Analysts/Institutional Investor Meet/Con. Call Updates

SUMITOMO CHEMICAL INDIA LTD. Corporate Office: 13/14, Aradhana IDC, Near Virwani Industrial Estate, Goregaon (East), Corporate Identity Number (CIN) – L24110MH2000PLC124224 Mumbai – 400 063, Maharashtra, INDIA. Tel. : +91-22-4252 2200 / Fax : +91-22-4252 2380 URL http://www.sumichem-india.co.in 30th October, 2026 BSE Limited, The National Stock Exchange of India, Listing Department, Listing Department, Phiroze Jeejeebhoy Towers, Exchange Plaza, Dalal Street, Bandra Kurla Complex, Mumbai – 400 001 Bandra East, Mumbai – 400 051 Scrip Code: 542920 Scrip Symbol: SUMICHEM Subject: Written Transcript of Earnings Call held on 27th October, 2026. Dear Sirs, This has reference to our letter dated 19th October, 2026, intimating about the earnings call with Investors to discuss financial performance of the Company for the quarter and half-year ended 30th September, 2026 and web-link for the audio recording of the call submitted to you on 27th October, 2026. Please find enclosed herewith written transcript of the aforesaid earnings call. The said transcript will also be available on the Company’s website: https://sumichem.co.in/investors-relations.php#Announcements Kindly take the same on record. Thanking You, Yours faithfully, For Sumitomo Chemical India Limited Deepika Trivedi Company Secretary & Compliance Officer Encl.: A/a Registered Office: Building No. 1, Ground Floor, Shant Manor Co-op. Housing Society Ltd., Chakravarti Ashok ‘X’ Road, Kandivli (East), Mumbai – 400 101, Maharashtra, INDIA. “Sumitomo Chemical India Limited Q2 & H1 FY27 Earnings Conference Call” October 27, 2026 E&OE - This transcript is edited for factual errors. In case of discrepancy, the audio recordings uploaded on the stock exchange on 27th October 2026 will prevail. MANAGEMENT: MR. SURESH RAMACHANDRAN – MANAGING DIRECTOR MR. KUNAL MITTAL – EXECUTIVE VICE PRESIDENT MR. ANIL NAWAL – CHIEF FINANCIAL OFFICER MS. DEEPIKA TRIVEDI – COMPANY SECRETARY AND COMPLIANCE OFFICER Page 1 of 24 Sumitomo Chemical India Limited October 27, 2026 Moderator: Ladies and gentlemen, good day and welcome to Sumitomo Chemical India 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 date of this call. These statements are not the guarantees of future performance and involve risks and uncertainties that are difficult to predict. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. From the management today, we have on the call Dr. Suresh Ramachandran, Managing Director; Mr. Kunal Mittal, Executive Vice President; Mr. Anil Nawal, Chief Financial Officer; Ms. Deepika Trivedi, Company Secretary and Compliance Officer; and colleagues from SGA, their Investor Relations Advisors. Now I hand over the conference to Dr. Suresh Ramachandran, Managing Director of Sumitomo Chemical India Limited. Thank you and over to you, sir. Suresh Ramachandran: Thank you. Ladies and gentlemen, a very good afternoon to all of you and welcome to the conference call to discuss Q2 and first half FY27 performance of Sumitomo Chemical India Limited. This is my first earnings call since taking charge as Managing Director on 1st September of 2026 and I would like to begin with a few words on the transition. First, on behalf of the entire SCIL family, I would like to extend our sincere thanks to Dr. Mukul Asher, who completed his term as Chairman and Independent Director on 31st August 2026 for his outstanding leadership and immense contribution to our journey over many number of years. As we shared on our last call, Mr. Chetan Shah completed his term as Managing Director on 31st August 2026. Following shareholders' approval, he has been appointed as Non-Executive Non-Independent Director and has also been appointed as Chairman of the Board. Mr. Sushil Marfatia also completed his term as Executive Director on 31st August 2026. On behalf of the entire SCIL family, I want to place on record our deep gratitude to both of them. Over many years they built the teams, distribution reach, channel, the manufacturing base, the brands and above all, the culture of discipline that this company stands on today. We are fortunate that Mr. Shah continues to guide us as Chairman and Mr. Marfatia as adviser and both of them remain available to us in an advisory capacity. We also welcome Mr. Anand Mohan Tiwari to the Board as Independent Director. The new management structure, which presented to you in May, is now fully in place. Mr. Kunal Mittal as Executive Vice President together with Senior Vice Presidents, Mr. Hajime Shinomiya and Mr. Fumio Suzuki, anchors the senior management team. Our commitment to you is continuity. The strategy, the financial discipline and the farmer-first approach that delivered our results over the last several years remain unchanged. What we are adding is a sharper focus on execution, which we call our Good to Great initiative or Good to Great transformation about which, Mr. Kunal will speak shortly. Page 2 of 24 Sumitomo Chemical India Limited October 27, 2026 Now coming to Indian agriculture and agrochemical industry. How did the industry perform over the last 6 months of the current financial year. H1 FY '27 was one of the most difficult first halves for the Indian agrochemical industry in over a decade. The main reason was the erratic and unpredictable monsoon. The Southwest monsoon arrived late and started weak. June rainfall was about 35% below normal. Generally, June month rainfall is very critical for the sowing operations by the farmers. Because of the delayed rainfall, the sowing of the key crops were delayed until mid-July. July rainfall was close to normal. Of course it did not cover the shortfall of the June rainfall. August was dry again, about 16% below the normal rainfall and September did not make up this shortfall. Overall, the season ended with a deficit of almost 13% of the normal rainfall. As per the IMD, this was the fourth weakest monsoon since 2001 and the weakest since 2015. Rainfall was very uneven. East and Northeast India had their lowest monsoon rainfall since 1901 and the South Peninsula was about 24% below normal. Of the 23 key agricultural states, 16 had deficit rainfall of more than 10%; some even went up to 30% - 40%. Several states, including Maharashtra, Karnataka, Andhra Pradesh and Rajasthan have declared drought in large parts of the area. Furthermore, India as a country, IMD has declared it as officially a drought year. Farmers were able to complete sowing with whatever water that was made available, was available by the monsoon and kharif acreage ended little bit lower than normal, about 1.5% below normal. Rice was the main exception with the acreage almost lower by 4%. However, there were very few days of above normal rainfall during the season and crops faced long dry spells at the stage when they needed their inputs most, which impacted the agrochemical consumption. Delayed sowing and dry spells reduced herbicide consumption. In August and September, farmers skipped spray rounds, which lowered demand for insecticides and fungicides. Industry reports also show that farmers cut back on total overall agricultural inputs. Production of key crops such as rice, cotton, soybean, groundnut, pulses and oilseeds is now estimated to be lower than by almost 10% depending on the crop. To begin at the beginning of the year between March and May. The cost increased because of the Middle Eastern war, the technical prices went up, a weaker rupee depreciation and high packaging, solvent and freight costs added to the overall cost of inputs. Companies including [Showing first 8,000 characters — download PDF for full document]