Praj Industries Limited · NSE:PRAJIND

Praj Industries — Q1 FY26 Earnings Presentation

23 slides from Praj Industries's earnings presentation, Aug 11, 2025

  1. Slide 1: Exchange filing cover letter for Investor Presentation

    Date: 11th August, 2025 Ref.: PIL/ANB/L-050/2025-26 Company Code: PRAJIND Security Code No.: 522205 National Stock Exchange of India Ltd. BSE Ltd. Exchange Plaza, 5th Floor, Plot No. C/1, Phiroze Jeejeebhoy Towers, 25th Floor, G Block, Bandra-Kurla Complex, Dalal Street, Mumbai - 400 001 Bandra (Eas

  2. Slide 2: Earnings Presentation – Q1-FY26

    Earnings Presentation – Q1-FY26

  3. Slide 3: Company at a Glance

    Company at a Glance 2021 41 Years of Legacy Presence across 1800+ 90+ research 5 manufacturing 100+ countries employees scientists facilities 400+ 40%+ business from ~10% 1000++ 400 + patents repeat customers Global ethanol production References/plants overseas references market share* worldwide 3-Y

  4. Slide 4: Company Overview

    Company Overview • Incorporated in 1983 under the visionary leadership of technocrat Operational Revenue (INR Mn) Dr. Pramod Chaudhari. 40,000 35,280 34,663 25.00% 35,000 32,280 • Praj Industries Ltd. (Praj) has grown to become one of the most reputed 30,000 20.00% and technologically advanced biote

  5. Slide 5: Business Segments

    Business Segments High Purity Solutions Water Systems Modular Process Systems Value Added Services Bio Energy 1G & 2G Ethanol Plants Services Compressed Bio-Gas Future Fuels: SAF, Marine Biofuel, Bio Hydrogen etc. Engineering Businesses GenX- Critical process equipment & Modularization Brewery and b

  6. Slide 6: Global presence: 1000++ references in 100+ countries

    1000++ References in 100+ countries across all 6 continents.. And Still counting Europe Asia Americas India Africa Praj Industries Limited 5

  7. Slide 7: Q1-FY26 Financial Overview

    / Q1-FY26 \ - Financial r Overview AA gi.

  8. Slide 8: Q1-FY26 Financial Highlights

    Q1-FY26 Financial Highlights Q1-FY26 Performance (Standalone) Q1-FY26 Performance (Consolidated) INR 5,103 Mn INR 280 Mn 5.49 % INR 6,402 Mn INR 314 Mn 4.90 % Operating Income Operating EBITDA EBITDA Margins Operating Income Operating EBITDA EBITDA Margins (15.0)% YoY (67.4)% YoY (883) Bps YoY (8.4)

  9. Slide 9: Quarterly Financial Performance Trend (Consolidated)

    Quarterly Financial Performance Trend (Consolidated) Revenues (INR Mn) EBITDA (INR Mn) PAT (INR Mn) 10,000 1000 900 8,530 8,597 920 842 9,000 8,162 900 862 800 8,000 6,991 800 727 739 700 7,000 6,402 700 600 538 6,000 600 500 5,000 500 411 398 400 4,000 400 314 3,000 300 300 2,000 200 200 1,000 100

  10. Slide 10: Segmental Revenue (Consolidated)

    Segmental Revenue (Consolidated) Bio Energy (INR Mn) Engineering (INR Mn) HiPurity (INR Mn) 1,833 742 R 5,042 E 526 V 1,422 E 3,826 N U E Q1-FY25 Q1-FY26 Q1-FY25 Q1-FY26 Q1-FY25 Q1-FY26 Note: • Engineering businesses include critical process equipment & skids, brewery and ZLD segments. Praj Industri

  11. Slide 11: Order Intake & Order Backlog

    Order Intake & Order Backlog Order Intake (At the end of each quarter, Values in INR. Mn) Q1-FY26 Segmental Order Intake – INR 7,950 Mn Q1-FY26 Geographical Order Intake 12000 1.2 Engineering, 10,530 10,320 12% 10000 8,880 9,210 1 7,950 8000 0.8 HiPurity, 8% 6000 0.6 Export, 45% 4000 0.4 Domestic, 5

  12. Slide 12: Q1 FY26 Operational and Industry Highlights (1/2)

    Q1 FY26 Operational and Industry Highlights (1/2) Financial Performance: − Drop in volume in domestic ethanol business on account of delayed execution cycles and liquidity crunch at the customers end − Additionally, GenX business expenses with no corresponding revenues − Mark to Market of forex forw

  13. Slide 13: Q1 FY26 Operational and Industry Highlights (2/2)

    Q1 FY26 Operational and Industry Highlights (2/2) 1G Services: − Continues its growth journey with healthy performance − Healthy enquiry pipeline for biogenic CO2 Capture solutions CBG: − Traction for Napier Grass based projects; Healthy Enquiry basket for Press mud-based plants; orders delayed due

  14. Slide 14: Quarterly Financial Performance - Standalone

    Quarterly Financial Performance - Standalone Particulars (INR Mn) Q1-FY26 Q1-FY25 Y-o-Y Q4-FY25 Q-o-Q Operational Income 5,103 6,007 (15.0)% 7,011 (27.2)% Expenses 4,823 5,147 (6.3)% 6,227 (22.5)% EBITDA 280 860 (67.4)% 784 (64.3)% EBITDA Margins (%) 5.49% 14.32% (883) Bps 11.18% (569) Bps Other Inc

  15. Slide 15: Quarterly Financial Performance - Consolidated

    Quarterly Financial Performance - Consolidated Particulars (INR Mn) Q1-FY26 Q1-FY25 Y-o-Y Q4-FY25 Q-o-Q Operational Income 6,402 6,991 (8.4)% 8,597 (25.5)% Expenses 6,088 6,071 0.0% 7,858 (22.5)% EBITDA 314 920 (65.9)% 739 (57.5)% EBITDA Margins (%) 4.90% 13.16% (826) Bps 8.60% (370) Bps Other Incom

  16. Slide 16: Historical Financial Overview

    Historical Financial Overview

  17. Slide 17: Historical Standalone Financial Performance

    Historical Standalone Financial Performance Particulars (INR Mn) FY22 FY23 FY24 FY25 Q1-FY26 Operational Income 20,623 31,526 29,896 27,447 5,103 Expenses 18,782 28,629 26,534 24,349 4,823 EBITDA 1,841 2,897 3,362 3,098 280 EBITDA Margins (%) 8.93% 9.19% 11.25% 11.29% 5.49% Other Income 517 506 685

  18. Slide 18: Historical Standalone Balance Sheet

    Historical Standalone Balance Sheet Particulars (INR Mn) FY23 FY24 FY25 Particulars (INR Mn) FY23 FY24 FY25 ASSETS EQUITY AND LIABILITIES Non-Current Assets Equity Property, Plant & Equipment 2,174 2,359 2,361 Capital Work in progress 66 22 134 Share Capital 367 368 368 Investment Property 137 - - O

  19. Slide 19: Historical Consolidated Financial Performance

    Historical Consolidated Financial Performance Particulars (INR Mn) FY22 FY23 FY24 FY25 Q1-FY26 Operational Income 23,433 35,280 34,663 32,280 6,402 Expenses 21,374 32,101 30,784 29,032 6,088 EBITDA 2,059 3,179 3,879 3,248 314 EBITDA Margins (%) 8.79% 9.01% 11.19% 10.06% 4.90% Other Income 241 356 43

  20. Slide 20: Historical Consolidated Balance Sheet

    Historical Consolidated Balance Sheet Particulars (INR Mn) FY23 FY24 FY25 Particulars (INR Mn) FY23 FY24 FY25 ASSETS EQUITY AND LIABILITIES Non-Current Assets Equity Property, Plant & Equipment 2,366 4,072 4,465 Share Capital 367 368 368 Capital Work in progress 69 32 173 Investment Property 137 - -

  21. Slide 21: Consolidated Historical Financial Trend

    Consolidated Historical Financial Trend Revenue (INR Mn) OPERATING EBITDA (INR Mn) PAT (INR Mn) 40,000 4,500 25.00%3,000 2,834 35,280 34,663 3,879 35,000 32,280 4,000 2,398 2,500 3,500 3,179 3,248 20.00% 2,189 30,000 25,000 23,433 3,000 2,000 15.00% 2,500 1,502 20,000 2,059 1,500 2,000 10.00% 15,000

  22. Slide 22: Capital Market Data

    Capital Market Data 1-Year Stock Performance up to 30th June 2025 20.00% 10.00% 0.00% -10.00% -20.00% -30.00% -40.00% -50.00% Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Praj Industries Sensex Shareholding Pattern (As on 30th June 2025) Dividend Pay out ratio

  23. Slide 23: Disclaimer

    Disclaimer Praj Industries Limited 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

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