General Updates

Date: 28th October, 2026 The Secretary The Secretary BSE Ltd. National Stock Exchange of India Ltd. Corporate Relationship Dept., Exchange Plaza, Plot no. C/1, G Block, 14th floor, P. J. Tower, Bandra-Kurla Complex, Dalal Street, Fort Bandra (E), Mumbai - 400 001 Mumbai - 400 051 Stock Code – 500331 Stock Code - PIDILITIND Sub: Earnings Presentation --------------------------------- Dear Sir, Please find attached the Earnings Presentation for the quarter ended 30th September, 2026. Thanking you, Yours faithfully, For Pidilite Industries Limited Manisha Shetty Company Secretary Encl: a/a Regd. Office Pidilite Industries Limited Regent Chambers, 7th Floor Corporate Office Jamnalal Bajaj Marg Ramkrishna Mandir Road 208 Nariman Point Andheri - E, Mumbai 400059, India Mumbai 400 021 T + 91 22 2835 7000 2835 7952 / 2835 7365 F +91 22 2830 4482 www.pidilite.com ClN:L24100MH1969PLC014336 Q2 FY 27 EARNINGS PRESENTATION OUR BRANDS CORE GROWTH Joineries PIONEER DISCLAIMER This presentation may contain statements which reflect the management’s current views and estimates and could be construed as forward-looking statements. The future involves certain risks and uncertainties that could cause actual results to differ materially from the current views being expressed. Potential risks and uncertainties include such factors as general economic conditions, foreign exchange fluctuations, competitive product and pricing pressures and regulatory developments. INDEX 1 Performance Overview • Financial Performance • New Product Introduction • Marketing Initiatives • Awards & Recognition 2 Detailed Financial Performance • Standalone • Segment • Subsidiaries • Consolidated 3 Sustainability Journey 4 Performance Outlook 5 Company Information Performance Overview FINANCIAL PERFORMANCE – Q2 and H1 FY27 STANDALONE Q2FY27Performance: • NetSalesatRs3,982Crgrewby21.7%withUnderlyingVolumeGrowth(UVG)of10.7%. • ConsumerandBazaar(‘C&B’)revenuegrewby20.7%withUVGof11.1%. • BusinesstoBusiness(‘B2B’)revenuegrewby21.8%withUVGof9.2%. • EBITDAmarginwas20.4%despiteinputcostheadwinds. • PATgrewby10.4%. H1FY27Performance: • NetSalesatRs8,219Crgrewby22.0%withUVGof11.0%. • EBITDA margin at 23.5%, with EBITDA growing 14%. Timely pricing actions and disciplined cost management, enabledtheCompanytoabsorbtheimpactofinputcostinflation. • PATgrewby19.5%. EARNINGS SUMMARY – STANDALONE Q2 FY27 H1 FY27 Net Sales # Rs 3,982 Cr 21.7% Rs 8,219 Cr 22.0% EBITDA */ Rs 811 Cr Rs 1,932 Cr 0.5% 14% (20.4%) (23.5%) ( Margin %) PBT * Rs 842 Cr 8.0% Rs 1,962 Cr 18.2% PAT Rs 647 Cr 10.4% Rs 1,477 Cr 19.5% #Net Sales excludes Other Operating Revenue. 9 *EBITDA is before non-operating income. PBT is Profit before tax, Exceptional Items and share of JV and associates. FINANCIAL PERFORMANCE – Q2 and H1 FY27 CONSOLIDATED Q2FY27Performance: • NetSalesatRs4,285Crgrewby21.1%. • Domesticsubsidiaries grewby22.2%. • Internationalsubsidiaries grewby21.8%. • EBITDAgrewby3.1%overQ2FY26,withEBITDAMargin at20.5%. • PATgrewby7.1% H1FY27Performance: • NetSalesatRs8,826Crgrewby21.2%. • Domesticsubsidiaries grewby16.8%. • Internationalsubsidiaries grewby17%. • EBITDAMarginis23.5%. • PATgrewby19.6%. EARNINGS SUMMARY – CONSOLIDATED Q2 FY27 H1 FY27 Net Sales # Rs 4,285 Cr 21.1% Rs 8,826 Cr 21.2% EBITDA */ Rs 878 Cr Rs 2,071 Cr 3.1% 15.6% (Margin %) (20.5%) (23.5%) PBT * Rs 829 Cr 5.3% Rs 2,005 Cr 17.6% PAT Rs 626 Cr 7.1% Rs 1,510 Cr 19.6% #Net Sales excludes Other Operating Revenue. 11 *EBITDA is before non-operating income. PBT is Profit before tax, Exceptional Items and share of JV and associates. NEW PRODUCT INTRODUCTION Araldite Together, these products address specialized, high-value segments— woodworking and premium stone installations—where performance, aesthetics, and ease of use drive buying decisions. They offer clear differentiation through color matching, faster application cycles, and professional-grade finish, supporting premium pricing and repeat demand among skilled users. 12 NEW PRODUCT INTRODUCTION Dr. Fixit Kwik N Ezee is a transparent patch repair waterproof PU Based Coating for DIY Roof and Exterior Crack Repair. Easy to use without any breakage and can be applied easily with the brush present inside the pack across multiple types of surfaces. It is quick drying and is the perfect solution to stopping urgent leakages across the house MARKETING INITIATIVES Roff rolled out a campaign, 'Jailer', to highlight the importance of choosing the right tile installation system for long-lasting performance. MARKETING INITIATIVES Dr. Fixit prescribes a dose of waterproofing in its latest humour-led campaign MARKETING INITIATIVES Fevicol MR launched a limited-edition Spider-Man collection in collaboration with Marvel MARKETING INITIATIVES Cultural Integrations Dr. Fixit supports Warkarisat Pandharpur Wari with on-ground monsoon initiative MARKETING INITIATIVES Cultural Integrations Faith Meets Ingenuity: M-Seal Became Kawad Yatra 2026’s Unsung Hero MARKETING INITIATIVES Our impactful events & exhibitions PIL IP PIL IP PPS PPS X ITPO X X Productronica Footwear Design Design Directories Dialogues AWARDS & RECOGNITION Fevicol KursiPe Nazar Fevikwik Anniversary Fevicol IPL 2026 Pidilite & JiostarTribute to X X X Piyush Pandey IAA IAA DG+ X Won the INDIAA Awards 2026 Won in the Home Care Won Gold under the Won Gold under the in the category of Home Décor, Essentials, Miscellaneous “Excellence in Brand “Excellence in Storytelling & Infrastructure & Fittings Home Goods & Stationery Awareness & Recall” category Narrative Marketing” category category Detailed Financial Performance EARNINGS SUMMARY – STANDALONE In Crs Q2 H1 PARTICULARS FY26 FY27 Growth (%) FY26 FY27 Growth (%) Net Sales 3,272 3,982 21.7% 6,740 8,219 22.0% Material Costs 1,497 2,106 40.7% 3,113 4,118 32.3% A&SP 141 123 -12.6% 253 276 9.1% Staff Costs 414 449 8.5% 824 903 9.6% Other Expenses 429 505 17.8% 882 1,015 15.1% EBITDA 807 811 0.5% 1,695 1,932 14.0% EBITDA Margin 24.7% 20.4% 25.2% 23.5% Profit before tax 780 842 8.0% 1,659 1,962 18.2% Profit before tax Margin 23.8% 21.2% 24.6% 23.9% Profit after tax 586 647 10.4% 1,236 1,477 19.5% SEGMENT OVERVIEW – STANDALONE Q2 FY 27 H1 FY27 Consumer & Bazaar (C&B) Revenue from Rs 3,198 Cr 20.7% Rs 6,656 Cr 21.6% operation # PBIT^ Rs 841 Cr 2.5% Rs 1,968 Cr 14.1% Business to Business (B2B) Revenue from Rs 820 Cr 21.8% Rs 1,641 Cr 18.8% operation # Rs 285 Cr 13.7% PBIT^ Rs 115 Cr -3.4% #Revenue includes other operating revenue and excludes intercompany eliminations. ^PBIT is Profit Before Interest, Tax ,Exceptional Items and unalloacableexpenses. SEGMENT OVERVIEW – STANDALONE ConsumerandBazaar(C&B) BusinesstoBusiness(B2B) • C&B segment revenue grew by 20.7% for the • B2Bsegmentgrewby21.8%forthequarter. quarter • PBITdeclinedby3.4%. • PBITgrewby2.5%. DOMESTIC SUBSIDIARIES PERFORMANCE Q2 FY27 H1 FY27 Consumer and Bazaar (C&B) Net Sales Rs 178 Cr 22.1% Rs 333 Cr 19.5% EBITDA */ Rs 30 Cr Rs 56 Cr 18.5% 19.0% (Margin %) (16.7%) (16.8%) Business to Business (B2B) Net Sales Rs 94 Cr 22.4% Rs 186 Cr 12.2% Rs 1 Cr Rs 7 Cr EBITDA * 112.9% 755.4% (0.8%) (3.6%) *EBITDA is before exceptional items. Figures are reported excluding consolidation adjustments. OVERSEAS SUBSIDIARIES PERFORMANCE Q2 FY27 H1 FY27 MMididddlele E Eaasst ta &n dA Afrfirciaca Net Sales Rs 119 Cr 25.3% Rs 212 Cr 16.8% EBITDA */ Rs 16 Cr Rs 31 Cr 131.7% 120.2% (Margin %) (13.8%) (14.4%) Asia Net Sales Rs 107 Cr 18.1% Rs 211 Cr 17.1% Rs 23 Cr Rs 48 Cr EBITDA * 19.9% 28.1% (21.4%) (22.9%) *EBITDA is before exceptional items. Figures are reported excluding consolidation adjustments. EARNINGS SUMMARY – CONSOLIDATED In Crs Q 2 H1 PARTICULARS FY26 FY27 Growth (%) FY26 FY27 Growth (%) Net Sales 3,540 4,285 21.1% 7,283 8,826 21.2% Material Costs 1,598 2,211 38.3% 3,320 4,329 30.4% A&SP 150 132 -11.8% 268 292 8.9% Staff Costs 471 511 8.6% 935 1,026 9.8% Other Expenses 485 566 16.7% 993 1,130 13.8% EBITDA 851 878 3.1% 1,792 2,071 15.6% EBITDA Margin 24.0% 20.5% 2 [Showing first 8,000 characters — download PDF for full document]