Analysts/Institutional Investor Meet/Con. Call Updates

2nd November, 2026 The Manager, The General Manager, Listing Department, Department of Corporate Services, National Stock Exchange of India Ltd, BSE Limited, Exchange Plaza, 1st Floor, New Trading Ring, Plot No. – C – 1, G Block, Rotunda Building, Bandra – Kurla Complex, P.J. Towers, Bandra (East), Dalal Street, Fort, Mumbai – 400051 Mumbai – 400001 NSE Code – PCBL BSE Code (Equity) – 506590 BSE Code (Debt) – 975353 Dear Sir, Sub:- Investor Update Q2 FY27 Please find enclosed herewith the Investor Update of PCBL Chemical Limited of Q2 FY27. The same is also being made available on the website of the Company at www.pcblltd.com . We request you to take the afore-mentioned information on record and oblige. Yours faithfully, For PCBL CHEMICAL LIMITED Ravi Varma Company Secretary and Compliance Officer Enclo: As above Global Specialty Chemical Player Q 2 F Y 2 7 I n ves to r Up d ate Carbon Black • Specialty & Solutions • Advance Battery Material PCBL CHEMICAL LIMITED RPSG Group: Key Businesses at a Glance India’sfirstfullyintegratedutilitycompany, A iming for medium-term 10 GW RE capacity. serving4.9MnConsumersacross7locations. 4.9GWpcontractualcapacity LSG is a premier IPL franchisee focused on AgloballeaderinBPS-deliveringtransformative, nurturingthefutureofIndiancricket. AI-poweredsolutionsatspeedandscale. TooYumm,aflavorful&better-for-yousnacking A Global Specialty Chemical company and India’sLargestCarbonBlackplayer. Innovating in the personal care category through new-agebrandsNaturaliandWithinBeauty. An entertainment Company with IP of 180k+ Eastern India’s definitive destination for luxury, songs, 70+films, 10k+hrs TVserials& 55+web style,andcuratedlifestyleexperiences. series. Vision India’s finest gourmet and multi-format Delivering sharp journalism, bold storytelling, To be a responsive conglomeratedriven by and immersive experiences across print, digital, organizedretailerwithvaried assortments. sustainable growth, efficiency and innovation andvideo. PCBL Chemical Limited | Q2FY27 Investor Presentation PCBL Chemical – Company Overview India’s largest & amongst Top 3 Phosphonate producers globally Conductive Carbons PCBL Chemical Limited | Q2FY27 Investor Presentation Multi-Chemistry Offerings Across the Value Chain Revenue Share (FY26) PCBL Chemical Limited | Q2FY27 Investor Presentation 4 Global Footprint – Built Over Decades Presence Across 6 Continents, 70+ Countries 9 Manufacturing facilities globally 50+ 200+ 70+ 7 in India, 1 in USA, 1 in Saudi Arabia Supply chain touchpoints Supply chain partners Countries served worldwide 4 R&D & Innovation centres 20+ Global offices 20+ Warehouses worldwide 7 Decanting stations 2 in India, 1 in Belgium, 1 in Australia 6 in Europe , 6 in USA , 9 in Asia 7 in USA , 8 in Europe , 5 in Asia 2 in USA , 3 in Europe , 2 in Asia PCBL Chemical Limited | Q2FY27 Investor Presentation 5 Built Where It Matters Most A manufacturing footprint engineered around customers, ports, and feedstock 1 Mundra, Gujarat 2 Durgapur, West Bengal 8 Texas, USA · 9 Jeddah, KSA 3 Chennai, Tamil Nadu 4 Palej, Gujarat 5 Kochi, Kerala 6 Mahad, Maharashtra Total Installed Capacity 7 Pirangut, Maharashtra 900 KTPA 167 KTPA Carbon Black 8 Andhra Pradesh Specialty & Solutions (132 KT Specialty Black) Upcoming ●Carbon Black ●Specialty & Solutions (Aquapharm) PCBL Chemical Limited | Q2FY27 Investor Presentation 6 Q2FY27 - Financial Snapshot Specialty & Solutions Revenue from Operations EBITDA PAT (AquapharmChemical) (Consolidated) (Consolidated) (Consolidated) Revenue Rs. 2,474 Cr. Rs. 310 Cr. Rs. 74 Cr. Rs. 433 Cr. EBITDA + 14% YoY + 12% YoY + 20% YoY Rs. 42 Cr. PCBL Chemical Limited | Q2FY27 Investor Presentation 7 H1FY27 - Financial Snapshot Specialty & Solutions Revenue from Operations EBITDA PAT (AquapharmChemical) (Consolidated) (Consolidated) (Consolidated) Revenue Rs. 4,948 Cr. Rs. 710 Cr. Rs. 229 Cr. Rs. 827 Cr. EBITDA + 16% YoY + 18% YoY + 47% YoY Rs. 89 Cr. PCBL Chemical Limited | Q2FY27 Investor Presentation 7 Rubber & Specialty Blacks Segment wise Sales Volume (MT) (Quarterly) Segment wise Sales Volume (MT) (H1) 1,61,728 3,15,821 2,87,694 17,505 1,34,180 33,570 36,316 16,568 50,331 97,219 39,698 Specialty 82,085 Specialty Performance Chemical Performance Chemical Tyres Tyres 93,892 1,85,032 77,914 1,69,293 Q2FY26 Q2FY27 H1FY26 H1FY27 Operating Context Improved Financial Performance 92,843 MT | 41,337 MT Rs. 5.34/unit vs Rs. 3.76/unit Despite volume pressure Domestic & International CB Sales Volume Higher Power Realizations (Q2FY27 vs Q2FY26) Geopolitical tensions Strengthening supply chain Pricing discipline and Cost optimization Trade route disruptions and significantly higher Antwerp warehouse and US entity to support freight costs (Key focus areas) local customer engagement PCBL Chemical Limited | Q2FY27 Investor Presentation 8 Specialty & Solutions (Aquapharm Chemical) Segment wise Sales Volume (MT) (Quarterly) Segment wise Sales Volume (MT) (H1) 50,744 25,194 24,253 47,238 7,900 4,214 4,859 9,450 Application Specific Solutions 8,740 Application Specific Solutions 4,797 3,853 7,709 Water Solutions Water Solutions 14,939 6,437 5,115 10,693 Oil & Gas Oil & Gas Home Care Home Care 9,746 10,426 19,165 19,386 H1FY26 H1FY27 Q2FY26 Q2FY27 Operating Context Home Care Segment Green Chelates Raw Material Security Phosphonates benefiting from demand Healthy traction, with customer qualifications Higher inventory levels to strengthen supply security tailwinds in Asia progressing in the US and Europe Capacity Utilisation New Product Qualifications Middle East Opportunity Driving higher utilisationacross capacities Advancing biocide and corrosion inhibitor Positioning for transition from thermal desalination qualifications with leading US oil & gas companies to SWRO technology PCBL Chemical Limited | Q2FY27 Investor Presentation 9 Powering Ourselves, Exporting the Surplus Turning manufacturing by-products into a lasting energy advantage 122 MW 186 MU 108 MU Rs. 5.34/unit Co-generation capacity across 5 plants/ Power Generation (Q2 FY27) Power Sales (External Sales) (Q2 FY27) Net realization (Q2 FY27) (Post expansion it would be 134 MW) Strategic Geographic Distribution Plant Location Capacity (MW) Why It Matters? Mundra, Gujarat 32 Durgapur, West Bengal 30 • Energy self-sufficient- surplus power exported, a cost centre turned into revenue Chennai, Tamil Nadu 24 Palej, Gujarat 19 • Balanced generation across 5 plants protects margin from regional energy shocks Kochi, Kerala 17 Total Co-Generation Power 122 • Rising power demand in the country improving realizations Capacity under construction (Tamil Nadu) –CoDFY27 12 PCBL Chemical Limited | Q2FY27 Investor Presentation 10 Advance Battery Materials: Pioneering next-gen conductive materials 1 Material Platform 2 Engineered Solution 3 Customer Value Proprietary nano-silicon Integrated Si–C architecture ✓ Higher energy Unlock silicon’s higher density capacity potential Developed Proprietary chemical reduction ✓ Faster charging Efficient electron Developing integrated Si–C materials by combining nano-Silicon which offer Low-cost and transport our nano-silicon technology with carbon engineering lower-carbon potential expertise to enhance conductivity, manage silicon Durable Improved structural Conductive carbon expansion, and improve cycle life. ✓ performance stability and cycle life Developed Acetylene Black and Super Conductive Black, leveraging our carbon ✓ Scalable adoptionRepeatable, customer- Conductivity • expansion • cycle life • scale-up ready materials engineering expertise to strengthen the silicon platform PRODUCT DEVELOPMENT Material Design → Material Development → Internal qualification → External validation COMMERCIALISATION Optimize and Pilot scaleup Pilot manufacturing Material Validation Customer co-development Scale-up & adoption PATHWAY STRATEGIC SHIFT Individual materials → Integrated solutions → Technology-led growth platform Innovation At The Core 25+ Rs 81 [Showing first 8,000 characters — download PDF for full document]