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LL/L CHEMFAE ALKALIS LIMITED REF: CHEMFAB/SEC/2026-27 28th October, 2026 BSE Limited National Stock Exchange of India Limited Corporate Relationship Department The Manager, Listing Department Phiroze Jeejeebhoy Towers, “Exchange Plaza” Dalal Street, Bandra -Kurla Complex, Bandra (E) Mumbai-400 001. Mumbai -400 051 BSE –Scrip Code: 541269 NSE Symbol: CHEMFAB Dear Sir/Madam, Sub: Submission of Investor Presentation This has reference to captioned subject above, please find enclosed Investor presentation for the quarter ended September 30, 2026 which is also being hosted on the website of the Company viz. https://chemfabalkalis.com/. This is a voluntary submission for your information and records. Thanking You, Yours faithfully, For CHEMFAB ALKALIS LIMITED Bharatraj Panchal Company Secretary and Compliance officer FCS: 9828 CIN No. L242901142009PLC071563 nee.es6re.f.corr.cn. fRegd. pit. TEAM Moue'GST Road, Vandal.r, Cena - 600 048 lo 0$A0 $.040 06 102 14 L£ e1 / C4. a. nt G Eo e0aa air la ca her P t%lac be a K h al $ap dee rat a, eP ou hd ouc lih ne grr oy- M6 w00 w14 c.l hn end f abn .d 9 i1 4 .c1 o3 n2 6551ff, Responsible Care" CHEMFAB ALKALIS LIMITED CHEMFAB ALKALIS LIMITED Investor Presentation Q 2 FY2 7 – O c to be r 20 26 Disclaimer This document which has been prepared by Chemfab Alkalis Limited (the “Company”), solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. 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 document 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 Document. This Document 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 Document is expressly excluded. Certain matters discussed in this Document 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 Document. The Company assumes no obligation to update any forward-looking information contained in this Document. Any forward-looking statements and projections made by third parties included in this Document are not adopted by the Company and the Company is not responsible for such third-party statements and projections. Quarterly Highlights Q 2FY 27 – O c to be r 20 26 CHErA ALKALI LI/TED QUARTERLY HIGHLIGHTS Management Commentary Chemicals segment have much clearer visibility of orders. segment’s demand comes from Global caustic soda prices softened Enquiries now come from a wide range of government projects, so the timing of during the quarter. As a result, our ECU sources, and Jal Jeevan Mission-linked fund releases remains the main risk for realisation fell from ₹39,600/MT in Q1 work accounts for only about 20% of the the industry. FY27 to ₹38,000/MT in Q2 FY27. Global total. A large share of current enquiries prices appear to have bottomed out in and live tenders is for large-diameter The outlook has improved for both October 2026. With realisations pipes. This is where our product range segments, and we expect stronger stabilising, along with better operating and manufacturing capability are consolidated performance in H2 FY27. efficiency and the structural cost strongest, so we are well placed to win improvements we have made, we expect and deliver this business. A few more the Chemical business’s financial states have also approved OPVC pipes Mr. V.M. Srinivasan performance to improve from here. for use, although the benefit will show Chief Executive Officer only from FY28. OPVC segment We believe the worst is now behind this Demand for OPVC pipes is improving segment, and we expect revenue to pick significantly. Enquiries are rising and we up visibly from Q3 FY27. Most of the -------------------- ►►► CHEMFAB ALKALIS LIMITED | INVESTOR PRESENTATION 2026 CHErA ALKALI LI/TEL QUARTERLY HIGHLIGHTS Segmental KPI’s Chemical Segment REVENUE FROM OPERATION EBITDA EBITDA MARGINS ECU Realisations (₹ IN CRORES) (₹ IN CRORES) (IN %) (₹ IN( CINR ₹O/RMETS)) Q2FY27 69.22 Q2FY27 7.30 Q2FY27 10.55% Q2FY27 38,000 Q1FY27 67.41 Q1FY27 7.74 Q1FY27 11.48% Q1FY27 39,600 Q2FY26 49.82 Q2FY26 -4.25 Q2FY26 -8.53% Q2FY26 36,700 OPVC Segment REVENUE FROM OPERATION EBITDA EBITDA MARGINS (₹ IN CRORES) (₹ IN CRORES) (IN %) -3.00 -1.00 1.00 3.00 5.00 7.00 9.00 11.00 (₹ IN13.00 CROR15.00ES) Q2FY27 6.39 Q2FY27 -0.26 Q2FY27 -4.07% Q1FY27 5.75 Q1FY27 2.39 Q1FY27 41.57% Q2FY26 26.74 Q2FY26 9.71 Q2FY26 36.31% Note: Consolidated Numbers CHEMFAB ALKALIS LIMITED | INVESTOR PRESENTATION 2026 CHrA ALKALI LITED QUARTERLY HIGHLIGHTS Summary of Profit & Loss (Chemical & OPVC) (₹ IN CRORES) Q-O-Q Y-O-Y PARTICULARS Q2FY27 Q1FY27 Q2FY26 CHANGE CHANGE REVENUE FROM OPERATION 75.61 73.16 3.35% 76.56 -1.24% OPERATIONAL EBITDA 7.04 10.13 -30.50% 5.46 28.94 OPERATIONAL EBITDA MARGIN % 9.31% 13.85% -454 bps 7.13 218 bps OTHER INCOME 0.37 2.08 -82.21% 1.76 -78.98% FINANCE COST 2.46 2.21 11.31% 1.94 26.80% DEPRECIATION 7.90 7.78 1.54% 6.61 19.52% PROFIT BEFORE TAX -2.95 2.22 -232.88% -1.33 121.80% Note: Consolidated Numbers CHEMFAB ALKALIS LIMITED | INVESTOR PRESENTATION 2026 CHrA ALKALI LITED QUARTERLY HIGHLIGHTS Summary of Profit & Loss – Chemical Segment (₹ IN CRORES) Q-O-Q Y-O-Y PARTICULARS Q2FY27 Q1FY27 Q2FY26 CHANGE CHANGE REVENUE FROM OPERATION 69.22 67.41 2.69% 49.82 38.94% OPERATIONAL EBITDA 7.30 7.74 -5.68% -4.25 -271.76% OPERATIONAL EBITDA MARGIN % 10.55% 11.48% -94 bps -8.53% 1908 bps OTHER INCOME 0.37 1.75 -78.86% 0.84 -55.95% FINANCE COST 0.62 0.85 -27.06% 0.64 -3.13% DEPRECIATION 4.99 4.81 3.74% 4.37 14.19% PROFIT BEFORE TAX 2.11 3.82 -44.76% -8.42 -125.06% Note: Consolidated Numbers CHEMFAB ALKALIS LIMITED | INVESTOR PRESENTATION 2026 CHrA ALKALI LITED QUARTERLY HIGHLIGHTS Summary of Profit & Loss – OPVC Segment (₹ IN CRORES) Q-O-Q Y-O-Y PARTICULARS Q2FY27 Q1FY26 Q2FY26 CHANGE CHANGE REVENUE FROM OPERATION 6.39 5.75 11.13% 26.74 -76.10% OPERATIONAL EBITDA -0.26 2.39 -110.88% 9.71 -102.68% OPERATIONAL EBITDA MARGIN % -4.07% 41.57% -4563 bps 36.31% -4038 bps OTHER INCOME - 0.33 -100.00% 0.92 -100.00% FINANCE COST 1.84 1.36 35.29% 1.30 41.54% DEPRECIATION 2.91 2.97 -2.02% 2.24 29.91% PROFIT BEFORE TAX -5.06 (1.60) 216.25% 7.09 -171.37% Note: Consolidated Numbers CHEMFAB ALKALIS LIMITED | INVESTOR PRESENTATION 2026 Company Overview Q 2FY 27 – O c to be r 20 26 CHErA ALKALI LI/TED IN TRO DUCT ION Introducing As India's first adopter of membrane cell technology in 1985, the Company has established itself as one of the leading caustic soda Chemfab Alkalis manufacturer with 65,700 TPA ca [Showing first 8,000 characters — download PDF for full document]