Sigachi Industries Limited · NSE:SIGACHI
Sigachi Industries — Q4 FY2026 Earnings Presentation
30 slides from Sigachi Industries's earnings presentation, May 30, 2026
Slide 1: Cover letter to stock exchanges for Q4 FY26 investor presentation
To Date: May 30, 2026 The Manager The Manager BSE Limited National Stock Exchange of India Limited P. J. Towers, Dalal Street Exchange Plaza, Bandra Kurla Complex Mumbai-400001(BSE Bandra (E), Mumbai- 400051 Scrip Code: 543389) (NSE Symbol: SIGACHI) Dear Sir/Madam, Sub: Investor Presentation for Q4
Slide 2: Sigachi Industries Ltd Q4 FY26 Investor Presentation
SIGACHI INDUSTRIES LTD Q 4 F Y 26 Investor Pres e nta tio n 3 0 th M a y ’ 2 0 2 6
Slide 3: 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 4: Agenda
01. Operational & Financial Highlights 02. Business Overview 03. Competitive Edge Driving AGENDA Profitability and Financial Stability 04. Guidance 05. Annexure 3
Slide 5: 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 6: MD & CEO Message
MD & CEO Message A Year of Reckoning, A Year of Resolve Q4 FY26 marks an important inflection point for Sigachi. Having navigated a challenging year with transparency and discipline, we close FY26 with our operations intact, our customer relationships strengthened, and our long-term growth thesis fi
Slide 7: Our Core Strengths and Capabilities
Our Core Strengths and Capabilities Global Presence: 5 Years Revenue CAGR 500 + Customers across 65+ Countries 19.92% Manufacturing Facilities 5 Years EBITDA CAGR 4 State of the art facilities, strategically located 6.74% in Jhagadia, Dahej, Sultanpur & Raichur Production Capacity 5 Years PAT CAGR (
Slide 8: Operational and Financial Highlights
Operational and Financial Highlights 7
Slide 9: ESG Performance Q4 FY26
ESG Performance Q4 FY26 Progressing Towards A BETTER TOMORROW, Operating Responsibly Growing Sustainably Waste Management Environment • Waste generation stood at 61,849.3 kg of which ~77.88% was recycled/ sustainably disposed • Waste recycling/sustainably disposed intensity was 15.25% Energy consump
Slide 10: Q4 FY26 Financial Highlights
Q4 FY26 Financial Highlights Revenue from Operational EBITDA (Rs. Mn) Revenue Contribution % Income (Rs. Mn) Rs. 1,219 Mn Rs. 154 Mn 88% 4.01% QoQ 170.17 % QoQ 70% PAT (Rs. Mn) Margin (%) 12% 14% 9% 2% 1% 4% Rs. 76 Mn EBITDA : 12.63% MCC Operations and Management API Allied Trades 777 bps (QoQ) Q4FY
Slide 11: Income Statement Q4 FY26
Income Statement Q4 FY26 Particulars (Rs. Mn) Q4FY26 Q4FY25 YoY Q3FY26 QoQ FY26 FY25 YoY Revenue from Operational Income 1,219 1,282 (4.91)% 1,172 4.01% 4,778 5,003 (4.50)% Total Expenses 1,055 997 5.81% 1,115 (5.38)% 4,241 3,883 9.22% EBITDA 154 285 (45.97)% 57 170.17% 537 1,120 (52.05)% EBITDA Mar
Slide 12: Business Overview
SIGACHI’ Experience Excellence..
Slide 13: 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 Growth in API product portfolio and CEP Filings in Edge pipeline One of the largest MCC Manufacturing companies in India 12
Slide 14: Present Across the Pharma Ecosystem
Present Across the Pharma Ecosystem Pharma & Formulations Pharma API & Intermediates Pharma Formulators End Excipients Doctors Customers Film Coatings, Nutraceutical Coatings, Polymer Blends Moving Up the Value chain by Introducing Value Added and Margin Accretive Products in the Product Basket 13
Slide 15: Research & Product Excellence
Research & Product Excellence Focused on ensuring operational continuity through robust planning, infrastructure readiness, and consistent engagement with our partners and regulatory bodies Manufacturing Units • Four operational manufacturing facilities located in Gujarat, Telangana and Karnataka. T
Slide 16: Ongoing Commitment to R&D Investment
Ongoing Commitment to R&D Investment Trademarks Patent Filed CEP Filings 46 7 4 Investment in Intellectual Properties : R&D (In Rs. Mn) 66.04 67.59 49.6 37.41 FY23 FY24 FY25 FY26 15
Slide 17: Quality Assurance: Certifications & Accreditation
Quality Assurance: Certifications & Accreditation SIGACH ( Experience Excellence .. ,~ i - : ,Gt), i : .···· ·····.. ,~ - 0 UKAS MANAGEMENT - 0 - UKAS - MANAGEMENT UKAS 0 MANAGEMENT SYSTEMS SYSTEMS SYSTEMS 0043 0043 0043 U S Food & ONg Admini lion IF=1Ll Tl:.IVNORD TU V NORD CERT GmbH TtJVINDIA TUV
Slide 18: Competitive Edge Driving Profitability and Financial Stability
Competitive Edge Driving Profitability and Financial Stability 17
Slide 19: Revenue and PAT Over a Period of 5 Years
Revenue and PAT Over a Period of 5 Years Revenue (Rs. Mn) EBITDA (Rs. Mn) PAT ( Before Exceptional PAT items) (Rs. Mn) 22.4% 15.7% 16.0% 20.1% 21.2% 14.4% 14.3% 19.4% 19.2% 14.1% 11.2% 5,088 4,861 572 4,106 1,120 7.4% 3,087 400 435 703 2,529 767 303 354 1,960 530 587 537 388 FY21 FY22 FY23 FY24 FY25
Slide 20: Maximizing Financial Stability
Maximizing Financial Stability Gross Block (Rs. Mn) Net Debt to Equity and Interest Coverage Ratio 45.31 0.13 0.21 0.04 0.03 3,456 13.68 2,981 FY22 FY23 FY24 FY25 FY26 9.82 5.56 3.19 2,157 -0.15 1,151 682.5 FY22 FY23 FY24 FY25 FY26 Net Debt to Equity Interest Coverage Ratio 19
Slide 21: Cash Flow
Cash Flow To Drive Future Growth Cash Flows from Operation (Rs. Mn) Capex (Rs. Mn) 1,007 290 269 852 129 433 412 243 59 43 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 20
Slide 22: Guidance
SIGACHI’ Experience Excellence..
Slide 23: FY27 Guidance
FY27 Guidance Key Guidance Assumptions • Dahej-2 expansion (12,000 MTPA) fully operational by Q4 FY27 6,500 - 6,750 (Rs. Mn) Revenue • Global pharma excipient demand remains stable across 65+ export Target markets • MCC pricing holds, API portfolio contributes higher margin revenues 18% – 20% EBITDA
Slide 24: Annexure
SIGACHI’ Experience Excellence..
Slide 25: Historical Income Statement
Historical Income Statement Particulars (Rs. Mn) FY22 FY23 FY24 FY25 FY26 Revenue from Operational Income* 2,503 3,020 3,989 5,003 4,778 Total Expenses 1,972 2,433 3,223 3,883 4,241 EBITDA 531 587 766 1,120 537 EBITDA Margin 21.21% 19.43% 19.20% 22.38% 11.24% Depreciation and Amortisation 29 66 108
Slide 26: Historical Balance Sheet
Historical Balance Sheet Particulars (Rs. Mn) FY22 FY23 FY24 FY25 FY26 NON-CURRENT ASSETS 1,069 1,964 3,809 4,519 4,518 a) Property, plant and equipment 527 960 1,711 2,876 2,398 b) Capital work-in-progress 97 349 966 86 306 c) Intangible assets 7 7 14 13 12 d) Goodwill - - 547 547 547 e) Right of U
Slide 27: Historical Balance Sheet
Historical Balance Sheet Particulars (Rs. Mn) FY22 FY23 FY24 FY25 FY26 EQUITY 2,277 2,683 4,410 6,131 5,289 Equity Share Capital 307 307 328 382 382 Other Equity 1,970 2,376 3,968 5,626 4,835 Equity attributable to the owners of the company 2,277 2,683 4,296 6,008 5,217 Minority Interest - - 114 122
Slide 28: Key Milestones
Key Milestones 2000 2023 2024 2025 o Launched premium-grade 2010 1989 MCC production 2017 Expanded Capacity to Sigachi MENA FZCO, a Commenced the Established Incorporated as 21,000 MTPA, the o Installed advanced spray drier commercial production of Sigachi Inc., our US wholly owned subsidiary, state
Slide 29: 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 30: 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,