates Transformation Post Pashamylaram Unit Fire Incident Hyderabad, 24th October 2025: Sigachi Industries Ltd. (NSE: SIGACHI; BSE: 543389), a leading global manufacturer of pharmaceutical excipients and active pharmaceutical ingredients (APIs), announced it
Slide 3: Q2 & H1 FY26 Investor Presentation
SIGACHI INDUSTRIES LTD Q 2 & H1 F Y 26 Investor Pres e nta tio n 2 4 th O c t ’ 2 0 2 5 1
Slide 4: Safe Harbour
Safe Harbour No representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information or opinions contained in this presentation. Such information and opinions are in all events not current after the
Slide 5: Agenda
Agenda 01. 02. Operational & Business Financial Overview Highlights 03. 04. Competitive Annexure Edge 3
Slide 6: About Sigachi
About Sigachi PURPOSE EXPERIENCE EXCELLENCE WE ARE ONE SIGACHI WITH OVER OF THE VALUES To become the leading player in offering customized solutions, with the objective of creating a Healthier, Happier and Joyful World. Year’s Purpose-Driven OF INDUSTRY LEADERSHIP Customer Obsession MISSION GLOBAL R
Slide 7: A Quarter of Resilience and Rebuilding with Purpose
A Quarter Of Resilience and Rebuilding with Purpose The incident on June 30 has been a catalyst for a decisive transformation in how we approach safety, process integrity, and operational resilience. We are not only reinforcing safety systems but also building a culture where every employee feels re
Slide 8: Our Core Strengths and Capabilities
Our Core Strengths and Capabilities 500 + Customers across 65+ Countries 29% Global 5 Years Presence Revenue CAGR 5 State of the art facilities, strategically located in Hyderabad, Sultanpur, 35% Manufacturing Jhagadia, Dahej & Raichur 5 Years EBITDA Facilities CAGR Operating at a combined capacity
Slide 9: Operational and Financial Highlights
Operational and Financial Highlights Business Overview Competitive Edge Driving Profitability and Financial Stability Annexure 7
Slide 10: Hyderabad Unit Accident – Business Impact
Hyderabad Unit Accident – Business Impact INCIDENT OVERVIEW The government-led investigation is still underway, the preliminary internal review, supported by independent experts, points to dust explosion originating in the dry section of the facility, specifically near the spray dryer chamber. RES
Slide 11: Operational Realignment for Sustainable Growth
Operational Realignment for Sustainable Growth Capacity Rebalancing & Business Margin and Portfolio Strategic Growth Initiatives Continuity Optimization on track Operations at the affected Hyderabad unit have been Focused on prioritizing high- New API R&D center in reallocated to Jhagadia and
Slide 12: ESG Performance Q2 FY26
ESG Performance Q2 FY26 Progressing Towards A BETTER TOMORROW, Operating Responsibly Growing Sustainably • 74.47% of total waste generated, was sustainably managed through recycling, Environment reuse, recovery, or authorized disposal in Q2 • 80.64% of total water withdrawn was recycled post operati
Slide 13: Q2FY26 Financial Highlights
Q2FY26 Financial Highlights Revenue from Operational EBITDA (Rs. Mn) Revenue Contribution % Income (Rs. Mn) Rs. 1,105 Mn Rs. 75 Mn 81% 19.34% YOY 74.40 % YOY 60% 17% PAT (Rs. Mn) Margins 12% 11% 8% 7% 4% Rs. 105 Mn EBITDA : 6.78% MCC Operations and Management API Allied Trades (1460) bps (YoY) Q2FY2
Slide 14: Income Statement Q2 & H1FY26
Income Statement Q2 & H1FY26 Particulars (Rs. Mn) Q2FY26 Q2FY25 YoY Q1FY26 QoQ H1FY26 H1FY25 YoY Revenue from Operational Income* 1,105 1,370 (19.34)% 1,282 (13.80)% 2,387 2,327 2.58% Total Expenses 1,030 1,077 (4.36)% 1,041 (1.05)% 2,071 1,823 13.60% EBITDA 75 293 (74.40)% 241 (68.88)% 316 504 (37.
Slide 15: Business Overview
Operational and Financial Highlights Business Overview Competitive Edge Driving Profitability and Financial Stability Annexure 13
Slide 16: Sigachi Industries – Distinct Value Proposition
Sigachi Industries – Distinct Value Proposition Sigachi Industries Ltd: Leading Manufacturer of Pre-Formulation Excipients Presence in the Pharmaceutical Ecosystem Competitive One of the largest MCC Manufacturing companies in India Edge Growth in API product portfolio and CEP Filings in pipeline 14
Slide 17: Present Across the Pharma Ecosystem
Present Across the Pharma Ecosystem Pharma & Formulations Pharma & API Intermediates Pharma Formulators End Excipients Doctors Customers Film Coatings, F&N Coatings Moving Up the Value chain by Introducing Value Added and Margin Accretive Products in the Product Basket 15
Slide 18: Research & Product Excellence
Research & Product Excellence Advanced Manufacturing Facilities across 5 Strategic Locations Focused on ensuring operational continuity through robust planning, infrastructure readiness, and consistent engagement with our partners and regulatory bodies Manufacturing Units Research & Development o Fi
Slide 19: Ongoing Commitment to R&D Investment
Ongoing Commitment to R&D Investment Trademarks Patent Filed CEP 46 7 4 Investment in Intellectual Properties : R&D (In Rs. Mn) 66.04 44.12 49.6 37.41 FY22 FY23 FY24 FY25 17
Slide 20: Quality Assurance: Certifications & Accreditation
Quality Assurance: Certifications & Accreditation Ensures quality control and assurance in all manufacturing units, with various certifications for processes and raw materials 18
Slide 21: Competitive Edge Driving Profitability and Financial Stability
Operational and Financial Highlights Business Overview Competitive Edge Driving Profitability and Financial Stability Annexure 19
Slide 22: Achieving 3x Growth in Revenue and PAT Over 5 Years
Achieving 3x Growth in Revenue and PAT Over a Period of 5 Years Revenue (Rs. Mn) EBITDA (Rs. Mn) PAT (Rs. Mn) PAT 22.4% 16.0% 20.1% 21.2% 19.4% 19.2% 15.7% 17.8% 14.6% 5,088 14.4% 14.3% 703 4,106 1,120 3,087 767 400 435 14.1% 2,529 587 303 1,960 530 203 1,439 388 572 248 FY20 FY21 FY22 FY23 FY24 FY2
Slide 23: Low Debt: Maximizing Financial Stability
Low Debt: Maximizing Financial Stability Gross Block (Rs. Mn) Net Debt to Equity and Interest Coverage Ratio 45.31 31.04 0.28 13.68 0.03 0.13 3,456 0.02 0.04 2,157 FY20 FY21 FY22 FY23 FY24 FY25 1,151 5.56 416.5 503.3 682.5 10.56 9.82 -0.15 FY20 FY21 FY22 FY23 FY24 FY25 Net Debt to Equity Interest Co
Slide 24: Cash Flow
Cash Flow To Drive Future Growth Cash Flows from Operation (Rs. Mn) Capex (Rs. Mn) 1,007 296 290 852 269 121 129 433 59 243 93 FY20 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 22
Slide 25: Annexure
Operational and Financial Highlights Business Overview Competitive Edge Driving Profitability and Financial Stability Annexure 23
Slide 26: Historical Income Statement
Historical Income Statement Particulars (Rs. Mn) FY22 FY23 FY24 FY25 H1FY26 Revenue from Operational Income* 2,503 3,020 3,989 5,003 2,387 Total Expenses 1,972 2,433 3,223 3,883 2,071 EBITDA 531 587 766 1,120 316 EBITDA Margin 21.21% 19.43% 19.20% 22.38% 13.24% Depreciation and Amortisation 29 66 10
Slide 27: Historical Balance Sheet
Historical Balance Sheet Particulars (Rs. Mn) FY22 FY23 FY24 FY25 H1FY26 NON-CURRENT ASSETS 1,069 1,964 3,809 4,519 3,789 a) Property, plant and equipment 527 960 1,711 2,876 2,436 b) Capital work-in-progress 97 349 966 86 157 c) Intangible assets 7 7 14 13 13 d) Goodwill - - 547 547 547 e) Right of
Slide 28: Historical Balance Sheet
Historical Balance Sheet Particulars (Rs. Mn) FY22 FY23 FY24 FY25 H1FY26 EQUITY 2,277 2,683 4,410 6,131 5,192 Equity Share Capital 307 307 328 382 382 Other Equity 1,970 2,376 3,968 5,626 4,696 Equity attributable to the owners of the company 2,277 2,683 4,296 6,008 5,078 Minority Interest - - 114 1
Slide 29: Key Milestones
Key Milestones 2000 2023 2024 o Launched premium-grade 2010 1989 MCC production 2017 Expanded Capacity to Sigachi MENA FZCO, a wholly Commenced the Incorporated as 21,000 MTPA, the owned subsidiary, has o Installed advanced spray drier commercial production of Sigachi Inc., our US ‘Sigachi Chloro- L
Slide 30: Strong Leadership
Strong Leadership Distinct, high performing businesses aligned with business drivers and market requirements Rabindra Amit Raj Bhavani Prasad Sinha Sinha Chidambaranathan Whole Time-Director Managing Director President, Sigachi US, Inc. & Chairman & CEO Chidambarnathan Subbarami Reddy Shanmuganathan
Slide 31: Thank You!
SIGACHI INDUSTRIES LTD Corporate Office: Plot No. G 57/2, Survey no.70 & 174, Sultanpur Village, Patancheru Mandal, Hyderabad 502319, Sanga Reddy THANK YOU! District, Telangana, India. Landline +918455242055/56/57 Registered office: 2nd floor, Kalyans Tulsiram Chambers, Madinaguda, Hyderabad 500049,