Investor Presentation

Ref. No: HSCL / Stock-Ex/2026-27/46 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: Investor Presentation In compliance with Regulation 30 read with Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 we are enclosing herewith Investors presentation on the financial results for the quarter ended 30 June 2026. The above information will be made available on the Company’s website at www.himadri.com. 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 Investor Presentation | Jul 2026 Safe Habor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Himadri Speciality Chemical Ltd (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment what so ever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide, competition, the company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third party statements and projections. Starting with our journey of transformation Himadri operates at the intersection of materials science, energy transition, and high-performance applications. In a world undergoing a structural transformation, Himadri’s portfolio aligns across multiple emerging realities. The Company expects to compress the growth achieved across three decades in just the next few years What we were A coal tar derivative company What we have become A global advanced materials and application-driven solution company We have charted a New Vision and Mission for our company “The future will belong to the companies that can continuously reload themselves - execute, reinvest, and scale again” ANURAG CHOUDHARY CMD & CEO Vision Mission To build a pioneering institution that transforms dreams into reality To responsibly create sustainable value for all stakeholders by and creates happiness through innovation, courage, and empowering people to make bold, ethically grounded decisions, sustainability developing breakthrough innovations, and delivering excellence in everything we do Quarterly Highlights & New Business Update Performance that speaks for itself Revenue EBITDA PAT NUMBERS Rs. 1,432 Cr Rs. 313 Cr Rs. 228 Cr 28.04% YoY 33.10% YoY 27.36% YoY say it all Recorded Quarterly Revenue, EBITDA and PAT Q1FY27 Numbers On Consolidated Basis Carbon Nano Tube (CNT) Key Highlights • First commercial CNT production in India • Graphene rolled into a seamless cylinder, forms CNT • 100 times stronger than steel with conductivity of copper • Breakthrough enabled by Himdari’s relentless in-house innovation and • New generation material - application in every walk of life India’s Capex 1st 70 Lithium-ion Batteries- Electronics- Conductive Films CNT Plant Rs. Cr conductive additives Semiconductors Sensors Application For Target Capacity Q4FY27 200 Lightweight high strength MTPA Industrial Coating and Energy- batteries, Material for Aerospace plastics supercapacitors, fuel cells and Automotive Super Speciality Carbon Black (SSCB) Existing carbon black will be converted to produce high value SSCB Key Characteristic • Superior and different morphology with high purity • Niche application & premium pricing Benefits • Entry into high-value SSCB segment • Premium realisation & higher margins • Position Himadri’s leadership in the highly specialized market • Expand portfolio for niche applications & global markets Current Capacity SSCB Production Project Capex 6,000 170 2.5 lacs MTPA Rs. Cr MTPA From Existing Capacity Investment Total Carbon Black Engineering plastics & EV & energy storage Fiber industry growth & Coatings, inks & Infrastructure & conductive applications ecosystem expansion premiumisation speciality applications industrial applications Enabling tomorrow’s energy and advanced materials ecosystem OUR EVOLUTION OUR FUTURE IS COMPOUNDED WITH From Where We Started Where We Are Headed Global advanced materials & Coal tar processor application-driven solution Domestic focus Global opportunity Commodity products Speciality products CAPACITY GROWTH MARGIN POTENTIAL PROFIT ACCELERATION Strategic investments in High-value, Faster earnings growth Cyclical earnings Innovation-led growth high-growth businesses differentiated materials driven by better mix Industrial chemicals Battery materials & energy transition Commodity Speciality Material New Energy Material •Carbon Black •Anthraquinone •Anode Active Material We are building the materials backbone for the energy- •Naphthalene Ball •Carbazole •LiB Recycling transition economy—driving sustainable growth for •Oil of various grades •CNT •LFP Cathode Active decades to come •Coal Tar Pitch Material •SSCB •Lithium Extraction & •Speciality Carbon Black Refining •SNF/PCE •SiCx •Speciality Oil Transforming to address the new world The world is rapidly transforming Driven by energy transition, technological innovation and evolving global demand Expanding a diversified Establishing a trusted Enhancing global portfolio of advanced global presence in leadership in high- speciality materials battery materials performance speciality carbon black We are investing to capitalise on this Building new capabilities and expanding into high growth opportunities Strengthening presence Emerging as top-three Advancing into higher By building future across key end-use global Coal Tar Pitch value speciality growth platforms segments supplier (ex-China) solutions With a strategic roadmap to grow and accelerate towards 2028 FY26 [Showing first 8,000 characters — download PDF for full document]