Monolithisch India Limited · NSE:MONOLITH
Monolithisch India — H1 FY27 Earnings Presentation
31 slides from Monolithisch India's earnings presentation, Oct 25, 2026
Slide 1: Exchange filing cover letter
Date: 25-10-2026 To, The Manager National Stock Exchange of India Ltd. Exchange Plaza, 5th Floor, Plot No. C/1, G Block, Bandra - Kurla Complex, Bandra (E), Mumbai - 400 051, Maharashtra, India. Scrip Symbol: MONOLITH ISIN: INE1DV401010 Subject: Investor presentation on the Unaudited Standalone and
Slide 2: Q2 & H1 FY27 Investor Presentation
Q2 & H1 FY27 INVESTOR PRESENTATION
Slide 3: Table of Content
Table of Content 01 About Monolithisch India 02 Board and Leadership 03 Industry Opportunity 04 Competitive Moats & Growth Strategy 05 Q2 & H1FY27 Highlights 06 Historical Financial Highlights
Slide 4: About Monolithisch India
About Monolithisch India
Slide 5: A Focused Maker of One Critical Consumable, Built for Scale
A Focused Maker of One Critical Consumable, Built for Scale MONOLITHISCH AT A GLANCE Premixed silica ramming mass OUR STORY IN NUMBERS Critical consumable lining for steelmaking induction furnaces 1983 Mineral Group promoters entered Quartz processing segment 5.76 L 54% 74% 2018 Monolithisch incorpo
Slide 6: Scaling Capacity. Premiumising Growth. Integrating for Value.
Scaling Capacity. Premiumising Growth. Integrating for Value. PERFORMANCE & CAPACITY SNAPSHOT Q2 FY27 ₹ 53.6 Cr ₹ 15.8 Cr ₹ 11.2 Cr RESULTS REVENUE EBITDA PAT 88.2% YoY 192.2% YoY 145.1% YoY H1 FY27 ₹ 100.8 Cr ₹ 28.9 Cr ₹ 21.2 Cr RESULTS REVENUE EBITDA PAT 75.9% YoY 141.1% YoY 141.3% YoY FOUR DRIVER
Slide 7: Business Model: From Stone to Furnace. Built for Repeat.
Business Model: From Stone to Furnace. Built for Repeat. FROM STONE TO FURNACE 1 Source 2 Process 3 Engineer 4 Deliver 5 Line & support Stone block; captive Crush, screen and grade Premix with binders and At the heart of steel Monoramix Experts, trials Nawada block grain size on automated additives
Slide 8: Ramming Mass: Small Input. Big Furnace Impact.
Ramming Mass: Small Input. Big Furnace Impact. PRODUCT APPLICATION WHY IT MATTERS The barrier between coil and melt Rammed silica forms the crucible that holds steel at over 1,700°C and insulates the Induction coil coil. If it fails, the furnace stops. Ramming mass lining Consumed, not installed The
Slide 9: Built Close to the Customer's Furnace
Built Close to the Customer’s Furnace STRATEGIC PRESENCE: INDIA’S LARGEST SECONDARY STEEL STEEL PRODUCTION HUB MANUFACTURING BELT Eastern India ~55 Mn tonnes (Largest in India) Other Regions Combined ~30 Mn tonnes Source: Bigmint Monolithisch plants are located within the highest-demand clusters Bui
Slide 10: Six Proprietary Grades, from Cost-led to Performance-Critical
Six Proprietary Grades, from Cost-led to Performance-Critical ROBUST PRODUCT PORTFOLIO SGB Limited SLB - 999 SGB - 777 Premium flagship Advanced High Performance BG - 77 LG - 86 SLM - 980 General Purpose Value Most Economical WHY CUSTOMERS TRADE UP Consistent Better Furnace Reduced Higher Lowest Con
Slide 11: Customers Pay More Because Their Furnaces Run Longer
Customers Pay More Because Their Furnaces Run Longer SGB LIMITED — PREMIUMISATION TREND (% share of revenue) THE SGB EDGE +15–20% more heats per lining for the customer ₹700–900/ton price premium vs earlier grade, against ~₹200–300/ton added cost 70% 61% 1–1.5 months ~50% to switch a plant after tri
Slide 12: Manufacturing Footprint and Capacity Expansion
Manufacturing Footprint and Capacity Expansion ASSET FOOTPRINT INSTALLED CAPACITY JOURNEY (MTPA) Asset Location Capacity Status 8,75,000 Purulia, West ~2.50 lakh Sarbari Unit Operating Bengal; MTPA MIGPL Ranchi, Jharkhand 72,000 MTPA Operating 5,76,000 Metalurgica Purulia, West ~2.52 to 2.54 Commerc
Slide 13: Integrated Expansion Creates an 8.75 lakh MTPA Platform
Integrated Expansion Creates an 8.75 lakh MTPA Platform THREE PRONGED GROWTH STRATEGY 1 | SECURE INPUTS 2 | SCALE PRODUCTION 3 | MOVE CLOSER TO DEMAND Backward integration in stone Metalurgica enters the ramp- Southern + Western footprint block at Nawada, Bihar up phase 7.1 lakh MTPA Q2 FY27 3.0 lak
Slide 14: Board and Leadership
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Slide 15: Experienced Promoters, Strong Governance
Experienced Promoters, Strong Governance Prabhat Sharmila Harsh Tekriwal Kritish Tekriwal Tekriwal Tekriwal Chairman & Whole- Non - Executive Managing Director Executive Director time Director Director He brings over 36 years of experience in the She has been associated with the Company He holds an
Slide 16: Industry Opportunity
Industry Opportunity
Slide 17: Induction-Furnace Steel Set for 50% Growth by FY31
Induction-Furnace Steel Set for 50% Growth by FY31 INDUSTRY OPPORTUNITY 1 Crude steel output 168 → 300 MT FY26 → FY31E 2 Induction-furnace route *85 → 130 MT FY26 → FY31E 3 Ramming mass it needs ~2.5 MT → ~3.9 MT at ~30 kg per tonne STRUCTURAL DEMAND DRIVERS 300 MT +7.4% / +9.2% ~100 – 116 kg ₹30–40
Slide 18: A Fragmented Market Consolidating towards Quality at Scale
A Fragmented Market Consolidating towards Quality at Scale MARKET STRUCTURE INDIA RAMMING MASS CONSUMPTION ~18–22 lakh tonnes a year* Monolithisch India’s Market Share (in %) H1 FY27 10 % Eyeing ~3.5x market share gain in the next Target 3 to 5 years in 3-5 years 35 % THREE FORCES ACCELERATING CONSO
Slide 19: Competitive Moats & Growth Strategy
Competitive Moats & Growth Strategy
Slide 20: Competitive Moats that Compound with Scale
Competitive Moats that Compound with Scale SIX COMPOUNDING ADVANTAGES 1 Freight-advantaged sites 4 Product and know-how Very strong plant density near all manufacturing units. Consumption Six engineered grades, SGB Limited, on-site Monoramix Experts and of 15,000 MT/month in 200 kms of reach by the
Slide 21: Beyond a Product. A Solutions Partner.
Beyond a Product. A Solutions Partner. WHY MONOLITHISCH WINS Scale Service 5.76 lakh MTPA, multi-plant; Each plant Lining experts, trials, analytics having its own unique competitive advantage Raw material security Monolithisch Reach India’s Edge Captive, cost locked for 5 years Domestic: East; Sout
Slide 22: Strategy for Building India's Largest Ramming Mass to Silica Platform
Strategy for Building India’s Largest Ramming Mass to Silica Platform 1 2 3 CORE OPERATIONS Capacity ramp-up Premium product mix Captive raw materials Scale the Reach 75% greenfield utilisation in Target 70% of revenue from SGB Start Nawada in early 2027 engine 18 months. The order book already Limi
Slide 23: Q2 & H1 FY27 Highlights
Q2 & H1 FY27 Highlights
Slide 24: Strengthens its Growth Platform through Record Performance
Strengthens its Growth Platform through Record Performance “Q2 FY27 demonstrates the strength of Monolithisch’s growth platform, with scale, profitability and strategic execution moving forward together. Strong revenue growth, faster profitability expansion and a 29.5% EBITDA margin underline the op
Slide 25: Strong Q2 FY27 Performance – Consolidated
Strong Q2 FY27 Performance – Consolidated REVENUE (₹ in Cr) EBITDA (₹ in Cr) & PAT (₹ in Cr) & EBITDA margin % PAT margin % 29.5% 19.0% 20.8% 16.0% 54 16 88.2% YoY 11 192.2% YoY 145.1% YoY 28 5 5 Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 24
Slide 26: Robust H1 FY27 Performance – Consolidated
Robust H1 FY27 Performance – Consolidated REVENUE (₹ in Cr) EBITDA (₹ in Cr) & PAT (₹ in Cr) & EBITDA margin % PAT margin % 28.7% 20.9% 21.1% 15.4% 101 29 21 75.9% YoY 141.1% YoY 141.3% YoY 57 12 9 H1 FY26 H1 FY27 H1 FY26 H1 FY27 H1 FY26 H1 FY27 25
Slide 27: Strong Q2 & H1 FY27 Consolidated Performance
Strong Q2 & H1 FY27 Consolidated Performance Particulars (₹ in Crore) Q2 FY27 Q2 FY26 YoY H1 FY27 H1 FY26 YoY FY26 PERFORMANCE HIGHLIGHTS Revenue 53.6 28.5 88.2% 100.8 57.3 75.9% 135.3 Revenue grew by 88.2% YoY to Cost of Goods Sold 17.9 13.8 29.9% 29.5 28.7 2.7% 61.8 INR 53.6 Crore in Q2 FY27 led
Slide 28: Historical Financial Highlights
Historical Financial Highlights
Slide 29: Historical Growth Track Record (Consolidated)
Historical Growth Track Record (Consolidated) EBITDA (₹ in Cr) & PAT (₹ in Cr) & REVENUE (₹ in Cr) EBITDA Margin % PAT Margin % 135 23.6% 21.7% 19.0% 17.0% 32 14.7% 97 12.6% 23 69 21 14 13 9 FY24 FY25 FY26 FY24 FY25 FY26 FY24 FY25 FY26 28
Slide 30: Safe Harbour
Safe Harbour This presentation has been prepared by Monolithisch India Limited solely to provide information about the Company. No representation or warranty, express or implied is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of such informatio
Slide 31: Thank you!
Thank you! Monolithisch India Limited E: [email protected] www.monolithisch.com Investor Relations Advisors : Vikash Verma / Hiral Keniya / Yashvi Jain E: [email protected] / [email protected] / [email protected]