Investor Presentation

September 29, 2026 To, To, Listing/Compliance Department Listing/Compliance Department BSE LTD National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza, Plot No. C/1, Dalal Street G Block Bandra-Kurla Complex, Mumbai- 400 001 Bandra (E), Mumbai- 400 051. SCRIP CODE – 540145 SYMBOL- VALIANTORG Sub: Presentation to Shareholders Ref: Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 Dear Sir / Madam, Please find attached herewith presentation made to the shareholders of Valiant Organics Limited at the 21st Annual General Meeting held today i.e. Tuesday, September 29, 2026 for your records. Please take note of the above on your record. Thanking You. Yours faithfully, For Valiant Organics Limited Kaustubh Kulkarni Company Secretary ICSI M.NO: A52980 Encl: a/a Regd. Office:109, Udyog Kshetra, 1st Floor, Mulund Goregaon Link Rd, Mulund (W), Mumbai 400 080, Maharashtra, India. Corporate Office: 701-A, 7th Floor, Tower-B, Embassy 247, L.B.S. Road, Vikhroli (W), Mumbai - 400 083, Maharashtra, India. +91 22 6797 6683 • info@valiantorganics.com • www.valiantorganics.com CIN NO.: L24230MH2005PLC151348 Annual General Meeting F Y 2025 – 26 | S eptember 2026 SNAPSHOT One of the largest chlorophenol One of the leading manufacturer of derivatives manufacturer globally Benzene derivatives products One of the largest domestic PNA One of the few commercial players in manufacturer Ortho Anisidineand Para Anisidine Diversified client base across Amongst 1st few domestic PAP Pharmaceuticals, Dyes & Pigments, Manufacturers Agrochemicals and specialty chemicals. 6 Manufacturing units across 5 Locations 5 Zero Liquid Discharge plants Total Production Capacity of 80,000 TPA 900+ Employees COMPANY OVERVIEW Company Overview Valiant OrganicsLimited wasincorporatedin 1984 by firstgenerationtechnocratsand is headquarteredoutofMumbai,India. The company is focused on the manufacturing and marketing of specialty chemicals which find usage in a variety of industries, including agrochemicals, pharmaceuticals,dyes,pigments,and veterinarymedications. KeychemistriesincludeChlorination,Hydrogenation,Ammonolysis,Acetylation,Sulphonation,Methoxylationamongstothers. Over the years the company has primarily focused on manufacturing specialty chemicals that have a high demand but low supply and are primarily dependentonimports. Thecompanyislisted onboth the BSEand NSEwith a marketcapitalization ofINR~ 567 Cr. as on31st March 2026. Operating Revenue (INR Cr) and EBITDA Margin (%) FY26 Revenue Break-up –Chemistries FY26 Revenue Break-up –End user Industry 1000 30.00% 900 719 739 25.00% Others, 6% Chlorination Pharmaceuticals, 21% 800 677 , 20% 700 Ammonolysi 20.00% Dyes & 600 s, 26% 500 15.00% Pigments, 45% Specialty 400 14.58% 13.64% Chemicals, 10.00% 200 8.59% 5.00% 100 6.20% Hydrogenati 0 0.00% Agro FY23 FY24 FY25 FY26 on, 48% Chemicals, Revenue EBITDA Margin 24% *Pursuant to the allotment of further equity shares through IPO by the Company's material step down subsidiary namely, Valiant Laboratories Limited ("VLL"), the stake of Company's subsidiary DhanvallabhVentures LLP in VLL has been diluted to 46.83% and accordingly VLL has ceased to be a step-down subsidiary of the Company and has become an associate company w.e.f. October 04,2023. Hence, consolidated financial of previous periods and YTD results are not comparable. Valiant Organics Limited | AGM FY25-26 4 Manufacturing Footprint HYDROGENATION & METHOXYLATION- CHLORINATION –SARIGAM JHAGADIA UNIT 1 • Capacity: 21600 MTPA • Capacity:28,800 MTPA • Products: PCP, OCP, 2,4 DCP, 2,6 DCP, • Products:ONA/OA, PNA/PA, IPPCA, 2,4,6 TCP CONVERSION PRODUCTS HYDROGENATION –JHAGADIA UNIT 2 AMMONOLYSIS - VAPI • Capacity: 12,000 MTPA • Capacity:10,000 MTPA • Products:PAP, PHARMA INTERMEDIATES • Products: PNA, OCPNA ACETYLATION & SULPHONATION – AMMONOLYSIS - TARAPUR AHMEDABAD • Capacity: 6,600 MTPA • Capacity:1,800 MTPA • Products: PNA • Products:6 ACETYL OAPSA, OA/PA ACETANILIDE, OT5SA Valiant Organics Limited | AGM FY25-26 5 Chemistries And Product Basket FY26 Revenue Share Hydrogenation Ammonolysis Key Products: Industries Served: Key Products: • Ortho Anisidine Industries Served: • Dyes • Para Nitro Aniline • Para Anisidine • Dyes • Pigments • Ortho Chloro Para Nitro Aniline • IPPCA • Pigments • Pharmaceutical • Meta ChloroAniline • Agro Chemicals • Para Amino Phenol 6 26% • Ortho Amino Phenol Others Acetylation Sulphonation Methoxylation 20% Chlorination Key Products: Key Products: Key Products: • 6 Acetyl OAPSA • OT5SA • Ortho Nitro Anisole Key Products: Industries Served: • OA Acetanilide • 4B Acid • Para Nitro Anisole • Para ChloroPhenol(PCP) • AgroChemicals • PA Acetanilide • 2B Acid • Ortho ChloroPhenol(OCP) • Cosmetics 6% • 2,4 Di Chlorophenol (2,4 DCP) • Veterinary Industries Served: Industries Served: Industries Served: • 2,6 Di ChloroPhenol(2,6 DCP) • Pharmaceuticals • Dyes • Dyes • Dyes • 2,4,6 Tri ChloroPhenol(2,4,6 TCP) • Pigments • Pigments Valiant Organics Limited | AGM FY25-26 6 Key Strengths Domain expertise and broad Plant locations are process understanding in a Wide supply chain strategically located near variety of chemistries. The provides the continuous ports to provide a executive team is made up of availability of adequate competitive advantage, first-generation technocrats and high-quality raw significant logistical cost with more than 50 years of materials and savings, and faster collective expertise. manufacturing. delivery times. Robust Strong Distinct Integrated Business Customer Product Operations Model Relations Portfolio Strategic Widespread Domain Location of Supply Knowledge Plants Chain Diverse product range Manufacturing a diverse Multi-use and backward Established multi-year and client base across range of intermediates integrated plants to relationships with clients in numerous industries and as well as value-added produce a wide range of both domestic and countries provides a products for a variety of products and tailor them to international markets due to sustainable business industries. meet the diverse needs, high-quality standards, model in multiple technical qualifications, innovative production chemistries by lowering batch sizes, and delivery capabilities. product, industry, and schedules of our clients. geographical risk. Valiant Organics Limited | AGM FY25-26 7 FINANCIAL OVERVIEW Consolidated Financial Highlights Operational Revenue (INR Cr) EBITDA(INR Cr) & EBITDA Margins (%) PAT (INR Cr) & PAT Margins (%) 1,000 912 350 80.00% 300 8.33% 900 300 70.00% 719 739 800 677 60.00% 50.00% 4.65% 600 200 40.00% 76 34 500 133 -3 150 -3 400 101 30.00% 62 0 300 100 14.58% 42 20.00% FY23 FY24 FY25 FY26 200 50 6.20% 8.60% 13.64% 10.00% -0.44% -0.47% 0 0.00% FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 -300 Return on Capital Employed & Net Debt to Equity (x) Net Worth (INR Cr) Return on Equity (%) 0.33 0.33 0.32 0.32 16.00% 14.00% 585 583 570 588 14.00% 14.77% 12.00% 10.00% 8.02% 8.00% 6.00% ROCE 3.42% 200 4.48% 4.00% ROE (%) 100 1.00% 2.00% 0.00% -0.47% FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 -1.14% -2.00% FY23 FY24 FY25 FY26 Valiant Organics Limited | AGM FY25-26 9 THANK YOU