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Capital Markets Day 2022

Capital Markets Day 2022. From reimagining sustainability to real world impact May 2022. Key Performance and Sustainability Highlights 1. Opening Statements in FY22. Jai Shroff, Group CEO. 2. We had another record year Robust performance on all counts Continued to outperform guidance in FY22 led by the resilience of the business model Actual Performance FY22 Guidance in FY22. Revenue All regions except Europe delivered 7% - 10% 19%. growth healthy double-digit growth Better pricing coupled with efficient EBITDA. 12% - 15% 19% supply chain management and benefit growth of backward integration Net Debt Achieved target led by improved <2x to EBITDA profitability ROCE - ROCE expansion by 170 bps over FY21.

solutions through the growth cycle, pre- and post harvest. Protecting crops, improving soil health & plant resilience, and increasing yield. Sustainability reimagined for seeds & plant development Smart seed development - combining the most advanced techniques in conventional plant breeding with biotechnology to develop high performance seeds.

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Transcription of Capital Markets Day 2022

1 Capital Markets Day 2022. From reimagining sustainability to real world impact May 2022. Key Performance and Sustainability Highlights 1. Opening Statements in FY22. Jai Shroff, Group CEO. 2. We had another record year Robust performance on all counts Continued to outperform guidance in FY22 led by the resilience of the business model Actual Performance FY22 Guidance in FY22. Revenue All regions except Europe delivered 7% - 10% 19%. growth healthy double-digit growth Better pricing coupled with efficient EBITDA. 12% - 15% 19% supply chain management and benefit growth of backward integration Net Debt Achieved target led by improved <2x to EBITDA profitability ROCE - ROCE expansion by 170 bps over FY21.

2 4. 1. Opening Statements 3 key pillars for sustainable growth Jai Shroff, Group CEO. 5. Key pillars for sustainable growth Key Pillars Target Outcome Crop Protection Portfolio Mix Evolution1. FY17 FY22 FY27F. 1. 14%. Superior growth of high-margin 29%. differentiated and sustainable solutions 86%. 71%. 50% 50%. Post Patent Differentiated & Sustainable Drive 2x - 3x of Market growth ' from FY22 to FY27F. 2. Accelerated penetration in select FY17 FY22 FY27F. Markets , crops and segments UPL's share in global crop protection market2 ~4% ~8% ~9% 11%.

3 Total Raw Material Sourcing Mix Evolution FY17 FY22 FY27F. Competitive edge in Supply Chain 3 Management enables us to be cost competitive with reliability of supply 29% 34% 31% 38%. Further diversify sourcing mix to enhance reliability 37% 31% and cost competitiveness 1 SustainableSolutions include NPP BioSolutions and Soil & Seed Health India Imports - China Imports - Others 2 Market Share taken from IHS Markit considered for CY16 and CY21, UPL Internal Estimates for FY27. 6. OpenAg brings solutions to farmers from Soil-to-Sale'.

4 United by OpenAg purpose Reimagining sustainability with an open network to create sustainable growth for all - no limits, no borders. 8. Specialist focus, connected impact Sustainability reimagined in Sustainability reimagined Sustainability reimagined innovation & food security for farmers for growing Our global crop science Our global AgTech platform is Targeted sustainable bio solutions business is driving delivering complete solutions for solutions through the growth new and sustainable ways of growers: Services. Technologies.

5 Cycle, pre- and post harvest. innovating and partnering to Decarbonisation. Connectivity. Protecting crops, improving address growers' pain points. For sustainable outcomes and soil health & plant resilience, the resilience they need to grow. and increasing yield. Sustainability reimagined for Sustainability reimagined seeds & plant development near & post harvest Smart seed development - Continuous innovation for combining the most advanced smarter and safer technologies techniques in conventional plant to protect freshness, flavour breeding with biotechnology to and nutritional value, develop high performance seeds.

6 While minimising food waste throughout the food system. 9. is promoting Sustainability in Agriculture Initiatives executed on Paddy crop with a focus on Carbon Crop Residue Management AWD Practice An initiative to end stubble burning in India through An initiative to reduce methane emissions by 50 80%. use of bio enzymes coupled with farm mechanization through implementation of alternate wet and dry & digitization practice in paddy fields First to list & forward sell carbon credits from agriculture 425,000 Acres+ 20,000+ Credits 10.

7 Collaborating with farmers to reduce 1 Gigaton of CO2. from the atmosphere by 2040. Together with our partners, we are reducing our emissions, and through carbon capture projects, helping farmers to participate in carbon Markets . FY22 Performance 1. Opening Overview Statements Mike Frank, President & COO, UPL. Anand Vora, Global CFO. 12. FY22 Key Highlights 1. 19% revenue growth , driven by a mix of volume +8% and price +10%, and +1% FX. 2. EBITDA margins were comparable to prior year, despite inflationary environment 3.

8 Launch of NPP BioSolutions with dedicated team and enhanced capabilities 4. Investments in expansion of , onboarding > million farmers 5. Advanta Seeds revenue grew by 24%; EBITDA margins at ~26%. 6. Second tranche of USD700 Million sustainability linked loan (SSL) with a reduction of interest cost by 35bps and an opportunity for a further reduction of 5bps on achievement of sustainability indicators 7. Multiple sustainability related recognitions including Asian Sustainability Leadership Award and #1 amongst peers by Sustainalytics for a second year 8.

9 Joined the Climate Pledge and launched the Gigaton Carbon Goal 9. Long term collaboration with Chr. Hansen on microbial biosolutions and Bunge investment in Sinagro to enhance ability to serve growers in Brazil, among others 13. Mike Q4 FY22 | Improved pricing led strong growth Particulars (in INR B) Q4 FY22A Q4 FY21A B/(W) LY Revenue Variance vs PY. Revenue 24%. 2%. Contribution Margin % 39% 37% 231bps SG&A -39% 19%. 3%. EBITDA 26%. Dummy In % Revenue 23% commentary 46bps 22% Volume Price Exchange 24% higher revenue vs.

10 LY: Herbicide portfolio a major contributor in growth , through improved price realization 231 bps higher contribution margin vs LY: Significant improvement in CM% in Q4FY22 driven by improved pricing, product mix ~26% growth in EBITDA vs. LY: growth driven by higher revenue and contribution, resulting in EBITDA margin improvement by 46bps vs. LY. 14. Q4 FY22 Regional Revenue Highlights | Improved pricing led growth Latin America: 21% North America: 38% Europe: 2% Rest of World: 25% India : 63%. (INR B) (INR B) (INR B) (INR B) (INR B).


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