E.i.d.-parry (india) Limited · NSE:EIDPARRY
E.i.d.-parry (india) — Q4 FY2026 Earnings Presentation
25 slides from E.i.d.-parry (india)'s earnings presentation, May 26, 2026
Slide 1: E.I.D. Parry (India) Limited FY '26 Q4 Investor Presentation
E.I.D. PARRY (INDIA) LIMITED FY '26 Q4 Investor Presentation 26th May 2026 FY FY‘26 ‘26Q4 Q4Investor InvestorPresentation Presentation 11
Slide 2: Safe Harbour
SAFE HARBOUR Certain statements made in this document may constitute forward-looking statements. These forward-looking statements are based on the currently held beliefs and assumptions of the management of the Company, which are expressed in good faith and, in their opinion, reasonable. However, th
Slide 3: Management Commentary
MANAGEMENT COMMENTARY Commenting on the performance for FY ‘26 Q4, Mr. Muthu Murugappan, CEO and Wholetime Director of EID Parry (India) Ltd., said: The year 2025-26 has been challenging for EID Parry. We navigated a demanding operating environment with strong emphasis on disciplined execution, oper
Slide 4: E.I.D. Parry at a Glance
E.I.D. PARRY AT A GLANCE Sugarcane Co-Generation Distillery Employees Crushing Capacity Capacity Capacity ~ 40.8k TCD 140 MW 582 KLPD 2,300 + # Market Cap. Revenue Operational EBITDA (as on 25th May ‘26) (FY 26) * (FY 26) * Credit Rating ~ ₹ 14,062 Cr. ~ ₹ 7,056 Cr. ~ ₹ 233 Cr. AA - * Consolidated f
Slide 5: Manufacturing Capability
MANUFACTURING CAPABILITY BAGALKOT SANKILI 6 SUGAR PLANTS & 1 STANDALONE DISTILLERY ACROSS 3 SOUTH INDIAN STATES NELLIKUPPAM RAMDURG * SUGARCANE POWER DISTILLERY LOCATION (TCD) ^ (MW) ^ (KLPD) ^ Nellikuppam 7,500 24.5 120 PUGALUR Pugalur 4,800 22.0 - Sivagangai - - 64 Sankili 5,000 16.0 168 Haliyal 1
Slide 6: Financial Performance
FINANCIAL PERFORMANCE FY FY‘26 ‘26Q4 Q4Investor InvestorPresentation Presentation 6
Slide 7: Consolidated Financial Performance
CONSOLIDATED FINANCIAL PERFORMANCE Q4 FY ‘26 vs Q4 FY ‘25 FY ‘26 vs FY ‘25 EID SEGMENT REVENUE (INR Cr.) Q4 FY ’26 Q4 FY ’25 EID SEGMENT REVENUE (INR Cr.) FY ’26 FY ’25 Sugar 1,473 1,375 Sugar 5,366 5,781 Co-Generation 66 58 Co-Generation 122 126 Distillery 274 268 Distillery 1,151 1,102 Nutraceutic
Slide 8: Standalone Financial Performance
STANDALONE FINANCIAL PERFORMANCE Q4 FY ‘26 vs Q4 FY ‘25 FY ‘26 vs FY ‘25 EID SEGMENT REVENUE (INR Cr.) Q4 FY ’26 Q4 FY ‘25 EID SEGMENT REVENUE (INR Cr.) FY ’26 FY ‘25 Sugar 466 408 Sugar 1,570 1,571 Co-Generation 66 58 Co-Generation 122 126 Distillery 275 268 Distillery 1,151 1,102 Nutraceuticals 13
Slide 9: Sugar & Bio-Fuel
SUGAR & BIO-FUEL FY FY‘26 ‘26Q4 Q4Investor InvestorPresentation Presentation 9
Slide 10: Sugar Scenario
SUGAR SCENARIO DOMESTIC Source: ISMA, Reuters KEY POLICIES SY21-22 SY22-23 SY23-24 SY24-25 SY25-26 MSP (INR / kg) 31 31 31 31 31 FRP (INR / MT) 2,900 3,050 3,150 3,400 3,550 Recovery % 10.00 % 10.25 % 10.25 % 10.25 % 10.25 % Release Quota Yes Yes Yes Yes Yes 6 MMT Sugar Exports 11 MMT (OGL) - 1 MMT
Slide 11: Ethanol Blending Program (EBP)
ETHANOL BLENDING PROGRAM (EBP) 01 Blending % As of 31st January 2026, India has reached 19.98% ethanol blend in petrol, amounting to 1,048 Cr. Litres; against a target of 20% for ESY 25-26 02 Diversion in SY 25-26 Diversion for Ethanol in SY 25-26 is expected to be 30 LMT of sugar (against 35 LMT di
Slide 12: Operational Metrics (1/2)
OPERATIONAL METRICS (1/2) SUGAR – Q4 FY ’25 vs Q4 FY ‘26 SUGAR – FY ‘25 vs FY ‘26 Cane Crushed (in LMT) Gross Recovery (%) Cane Crushed (in LMT) Gross Recovery (%) 10.89% 11.19% 10.88% 17.62 17.76 10.35% 37.88 38.84 Q4 FY '25 Q4 FY '26 Q4 FY '25 Q4 FY '26 FY '25 FY '26 FY '25 FY '26 Sugar Sales (in
Slide 13: Operational Metrics (2/2)
OPERATIONAL METRICS (2/2) DISTILLERY – Q4 FY ‘25 vs Q4 FY ‘26 DISTILLERY – FY ‘25 vs FY ‘26 ENA & Ethanol Sales Ethanol Sales ENA & Ethanol Sales Ethanol Sales (in Lakh Litres) (in Lakh Litres) (in Lakh Litres) (in Lakh Litres) 404 1,618 1,633 388 257 254 1,015 254 1015 941 257 20 941 692 258 131 15
Slide 14: Strategic Focus Areas for FY27
STRATEGIC FOCUS AREAS FOR FY27 Maximising revenue streams Cash fixed cost reduction Deeper farmer engagements Better working capital and across sugar, co-generation and improvement in to enhance yield and cash flow management and distillery segments operational efficiencies recovery Investment in a
Slide 15: Nutraceuticals
NUTRACEUTICALS FY FY‘26 ‘26Q4 Q4Investor InvestorPresentation Presentation 15
Slide 16: Consolidated Performance
CONSOLIDATED PERFORMANCE Category-Wise Revenue PBIT (INR Crores) 114 128 18 45 32 38 41 FY '25 FY '26 1 Greens Joint Health Prostrate Health + Others FY '25 FY '26 FY FY‘26 ‘26Q4 Q4Investor InvestorPresentation Presentation 16
Slide 17: Strategic Focus Areas for FY27
STRATEGIC FOCUS AREAS FOR FY27 1. Management restructuring of Valensa International completed 2. Focusing on capacity utilization, stronger account management and launch of 2 key products – USPlus Pro (Prostrate Health) and Serevelle (Derma / Hair Health) 3. Efficient running of Nutraceuticals India
Slide 18: Consumer Product Group
CONSUMER PRODUCT GROUP FY FY‘26 ‘26Q4 Q4Investor InvestorPresentation Presentation 18
Slide 19: Industry Overview
INDUSTRY OVERVIEW Branded white sugar market in India expected to grow at ~ 8-9% per annum to ~ INR 8,000 Cr. by 2030, primarily driven by increase in branded penetration MONTHLY PER-CAPITA India branded retail sugar market size (in INR Crores) EXPENDITURE 400 - 450 100 - 150 7750 - 8250 INR 32 - 35
Slide 20: Current Portfolio & Opportunities
CURRENT PORTFOLIO & OPPORTUNITIES Caters to ~ INR 56,000 Cr. sweeteners market with dominant presence in refined sugar and high margin premium categories. Shift from loose to branded driving category growth KEY TRENDS B2C MARKET SIZE SHIFT TOWARDS BRANDED CATEGORY CAGR % PARRY’S PRESENCE (INR Cr.) 8
Slide 21: Strategic Focus Areas for FY27
STRATEGIC FOCUS AREAS FOR FY27 FY25–26 marked a year of strategic reset and sharper prioritization for the CPG business. The operating model underwent correction, including actions across sales channels aligned to a revised distribution and credit framework. While necessary to improve quality of gro
Slide 22: Performance Metrics (1/2)
PERFORMANCE METRICS (1/2) Q4 FY ‘25 vs Q4 FY ‘26 FY ‘25 vs FY ‘26 Volume (MT) Volume (MT) 30,126 1,49,716 21,499 96,356 17,825 90,080 14,806 77,980 59,636 8,627 3,019 18,376 Total Consumer Packs Bulk Packs Total Consumer Packs Bulk Packs Q4 FY '25 Q4 FY '26 FY '25 FY '26 Drop in Consumer Pack volume
Slide 23: Performance Metrics (2/2)
PERFORMANCE METRICS (2/2) Q4 FY ‘25 vs Q4 FY ‘26 FY ‘25 vs FY ‘26 Whites – Consumer Pack (MT) Whites – Consumer Pack (MT) 18,439 78,240 62,855 10,880 Q4 FY- Consumer Whites '25 Q4 FY '26 Pack FY '25 - Consumer Whites FY '26 Pack Premium Whites (MT) Premium Whites (MT) 2,154 6,520 929 3,211 Premium Q
Slide 24: Glossary
GLOSSARY ACRONYM DESCRIPTION ACRONYM DESCRIPTION CIL Coromandel International Ltd. LMT Lakh Metric Tonne CPG Consumer Product Group LU Lakh Unit Cr. Crore LY Last Year EBIT Earnings Before Interest & Tax MMT Million Metric Tonne EBITDA Earnings Before Interests, Tax & Depreciation MSP Minimum Sellin
Slide 25: Thank You
THANK YOU Corporate Office: 234 NSC Bose Road, Chennai-01 For Investor Relations, Contact: investorservices@parry.murugappa.com FY FY‘26 ‘26Q4 Q4Investor InvestorPresentation Presentation 25 25
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