Analysts/Institutional Investor Meet/Con. Call Updates

IRSL: STEXCH:2026-27 Date: 2" November 2026 Corporate Listing Department Corporate Relations Department National Stock Exchange of India Limited BSE Limited Exchange Plaza, 5™ Floor, Floor 25, P. J. Towers, Bandra - Kurla Complex, Dalal Street, Bandra (E), Mumbai - 400 051. Mumbai - 400 001. Thru.: NEAPS Thru.: BSE Listing Centre Stock Code NSE: INDORAMA Stock Code BSE: 500207 ISIN: INE156A01020 Sub.: Transcript of Q2 FY27 Earnings Conference Call held on Monday, 26™ October 2026. Dear Sir(s)/Madam, Pursuant to Regulation 30(2) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 read with Para A of Part A of Schedule 1I1, we hereby submit the transcript of the earnings call held on Monday, 26" October 2026 at 4:00 PM (IST), as intimated vide our letter dated 21° October 2026, to discuss the unaudited Financial Results of the Company for the Q2 FY27 period which ended on 30" September 2026. The transcript has been uploaded on the website of the Company within the prescribed timeline and can be accessed at the following weblink: https://indoramaindia.com/pdf/IndoRama-Earnings-Transcript 261026.pdf You are requested to kindly take the same on record. Thanking you, Yours faithfully, for Indo Rama Synthetics (India) Limited Ashok Yadav Company Secretary and Compliance Officer ACS: 14223 Encl: as above INDO RAMA SYNTHETICS (INDIA) LTD. Corporate Office. . Plot No. 53 & 54, Delhi Press Building, Phase-IV, Udyog Vihar, Gurugram- 122015, Haryana, India. Tel : 0124-4997000 Regd. Office & Manufacturing Complex : A-31, MIDC Industrial Area, Butibori, Nagpur - 441122, Maharashtra, India. Tel : 07104-663000 / 01, Fax : 07104-663200 CIN : L17124MH1986PLC166615 * E-mail : corp@indorama-ind.com « Website : www.indoramaindia.com “Indo Rama Synthetics (India) Limited Q2 & H1 FY27 Earnings Conference Call” October 26, 2026 MANAGEMENT: MR. OM PRAKASH LOHIA – CHAIRMAN AND MANAGING DIRECTOR – INDO RAMA SYNTHETICS (INDIA) LIMITED MR. VISHAL LOHIA - EXECUTIVE DIRECTOR – INDO RAMA SYNTHETICS (INDIA) LIMITED MR. UMESH KUMAR AGRAWAL – CHIEF COMMERCIAL AND FINANCIAL OFFICER – INDO RAMA SYNTHETICS (INDIA) LIMITED MR. ASHOK YADAV – COMPANY SECRETARY AND COMPLIANCE OFFICER – INDO RAMA SYNTHETICS (INDIA) LIMITED Page 1 of 18 Indo Rama Synthetics (India) Limited October 26, 2026 Moderator: Ladies and gentlemen, good day and welcome to the Indo Rama Synthetics (India) Limited Q2 H1 FY27 Earnings Conference Call. 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 this conference call, please signal an operator by pressing star, then zero on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Ashok Yadav, Company Secretary and Compliance Officer, Indo Rama Synthetics India Limited. Thank you and over to you, sir. Ashok Yadav: Thank you. Good afternoon, ladies and gentlemen. I welcome you all to our Earnings Conference Call to discuss the company's Q2 and H1 FY27 performance. Joining me today are Shri. Om Prakash Lohia ji, Chairman and Managing Director; Mr. Vishal Lohia, Executive Director; and Mr. Umesh Kumar Agrawal, Chief Commercial and Financial Officer of the company. It is a pleasure to reconnect with all of you. We appreciate your continued interest in the company and thank you for taking the time to join us for this interaction. We look forward to continuing similar interaction through regular earnings calls and sharing updates on our performance, business priorities, and progress. Before we begin, please note that some statements made during today's call may be forward- looking and are subject to risk and uncertainties. Actual results may differ materially from those expressed or implied. Please refer to our investor presentation and other disclosures available on the company's website for further details. With that, I now hand over the call to our Chairman and Managing Director, Shri. Om Prakash Lohia ji, to share his opening remarks. Over to Chairman sir. Om Prakash Lohia: Thank you, Ashok. Good afternoon, everyone, and a very warm welcome to the earnings con call of Indo Rama Synthetics (India) Limited. I thank you all for joining us to discuss our performance for Q2 & H1 FY '27. Let me begin with a brief introduction. We are part of Indorama Ventures, a Thailand- headquartered, global sustainable chemical company with an integrated presence across the value chain. As one of the world's leading PET producers and recyclers, the group brings considerable scale, technical expertise, global process know-how, and established customer relationships across packaging, fibers, and specialty chemicals. Being part of this global platform provides Indo Rama Synthetics with access to technological capabilities, international best practices, tactical collaboration, and global market insights, strengthening our competitive position and supporting our focus on operational excellence, product development, and sustainable long-term growth. Further, talking about Indo Rama Synthetics, we carry a legacy of 40 years with a diverse portfolio comprising polyester staple fiber, filament yarn, textured yarn, polyester chips, and bottle-grade PET resin. Through this portfolio, we serve a diversified B2B customer base, including yarn spinners, non-woven manufacturers, fabric weavers, knitters, and preform, bottle, Page 2 of 18 Indo Rama Synthetics (India) Limited October 26, 2026 and packaging manufacturers. These customers convert our product into materials used across apparel, home furnishing, hygiene, automotive, industrial textiles, and packaging. Our customer reach spans 19 states and Union Territories in India with exports to 28 countries, contributing 5.59% of our total operating revenue. This presence across domestic and international markets allows us to serve multiple industries and reduces dependence on any single end-use segment. Supporting this customer base is our integrated manufacturing facility at Butibori, near Nagpur. We are one of the India's leading integrated polyester manufacturers with capacity of 6.72 lakh tonnes per annum, including 2.31 lakh tonnes of polyester staple fiber, 1.7 lakh tonnes of draw textured yarn, and 2.28 lakh tonnes of bottle-grade PET resin. The facility is supported by 71.08 megawatts of backup captive power capacity and a sanctioned DISCOM load of 51 megawatts, providing power supply flexibility for plant operations. Across our manufacturing process, we also draw our technology from partners including Chemtex, Oerlikon, Teijin, Toyobo, Zimmer, etc. Over the years, we have continued to invest in our manufacturing capabilities and broaden our product portfolio. These investments have shaped our recent operational journey and laid the foundation for the next stage of growth. I now invite our Executive Director, Vishal Lohia, to take you through the journey, our operating progress, and opportunity ahead. Over to you, Vishal. Vishal Lohia: Thank you, Mr. Chairman, and good afternoon, everybody. Let me begin with our investment journey, which provides the context for our current performance. FY23 and FY24 were periods of significant investment and operational transition. We invested approximately INR628 crores during these two years to expand our manufacturing capabilities and diversify our product portfolio. During 2023, we completed three important additions. In February, we increased polyester chip production capacity from 1,743 tonnes per day to 1,920 tonnes per day through debottlenecking. In June, we commenced commercial production of bottle-grade PET resin with a capacity of 2.28 lakh tonnes per annum. Around the same time, our subsidiary commenced 39 additional DTY machines, textured machines, taking its total installed textured yarn capacity to 1.75 lakh tonnes per annum. While these investments strengthened our manuf [Showing first 8,000 characters — download PDF for full document]