BSEGeneral15 Sept 2026 · 15 Sept 2026, 06:51 pm

Enclosed herewith Revised ''Annual Report for Financial Year 2025-2026'' of ARCL Organics Limited.

ARCL Organics Ltd · 543993

✦ AI Summary▲ PositiveResults

ARCL Organics Ltd. revised its annual report for FY 2025-2026, incorporating minor corrections and adjustments. The company achieved closure on several long-standing legal, tax, and regulatory matters, including customs dues, income tax, and municipal tax settlements. The company's underlying operating performance remained healthy, with year-on-year growth in Total Income, EBITDA, and Profit Before Tax. ARCL Organics Ltd. is working on new business verticals, including Feed Additives, RTU, Laminate Resins, Rubber and Tyre Chemicals, and Resins for Paper Packaging and Corrugated Boxes.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern2/10
Regulatory Risk4/10
Balance Sheet Risk5/10
Liquidity Impact9/10
Market Sentiment8/10

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ARCL Organics Ltd - 543993 - Reg. 34 (1) Annual Report.

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September 15, 2026 The Secretary, BSE Limited, 1st Floor, New Trading Ring, Rotunda Building, Phiroze Jeejeebhoy Towers Dalal Street, Mumbai - 400 001 Code No. 543993 ISIN: INE372M01010 Subject: Revised “Annual Report for Financial Year 2025-2026” of ARCL Organics Limited Disclosure under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Dear Sir/Madam, Further to our submission of the Annual Report for financial year 2025-2026 vide letter dated August 28, 2026, and pursuant to Regulation 34(1) of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find attached the updated copy of the Annual Report 2025-2026, incorporating certain typographical and grammatical corrections, formatting adjustments, alignment and pagination corrections, rounding-off of certain figures, and other minor cosmetic changes identified in the previously submitted version. We would request the earlier version to be ignored. The updated version of the Annual Report 2025-2026 is also being uploaded on the Company's website at https://arclorganics.com/. This is for your information and record. Yours Sincerely, For ARCL Organics Limited Rajesh Mundhra Whole Time Director DIN: 00658649 CHAIRMAN'S MESSAGE CHAIRMAN'S MESSAGE Suraj Ratan Mundhra Chairman & Managing Director Dear Shareholders, It gives me great pleasure to present to you the 34th Annual Report of ARCL Organics Limited for the financial year 2025–26. The year under review was characterized by a dynamic operating environment, evolving market conditions and continued changes across the global economic landscape. Against this backdrop, our focus remained firmly anchored in strengthening our fundamentals, serving our customers with consistency and building capabilities for sustainable growth. At ARCL, we believe that enduring businesses are built through a combination of strong fundamentals, disciplined execution and a clear understanding of the markets we serve. During the year, we continued to remain focused on operational efficiency, product quality, customer relationships and responsible business practices. Our journey is not measured merely by the performance of one financial year — it is reflected in the resilience of our operations, the trust of our customers, the commitment of our employees, and the confidence of our shareholders. As we move forward, we remain committed to strengthening our core capabilities while identifying opportunities that can create sustainable and long-term value for all our stakeholders. During FY 2025–26, we also took meaningful steps towards strengthening our manufacturing footprint. The acquisition of the existing running unit of Vishvam Formalin and Angel Resins at Kadadra, Gandhinagar, Gujarat has added 49,500 TPA of Formaldehyde and around 60,000 TPA of Resins. This unit already has environment clearance for Paraformaldehyde and Hexamine as well, which will help us eventually in doubling our existing turnover. RESOLUTION OF KEY LEGAL, TAX AND REGULATORY MATTERS During the year and in the period thereafter, the Company achieved closure on several long-standing legal, tax and regulatory matters, reflecting our continued focus on resolving legacy liabilities and strengthening our compliance framework: Customs Dues Settlement A long-pending customs dues dispute of approximately ₹5.10 crore, arising from our pre-amalgamation entity Allied Resins & Chemicals Ltd, was settled with the Principal Commissioner of Customs, through an upfront payment of approximately ₹2.74 crore and the balance in 24 monthly instalments, bringing full and final closure to the matter. Income Tax Settlement Legacy income tax arrears of approximately ₹5.29 crore, pertaining to the block period 1988–1998, were settled under the Vivad Se Vishwas 2.0 Scheme, resolving a matter that had remained outstanding for several years. Municipal Tax Settlement Outstanding municipal tax dues of approximately ₹4.40 crore were also settled during the year after withdrawing the long- pending litigation at Calcutta High Court. We wish to clarify that while these one-time settlements were recorded as exceptional, non-recurring charges during the year and had a bearing on our reported net profit, the Company's underlying operating performance remained healthy, with year-on-year growth in Total Income, EBITDA and Profit Before Tax, as set out below. FINANCIAL PERFORMANCE OVERVIEW STANDALONE CONSOLIDATE Particulars (₹ Crore) FY 2025–26 FY 2024–25 FY 2025-26 FY 2024-25 Total Income 276.25 252.95 276.25 252.95 EBITDA 28.57 26.11 28.58 26.16 Profit Before Tax (PBT) 16.39 16.03 17.05 16.75 Profit After Tax (PAT) 4.68 11.75 5.19 12.33 EBITDA (Adjusted, excl. one- 35.54 26.11 35.55 26.16 time items) PBT (Adjusted, excl. one-time 23.91 16.03 24.57 16.75 items) PAT (Adjusted, excl. one-time 16.95 11.75 17.41 12.33 items) Note: Rows marked “Reported” are figures as filed by the Company with BSE Limited and reflect the actual results for the year. Rows marked “Adjusted, excl. one-time items” add back an estimated ₹6 crore of one-time, non-recurring settlement charges relating to the legacy income tax, customs and municipal tax matters, to indicate underlying operating performance had these exceptional items not arisen. Another remarkable achievement during FY 2025–26 was that our exports crossed the ₹100 crore mark, and we expect to do much more in the current year. FUTURE OUTLOOK — NEW BUSINESS VERTICALS With regard to future outlook, our Company is unceasingly working on the following new business verticals with in- depth R&D, seed marketing and new applications: • Feed Additives • RTU (Ready to Use Glue) • Laminate Resins • Rubber and Tyre Chemicals • Resins for Paper Packaging and Corrugated Boxes The benefit of the above will be available in the near future. I would like to express my sincere appreciation to our employees, customers, suppliers, business partners and all our stakeholders for their continued trust and support. Above all, I thank our shareholders for their confidence in ARCL Organics Limited. Together, we will continue to strengthen the foundations of our business and create sustainable value for the future. Suraj Ratan Mundhra Chairman & Managing Director CORPORATE INFORMATION BOARD OF DIRECTORS Mr. Suraj Ratan Mundhra — Chairman & Managing Director (DIN: 00681223) Mr. Rajesh Mundhra — Whole-time Director Mr. Mukesh Mundhra — Whole-time Director (DIN: 00658602) Mr. Brij Mohan Mohta — Independent Director Mr. Prateek Chaudhary — Independent Director Mrs. Stuti Pithisaria — Independent Director CHIEF FINANCIAL OFFICER Mr. Navneet Bagri STATUTORY AUDITORS M/s L. B. Jha & Co., Chartered Accountants (Firm Registration No. 301088E) SECRETARIAL AUDITOR M/s KSN & Company, Company Secretaries (Mr. Nand Kishore Sharma, Practicing Company Secretary) COST AUDITORS M/s Amit Khetan & Co. INTERNAL AUDITORS M/s MIB & Co. REGISTRAR & SHARE TRANSFER MUFG Intime India Private Limited AGENT REGISTERED OFFICE Rampur, Budge Budge Trunk Road, P.S. Maheshtala, Kolkata – 700 141 Tel: 033-2401-8042 | E-mail: legal@arcl.in Website: www.arclorganics.com CIN L24121WB1992PLC056562 LISTING BSE Limited — Scrip Code: 543993 | ISIN: INE372M01010 34TH ANNUAL GENERAL MEETING 19th September 2026 at 3:30 P.M. (IST) through Video Conferencing / OAVM CONTENTS CORPORATE INFORMATION ............................................................................................................................. 1 NOTICE TO THE SHAREHOLDERS ....................................................................................................................... 3 EXPLANATORY STATEMENT IN RESPECT OF ITEMS OF SPECIAL BUSINESS PURSUANT TO SECTION 102 OF THE COMPANIES ACT, 2013 ................................................................................................................................................................................ 9 INSTAMEET VC INSTRUCTIONS FOR SHAREHOLDERS ......... 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