Transcript of the Investor Meet held on Oct 24, 2026 is enclosed herewith

Chembond Chemicals Limited formerly Chembond Chemical Specialties Ltd October 29, 2026, SE/CS/2026-27/29 Listing Department Listing Department BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza, Plot no. C/1, G Block Dalal Street, Fort, Mumbai – 400 001 Bandra-Kurla Complex, Bandra (W), Mumbai – 400 051 Scrip Code-544450 Scrip Code-CHEMBONDCH Ref: ISIN: INE0TGX01019 Sub: Transcript of the Analyst/ Investors meet (Virtual - Mode) held on October 24, 2026 Dear Sir/Madam, Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements), Regulations 2015, we enclosed the transcript of the “Analyst/ Investor Meet – Un-Audited Financial Results for the quarter and half year ended September 30, 2026”, held on Saturday, October 24, 2026. This transcript is also being uploaded on the Company’s website at www.chembondindia.com. The video recording of the said Analyst/Investor Meet has already been uploaded on the website of the Company and the same was intimated to the Stock Exchanges earlier. Kindly refer to the following link: https://www.chembondindia.com/wp-content/uploads/2026/10/Investmeet-2410.mp4 Kindly take the same on record. Thanking You. Kiran Mukadam Company Secretary Chembond Chemicals Limited formerly Chembond Chemical Specialties Limited Encl: a/a Chembond Chemicals Limited formerly Chembond Chemical Specialties Ltd EL-37 Mahape MIDC, Navi Mumbai 400710. INDIA T: +91 22 65753000 ● www.chembondindia.com CIN: L20116MH2023PLC415282 Chembond Chemicals Limited formerly Chembond Chemical Specialties Ltd ANALYST / INVESTOR VIRTUAL MEET TRANSCRIPT Q2 & HALF YEAR RESULTS ENDED ON SEPTEMBER 30, 2026 Date: 24 October 2026 Time : 3.15 pm to 4.15 pm Mode: Audio Visual through Miscrosoft Teams Speakers:  Mr. Nirmal V. Shah – Chairman and Managing Director  Mrs. Prachi Mahadik - Chief Financial Officer Moderator:  Mr. Kiran Mukadam, Company Secretary & Compliance Officer 1 |Investor Meet 24 Oct 2026 Chembond Chemicals Limited formerly Chembond Chemical Specialties Ltd Kiran Mukadam Good afternoon, all Nirmal Shah Good afternoon, Kiran Kiran Mukadam Yeah, Nirmal Sir, can we start? Nirmal Shah Yes, please do. Good afternoon, Kiran Prachi Mahadik Good Afternoon, Kiran Kiran Mukadam Good afternoon everyone, on behalf of the company, I would like to welcome you all to Chembond Chemicals Limited first Analyst / Investor Meet (Virtual Meet- Mode) for Q2 and Half year ending FY 27. Today on this meet, we have with us from the Management, Mr. Nirmal V. Shah – Chairman and Managing Director, myself Kiran Mukadam, Company Secretary and Compliance officer of the Company and Prachi Mahadik – Chief Financial officer of the Company, who will begin the meeting with a brief opening remark, followed by a presentation of the financial results. After the presentation, we will proceed to a question-and-answer session. Participants who wish to ask questions can click on the Q&A icon on the bottom of your screen and post your questions there. We request all participants to keep their microphones muted during the opening remarks and the presentation to ensure a smooth session. Please note that certain statements made during this meet may be forward looking in nature. Such forward looking statements are subject to certain risks and uncertainties that could cause the actual results or projections to differ materially from those statements. Chembond Chemicals will not be in any way responsible for any actions taken based on such statements and undertakes no obligation to publicly update these forward-looking statements. I would like to now hand over the meet to Mr. Nirmal Shah for his opening remarks. Thank you and over to you, sir. Hi, very good afternoon, everyone. I'm Nirmal Shah, the Chairman and Managing Director of Chembond Chemicals Limited with me in this room is Mrs. Prachi Mahadik, our Chief Financial Nirmal Shah Officer, together, we both will try to put some perspective on the quarterly results and half yearly results that were just declared a few minutes ago. Apologies for the slight delay. There were certain technical issues for uploading these numbers on time, due to which this meeting had to be delayed by 15 minutes. We'll walk you through some common stuff which you already might be knowing about what the company does, just for the benefit of people attending this meeting for the first time, and spend much more time on the numbers itself and questions from your side, which we will try to answer to the best possible extent we can. So let's not waste any more time. Let me just keep moving. So, Chembond, everyone by now would be aware that we had a demerger and the parent organization itself was established in 1975. This is the 51st year. 2 |Investor MeeWt 2e4 Ohcatv 2e0 2o6v er 950 people. Last year, our consolidated revenues stood at 290 crores and our operations were run from three manufacturing sites. Our head office and the R&D center is situated at Navi Mumbai in Maharashtra. Chembond Chemicals Limited formerly Chembond Chemical Specialties Ltd Our businesses are structured in four buckets. The water technologies business is the largest. Construction chemicals follows that. Distribution is the third largest. And the cleaning and hygiene business is a joint venture with a German company called Calvatis, which formerly used to be a part of guys. So we'll talk a little more about what we have to offer for in water technologies. We do chemical solutions. We have equipment solutions that complement the chemical solutions. We do wastewater remediation and there's a lot of traction happening in this space and all of these are backed by a very deep technical service team that's monitoring and controlling operations on customer sites on a daily basis. Our chemical programs are offered across cooling water for boiler water treatment, for raw water clarification, effluent treatment and its recovery, foam control, so RO membrane treatment, fin cleaning, and drinking water disinfection. It's A cross-section of heavy and light industries that we serve. And recent addition to this segment and of a sizable volume is the calls at the data centers that are being set up across the country. Glad to inform that we are supplying to the largest telecom company and also to a lot of independent data centers, some of them international ones, in Maharashtra as well as in other states. A construction chemicals business is about modification of concrete used in infrastructure. We do sealants. A core area for us is the polysulfide and acrylic sealants. Waterproofing solutions are offered as a post-construction as well as during construction portfolio. And we have a range of powder products for repairing concrete or used grouts in engineering equipment foundations and for tile adhesives. Customer segments, as you would all guess, would be on all kinds of infrastructure, some industrial, and we work a lot through applicators and distributors to sell our solutions. Cleaning and hygiene business is the JV between Chembond and Calvatis. We have industrial and institutional segments within this company. It's run as Chembon Culvatis Industrial Hygiene Systems Limited. In the industrial portion, we serve large beverage, food processing, dairy, and brewing industries. And in the institutional applications, it's commercial kitchens, laundries, and housekeeping teams and departments in institutional installations. In chemical distribution, we import, stock, and sell various specialty chemicals. We structure them for construction chemicals. We have additives in paints and inks. These 2 form the largest component. Some additives in water treatment and then sealants and polyurethane. coatings for an allied industry to construction chemicals. Coming to the H1 executive commentary, I'll let Prachi do a little bit of the talking now, and I will step in again to give you a little more context. We construction chemicals. We have additives in pai [Showing first 8,000 characters — download PDF for full document]