Press Release

Ref. No: HSCL / Stock-Ex/2026-27/47 Date: 15/07/2026 E-mail: monika@himadri.com Ref: Listing Code: 500184 Ref: Listing Code: HSCL BSE Limited National Stock Exchange of India Ltd Department of Corporate Services Exchange Plaza, C-1, Block-G P. J. Towers, 25th Floor, Bandra Kurla Complex, Dalal Street, Bandra (E) Mumbai- 400 001 Mumbai- 400 051 Sub: Media/Press Release. Dear Sir/ Madam, We are enclosing herewith Media/Press Release. We request you to kindly take on record the same. Thanking You Yours faithfully, For Himadri Speciality Chemical Ltd Monika Saraswat Company Secretary & Compliance Officer ACS: 29322 Encl.: as above Record Revenue Record EBITDA Record PAT Rs. 1,432 Cr Rs. 313 Cr Rs. 228 Cr Investor Release: 15 July 2026, Kolkata Himadri Speciality Chemical Ltd reported results for the quarter ended 30 June 2026. (Rs. in Cr) Revenue from EBITDA PAT Operations +28% +33% +27% 1,432 313 228 1,118 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 THE NUMBERS SAY IT ALL Consolidated Financials CAGR Commenting on the results and performance, Mr. Anurag Choudhary, CMD & CEO of Himadri Speciality Chemical Ltd said: “We are pleased to report our highest-ever quarterly Revenue, EBITDA and PAT, underscoring a strong, resilient and sustainable financial performance. For the quarter, on a consolidated basis, Revenue stood at Rs. 1,432 Crores, EBITDA stood at Rs. 313 Crores, translating into an EBITDA margin of 22%, with Profit After Tax at Rs. 228 Crores, reflecting a PAT margin of 16%. Despite the geopolitical backdrop, the performance was improved by product mix across our core business and continued ramp-up in speciality materials. It reflects sustained execution of our diversification strategy, our shift up the value chain toward higher-margin, technology- intensive products, and the growing traction of our global partnerships in advanced materials. We remain focused on scaling momentum as we progress towards our long-term vision of becoming a diversified, future-ready, global advanced materials and application driven solution company. On 15 July 2026 we have announced two important growth projects that further strengthen our speciality materials portfolio. First, we successfully developed indigenous Carbon Nanotube (CNT) technology through our relentless in- house innovation and R&D, marking another milestone in our innovation journey. Backed by a planned capex of approximately Rs. 70 Crores, our upcoming 200 MTPA CNT manufacturing facility, targeted for commissioning in Q4FY27, is expected to position Himadri among a select group of few global manufacturers serving this high-growth market. As a next-generation material with applications spanning across lithium-ion batteries, electronics, semiconductors, conductive films, sensors advanced composites, coatings, construction and aerospace, CNT is positioned to benefit from strong global demand. We are also advancing our entry into premium speciality applications through Super Speciality Carbon Black (SSCB) leveraging our fully integrated carbon black platform. With approximately 6,000 MTPA being converted from our existing carbon black stream. SSCB is expected to deliver significantly higher value realisation across niche applications such as lithium-ion batteries, engineered plastic, fabrics, fibers, coating, conductive black. Supported by a proposed capex of approximately Rs. 170 Crores, the project is targeted for commissioning in Q4FY28. Our New Energy Materials business represents what I believe will define Himadri's next chapter, positioning us strongly against the global energy transition as lithium-ion battery consumption is projected to rise from around 1.6 terawatt-hours in 2025 to nearly 6.8 terawatt-hours by 2035. On the anode side, we have commissioned a 200 MTPA facility at Mahistikry, West Bengal in April 2026, backed by over a decade of in-house R&D across the full anode technology stack and feedstock flexibility enabling backward integration into a self-reliant, cost-optimised value chain. On the cathode side, we are entering LFP Cathode Active Materials, the chemistry of choice for mass-market EVs, buses, two-wheelers and grid storage, given its thermal stability, safety, cycle life and cost efficiency. We are building capability across the full lab-to-commercial scale-up chain, with our 2,000 MTPA commercial capacity targeted for commissioning in Q3FY27 and a long-term ambition to establish a 200,000 MTPA facility, beginning with Phase I capacity of 40,000 MTPA. We believe this positions us strongly to capture opportunities arising from the accelerating adoption of LFP chemistry globally. During the quarter, we continued to strengthen our strategic investments in the battery materials ecosystem. Sicona, in which Himadri is a strategic investor, secured AUD 45 million in funding from the Australian Renewable Energy Agency (ARENA) to accelerate the commercialization of its next-generation silicon-carbon anode technology. Additionally, we increased our stake in International Battery Company (IBC) from 17.29% to 19.44%, reaffirming our confidence in its long-term growth potential and our commitment to the evolving battery value chain. Birla Tyres continued to advance its turnaround and growth strategy during Q1FY27, with steady progress across plant recommissioning, organisational integration and commercial operations. The business expanded its market reach through a network of 49 distributors, including 40 domestic and 9 international partners, and over 1,000 dealers. Birla Tyres have launched new tyre sizes under the AGRILEAP T40, AGRIPLUS and AGRIWIN series for agricultural applications. Going forward, Birla Tyres aims to introduce nearly 400 additional SKUs across agriculture, commercial vehicle, truck & bus and emerging segments while progressing plans to enter the passenger car radial (PCR) market, particularly in EV and SUV categories, with a dedicated PCR facility targeted for commissioning in FY28. Our core businesses continue to provide the strong foundation supporting this growth journey. In Speciality Carbon Black, we continue to deepen our presence across high-value applications through technology-led product development, supported by our integrated value chain and growing speciality portfolio. In Coal Tar Pitch, we continue to strengthen our market leadership through scale, reliability and export infrastructure, leveraging the world's largest single-location fully integrated carbon complex and expanding access to international markets. Reinforcing our commitment to innovation-led growth, our Anthraquinone and Carbazole project remains on schedule for phased commissioning. The facility will have a total planned capacity of 5,300 MTPA, with Phase I capacity of 2,600 MTPA targeted for commissioning in Q2FY27 and the balance 2,700 MTPA under Phase II targeted for Q2FY28. The project is expected to reduce India's reliance on imports in dyes and pigments while expanding Himadri's presence in high-value speciality chemicals. We are pleased that Himadri's transformation and governance has been recognised across multiple global platforms this year: We secured the EcoVadis Platinum Medal for the second consecutive cycle, placing our company in the top 1% of companies assessed globally. Our sustainability efforts were honored with a Platinum at LACP 2025/26 Spotlight Awards for our Sustainability Report, marking our second consecutive win and The 14th Golden Globe Tiger Awards 2026 in Kuala Lumpur for Best Overall Sustainable Performance. Our continued value creation and growth journey earned us an inclusion in the 2025 Burgundy Private Hurun India 500 among India's most valuable companies. International Safety Award (ISA) 2026 – Merit was conferred by the British Safety Council, in recognition of Himadri's deep-rooted safety culture Looking ahead, we remain focused on scaling our global advanced materials and application driven solutions, while continuing to strengthen our core busine [Showing first 8,000 characters — download PDF for full document]