Analysts/Institutional Investor Meet/Con. Call Updates

CIN: L99999GJ1987PLC009768 Regd. Office: 9-10, GIDC Industrial Estate, Waghodia, Dist.: Vadodara, 391760 Ph.:75 748 06350 | E-Mail: co_secretary@20microns.com| Website: www.20microns.com October 30, 2026 To, To, The Secretary, Asst. Vice President, BSE Ltd. National Stock Exchange of India Ltd., 25th Floor, Exchange Plaza, Plot C/1, G Block Phiroze Jeejeebhoy Towers, Bandra-Kurla Complex, Dalal Street, Fort, Bandra (E), Mumbai - 400 001 Mumbai - 400 051 Scrip Code - 533022 Symbol - 20MICRONS Dear Sir/Madam, Subject: Audio-Video Recording of Earnings Call for the Quarter and Half Year Ended September 30, 2026 Dear Sir(s), Pursuant to Regulation 30 read with Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, and further to our intimation dated October 26, 2026, regarding the Investors’ Earnings Call, we wish to inform you that the audio-video recording of the earnings call held on Friday, October 30, 2026, in connection with the unaudited financial results (Standalone and Consolidated) of the Company for the quarter and half year ended September 30, 2026, has been made available on the Company’s website. The said recording may be accessed through the following link: Click here to access the Audio-Video Recording The recording is also accessible through the Investors Section → Investor Presentation → FY 2026- 27 on the Company's website at www.20microns.com. Further, a copy of the Investor Presentation pertaining to the aforesaid Earnings Call is enclosed herewith as Annexure for your reference and records. We request you to kindly take the above information on record and disseminate the same. Thanking you, Yours faithfully For 20 Microns Limited Komal Pandey Company Secretary & Compliance Officer ACS 37092 Page 1 of 1 Engineered minerals. Essential performance. Surface-engineered mineral inputs and functional additives for India's leading manufacturers H1 FY27 Results & Business Update DSIR-recognised R&D | 250+ specialised grades | 1,000+ customers October 2026 20 MICRONS LIMITED | NSE: 20MICRONS | BSE: 533022 CONTENTS H1 FY27 Results & Business Update – October 2026 Also included H1 FY27 Also Included Results snapshot · Management commentary · Backward Consolidated integration Financial Results Pages 3–5 Investment highlights At a glance · Management team · Investment case · Surface Company engineering · Portfolio · End markets and customers · Customer- Appendix: product specific grades · Functional additives · Innovation · Growth frontiers · Background portfolio Group structure · Growth plan and capex progress Pages 6–17 Important information Financial 5-year financial trends · Margin consistency · Operational highlights · Market metrics and shareholding Trends Pages 22–24 Pages 18–21 01 · H1 FY27 CONSOLIDATED RESULTS H1 FY27: revenue growth returns in Q2; H1 gross margin up ~80 bps H1 REVENUE Q2 REVENUE GROWTH H1 GROSS MARGIN H1 FINANCE COST ₹4,829 Mn +3.2% 48.3% ₹81 Mn +1.0% YoY YoY: back to growth +79 bps YoY -11.3% YoY ₹ Mn Q2 FY27 Q2 FY26 YoY H1 FY27 H1 FY26 YoY KEY HIGHLIGHTS Revenue from operations 2,381.6 2,307.8 +3.2% 4,828.8 4,779.5 +1.0% Gross margin (%) 47.7 47.6 +14 bps 48.3 47.5 +79 bps ▪ Revenue up 3.2% YoY in Q2: a return to growth after a flat Q1 EBITDA 277.3 318.5 -12.9% 601.3 636.0 -5.5% ▪ Richer product mix and better raw-material use EBITDA margin (%) 11.6 13.8 -216 bps 12.5 13.3 -85 bps lifted H1 gross margin by ~80 bps Finance cost 42.0 44.5 -5.5% 81.1 91.4 -11.3% ▪ H1 EBITDA of ₹601 Mn at a 12.5% margin, absorbing higher energy and freight costs Depreciation & amortisation 53.9 54.6 -1.3% 107.5 104.5 +2.9% ▪ Finance cost down 11% YoY; net debt/equity at a PBT 192.0 234.6 -18.1% 433.8 463.3 -6.4% comfortable 0.16x ▪ ₹100 Cr capacity expansion under way to scale PAT 136.4 173.5 -21.4% 313.8 342.2 -8.3% specialty products EPS (₹) 3.87 4.93 -21.5% 8.91 9.71 -8.2% 01 · MANAGEMENT COMMENTARY Building on a stronger core for the next phase of growth Strengthening Disciplined Investing for the core finances next phase Revenue growth is back and our gross margins are expanding. We are Revenue growth returned in Finance costs fell 11% in H1 and Our ₹100 crore capacity investing to grow our specialty and Q2. A richer product mix and customer collections got faster. expansion, including Malaysian value-added portfolio, and to build better raw-material use lifted With net debt to equity at a operations and the Sievert JV gross margins by about 80 bps comfortable 0.16x, we have are scaling specialty and value- the next phase of 20 Microns. in H1, and we delivered a 12.5% ample headroom to fund our added products, beyond paints EBITDA margin while absorbing growth plans. into plastics, polymers, rubber higher energy and freight costs. and adhesives. Atil Parikh CEO & Managing Director 20 Microns Limited Priorities for H2: recover operating margins through pricing and efficiency, and execute the capex plan on schedule 01 · STRATEGIC UPDATE, Q2 FY27 New captive mines secure supply as mineral policies evolve OUR MINERAL BASE TWO ACQUISITIONS · Q2 FY27 Captive mines in Rajasthan and Andhra Pradesh Rajasthan: Sirohi (calcite) · Bhilwara ₹7 Cr Talc · quartz · feldspar Dec 2026 (quartz, feldspar) total consideration for the two talc in Anantapur (AP); quartz and production start from the Gujarat: Bhuj (china clay) · Vadodara acquisitions feldspar in Bhilwara (Rajasthan) acquired mines (dolomite) 13.5 Mn Tamil Nadu: Tirunelveli (limestone) tonnes Includes M/s Shree Shrest Minerals, Bhilwara: 99.99% partnership interest; quartz and feldspar lease (Reg. Andhra Pradesh: Anantapur (steatite, 30, 14 Aug 2026) dolomite) of mining leases across six sites in Malaysia: Limestone quarrying of MINE TO Beneficiation & Surface Customer- Captive mine four states 0.96 lakh MT by mid-FY28 MARKET micronising engineering specific grades TALC · ADDRESSED BARYTES · MONITORING TITANIUM DIOXIDE · TAILWIND Captive talc secured Export licensing for high grades Duty on Chinese TiO₂ reimposed MINERAL POLICY: AN Uttarakhand talc mining paused since Jan 2025; Exports of barytes above specific gravity 4 need a Anti-dumping duty of US$460–681/t for five years ONGOING FACTOR WE compliant mines are restarting as licences are issued licence since Apr 2026, which may slow some export (Oct 2026) raises the cost of imported TiO₂, ACTIVELY MANAGE in phases. Our acquired mine adds captive talc from shipments. Domestic sales are unaffected. supporting demand for our opacifiers that partly Dec 2026. replace it. Our approach: Mining approvals, export rules and trade duties can change at short notice and affect sourcing or trade flows for a period. We reduce this exposure through captive mines, multiple sources for key minerals and a broad mix of products and markets. Sources: company; Reg. 30 disclosure, 14 Aug 2026; company website (mines); DGFT Notification 12/2026-27 (barytes); Customs Notification 26/2026-Customs (ADD), 24 Oct 2026 (TiO₂). 02 · AT A GLANCE A specialty mineral solutions partner to Indian industry ₹954 Cr FY26 revenue from operations Surface engineering Mechanical, thermal and chemical processing changes what a mineral does in the customer's product EBITDA margin, every year FY22– FY26 Customised, not standardised 100+ specified grades, each developed for a specific customer's formulation 1000+ B2B customers Supplier to sector leaders Approved supplier to the largest paint, polymer, rubber and ink makers 100+ customer-specific grades Innovation engine R&D centre, a growing functional additives range and the 20 Microns Nano subsidiary 80+ countries reached Resilient economics recognised R&D centre, DSIR Stable margins, ₹104 Cr operating cash flow and 0.1x net debt/equity in FY26 Vadodara 02 · MANAGEMENT TEAM Second-generation leadership building on the founder's legacy FOUNDER Late Shri Chandresh Rajesh C. Atil C. S. Parikh Parikh Parikh 1946 – 2021 Chairman & Managing CEO & Managing Director Director “Mineral Man of Ind [Showing first 8,000 characters — download PDF for full document]