Sharat Industries Ltd · BSE:SHINDL
Sharat Industries — Q4 FY2026 Earnings Presentation
32 slides from Sharat Industries's earnings presentation, May 2026
Slide 1: Investor Presentation Q4 & FY26
P Sharat f Industries m Limited INVESTOR PRESENTATION 04 & FY26 Pioneers In Indian Aquaculture
Slide 2: Financial Highlights
' / Q4 & FY26 | Sharat Industries Limited Slide 2
Slide 3: India's Oldest Integrated Aquaculture Company
India’s Oldest Pioneered the 30+ 25+ Integrated Breeding and Aquaculture Culture of Vannamei Company in India 35+ 17+ 16+ 55+ Q4 & FY26 | Sharat Industries Limited Slide 3
Slide 4: Slide 4
Slide 5: Q4FY26 revenue grew 24.85% YoY to ₹117.24 Cr
(In ₹ Cr.) (In ₹ Cr.) (In %) 14.00 12.00% 12.00 9.76% 160 10.00% 140 10.00 7.97% 6.68% 8.00% 120 8.00 100 4.43% 4.65% 6.00% 6.00 80 3.83% 60 4.00% 3.29% 2.85% 4.00 40 0.56% 2.00% 2.00 20 0.05% 0.00 0.00% 0 • Q4FY26 revenue grew 24.85% YoY to ₹117.24 Cr, supported by healthy export demand, improved b
Slide 6: FY26 revenue from operations increased ~38% to ₹524.7 Cr
(In ₹ Cr.) (In ₹ Cr.) (In %) 40.00 8.00% 7.51% 600.00 35.00 6.87% 7.00% 30.00 500.00 6.00% 25.00 400.00 5.00% 20.00 3.01% 4.00% 300.00 15.00 3.00% 2.61% 200.00 10.00 2.00% 100.00 5.00 1.00% - 0.00 0.00% • Revenue from operations in FY26 increased by ~38% to ₹524.7 Cr, compared to ₹380.5 Cr in FY25,
Slide 7: Partially commissioned 1 MW captive solar power project at Nellore
: Partially commissioned 1 MW captive solar power project at the Nellore Project undertaken with an estimated processing facility 310 KW, representing investment of ~₹ 4.5 Cr approximately 30% of total capacity, commissioned during Q4FY26 Expected annual savings of approximately ₹ 1.0 Cr – 1.2 Cr on
Slide 8: Government policy support for seafood exports
Electronic sealing and faster clearances for time- and temperature-sensitive shipments Foreign port landings recognized as Push on ports, cold-chain and coastal logistics to cut exports, aiding export realization freight and dwell time Support for MSMEs and export incentives Duty exemption on catch
Slide 9: Russia and China saw strong demand, contributing to exports
22.03% Russia and China saw strong demand, contributing significantly to our exports 59.27% Over the past 3 years, Sharat Industries has planned pan-India and multi-market expansion including Merchant Export Operations in Gujarat, to serve key markets such as the USA, Europe, China, Russia, Germany
Slide 10: U.S. tariff relief and EU opportunity
01 02 U.S. tariff relief: U.S. demand + realizations: Tariff-related developments are expected to support The U.S. remains India’s largest seafood market at ~35% gradual normalisation in U.S. demand, subject to final of export value and supports strong unit realizations. terms, implementation and ma
Slide 11: Future Plans
Future Plans
Slide 12: Own and contract farming value drivers
1 3 4 5 ( )* VALUE DRIVER / Quality input ensures better survival & yield. 2 OWN CONTRACT Seedlings stocked in ponds; Shrimp grown at long-standing Feed is the major cost (~50% partner farms, where SIL supplies of farm cost) seed, feed and technical support through vetted input partners VALUE DRIVER
Slide 13: Growth initiatives: China, EU, utilization, asset-light exports
Expanding into China through Targeting a ~30% increase in Scaling an asset-light merchant premium Black Tiger shrimp plant utilization over the next export model through exports, re-entering the EU few years, driven by processing tie-ups to reduce market and maintaining core operational efficiencies
Slide 14: Scale exports, domestic capabilities, R&D and traceability
: & ( – ) & Scale exports through Merchant export Strengthening presence in Russia and China Build domestic capabilities via strategic alliances operations in additional facilities and diversified while rebuilding the EU market, with an and potential partial acquisitions, launching into Black Tiger
Slide 15: Company Overview
Company Overview
Slide 16: Company history and milestones
' : & • Incorporated as Sharat Sea Foods • Focus on Scampi and Vannamei trials • Achieved 25% growth despite COVID- • Became Indias largest shrimp exporter led challenges to Russia by volume • Farm operations initiated (Black Tiger • Successful pilot; Vannamei shrimp) commercialized • Sustained oper
Slide 17: Promoters and Directors
Promoter & Managing Director Promoter & Executive Director o A postgraduate in Sociology from Jamia Millia Islamia, Delhi, he began his o A second-generation entrepreneur and forward-thinking leader, he holds a degree entrepreneurial journey by securing government licenses to operate fish in Mechani
Slide 18: Management team
& & & & ’ ’ ' & (CFO) (COO) Q4 & FY26 | Sharat Industries Limited Slide 18
Slide 19: Frozen shrimp, processing plant, feed and hatchery
: : 7,500+ Tonnes of Frozen Over 16 product varieties of Vannamei and Black Shrimp Tiger Shrimp under three categories: 1. IQF Frozen (Raw, Cooked, Blanched) 2. Block Frozen 3. Brine Frozen : o Modern and well-equipped processing plant. Ensures antibiotic-free and high-quality processed products : o
Slide 20: Shrimp product varieties
( & ) Head-On Shell- Headless Easy Peel Peeled and De- Butterfly Cooked Headless Cooked Peeled and De- On (HOSO) (EZ-Peel) veined Tail-Off (PD) Shell-On veined Tail-On (CPDTO) Raw Headless Peeled and De- Curl Control Head-On Shell-On Cooked Peeled Cooked Peeled and Shell-On (HLSO) veined Tail-On (PD
Slide 21: Brands and export market mix
VANNASTAR AQUAASTAR Sharat Star 22.03% USA China 59.27% Russia & 18.70% Others * Q4 & FY26 | Sharat Industries Limited Slide 21
Slide 22: Q4 & FY26 | Sharat Industries Limited Slide 22
Q4 & FY26 | Sharat Industries Limited Slide 22
Slide 23: CSR initiatives
: Supported the Smart Classroom Initiative across Donation to Sri Sairam Ashram Trust, which government primary schools in Telangana and Andhra provides safe, family-like residential care for Pradesh to enhance digital learning infrastructure and senior citizens improve classroom engagement for stud
Slide 24: Revenue, EBITDA, PAT, margins and EPS FY22-FY26
(In ₹ Cr.) (In ₹ Cr.) (In ₹ Cr.) Revenue EBITDA PAT 600.00 524.72 40.00 36.03 18.00 15.90 16.00 35.00 500.00 28.56 14.00 380.53 30.00 400.00 332.54 12.00 302.16 25.00 21.15 9.96 300.00 247.03 20.00 18.44 10.00 13.44 8.00 6.54 5.87 15.00 200.00 6.00 10.00 4.00 3.46 100.00 5.00 2.00 0.00 0.00 0.00 FY2
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Slide 26: Aquaculture growth drivers
Population growth and limited farmland are Overfishing and habitat loss are making Increasing use of aquatic bioactive driving aquaculture as an efficient protein aquaculture vital for stable seafood is driving aquaculture demand source supply & Improved logistics and retail networks are Rising inco
Slide 27: Seafood demand and policy drivers
’ ; % Growing health awareness and Increased demand for varied seafood preference for protein-rich, omega-3- species due to exposure to global rich seafood cuisines Declining marine fishery yields due to & Better cold chains and transport improving rising sea temperatures, boosting product freshness
Slide 28: Seafood export quantity, value and realisations
& ’ % Quantity ('000 tonne) Value (₹ Cr) Avg. Realisations (₹/Kg) %– % 737 749 742 723 724 ~ % ’ 607 590 584 596 556 ( / / ) 435 439 438 442 402 % (~₹ / ₹ / ) ( %) ’ ( ) FY22 FY23 FY24 FY25 FY26(P) Q4 & FY26 | Sharat Industries Limited Slide 28
Slide 29: Q4 & FY26 | Sharat Industries Limited Slide 29
Q4 & FY26 | Sharat Industries Limited Slide 29
Slide 30: Strengths, opportunities and risks
• Integrated & Scalable Operations • Established Farmer Network • Increase in cost of production • Diverse & Certified Product Portfolio • Volatile Raw material prices • Expanding Global Footprint • Increase in Ocean Freight • Certified for Russia, US & EU, reflecting flexibility • Volatile shrimp p
Slide 31: Share price and shareholding
& : & | : As on 27-05-2026 As on 31-03-2026 Share Price (₹) 160.20 45.01% 52 Week High-Low (₹) 179.00 – 91.24 Market Capitalization (₹ Cr) 628.22 Promoter & Promoter Group 54.99% No. of Shares 3,92,14,451 Public Face Value (₹) 10 Price (₹) 200.00 180.00 160.20 160.00 140.00 120.00 100.00 80.00 60.00
Slide 32: Thank You
CORPORATE OFFICE Flat No. 4, 3rd Floor, Pallavi Apartments, No. 57/11, Old No. 29/TF4, 1st Main Road, HDFC Bank Compound, R.A. Puram, Chennai – 600 028 REGISTERED OFFICE Feed Plant, Hatchery & Farm: Venkanna Palem Village, T.P. Gudur Mandal, Nellore – 524 002, Nellore, A.P. Processing Plant: Mahalak