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Date: 27/07/2026 To, To, The General Manager, Listing Department, Department of Corporate Services, National Stock Exchange of India Limited, BSE Limited, Exchange plaza, Phiroze Jeejeebhoy Towers, Bandra-Kurla Complex, Bandra (E), Dalal Street, Mumbai – 400 001 Mumbai – 400051 Scrip Code: 500284 Scrip Code: LORDSCHLO Dear Sir/Madam Sub: Investor Presentation- Q1 FY 27 Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“the Listing Regulations”), please find attached herewith Investor Presentation- Q1 FY 27. The same will also be available on the website of the Company at www.lordschloro.com. Kindly take the above into your records. Thanking You. Yours faithfully, For Lords Chloro Alkali Limited Pankaj Mishra Company Secretary and Compliance Officer Lords Chloro Alkali Limited Investor Presentation | Q1 FY27 Transforming into A GREEN CHEMICAL COMPANY powered by Renewables TABLE OF CONTENTS Company Overview Business Overview Financial Highlights Growth Ahead COMPANY OVERVIEW Introducing LORDS CHLORO ALKALI Lords ChloroAlkali Limited (LCAL) is a leading manufacturer of caustic soda and related chemicals with a strong regional presence in North India. Established in 1979, the company is transforming into a green chemicals company, evolving into a modern, efficient, and sustainability- driven enterprise. SNAPSHOT 01 300 TPD 50 TPD 20% LCAL has a clear vision of becoming a “Green Revenue Chemical Company”, embedding renewable Manufacturing Caustic Soda CPW Capacity CAGR energy into its operations. With a growing Unit –Alwar, Installed Capacity (~18,250 TPA), (FY21 –FY26) Rajasthan (~1,05,000 TPA) expanding to 100 portfolio of downstream products like Chlorinated TPD by FY27 Paraffin Wax (CPW), the company ensures stable chlorine absorption and enhanced value creation. 0.67 300+ 16 MW 10 MW Employees, Debt to equity as driven by efficiency Solar Plant Hybrid Plant - on Mar’26 and sustainability operational at Group captive at focus Bikaner Jaisalmer, Rajasthan ACCELERATING OUR JOURNEY TO BEING A GREEN CHEMICAL COMPANY 2024 • Focus on Green Chemistry –Solar Power 1979 2006 2021 integration -16MW Solar plant in Bikaner Company was incorporated Company and Dhir Group made an open offer to buy commences operations as Modi Alkalis & Chemicals management taken out other promoters, increasing their subsequently changed up by Dhir Group stake to 74.72%, and taking over the • Operationalized additional 90 TPD Name to Lords ChloroAlkali and others company’s full management Capacity Expansion of Caustic Soda Ltd. 1992 2015/2016 2023 2025 Company moved from Company restarted with Best operating profits in • Operationalized additional 30 TPD Capacity Mercury cell manufacturing latest technologyfrom Japan history of Lords Chloro Expansion of Chlorinated Paraffin Wax to membrane technology for & Germany (CPW) environmental reasons • Established Group captive 10MW hybrid Plant EXPERIENCED MANAGEMENT TEAM Ajay Virmani Madhav Dhir Deepak Mathur Managing Director Executive Director Technical Director • Chartered Accountantby profession • BA in Business Management, MScin • B.Tech. in Chemical Engineering from Economics, LLB, Graduate from Imperial Punjab University, Chandigarh • 18 years of experience in the ChloroAlkali College London industry,he not only served as the President • Boasting more than 40 years of experience of AMAI but also brings wealth of industry • Director of Lords Chloro Alkali Limited for in chloro-alkali plants across India, is a knowledge and- leadership over 10years, focuses on Company's future, seasoned expert in this field expanding business, adding new chemicals, expanding renewable footprint and charting growth trajectory BUSINESS OVERVIEW WIDE PRODUCT OFFERINGS…. Caustic Soda Evaporation Caustic Soda Lye Grid Power Chlorine Treatment & Chlorine Liquid Compression CAUSTIC Sodium Hypochlorite Plant Sodium Hypochlorite SODA 16 MWSolar Power Plant PLANT CPW Plant Chlorinated Paraffin Wax 10 MWHybrid Power Plant Hydrogen Compression Hydrogen Gas (Group Captive) Hydrochloric Acid Plant Hydrochloric Acid Setup 21 MW Solar Power Plant (operational by June’26) Caustic Soda Evaporation Chlorine Treatment & Hydrochloric Acid Plant Caustic Soda Lye Compression Hydrochloric Acid (HCl) Key Applications (K) Chlorine Key Applications (K) •Neutralizing agent Key Applications (K) •Pickling agent •Cleaning & bleaching agent •Disinfection •pH regulation •pH regulator •Bleaching •Neutralization •Chemical synthesis End-Use Industries (E) End-Use Industries (E) •Aluminium End-Use Industries (E) •Steel & Metallurgy •Paper & Pulp •Water treatment •Effluent treatment plants DIVERSE •Textiles •PVC & plastics •Pharmaceuticals •Soaps & Detergents •Inorganic chemicals •Dyes & Chemicals •Pharmaceuticals •Paper & pulp PRODUCT •Pharma intermediates CPW Plant Sodium Hypochlorite Plant Hydrogen Compression PORTFOLIO Chlorinated Paraffin Wax Sodium Hypochlorite Hydrogen Gas (By-product) (CPW) Key Applications (K) Key Applications (K) Key Applications (K) •Bleaching •Hydrogenation •Flame retardant •Disinfection •Clean energy fuel •Plasticizer •Water treatment End-Use Industries (E) •Lubricant End-Use Industries (E) •Oils & Fats processing End-Use Industries (E) •Textiles •Chemical manufacturing •PVC pipes & cables •Municipal water supply •Rubber industry •Pharma & healthcare •Plastics & leather •Sanitization products •Paints & coatings STRONG CLIENTS PROFILE MANUFACTURING FOOTPRINT Our Alwar, Rajasthan facility is a sophisticated manufacturing facility with Technologically advanced plant maintaining industry leading utilization rates while demonstrating our environmental commitment with a significant part of our 84 acre campus preserved as green belt. Production Capabilities Current Capacity Integrated Process •1,05,000 TPA caustic soda Developing ability to channel by product of •18,250 TPA of Chlorinated Paraffin Wax caustic soda into value added products (CPW) Technology Integrating Solar Power ISO 9001, ISO 14001, ISO 45001 Significant focus on harnessing solar power for Tech Suppliers from Asahi Kasei (Japan), UHDE chemical production, a move that reduces reliance (Germany), Bertrams(Switzerland), KREBS on non-renewable energy sources and positions as No mercury cells; cleaner fuel transition a leading player in green energy adoption within the chemical sector Focus on Sustainable Manufacturing ENERGY COST TRANSFORMATION – BIGGEST LEVER Energy is our single largest cost component and our biggest opportunity. Power & fuel constitute approx. of production costs FY26: • 16 MW Solar plant FY25 Reduced to • Set-back with increased Grid Electricity Rates in Oct, 2025. Power & Fuel cost at 42% • Entered into Power Supply Agreement and Share Purchase Agreement with CGE II Hybird Energy Private Limited for 10MW in Wind Solar on account of Hybrid Project. renewables integration • Additionally new 21 MW solar project to bring further cost savings More stable EBITDA margins, reduced dependence on cyclical caustic soda prices, IMPACT and enhanced competitiveness vs peers relying on thermal power. STRATEGIC CAPEX JOURNEY Our disciplined investments drive scale and efficiency Completed Projects (FY24 – FY25 | Rs. 150 crore) Caustic Soda Chlorinated Paraffin Wax (CPW) increased Solar Power Plant Increased capacity from 210 TPD →300 TPD, capacity from 20 TPD →50 TPD to enhance captive Commissioned a 16 MW solar facility in Bikaner, meeting already operating at ~80% utilization. chlorine utilization. ~10% of power requirement. These projects were funded through a mix of internal accruals and debt, keeping balance sheet strength intact. CAPEX JOURNEY Three tranches · Revenue accretive · Margin improving · Self-funded Total Capex Outlay of Rs. 315 crore across FY24 – FY28 to drive Capacity Expansion + Renewable Energy + Downstream Diversification FY26 –FY27 FY24 -FY25 Ongoing –Rs. 165 crore Completed –Rs. 150 crore • 10 MW gro [Showing first 8,000 characters — download PDF for full document]