Shubhshree Biofuels Energy Ltd. · NSE:SHUBHSHREE
Shubhshree Biofuels Energy — FY2026 Earnings Presentation
38 slides from Shubhshree Biofuels Energy's earnings presentation, May 30, 2026
Slide 1: Exchange filing cover letter
Date: May 30, 2026 To, The Manager Listing and Compliance Department, NSE Emerge National Stock Exchange of India Limited Exchange Plaza, Plot no. C-1, G-Block, Bandra-Kurla Complex, Bandra-East, Mumbai-400051. Symbol Name: SHUBHSHREE Subject: Investor/ Corporate presentation pursuant to Regulation
Slide 2: Shubhshree Biofuels Energy Ltd. Investor Presentation FY 2026
Shubhshree Biofuels Energy Ltd. Empowering Industries, Sustaining Future INVESTOR PRESENTATION - FY 2026
Slide 3: Agenda
Agenda 1. Performance Update 2. Industry Overview 3. About Shubhshree Biofuels Energy 4. Competitive Moats 5. Investment Rationale 6. Historical Business Performance 7. Select Financial Statement Data 8. Annexures
Slide 4: Executive Summary - FY26
Executive Summary - FY26 (In Rs. Lakhs) Revenue Metrics Profitability Metrics Revenue from Operations PAT ₹ 20,183.1 (+24.1% y-o-y) (+5% y-o-y) ₹1,106.0 (36.7% (+5%y-o-y) (+5% y-o-y)) y-o-y EBITDA1 PAT Margin ₹ 1,567.0 (+39.1% y-o-y) (+5% y-o-y) 5.5% (+50 bps y-o-y) (+5% (+5% (+5% y-o-y))) y-o-y y-o
Slide 5: Performance Update & Management Commentary
Performance Update & Management Commentary Business Updates Financial Highlights Management Commentary • Initiated strategic expansion plans to establish new • Revenue for FY26 grew by 24.1% YoY to ₹20,183 Lakhs, • Continued strengthening position as a leading biomass biomass pellet manufacturing fa
Slide 6: Operational Foundation & EHS Governance
Operational Foundation & EHS Governance Eco-Friendly Manufacturing Safety & Compliance Framework Risk Management Zero Harm Culture Raw Material Input Proactively identify, evaluate and mitigate Foster strong awareness through active Converts agriculture and forestry waste into usable health, safety
Slide 7: Strategic Impact
Strategic Impact Economic, Social & Environmental Value Financial Efficiency Rural Ecosystem Empowerment Biomass Briquette Net Savings (%) vs Traditional Fuels 1000+ $1000 - $2500 villages participating Farmer Income Enhancement Electricity 80% 20,000+ 500+ 300+ Citizens Impacted Village Entrepreneu
Slide 8: Agenda
Agenda 1. Performance Update 2. Industry Overview 3. About Shubhshree Biofuels Energy 4. Competitive Moats 5. Investment Rationale 6. Historical Business Performance 7. Select Financial Statement Data 8. Annexures
Slide 9: Industry Overview
Industry Overview Opportunity Analysis | $21.68 Bn TAM in 2023 Breakdown of Surplus Residue 20-30% 41.5% Stubble Burn cause pollution $412.2 Mn Global Fuel Alternative Market $900 Mn stubble Burn cause pollution Mn Biomass Briquette Market size $600 Mn India Biomass Pellets Market 19.2% • India gene
Slide 10: Navigating Energy Volatility: The Strategic Shift to Solid Biofuels
Navigating Energy Volatility: The Strategic Shift to Solid Biofuels Growing Need for Stable Power: The industrial sector's ongoing need for reliable energy is creating a steady demand for secure power alternatives. Supply Chains are Disrupted: Ongoing geopolitical conflicts are threatening major shi
Slide 11: Agenda
Agenda 1. Performance Update 2. Industry Overview 3. About Shubhshree Biofuels Energy 4. Competitive Moats 5. Investment Rationale 6. Historical Business Performance 7. Select Financial Statement Data 8. Annexures
Slide 12: Corporate Overview
Corporate Overview Shubhshree Biofuel, based in Jaipur, Rajasthan, is India’s only listed company exclusively focused on 3-YEAR CAGR (FY23-FY26) solid bioenergy. Established in 2021, the company has quickly emerged as a first-mover in the biomass fuel space, converting agricultural waste into high-q
Slide 13: Milestones
Milestones 2021 Operations Commenced 2022 Community Impact & Growth 2024 High-Volume Supply Achieved 2025 National Expansion 2026 Strategic Integration & Scaling • Launched supply of biomass • 1,500+ farmers employed through • Scaled to 600 tonnes per day • Delivery network extended to 10+ • Commiss
Slide 14: Agenda
Agenda 1. Performance Update 2. Industry Overview 3. About Shubhshree Biofuels Energy 4. Competitive Moats 5. Investment Rationale 6. Historical Business Performance 7. Select Financial Statement Data 8. Annexures
Slide 15: Competitive Moats
Competitive Moats All-in-One Service Model Vertically Integrated Value Chain State-of-the-Art Manufacturing Facility Customized & Cost-Effective Solutions Scalable Growth Trajectory Sustainability & Environmental Focus Passionate and Purpose Driven Team 14
Slide 16: From Waste to Energy
From Waste to Energy Aggregating crop waste from 230 million tonnes of crop Each tonne diverted from burning This shift converts an 2,50,000+ farmers and residue in North India is burned reduces emissions while environmental liability into a converting it into viable annually, releasing ~149 million
Slide 17: State-of-the-Art Manufacturing Facility (1/2)
State-of-the-Art Manufacturing Facility (1/2) 16
Slide 18: State-of-the-Art Manufacturing Facility (2/2)
State-of-the-Art Manufacturing Facility (2/2) AN ISO 9001:2015 Certified Company 17
Slide 19: Our Core Process Flow
Our Core Process Flow “Delivering integrated biofuel solutions that align producers, processes and client needs.” Order Intake Demand Analysis & Production Raw Material Procurement & Capturing client requirements Stock Check Planning Supplier Selection with precision Assessing needs and verifying Sc
Slide 20: End-to-End Supply Chain Control
End-to-End Supply Chain Control Conversion Creating Awareness By compressing waste without using About the market value of any chemicals & adhesives stubble Briquettes & Farmers Pellets Stubble Logistics Network 1st procurement & supply Production Plant Technician Distribution chain from farmers to
Slide 21: Industries We Serve
Industries We Serve Ceramic Pharma Fabrics & Textile Food Process Dyeing Plants Liquor Plants Leather Industries Spinning Mill Cotton Mill Brick Work Units Tyre Industry Power Station 20
Slide 22: Clients
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Slide 23: Management Profile
Management Profile Sagar Agarwal Upasana Dattani Chairman & Managing Director Promoter and Non-Executive Director He is one of the promoters of the company and holds a Bachelor of She holds a Master of Business Administration degree from the Indian Commerce degree from the University of Rajasthan, c
Slide 24: Agenda
Agenda 1. Performance Update 2. Industry Overview 3. About Shubhshree Biofuels Energy 4. Competitive Moats 5. Investment Rationale 6. Historical Business Performance 7. Select Financial Statement Data 8. Annexures
Slide 25: Investment Rationale
Investment Rationale Vertically Integrated Value Chain Scalable Replication Platform Model Proven Operating Execution Capability Integrated pellet manufacturing, fuel Modular plants, standardized contracts and Commissioned 100 TPD pellet capacity, delivery, steam generation and by plug-and-play clie
Slide 26: Vertical Integration: From Biomass Aggregation to Processing
Vertical Integration: From Biomass Aggregation to Processing Creating strong logistics connectivity to the farmers Farmers • Quick Response Shubhshree Biofuel for farmers • Zero Downtime • High Awareness We leverage a network of Village Level Entrepreneurs (VLE) to • Additional Revenue Stream ensure
Slide 27: Agenda
Agenda 1. Performance Update 2. Industry Overview 3. About Shubhshree Biofuels Energy 4. Competitive Moats 5. Investment Rationale 6. Historical Business Performance 7. Select Financial Statement Data 8. Annexures
Slide 28: Historical Business Performance (1/3)
Historical Business Performance (1/3) Revenue (₹ lakhs.) EBITDA1 (₹ lakhs.) PAT (₹ lakhs.) 1,106 20,183 1,567 16,266 809 1,127 9,415 497 330 FY 24 FY 25 FY 26 FY 24 FY 25 FY 26 FY 24 FY 25 FY 26 Gross Margin (%) EBITDA Margin (%) PAT Margin (%) 5.5% 25.4% 7.7% 5.0% 6.9% 18.8% 5.2% 3.5% 16.1% FY 24 F
Slide 29: Historical Business Performance (2/3)
Historical Business Performance (2/3) Debt to Equity (Times) CapEx (₹ lakhs.) Inventory Days 0.3 17 0.3 354 12 226 0.1 107 4 FY 24 FY 25 FY 26 FY 24 FY 25 FY 26 FY 24 FY 25 FY 26 Payable Days Debtor Days Cash Conversion Cycle 32 69 59 27 59 25 39 32 11 FY 24 FY 25 FY 26 FY 24 FY 25 FY 26 FY 24 FY 25
Slide 30: Historical Business Performance (3/3)
Historical Business Performance (3/3) RoE1 (%) RoCE2 (%) Fixed Asset Turnover (Times) 46.4% 63.1% 77 26.7% 26.8% 36.0% 35.9% 50 42 FY 24 FY 25 FY 26 FY 24 FY 25 FY 26 FY 24 FY 25 FY 26 No of Factories Interest Coverage (Times) EPS3 (₹) 20.1 5 5 30 17.5 19 13 8.6 1 FY 24 FY 25 FY 26 FY 24 FY 25 FY 26
Slide 31: Agenda
Agenda 1. Performance Update 2. Industry Overview 3. About Shubhshree Biofuels Energy 4. Competitive Moats 5. Investment Rationale 6. Historical Business Performance 7. Select Financial Statement Data 8. Annexures
Slide 32: Income Statement
Income Statement ₹ Lakhs unless otherwise mentioned Particulars H2FY26 H2FY25 YoY change (%) FY26 FY25 YoY change (%) Revenue from operations 10,578.5 8,529.6 24.0% 20,183.1 16,266.1 24.1% Other income 45.80 47.2 -3.0% 80.5 64.0 25.8% Total income 10,624.3 8,576.8 23.9% 20,263.6 16,330.0 24.1% Total
Slide 33: Balance Sheet
Balance Sheet ₹ Lakhs unless otherwise mentioned Particulars FY26 FY25 Equity capital and reserves 4132.3 3,026.6 Borrowings 1,322.5 838.5 Trade payables 1,241.4 1,067.2 Provisions 238.9 87.4 Other current liabilities 49.6 55.5 Total Liabilities 6,984.6 5,075.0 Property, plant & equipment 663.5 326.
Slide 34: Cashflow Statement
Cashflow Statement ₹ Lakhs unless otherwise mentioned Particulars FY26 FY25 Profit / (Loss) before tax 1,402.9 1,069.6 Depreciation 49.5 22.1 Finance cost 114.8 35.2 Trade receivables -1,166.6 -1,803.2 Inventories -403.1 -321.6 Trade payables 174.2 535.2 Income tax expenses -150.6 -254.2 Other adjus
Slide 35: Agenda
Agenda 1. Performance Update 2. Industry Overview 3. About Shubhshree Biofuels Energy 4. Competitive Moats 5. Investment Rationale 6. Historical Business Performance 7. Select Financial Statement Data 8. Annexures 34
Slide 36: Awards, Recognition & Strategic Industry Presence (1/2)
Awards, Recognition & Strategic Industry Presence (1/2) Biofuel Expo 2025 Biofuel Expo 2025 validated the commercial viability of India’s green energy sector. Uniting policymakers and industry leaders, it cemented a scalable roadmap for biofuels, creating a de-risked, high-growth ecosystem ripe for
Slide 37: Awards, Recognition & Strategic Industry Presence (2/2)
Awards, Recognition & Strategic Industry Presence (2/2) 36
Slide 38: Thank You
Thank You For any further information/factory visit request, please contact: Company Investor Relations Consultant Shubhshree Biofuels Energy Ltd. Capital Bridge Advisory Service Private Ltd ir@biomassfuel.co.in Raj Shah, CFA Hrishit Jhaveri, CFA raj@capbridge.in hrishit@capbridge.in +91 99259 11296
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