SUMEETINDS

- Sumeet Industries Limited submitted the Monitoring Agency Report issued by Crisil Ratings Limited for the quarter ended September 30, 2026, regarding Rights Issue proceeds utilization. - Shareholders approved a variation in objects on September 29, 2026, reallocating Rs 3,600.00 lakhs from the Solar Power Plant (Rs 2,200.00 lakhs) and Repayment of borrowings (Rs 1,400.00 lakhs) to invest in subsidiary Sumeet Speciality Chips Limited. - Out of gross proceeds of Rs 19,975.11 lakhs, Rs 13,975.11 lakhs were utilized towards objects and issue expenses, while Rs 6,000.00 lakhs remain deployed in fixed deposits.

- Sumeet Industries Limited announced that CRISIL Ratings Limited has reaffirmed its credit ratings on the bank loan facilities of the company. - Long-Term Bank Facilities: CRISIL BB+/Stable (Reaffirmed). - Short-Term Bank Facilities: CRISIL A4+ (Reaffirmed). - Total bank loan facilities rated stand at Rs. 292 Crores.

Q2 FY27 Consolidated Revenue ₹364.18Cr vs ₹269.30Cr (▲35% YoY) EBITDA ₹9.22Cr vs ₹14.51Cr (▼36% YoY) PAT ₹3.77Cr vs ₹9.86Cr (▼62% YoY) EBITDA Margin 2.53% vs 5.39% (▼286bps)

- Sumeet Industries submitted a revised Statement of Related Party Transactions for the half year ended September 30, 2026. - The company stated the revision was necessitated due to an un-updated file being uploaded by oversight in its earlier filing dated November 3, 2026.

- Sumeet Industries has submitted a revised statement of Related Party Transactions for the half-year ended September 30, 2026. - The revision was submitted to rectify an earlier filing made on November 3, 2026, where an un-updated file was uploaded due to oversight.

Q2 FY27 Consolidated Revenue ₹364.18Cr vs ₹269.30Cr (▲35.2% YoY) EBITDA ₹9.22Cr vs ₹14.51Cr (▼36.5% YoY) PAT ₹5.67Cr vs ₹9.86Cr (▼42.5% YoY) EBITDA Margin 2.53% vs 5.39% (▼286bps)

Q2 FY27 Consolidated Revenue ₹364.18Cr vs ₹269.30Cr (▲35% YoY) EBITDA ₹9.22Cr vs ₹14.51Cr (▼36% YoY) PAT ₹5.04Cr vs ₹9.86Cr (▼49% YoY) EBITDA Margin 2.53% vs 5.39% (▼286bps)

- Company attended the Bharat Connect Conference - Rising Stars 2026 on September 30, 2026. - The meeting was held virtually in a group conference format. - No unpublished price sensitive information was shared during the meeting.

- Trading window closed effective from October 1, 2026. - Closure applies to Directors, Promoters, KMPs, and Designated Employees. - Window to reopen 48 hours after the declaration of financial results for the quarter and half-year ended September 30, 2026.

- Concall Schedule - Concall Date: 30th September, 2026 - Concall Time: 10.00 AM

- Board of Directors approved the allotment of 84,31,195 Equity Shares to non-promoters upon conversion of Optionally Convertible Redeemable Preference Shares (OCRPs). - The shares were allotted at a conversion price of Rs. 33.21/- per share, aggregating to Rs. 28.00 Crores.

- Q3 FY26 Consolidated Revenue ₹266.92Cr vs ₹251.76Cr (▲6.02% YoY) - EBITDA ₹15.72Cr vs ₹103.01Cr (▼84.73% YoY) - PAT ₹9.04Cr vs ₹97.18Cr (▼90.69% YoY) - EBITDA Margin 5.89% vs 40.92% (▼3503 bps) - Approval of a proposed Right Issue has been deferred to an ensuing Board Meeting. - The company confirmed that Standalone and Consolidated financial figures are identical as its only subsidiary ceased operations three years ago. - Equity shares underwent a 1:5 stock split (face value changed from ₹10 to ₹2) during the quarter ended 31st December 2025.

- The 38th Annual General Meeting (AGM) of Sumeet Industries Limited will be held on Tuesday, 29th September, 2026 at 12:30 P.M. (IST) via Video Conferencing (VC) / OAVM. - The Book Closure period is from Wednesday, 23rd September, 2026 to Tuesday, 29th September, 2026. - E-voting facility will be available from Saturday, 26th September, 2026 to Monday, 28th September, 2026.

- Board approved providing loans/guarantees up to ₹250 Crores to associate and wholly-owned subsidiary companies, subject to shareholder approval. - Approved a maximum monetary limit of ₹250 Crores for loans/guarantees/investments under Section 186, Companies Act, 2013, subject to shareholder approval. - Varied Rights Issue proceeds utilization: Funds for Solar Power Plant will now be directed to invest ₹3600 Lakhs in Sumeet Speciality Chips Limited for acquired projects. - Approved Directors' Report for FY 2025-26. - 38th Annual General Meeting (AGM) scheduled for September 29, 2026, at 12:30 P.M. via VC/OAVM. Book closure from Sep 23-29, 2026, with e-voting from Sep 26-28, 2026.

- New FDY lines with 40 Tons per day production capacity commissioned and operational from September 1, 2026. - Total FDY production capacity increased from 120 Tons per day to 160 Tons per day. - This expansion is expected to increase the company's revenue and profitability.

- EGM held on August 24, 2026. - Members approved the issuance of Equity Shares upon conversion of Optionally Convertible Redeemable Preference Shares (OCRPS) to Non-Promoters on a Preferential Basis. - The resolution passed with 99.999965% of votes in favour.

- An Extraordinary General Meeting (EGM) was held on August 24, 2026. - A Special Resolution was passed for the issuance of Equity Shares upon conversion of Optionally Convertible Redeemable Preference Shares ("OCRPS") to Non-Promoters on a Preferential Basis.

- Sumeet Industries Limited received disclosure from Promoter & Promoter Group regarding the acquisition of equity shares on August 12, 2026. - Rohan D Modh acquired 3,950,000 equity shares, increasing holding from 14.39% to 14.96%. - Supreme(India) Impex Limited acquired 3,550,000 equity shares, increasing holding from 1.33% to 1.84%. - Eagle Fibres Limited acquired 3,700,000 equity shares, increasing holding from 3.60% to 4.13%. - JPB Fibres acquired 3,700,000 equity shares, increasing holding from 5.48% to 6.00%.

- Q1 FY27 income increased by over 9% year-on-year to INR272.74 crores; EBITDA stood at INR8.85 crores (3.24% margin) and PAT was INR1.14 crore. - Q1 profitability and production volume (down 17% QoQ) were impacted by temporary industry-wide headwinds like volatile raw material prices and geopolitical tensions. - Successfully completed a rights issue, raising INR199.75 crores for working capital, operationalizing the acquired Nakoda CP plant, debt repayment, and a solar captive power plant. - Guidance for FY27 includes over 30% YoY revenue growth, an EBITDA margin of around 6%, and PAT in the range of 3.5% to 4%. - The Nakoda CP plant commissioning is targeted for Q2 FY28, expected to double total capacity and significantly strengthen backward integration. - Net debt is expected to reduce to approximately INR30 crores by FY27 end. - A new 6.5 MW captive solar power plant is expected to be commissioned in Q4 FY27, anticipating INR25 crores in annual power cost savings.

- Sumeet Industries Limited submitted the audio recording link for the Earnings Conference Call held on August 07, 2026, at 4:00 PM. - The call discussed the un-audited financial results for the quarter ended June 30, 2026 (Q1 FY27). - The recording is available on the company's website.

- Submission of Q1 FY27 Investor Presentation on August 7, 2026. - Highlights future growth with 30,000 TPA expansion, potential for ~₹300 Cr additional revenue, and focus on value-added yarns. - Completed ₹199.75 Cr Rights Issue in 2026. - FY26 Revenue: ₹1,053.81 Cr, EBITDA: 5.77%, Net Profit: 2.59%.

- Consolidated Total Income ₹272.74 Cr vs ₹250.01 Cr (▲9.17% YoY) - EBITDA ₹8.85 Cr - PAT ₹1.14 Cr - EBITDA Margin 3.24% - Successfully completed ₹199.75 Cr Rights Issue, strengthening the balance sheet and providing financial flexibility. - Nakoda CP Plant expected to commence commercial operations in Q1 FY28, projecting ₹1,500 Cr additional annual revenue and ₹70 Cr EBITDA. - FY27 guidance includes 30%+ revenue growth, ~6% EBITDA margin, and 3.5-4% PAT margin.

- Consolidated Revenue ₹272.36Cr vs ₹248.47Cr (▲9.6% YoY) - EBITDA ₹8.47Cr vs ₹13.60Cr (▼37.76% YoY) - PAT ₹1.14Cr vs ₹7.98Cr (▼85.71% YoY) - EBITDA Margin 3.11% vs 5.47% (▼236bps)