Please find attached herewith Investor presentation for Q2FY27

Date: October 28, 2026 To, To, BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Plot No. C/1, G Block, Dalal Street, Fort, Bandra-Kurla Complex, Bandra (East), Mumbai – 400 001. Mumbai – 400 051. Scrip Code: 541167 Symbol: YASHO Dear Sir/ Madam, Sub: Investor Presentation for Q2FY27 Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find attached herewith the Investor’s Presentation for Q2FY27. The said Investor’s Presentation will be simultaneously posted on the Company’s website at www.yashoindustries.com We request you to kindly take the same on record. Thanking You, For Yasho Industries Limited Rupali Verma (Company Secretary & Compliance Officer) Membership No. A42923 Encl: As above YASHO INDUSTRIES LIMITED REGISTERED OFFICE: Office No. 101/102, Peninsula Heights, C.D Barfiwala Marg, Juhu lane, Andheri (West), Mumbai – 400058, India TEL: +91 22 62510100; FAX: +91 22 62510199; E-Mail: info@yashoindustries.com; CIN No: L74110MH1985PLC037900 INVESTOR PRESENTATION Yasho Industries Limited Specialty chemicals, scaling from capacity build-out to cash generation Q2 & H1 FY27 Safe harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Yasho Industries Limited (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 securitiesof the Companywillbe made exceptby means of a statutoryoffering documentcontainingdetailed informationabout theCompany. 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. INVESTMENT SNAPSHOT A specialty chemicals platform moving up the value chain 90% 70% 2.09 1,600+ Industrial chemicals Export revenue Debt / EBITDA FY28 revenue target (₹ cr) H1 FY27, down from 3.74x in FY26; Nearly 2x FY26 revenue of ₹830 cr Share of H1 FY27 revenue Share of H1 FY27 revenue ratings upgraded to A-by Crisil & ICRA. Next Phase Growth Set Up →Optimization of Pakhajan facilities →Expanding Capacities →Long Term Supply Contracts with marquee Customers →Pursuing Growth Opportunities Contents Company overview Who we are, our journey, market and products Operations & capabilities Manufacturing plants, R&D and certifications Q2 & H1 FY27 performance Financial results, revenue mix, leverage and cash flow Growth strategy Capex, customer-funded expansion, FY28 target and commitments Shareholder information Stock data, Board of Directors & shareholding Company overview Who we are, how the business has evolved, the market we serve and what we sell. COMPANY OVERVIEW Leading specialty chemicals company Incorporated in 1985 by the Jhaveri family, with manufacturing since 1993. Yasho makes high-performance ingredients for industrial and consumer applications, including lubricant additives and rubber chemicals. Integrated manufacturing and continuous R&D investment are moving Yasho up the value chain, serving leading global MNCs as a scalable, innovation-driven player. 2 2 1 50+ 152+ 830+ 50+ 40+ Business Global R&D facility In-house Products Employees Countries served Years of categories Subsidiaries researchers excellence THE JOURNEY The Yasho transformation A shift in where the company chooses to compete from consumer roots to industrial and performance chemicals. 1985-2010 ~2010-2018 ~2018–2023 ~2024-2026 ~2027+ Consumer-focused Industrial pivot Capacity build-out Expanding new Growth Phase roots boundaries Focus on expansion, new Started with consumer Major shift toward Expanding capacities at 2 Subsidiaries in Europe products development & US for global reach. products; manufacturing industrial and Vapi to support and customer Commencement and began in 1993. performance chemicals. Industrial chemicals acquisition. ramp up of Pakhajan growth. facilities. H1 FY27 result Industrial chemicals 90% of revenue Exports 70% of revenue MARKET OPPORTUNITY Large addressable market across two segments Industrial Chemicals Consumer Chemicals ~$15Bn ~$200Mn Lubricants, rubber and performance chemicals Flavours, personal care, health and food Market size Market size applications Lubricant-related chemistry Flavours, fragrances and personal care Hydraulic, turbine, engine and gear oils; metal working fluids Cosmetics and toiletries and greases; EV and data-centre cooling Food and nutrition Rubber chemicals Edible oil, confectionery, food stuff, animal feed, vitamin premix, nutraceuticals Tyres, auto components, conveyor belts, surgical and latex gloves, condoms, balloons Oral care Oral care preparations Performance chemicals Stabilisers for acrylics, printing inks and coatings, UPR and fibre composite resins; polyols, TPU and TPE Operations & capabilities Two complementary plants, an in-house R&D centre and the certifications behind our customer approvals. MANUFACTURING | PAKHAJAN Pakhajan: the growth plant A 42-acre site with scalable infrastructure and an in-house research facility. Dedicated to products with future growth potential. 50% ₹900–950 cr Land in use Peak revenue capacity Room to grow 20–25% without At optimal utilization of current added infrastructure capex existing plants MANUFACTURING | VAPI Vapi: the multi-purpose plant A versatile, multi-functional unit able to create as many different chemistries as required. Located near key ports, enabling efficient, timely delivery to global customers at high quality standards. ₹650–700 cr Peak revenue capacity At optimal utilization of current existing plants RESEARCH & DEVELOPMENT R&D that feeds the product pipeline 50+ 25,000+ sq ft In-house researchers Located at Pakhajan Certifications Q2 & H1FY27 performance Quarterly results, revenue mix, leverage and cash flow. Financials are consolidated. Q2 & H1FY27 PERFORMANCE Management Commentary & Outlook (1/2) • Business Performance The compan [Showing first 8,000 characters — download PDF for full document]