Sadhav Shipping Ltd. · NSE:SADHAV
Sadhav Shipping — H1 FY27 Earnings Presentation
30 slides from Sadhav Shipping's earnings presentation, Nov 5, 2026
Slide 1: Cover letter to NSE: Investor Presentation
wo SADHAV Dream It. Do It. Sadhav Shipping Ltd. Ref: SSL/NSE/74/2026-2027 Date: 05/11/2026 To, The General Manager, Listing Department, National Stock Exchange of India Limited, Exchange Plaza, Bandra Kurla Complex, Mumbai — 400051. COMPANY CODE: SADHAV SUBJECT: INVESTOR PRESENTATION Dear Sir/ Ma’am
Slide 2: Investor Presentation - Q2 & H1 FY27
Dream It. Do It. Dream it. Do it. rs ot At, Investor Presentation —Q2 & H1 FY27
Slide 3: Disclaimer
Disclaimer © cscuav Dream It, Do It This presentation and the accompanying slides (the “Presentation”), which have been prepared by Sadhav Shipping Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, invitation or recommendation to purchase or
Slide 4: a SADHAV
a SADHAV Dream It. Do It. Key Financial & Operational Highlights @ Industry Overview @ Company Overview @ Business Scenario e Financial Performance e Way Ahead
Slide 5: Financial Highlights
Financial Highlights @D saonav (% crore) Q2 FY27 H1 FY27 Ee eee ee ae Revenue EBITDA PAT Revenue EBITDA PAT = 29.21 = 8.46 = 3.8 = 60.43 = 16.44 = 7.2 EBITDA Margin | 29% PAT Margin | 13% EBITDA Margin | 27% PAT Margin | 12% * Q2 FY27 revenue stood at $29.21 Cr, supported by continued execution acro
Slide 6: Q2 FY27 Revenue Mix by Segment
Q2 FY27 Revenue Mix by Segment ) SADHAV Dream It. Do It. Ce TOTAL REVENUE Offshore logistics Oil spill response Port services £29.21 Cr 24.11 Cr $2.62 Cr $2.48 Cr Revenue contribution 83% Offshore logistics is the largest revenue segment. Oil spill response | 9% 17% Combined contribution from oil sp
Slide 7: Q2 FY27: Key Contract Wins & Strategic Developments
Q2 FY27: Key Contract Wins & Strategic Developments PY) SADHAV Dream It. Do It. Maritime JV Offshore Oil & Gas Collaboration Specialized Marine Capability Proposed joint venture with Rural Enhancers Entered into a bareboat charter agreement Proposed 26% stake acquisition in AOSL Projects Pvt. Ltd. a
Slide 8: Industry Scenario
Industry Scenario
Slide 9: Industry & Market Opportunity
od Industry & Market Opportunity SADHAV Dream It, Do It. Rising offshore at ofl] Environmental frameworks charter rates increasing demand due to supply challenges for OSR services 4 Government's push — __\ a Limited on port-led development, availability Maritime Amritkaal of modern vessels Vision 20
Slide 10: Maritime Amrit Kaal Vision 2047
Maritime Amrit Kaal Vision 2047 —— Dream It. Do It. Sustainable and Green Maritime (Harit Sagar) Offshore Logistics and Emergency Response * Global hub for green shipbuilding * High-spec OSVs for India’s exploration and * Reduce carbon intensity production support * Green Hydrogen hubs * Fleet posit
Slide 11: Key Trends Transforming The Shipping Sector
| Key Trends Transforming The Shipping Sector PY) SADHAV Dream It, Do It. Offshore Energy Security | Port Capacity Expansion | Decarbonization & Sustainability Industry Trend Industry Trend Industry Trend * Uptick in ONGC E&P activity. * Vision 2030 targets 4X capacity increase. * Global push for Ne
Slide 12: Company Overview
Company 2 ° oll Overview x
Slide 13: Company At a Glance
| Company At a Glance © ~nonav Dream It. Do It. &a Incorporated @ Listed on _ os Ro in 1996 83% NSE Emerge Vision Mission Or @ ;Headquartered . Pan-India FEE in Mumbai oa coastal Our quest is to provide We shall do so with Z presence unparalleled services to foundations built to last me exceed our c
Slide 14: Key Strengths
Key Strengths ) SADHAV Dream It. Do It. > aa aan oT” a & 7 a & a 7 ¢ ¢ ¢ 7 ? ae “&: Elite Leadership ¢ Sector-Leading ¢ ge Value-Driven Y & Preferred We Diversified Maritime & Governance Equity = Culture / Strategic Partner ‘ Services Platform / / A veteran C-suite combining ! Operations anchored in
Slide 15: Company Journey
Journey | Company Incorporated, started | [| [| [| | Started Hydrographic | ry} hf lighterage Ist to Purchased Survey Successfully operations in start Coal Purchased the company’s operations for completed the Mumbai Port Lighterage 1st Offshore 2nd Offshore Paradip Port upgradation with MT Operation
Slide 16: Management Team
Management Team escnsv Dream It. Do It. Capt. Kamal Kant Vedant K. Sanjivan Abhas Ch. Choudhury Choudhury Sontakke Choudhury Chairman & CEO Executive Director (Operations) Executive Director (Paradip) Managing Director Shyam Nilakantha Madhuri Sundar Banik P. Sahu Rathi Executive Director (Finance)
Slide 17: Slide 17
Slide 18: Verticals & Services
Verticals & Services _— Dream It. Do It. OIL SPILL RESPONSE (OSR) eos ~ ed Owning and Operating high Owning and Operating a wide range Operating in conjunction with various quality Dynamic Positioning ships of port crafts for the Ports .Includes ports and agencies to mitigate any supporting Offshore
Slide 19: Fleet & Asset Base
Fleet & Asset Base a SADHAV Dream It. Do It. Offshore Logistics A ships 20 vessels Assets across categories deployed across Port * Offshore Supply * Offshore oil Services Vessels (OSVs) & gas fields 10 Boats * Pilot boats * Major ports and Crafts * Work boats * Coastal & inland waterways Oil Spill °
Slide 20: Electric Boat Upcoming Launch
Electric Boat Upcoming Launch © nscisav Dream It. Do It. NEXT-GENERATION MARINE MOBILITY dim 8oen Candela P-12 ene 2 iG India’s First Fully Electric Hydrofoiling Boat Set for launch, the Candela P-12 marks a significant step towards electric marine mobility in India, serving as a technology demonstr
Slide 21: Marquee Clientele
| Marquee Clientele DP sronav
Slide 22: Slide 22
Slide 23: Management Comment
Management Comment GanonDream It. Do It. “We are delighted to have delivered a strong performance in H1 FY27, with revenue growing 73% year-on-year to %60.43 crore. During Q2 FY27, the Company recorded revenue of %29.21 crore, with EBITDA margin improving to 29% from 25% in the previous quarter. Our
Slide 24: Profit & Loss Statement - Quarterly
| Profit & Loss Statement — Quarterly a SADHAV Dream It. Do It. Particulars (Rs. Cr) Q2 FY27 Ql FY27 Revenue from operations 29.21 6% Other income 0.3 0.3 Total income 29.5 Cost of Materials Consumed 14.8 17.9 Employee benefits expense 3.8 3.6 Other expenses 2.4 2.1 EBITDA 8.46 8.0 +6% EBITDA Margin
Slide 25: Profit & Loss Statement - Half Yearly
| Profit & Loss Statement — Half Yearly a SADHAV Dream It. Do It. Particulars (Rs. Cr) H1 FY27 H1 FY26 Revenue from operations +73% Other income 0.7 0.3 Total income 35.3 Cost of Materials Consumed 32.7 13.2 Employee benefits expense 7A 6.2 Other expenses A5 3.3 EBITDA 16.4 12.6 +31% EBITDA Margin (
Slide 26: Profit & Loss Statement - Annual
Prof & Loss Statement — Annual a SADHAV Dream It. Do It. Revenue from operations +1% Other income 1.0 0.58 Total income 98.6 97.4 Cost of Materials Consumed 45.7 44.8 Employee benefits expense 14.6 14.98 Other expenses 12.5 6.33 EBITDA 25.8 31.3 -17% EBITDA Margin (%) 26% 32% Depreciation and amorti
Slide 27: Balance Sheet
| Balance Sheet a SADHAV Dream Do Particulars (Rs. Cr) Particulars (Rs. Cr) | Sept26 | Mar-26 | Equity share capital 16.1 16.1 Property, plant and equipment 147.1 144.7 Other equity 92.4 85.2 Capital Work-in-progress 77 6.9 Total equity 108.6 101.3 Borrowings 69.1 72.7 Intangible assets - - Deferred
Slide 28: Way Ahead
or). —-. = ee >
Slide 29: Way Ahead
Way Ahead PP) SADHAV Dream It. Do It. EXPAND PORT STRENGTHEN OFFSHORE FOCUS ON RECURRING & SERVICES PRESENCE & COASTAL LOGISTICS SPECIALISED MARINE SERVICES © * Increase participation and presence Expand offshore vessel deployment Increase share of long-term annuity-style contracts across major Indi
Slide 30: Company Secretary and Investor Relations Advisors
Investor Relations Advisors Adfactors Investor Relatio Ms. Mamta Samat Bream It. Bo It. ee ee mamta.samai@adfactorspr.com +91 99306 25104 Ms. Madhuri Rat Company Secretary ee i a es) Ms. Nishita Bhatt nishita.bhatt@adfactorspr.com +91 8691998270