Magadh Sugar & Energy Ltd. · NSE:MAGADSUGAR

Magadh Sugar & Energy — Q3 FY2026 Earnings Presentation

24 slides from Magadh Sugar & Energy's earnings presentation, Feb 6, 2026

1. Slide 1: Regulation 30 disclosure cover letter to exchanges

   MSEL/SE/2025-26/45 February 06, 2026 The Manager The Manager Listing Department Listing Department National Stock Exchange of India Limited BSE Ltd. ‘Exchange Plaza’, C - 1, Block G, 1st Floor, New Trading Ring, Bandra-Kurla Complex, Rotunda Building Bandra (E), P.J. Towers, Dalal Street, Fort Mumba

2. Slide 2: Building Stability | Delivering Value - Investor Presentation Q3 & 9MFY26

   Building Stability | Delivering Value Investor Presentation Q3 & 9MFY26

3. Slide 3: Disclaimer

   Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared Magadh Sugar & Energy Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any sec

4. Slide 4: Table of Contents

   Table of Contents Company Business Financial Overview Updates Updates 3

5. Slide 5: Company Overview

   MAGADH Company Overview

6. Slide 6: Company Overview (1/2)

   Company Overview (1/2) Magadh Sugar & Energy Limited incorporated in 1932 (Group in Sugar Business over 9 decades), pursuant to the scheme of merger and demerger this company formed in 2015, Manufacturing Sugar, Ethanol and Power. Capacity Integrated Patronage of Healthy Utilisation Operations K.K.

7. Slide 7: Company Overview (2/2)

   Company Overview (2/2) Region Plant (Bihar) Capacity Incorporated in 1932 (Group in Sugar Business over 9 decades), New Swadeshi Sugar Mills 10,000 TCD pursuant to the scheme of merger and demerger this company formed in 2015 Paschim Champaran New Swadeshi Distillery 80 KLPD Located in Bihar, the co

8. Slide 8: Shareholders Information

   Shareholders Information Shareholder Information Shareholding Pattern BSE Ticker 540650 Others (including NRIs), 3% NSE Symbol MAGADHSUGAR Individual / HUF, 36% Market Cap (Rs Cr) 625 Free-float (%) 37.6% Promoters, 61% Free Float Market Cap (Rs Cr) 235 Shares Outstanding (Cr) 1.41 Industry Sugar 7

9. Slide 9: Business Updates

   MAGADH 7) cD) Y © xe) ok =) 7) 7) cc) Cc 7) =) faa)

10. Slide 10: Transformative Agenda

    Transformative Agenda Agenda ₹ Digitalisation Rising Capital People Systems-oriented Governance of Operations Expenditure Driving transformation across Aiming to create a culture of Adopt a systems-oriented, Drive transformative growth Transform our capital processes and mindsets to transformation b

11. Slide 11: Financial Snapshot

    Financial Snapshot Financials • Revenue for the quarter has increased, driven by Revenue (Rs Cr) EBITDA (Rs Cr) higher realization from sugar sales and higher quantities of sugar sold, despite a decline in ethanol sales volume. 954 967 97 71 49 296 284 40 • Revenue for the nine-month period has expe

12. Slide 12: Segment Overview

    Segment Overview Particular Co-gen & Sugar Distillery Others 232 232 810 827 38 31 Revenue* 26 26 266 68 79 (Rs Cr) 258 Q3FY26 Q3FY25 9MFY26 Q3FY25 Q3FY26 Q3FY25 Q3FY26 9MFY25 Q3FY26 Q3FY25 9MFY26 9MFY25 50 31 31 EBIT 26 (Rs Cr) 17 25 8 7 7 11 8 2 Q3FY26 Q3FY25 9MFY26 9MFY25 Q3FY26 Q3FY25 9MFY26 9MF

13. Slide 13: Sugar Segment Overview (1/2)

    Sugar Segment Overview (1/2) Sugar Operational Metrics – Q3 & 9M FY26 Sugar Produced (Lac Qtls.) Sugar Sold (Lac Qtls.) Sugar Valuation (Rs./Qtl.) & Inventory (Lac Qtls.) 4026 3856 18.49 8.20 17.19 7.49 6.61 6.61 7.83 4.79 5.24 5.09 Q3FY26 Q3FY25 9MFY26 9MFY25 Q3FY26 Q3FY25 9MFY26 9MFY25 Dec-25 Dec-

14. Slide 14: Sugar Segment Overview (2/2)

    Sugar Segment Overview (2/2) Sugarcane Crushing Q3FY26 Q3FY25 Type Lac qtls. % Lac qtls. % B-Molasses 23.17 35% 85.98 100% C-Molasses 42.27 65% - - Total 65.44 100% 85.98 100% Recovery on C equivalent 10.61% 10.26% Sugar Produced 6.61 Lac qtls. 7.49 Lac qtls. 13

15. Slide 15: Outlook and Industry Prospectives (1/2)

    Outlook and Industry Prospectives (1/2) Sugar Outlook: • Improved sugar recovery trend during the ongoing sugar season 2025-26. • Varietal substitution, enhancement of agronomic practices, improving plant efficiency position us well for improved performance. • For 2025–26 crushing season, the State

16. Slide 16: Outlook and Industry Prospectives (2/2)

    Outlook and Industry Prospectives (2/2) Sugar Balance Sheet Sugarcane Price Rs. per qtls. Sugar Season Sugar Season Sugar Season FRP Bihar SAP Sugar Balance 2024-25 2025-26 Opening Stock 2021-22 290 315 79 50 (as on 01st October) Net Production 261 300 2022-23 305 315 Total Availability 340 350 2023

17. Slide 17: Distillery and Co-Gen Segment Overview (1/2)

    Distillery and Co-Gen Segment Overview (1/2) Operational Metrics – Q3 & 9MFY26 Ethanol Produced (Lac Ltrs.) Ethanol Sold (Lac Ltrs.) Ethanol Inventory (Lac Ltrs.) 353 361 315 314 35.4 21.3 121 116 107 129 Q3FY26 Q3FY25 9MFY26 9MFY25 Q3FY26 Q3FY25 9MFY26 9MFY25 Dec-25 Dec-24 Power Production (Lac Uni

18. Slide 18: Distillery and Co-Gen Segment Overview (2/2)

    Distillery and Co-Gen Segment Overview (2/2) (in lac ltrs.) Ethanol Sale Feedstock Q3FY26 Q3FY25 9MFY26 9MFY25 B-Molasses 22.59 57.75 190.59 213.10 C-Molasses 75.95 71.43 100.10 148.33 Maize / SFG & DFG Rice 8.35 - 62.35 - Total 106.89 129.18 353.04 361.43 Ethanol Production Feedstock Q3FY26 Q3FY25

19. Slide 19: Outlook and Industry Prospectives (1/2)

    Outlook and Industry Prospectives (1/2) Ethanol Sugar • Ethanol blending remains the strongest growth lever: Ethanol diversion, higher blending targets, and policy support continue to improve revenue stability and reduce cyclicality. • Ethanol blending has reached 20% as on 31 December 2025, on cour

20. Slide 20: Outlook and Industry Prospectives (2/2)

    Outlook and Industry Prospectives (2/2) • OMCs floats Tender for ESY 2025-26, details of Tender received, allocated and supplied as on 31 December 2025 is as under: No. Feed-Stock Tendered Allocated Supplied 1 Juice 299 166 43 2 B-Heavy 159 110 7 3 C-Heavy 14 12 2 4 DFG 76 48 8 5 Maize 832 479 63 6

21. Slide 21: Financial Updates

    Financial Updates

22. Slide 22: Profit & Loss Highlights

    Profit & Loss Highlights Actual Actual Particulars (Rs Cr) Q3FY26 Q3FY25 9MFY26 9MFY25 Total Income 297 285 956 969 Raw Material Cost 189 182 747 724 Employee Cost 18 18 49 47 Other Expenditure 41 45 89 101 EBIDTA 49 40 71 97 Interest 5 5 25 26 Cash Profit 44 35 46 71 Depreciation 7 7 23 20 Exceptio

23. Slide 23: Balance Sheet Highlights

    Balance Sheet Highlights Details of Outstanding Position Stock position as on Dec-25 (Rs Cr) Loan (Rs Cr) 707 76 Rs 282 Cr 396 478 297 8 201 206 289 195 229 Dec-25 Dec-24 Mar-25 Sugar Stock Molasses / Ethanol / Other stocks Term Loan Cash Credit/WCDL Total Debt 22

24. Slide 24: Thank You

    Thank You Mr. Dilip Patodia dilip.patodia@birla-sugar.com 9/1, R.N. Mukherjee Road, Kolkata Mr. Suyash Samant / Mr. Sharu Garg suyash@stellar-ir.com / sharu@stellar-ir.com A-405, Kanakia Wallstreet, Andheri (East), Mumbai

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