Investor Presentation

Ref. No: HSCL / Stock-Ex/2026-27/75 Date: 17/10/2026 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 Investor presentation on the financial results for the quarter and six months ended 30 September 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 (Company Secretary & Compliance Officer) ACS: 29322 Encl.: as above Investor Presentation | Oct 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 Q2 FY27 – Result highlights Sales Volume (MT)* Revenue (Rs. in Cr) Moving to high value addition products 1,52,968 1,432 1,691 1,46,806 1,35,513 1,35,634 1,31,844 1,184 1,288 1,071 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 * Sales volume figures are reported on a standalone basis EBITDA (Rs. in Cr) PAT (Rs. in Cr) 313 303 228 231 280 208 238 253 176 192 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 On Consolidated Basis CAGR 6 Integrating capabilities to build a stronger and more scalable tyre value chain KEY RATIONALE & BENEFITS Leverage Capabilities Leverage HSCL’s R&D, manufacturing and network to accelerate tyre business growth Strategic & financial flexibility Greater control on investment, funding, capacity expansion & growth priorities Operational & Commercial synergies Enhance synergy across the value chain KEY MILESTONES The proposed demerger is subject to statutory, regulatory, creditors and shareholder approvals Board Approval Transaction Structure Appointed Date 21 Sept 2026 Demerger by way of transfer and vesting of Tyre 1 Oct 2026 Business of DBRL into HSCL Expanding presence - New energy platform, Advanced materials and Global markets Investment Update Incorporation of WoS in Dubai, UAE Sicona Battery Technologies Pty Ltd ARDENT IMPEX FZCO Strengthening our presence in advanced battery materials with further Access to strategic global markets investment Secured AUD 45 million Incorporated in Dubai in funding from the Australian Renewable Energy Agency Dubai Airport Free Zone (DAFZ) (ARENA) Completed 100% 100% acquisition of Advano Wholly Owned Subsidiary (USA) Focus Area Additional Capabilities i. Global Sales & Marketing i. Strengthens silicon anode IP ii. Strategic Trading & ii. US pilot plant Procurement Activity iii. R&D and cell-testing capabilities Accelerating participation in the clean energy Expanding international market presence transition Deepening customer relationships, accelerating product validation and advancing innovation-led growth Strategic Customer Engagement Product Validation Market Development Signed NDA with Indian & global customers for Approved ENERGEX grades for high-voltage Demonstrated products at American Coatings Li-ion components, CNT & SSCB cables & batteries, commercial orders secured Show (ACS) 2026 Customer Acquisition R&D Collaboration Onboarded specialty carbon distributor Showcased Himadri’s speciality solutions and in Italy carbon black capabilities to over 50 R&D and technology leaders at New World Summit 2026 Enhancing Climate Resilience and Disclosure through TCFD Report FY 2025-26 The TCFD Report FY2025-26 marks a significant step forward in Himadri’s climate disclosure journey, with alignment to the IFRS S2 framework and reasonable assurance from TÜV SÜD. The Report assesses resilience across five climate scenarios, quantifies key physical and transition risks, and aligns 41% of organisational objectives with climate-action priorities. The enhanced disclosures provide investors with transparent, decision-useful climate information while reinforcing Himadri’s commitment to achieving Net Zero by 2050. Report - Click Here Latest triumphs in excellence and innovation Himadri named winner of the Mr. Anurag Choudhary, CMD & Himadri honoured at the National Himadri honoured with the Golden Peacock Award for CEO, honoured with the [Showing first 8,000 characters — download PDF for full document]