SC Agrotech Limited submitted a supplemental investor information update to BSE Limited regarding its AgriBridge digital agriculture platform. This communication, dated 11 November 2026, is in continuation of the company's earlier communication dated 4 November 2026 about the public launch of the platform.

The document provides illustrative scenarios and hypothetical economic models for investor understanding, explicitly stating that these are not actual transaction volumes, contracted orders, sanctioned capital expenditure, or financial guidance.

Illustrative Economic Parameters

  • Hypothetical Maximum Annual GMV: ₹1,000 crore
  • Blended Platform Monetization Rate Assumption: 5.2%
  • Corresponding Illustrative Annual Revenue: ₹52 crore (calculated as ₹1,000 crore GMV × 5.2%)

Illustrative Annual Transaction-Volume Scenarios

Hypothetical fiscal-year progression for FY28 to FY30:

  • FY28 Illustrative Revenue: ₹6.5 crore
  • FY29 Illustrative Revenue: ₹26 crore
  • FY30 Illustrative Revenue: ₹52 crore

The annexure clarifies that GMV is not revenue and all figures are hypothetical model allocations dependent on adoption and actual transaction activity.

Illustrative Capital-Deployment Cases

Two independent steady-state arithmetic models based on published example assumptions:

₹10 Crore Hypothetical Capital Deployment Case:

  • Illustrative Annual GMV: ₹125 crore
  • Platform Revenue (at 5.2% take rate): ₹6.5 crore
  • Annual Operating Cost: ₹4.5 crore
  • EBITDA: ₹2 crore
  • Depreciation + Finance: ₹0.2 crore
  • Illustrative Income Tax: ₹0.4 crore
  • Illustrative Annual PAT: ₹1.4 crore

₹100 Crore Hypothetical Capital Deployment Case:

  • Illustrative Annual GMV: ₹1,000 crore
  • Platform Revenue (at 5.2% take rate): ₹52 crore
  • Annual Operating Cost: ₹34 crore
  • EBITDA: ₹18 crore
  • Depreciation + Finance: ₹1.7 crore
  • Illustrative Income Tax: ₹4.2 crore
  • Illustrative Annual PAT: ₹12.1 crore

The document emphasizes that these are standalone model calculations with no AgriBridge revenue or PAT stated as achieved.

Sensitivity Analysis

Revenue and EBITDA sensitivity under varying assumed monetization rates:

For ₹10 Crore Capital Case:

  • At 2.0% take rate: Revenue ₹2.5 crore, EBITDA -₹2 crore
  • At 5.2% take rate: Revenue ₹6.5 crore, EBITDA +₹2 crore
  • At 8.0% take rate: Revenue ₹10 crore, EBITDA +₹5.5 crore

For ₹100 Crore Capital Case:

  • At 2.0% take rate: Revenue ₹20 crore, EBITDA -₹14 crore
  • At 5.2% take rate: Revenue ₹52 crore, EBITDA +₹18 crore
  • At 8.0% take rate: Revenue ₹80 crore, EBITDA +₹46 crore

The sensitivity analysis holds model operating costs constant to isolate the effect of the assumed take rate. The document notes that EBITDA is not equal to profit after tax or cash flow, and all inputs may change materially.

Key Definitions and Disclaimers

  • GMV: Gross value of eligible transactions that might be facilitated through AgriBridge; not the company's own revenue
  • Platform Revenue: Illustrative GMV multiplied by an assumed monetization rate; excludes any assertion of realised fees
  • Capital Examples: ₹10 crore and ₹100 crore represent hypothetical deployments, not approved commitments or funds raised
  • Scenario Timing: The FY28-FY30 model is an illustrative progression, not financial guidance or a committed execution schedule
  • The communication explicitly states that no realised AgriBridge GMV, platform revenue, or platform earnings are claimed
  • Actual outcomes depend on commercial adoption, buyer conversion, costs, capital availability, and regulation
  • This communication is not an offer of securities or an assured return