MONOLITH

Management Guidance & Outlook - Company is eyeing a revenue target of ₹500 crores to ₹550 crores for FY28. - Expects EBITDA margins to improve significantly due to raw material cost reduction of ₹1,300 to ₹1,400 per metric ton from backward integration. - Plans to be largely debt-free, funding expansions primarily through internal accruals with minimal short-term debt if needed. Capex & Capacity Expansion - Announced two new greenfield manufacturing projects: Western India Facility (Udaipur, Rajasthan) with 1,75,000 MTPA capacity and ₹25 crores capex, and Southern India Facility (Hospet, Karnataka) with 1,25,000 MTPA capacity and ₹20 crores capex. - Total production capacity is expected to reach approximately 8,75,000 MTPA upon successful commissioning. - Commercial production expected by July 2027 (South) and November 2027 (West). Growth Drivers & Operational Updates - Acquired Nawada quartzite mine block in Bihar, securing raw material supply and reducing inventory holding requirements significantly. - Mines will be operated via fixed raising contracts to avoid direct mining execution risks and capital expenditure.

- Monolithisch India Limited submitted the audio recording link of the Investor Con-call held on September 30, 2026. - The submission was made pursuant to Regulation 30 of the SEBI (LODR) Regulations, 2015. - The audio recording is accessible via the provided Google Drive link and will be hosted on the company's website in compliance with Regulation 46(2)(oa).

Concall Schedule Concall Date: September 30th, 2026 Concall Time: 11:30 AM IST

Concall Schedule Concall Date: Wednesday, September 30th, 2026 Concall Time: 11:30 A.M. IST

Monolithisch India Limited announced a significant manufacturing expansion by establishing Advanced Silica Complexes in Western and Southern India. - Western India Facility (Udaipur, Rajasthan): Initial capacity of 175,000 MTPA with an estimated CAPEX of ₹25 crore; commercial production expected by November 2027. - Southern India Facility (Hospet, Karnataka): Initial capacity of 125,000 MTPA with an estimated CAPEX of ₹20 crore; commercial production expected by July 2027. - Combined new capacity: 300,000 MTPA with a total estimated CAPEX of ₹45 crore, taking the company's total expected capacity to 875,000 MTPA.

- SGB Limited achieved a record 32-heat campaign using its refractory lining material at Shree Ram Multimetals, surpassing the peer standard of 22 to 25 heats. - The trial was conducted under a challenging charge mix of 70% scrap and 30% sponge and pellets, demonstrating high resilience. - This success drives immediate commercial traction with new plant trials and accelerates the company's multi-region expansion strategy across India.

- Monolithisch India Limited appointed Ernst & Young LLP (EY) as its Investor Relations Partner. This appointment is effective from October 1, 2026, for a period of one year, aiming to strengthen investor communication and stakeholder engagement.

- Monolithisch India Limited has appointed Ernst & Young LLP (EY) as its Investor Relations (IR) Partner. - The appointment is effective from October 1, 2026, for one year, until September 30, 2027. - EY will provide advisory and execution support to strengthen investor engagement and communication.

- Greenfield Project of subsidiary Metalurgica India Private Limited's ritual ceremony completed. - Dry runs of installed equipment have commenced for systematic testing. - Commercial production to begin from 10th October, 2026. - Grand inauguration ceremony to be organized on an auspicious date.

- Monolithisch India Limited secured a Flagship Quartzite Stone Block in Nawada District, Bihar, via e-auction for ₹157 crore, allocated for 5 years. - The block offers 7,10,000 MT per annum mining capacity, strengthening raw material security and reducing procurement costs. - Commercial operations are expected to commence from February/March 2027. - Management aims to reduce raw material inventory by 50% in H2FY27 to achieve a near debt-free balance sheet.

- Board approved the appointment of M/s. R K Jagetiya & Co. as Joint Statutory Auditors for 3 years. - Ratified remuneration of Mr. Ajay Deep Wadhwa as Cost Auditor for FY 2026-27. - Approved convening of the 8th Annual General Meeting (AGM) on September 29, 2026, at 03:00 P.M. (IST). - Appointed Ms. Supriya Kumari as the Chief Financial Officer (CFO) effective September 4, 2026. - Mr. Prabhat Tekriwal ceased as CFO effective September 4, 2026, but continues as Chairman and Whole-Time Director.

- Monolithisch India Limited is evaluating opportunities to participate in government mining auctions/acquisitions as part of its backward integration strategy to secure strategic mineral resources, strengthen the supply chain, and support future business expansion. The MD is authorized for this.

- Q1 FY27 Consolidated Revenue: ₹47 Cr (▲64% YoY, ▲16% QoQ) - EBITDA: ₹13 Cr (▲99% YoY, ▲15% QoQ) - PAT: ₹10 Cr (▲135% YoY, ▲24% QoQ) - EBITDA Margin: 28% and PAT Margin: 21% for Q1 FY27. - SGB Limited premium product contributed ~50% of Q1 revenue, expected to reach 60-65% in Q2 FY27 and 60-70% by FY27 end, driving margin expansion. - Greenfield project is on track for commissioning in Q2 FY27 (dry run September 14, 2026; commercial production by September 23/24, 2026), doubling manufacturing capacity from 2.56 lakh MTPA to 5.74 lakh MTPA. - Q2 FY27 Revenue Guidance: ₹55-60 Cr; FY27 Revenue Guidance: ~₹250 Cr. - Long-term outlook: Aim to become the largest silica and silica-related products company in India, with full utilization of expanded capacity generating ₹495-500 Cr revenue within 1-1.5 years. - Strong order book (130-135% of monthly supply) and optimistic about sustained growth due to infrastructure investments, increasing steel production, and premium product portfolio.

- Monolithisch India Limited submitted the audio recording of its Earnings call held with Investors/Analysts on July 27, 2026. - The recording is available via a provided Google Drive link and will also be on the company's website.

- Consolidated Revenue ₹47.18 Cr vs ₹28.76 Cr (▲64% YoY) - EBITDA ₹13.11 Cr vs ₹6.59 Cr (▲99% YoY) - PAT ₹10.07 Cr vs ₹4.28 Cr (▲135% YoY) - EBITDA Margin 27.79% vs 22.91% (▲488 bps) - Q2 FY27 Revenue Guidance: ₹55-60 Cr. - Greenfield plant dry run to commence on September 14, 2026.

- Consolidated Revenue ₹48.28 Cr vs ₹28.80 Cr (▲67.09% YoY) - EBITDA ₹13.11 Cr vs ₹6.58 Cr (▲99.14% YoY) - PAT ₹10.07 Cr vs ₹4.29 Cr (▲134.72% YoY) - EBITDA Margin 27.16% vs 22.86% (▲430bps)

- Concall Schedule - Concall Date: Monday, July 27th, 2026 - Concall Time: 03:00 P.M. IST