Intimation of Transcript of Q2 & H1 FY27 for the Earnings Conference Call held on October 19, 2026

October 22, 2026 DCS-CRD Listing Compliance BSE Limited National Stock Exchange of India Limited First Floor, New Trade Wing Exchange Plaza, 5th Floor Rotunda Building, Phiroze Jeejeebhoy Towers Plot No. C/1, ‘G’ Block, Bandra- Kurla Dalal Street, Fort Mumbai 400001 Complex Bandra East Mumbai 400051 Fax No.2272 3121/2037/2039 Fax No.2659 8237/8238 Stock Code: 543213 Stock Code: ROSSARI Dear Sir/Madam, Sub.: Transcript of the Earnings Conference Call held on October 19, 2026 for Q2 & H1 FY27 Ref.: Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 and with reference to our intimation dated October 14, 2026, regarding Earnings Conference call with Analyst(s)/Investor(s) held on Monday, October 19, 2026, we would like to inform that the transcript of the aforesaid conference call is enclosed herewith and the same is also available on the website of the Company at www.rossari.com/announcement under the head ‘Investor Call’. The same may please be taken on record and suitably disseminated to all concerned. Thanking you, Yours Sincerely, For Rossari Biotech Limited Parul Gupta Company Secretary & Head - Legal Membership No.: A38895 Encl.: as above “Rossari Biotech Limited Q2 & H1 FY27 Earnings Conference Call” October 19, 2026 “E&OE - This transcript is edited for factual errors and readability. In case of discrepancy, the audio recordings uploaded on the stock exchange on 19/10/2026 will prevail.” MANAGEMENT: MR. EDWARD MENEZES – PROMOTER AND EXECUTIVE CHAIRMAN – ROSSARI BIOTECH LIMITED MR. SUNIL CHARI – PROMOTER AND MANAGING DIRECTOR – ROSSARI BIOTECH LIMITED MR. KETAN SABLOK – GROUP CHIEF FINANCIAL OFFICER – ROSSARI BIOTECH LIMITED Page 1 of 18 Rossari Biotech Limited October 19, 2026 Moderator: Ladies and gentlemen, good day, and welcome to the Rossari Biotech Limited Q2 and H1 FY27 Earnings Conference Call. This conference call may contain forward-looking statements about the company, which are based on the beliefs, opinions and expectations of the company as on the date of this call. These statements do not guarantee the future performance of the company and may involve risks and uncertainties that are difficult to predict. Please note that this conference is being recorded. I now hand the conference over to Mr. Edward Menezes, Promoter and Executive Chairman, Rossari Biotech Limited. Thank you, and over to you, sir. Edward Menezes: Thank you and good evening and a very warm welcome to all of you joining us for the H2 & H1 FY27 Earnings Call of Rossari Biotech Limited. We are pleased to have you on this call to discuss our operational and financial performance. I'm joined today by Mr. Sunil Chari, Promoter and Managing Director and Mr. Ketan Sablok, Group Chief Financial Officer and the SGA team, our Investor Relations Advisor. I hope you had the opportunity to go through our financial results and investor presentation, which are available on the stock exchanges as well as our company's website. We concluded the first half of FY27 on a very strong note. The Q2 FY27 revenue grew by 19% year-on-year to Rs. 698 crore and EBITDA grew by 21% year-on-year to Rs. 87 crore, marking our highest-ever quarterly revenue and EBITDA. The growth was broad-based with all three of our business divisions contributing. The external environment during the quarter continued to remain dynamic. Raw material prices stayed volatile. The ongoing geopolitical situation in the Middle East kept pressure on freight and logistics and customers across several end-user industries remain cautious in their buying behavior. Despite these headwinds, we delivered a gross margin of 31.6% and EBITDA margin of 12.5% in Q2 FY27. Innovation remains central to our long-term strategy. Our new Rossari Global Research and Innovation Centre at Navi Mumbai is steadily ramping up and is helping us shorten the journey from idea to commercial scale. Having launched over 70 new products in FY26, our pipeline continues to strengthen with a sharper focus on intelligent, sustainable and application-led chemistries such as biosurfactants, personal care ingredients, pharma excipients, agro formulations and solutions for the oil and gas industry. Looking ahead, our priorities for the remainder of FY27 are clear. Drive optimum utilization of the capacities we have built, accelerate the commercialization of new products and further improve operational efficiency. Supported by strong R&D capabilities and a healthy balance sheet, we remain confident of delivering sustainable and profitable growth in medium to long term. With this, I now invite Mr. Sunil Chari to share his perspective on the business performance and our strategic priorities. Page 2 of 18 Rossari Biotech Limited October 19, 2026 Sunil Chari: Thank you, Edward sir and a warm Namaste to everyone. The first half of financial year '26, '27 has been a period of steady execution for Rossari. In each of the last two quarters, we have delivered revenue of close to Rs. 700 crore, compared with an average of around Rs. 565 crore per quarter in the first half of last year. We have achieved this scale-up despite raw material volatility, geopolitical uncertainty and a cautious demand environment and it reflects the strength of our diversified portfolio, our long- standing customer relationships and the focused execution by our teams. We remain committed to continuing discussion and engagement with our customers to deliver tailored solutions according to business requirements. During the first half of FY27, HPPC, Textile Specialty Chemicals and Animal Health and Nutrition grew by 24%, 24% and 19%, respectively. This growth has been driven by a higher share of value-added products and by increasing our wallet share with customers across end- user industries. On the export front, we continue to target new customers in both new and existing geographies across Southeast Asia, Bangladesh, Turkey, Latin America and Africa. And increase our wallet share with existing partners. Our new blending facility in Thailand is ramping up steadily. It is helping us serve customers in Southeast Asia with customized formulations, faster turnaround times and lower exposure to freight volatility. I am pleased to share an important update on our Saudi Arabia initiative. The Board has approved the leasing of land to Rossari International Limited Company, our wholly owned subsidiary for setting up a Greenfield manufacturing facility in the Kingdom of Saudi Arabia. This builds on the in-principle approval granted by the Board earlier and is a key stepping stone in Rossari's international growth journey. The project will improve our access to key raw materials through a strong petrochemical ecosystem and brings us closer to regional and international demand centers, including the specialized opportunities in the Middle East oil and gas sector. From a long-term perspective, this facility will help us serve and align with emerging industrial requirements in this market. We'd like to share the key details of the project once they are finalized. As I have mentioned earlier, our margins are yet to reach their full potential and we are actively working on various cost optimization measures to improve them. Our strategic initiatives like monetization of non- core assets, rationalization of lower-margin businesses and improvement in product mix are progressing in the right direction. We will continue to sharpen our focus on the core B2B business and we expect these initiatives to start reflecting in our overall performance over the medium term. Overall, we remain very confident about our prospects. Our scale, improving capacity utilization, a strong product pipeline and an expanding international presence are the building blocks of a more scalable and resilient Rossari. Our pri [Showing first 8,000 characters — download PDF for full document]