Updates

September 29, 2026 To, To, Listing / Compliance Department Listing / Compliance Department BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers “Exchange Plaza”, Plot No C/1, Dalal Street, Mumbai 400 001. G Block, Bandra Kurla Complex, Bandra (E), Mumbai 400 051. Scrip Code: 543210 Symbol: AARTISURF Dear Sir / Madam, Sub: Presentation to Shareholders Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find attached herewith the presentation made to the Shareholders of the Company at the 8th Annual General Meeting held today, i.e., Tuesday, September 29, 2026. Please take the same on your record. Thanking you, Yours faithfully, For Aarti Surfactants Limited Priyanka Chaurasia Company Secretary ICSI M. NO. A44258 INVESTOR PRESENTATION Aarti Surfactants Limited About the Company Aarti Surfactants Limited (ASL) was established through the strategic demerger of the Home and Personal Care division of Aarti Industries Limited in 2018. The Company specialises in the manufacture of high-performance ionic, non-ionic, and speciality surfactants, serving domestic and international markets with a strategic focus on expanding its presence in the high-margin skincare segment. Its operations are supported by two manufacturing units in Madhya Pradesh and Silvassa, along with a dedicated R&D centre in Navi Mumbai focused on process optimisation, resource efficiency, and sustainability-led product innovation. With an export presence across Asia, Europe, Africa and the Americas, ASL continues to strengthen its global footprint through a strong focus on quality, safety, innovation, sustainability, and customer-centricity. 50+ 100+ 50+ ₹85,912.92 ₹43.06 350+ Countries Lakhs Products Customers Global Export Presence Lakhs CSR Spend Employees Revenue from Operations Vision Mission To be the Global Partner of Choice for To deliver high-performance, sustainable surfactant solutions that meet the evolving leading FMCG companies in the field of needs of our customers. To remain committed to innovation, quality, and surfactants and specialty products. environmental responsibility, ensuring our products are safe and effective. To foster collaboration, drive continuous improvement, and build lasting relationships that create positive change across the industries we serve. Industries Catered Home Care Dishwashing Surface and Floor Detergents Liquids Cleaners Personal Care Shampoos Body Washes Hand Washes Moisturisers Lotions Competitive Advantage 1 2 3 4 5 6 Experienced Diverse Product Strong Global Strong Industry Operational Advanced R&D Leadership & Portfolio Footprint Relationships Resilience Capability Skilled Workforce Growth Drivers 1 2 3 4 Increasing Consumer Focus Shift Towards Sustainable and Integration of Advanced Driving Innovation Through on Hygiene, Health and Eco-Friendly Surfactants Manufacturing Facilities Strong R&D Facilities Personal Care Milestones 2023 2018 2020 • Shifted our Registered Office from the State of Incorporation of Arti Equity Shares listed on BSE Gujarat to the State of Surfactants Limited, Limited (BSE) and National Madhya Pradesh. 2025 marking the beginning of Stock Exchange of India • Successfully executed our growth journey as a Limited (NSE). Established a fully Rights Issue of ₹49.52 specialty surfactants operational R&D crores through partly paid- business. Centre to promote up shares. sustained innovation 2019 2022 2024 2026 • Received National Company Preference Shares Achieving a CAGR of 14% Tribunal (NCLT) order for listed on BSE and NSE. in sales over six years. Continues to focus on demerger and transfer of consolidating and home and personal care strengthening its business segment of Aarti Industries operations across its existing Limited to our Company. and subsidiary entities with emphasis on operational • Our new name, Aarti efficiencies, resource Surfactants Limited, optimisation, financial indicating our evolved discipline and sustainable identity and expanding growth. horizons. Business Footprint Geographical Sales Split for FY 2025-2026 Manufacturing Units Corporate Office R&D Center • Silvassa, Dadra and • Maharashtra • Maharashtra Domestic sales 82% Nagar Haveli • Pithampur, Madhya Pradesh International sales 18% Financial Performance Annual Standalone Income Statement Annual Consolidated Income Statement Particulars (₹ in Lakhs) FY 2026 FY 2025 Y-o-Y Particulars (₹ in Lakhs) FY 2026 FY 2025 Y-o-Y Operational Revenue 85,912.92 65,908.54 30% Operational Revenue 85,912.92 65,908.54 30% Total Exps 84,190.35 64,561.93 30% Total Exps 84,223.97 64,606.47 30% EBITDA 4,731.80 4,981.54 -5% EBITDA 4721.13 4,959.96 -5.% EBITDA Margin (%) 5.51% 7.56% -27% EBITDA Margin (%) 5.49% 7.53% -27% Depreciation 1,745.69 1,711.65 2% Depreciation 1,768.64 1,734.60 2% Finance Cost 1,230.53 1,155.15 7% Finance Cost 1,230.53 1,155.15 7% PBT 1,755.58 2,114.74 -17% PBT 1,721.96 2,070.21 -17% Tax 487.75 615.74 -21% Tax 487.75 615.74 21% PAT 1,267.83 1,499.00 -15% PAT 1,234.21 1,454.47 -15.% PAT Margin (%) 1.48% 2.27% -35% PAT Margin (%) 1.43% 2.21% -35% Other Comprehensive Income 5.18 -21.05 -75% Other Comprehensive Income 5.18 -21.05 -75% Total Comprehensive Income 1,273.01 1,477.95 -14% Total Comprehensive Income 1,239.39 1,433.42 -14% Diluted EPS 14.96 17.71 -16% Diluted EPS 14.56 17.19 -15% Financial Performance and Rating Upgrade Total Revenue EBITDA Net Profit ROCE ROE ₹ in Lakhs ₹ in Lakhs ₹ in Lakhs in % in % EBITDA Margin (%) Net Profit Margin (%) 7.56% → 5.51% 2.27% → 1.48% 85,912.92 65,908.54 4,981.53 4,731.80 1,499.00 11.54 1,267.83 9.72 6.61 5.27 FY 2025 FY 2026 FY 2025 FY 2026 FY 2025 FY 2026 FY 2025 FY 2026 FY 2025 FY 2026 Credit Rating Actions* Facilities / Instruments Rating Rating Action Long-Term Bank Facilities Crisil A- / Stable Revised from CARE BBB+/ Stable *CrisilRatingsSeptember 2026 Thank You