Investor Presentation - Q2 & H1 FY''27

4th November, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Bandra Kurla Complex Dalal Street, Mumbai – 400 001 Mumbai – 400 050 Scrip Code - 543336 Scrip Symbol - CHEMPLASTS Subject: Investor Presentation Please find enclosed a copy of Investor Presentation – Q2 & H1 FY ’27. Copy of Investor Presentation will also be available on the website of the company at www.chemplastsanmar.com Date & Time of occurrence of the information: 4th November, 2026 & 9.46 PM (IST) Thanking You, Yours faithfully, For CHEMPLAST SANMAR LIMITED P SRINIVASAN Company Secretary and Compliance Officer Memb No. ACS 10129 Chemplast Sanmar Limited Investor Presentation – Q2 & H1FY ’27 Safe Harbour This presentation and the accompanying slides (the ‘Presentation’), which have been prepared by Chemplast Sanmar Ltd. (the ‘Company’), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of #4579BD a statutory offering document containing detailed information about the Company. #00AEEF This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the #25408F contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. #6C3F98 This Presentation contains certain forward looking statements concerning the Company’s future business prospects and business profitability, which are subject to #7670B4 a number of risks and uncertainties and the actual results could materially differ from those in such forward looking statements. The risks and uncertainties relating to these statements include, but are not limited to, risks and uncertainties regarding fluctuations in earnings, our ability to manage growth, competition (both #41AE49 domestic and international), economic growth in India and abroad, ability to attract and retain highly skilled professionals, time and cost over runs on contracts, our ability to manage our international operations, government policies and actions regulations, interest and other fiscal costs generally prevailing in the economy. The Company does not undertake to make any announcement in case any of these forward looking statements become materially incorrect in future or update any forward looking statements made from time to time by or on behalf of the Company. Performance Highlights Performance Highlights: Q2 & H1FY ’27 Key Highlights Rs. Cr (A) Speciality Segment Revenues EBITDA PAT #4579BD (a) Paste PVC 7 1,323 Q2 FY ‘26 Q1 FY ‘27 Q2 FY ‘27 • Domestic demand remained robust throughout the quarter, peaking in September, driven by 2 1,125 ’ 1,033 strong offtake from the automotive and footwear sectors. Customers also increased inventory #00AEEF Y (5) F levels amid rising prices and constrained availability of imported resin. Q 111 (51) • The Madras High Court directed provisional assessment of Paste PVC imports from the EU and 43 Japan, effective since mid-September 2026 and imports are allowed on bond. The #25408F Q1 FY ‘27 Government's appeal against the interim order was not entertained by the Division Bench, and provisional assessment continues. Q2 FY '26 Q1 FY '27 Q2 FY '27 Q2 FY ‘26 Q2 FY ‘27 (176) #6C3F98 (115) (b) Custom Manufactured Chemicals Division (‘CMCD’) CMCD continued its strong growth momentum during Q2, supported by the ramp-up of commercialised molecules and healthy demand . Margins continue to be healthy. #7670B4 Dedicated business development teams in Europe and Japan are helping generate new product Revenues EBITDA PAT opportunities and strengthen customer engagements. #41AE49 F H1 FY ‘26 H1 FY ‘27 2,448 (c) Refrigerant Gases (R-32) 1 2,133 Market seeding is underway, with initial sales recorded during the quarter. Additional production capacity is expected to come on stream by the end of FY27. (115) H1 FY ‘27 (181) H1FY '26 H1FY '27 H1 FY ‘26 All computations are on Consolidated basis Q3 FY ‘26 Performance Highlights: Q2 & H1FY ’27 Key Highlights B) Commodity Segment – (VAC & CCVL) #4579BD a) Suspension PVC • Domestic demand stayed soft because of the seasonal monsoon slowdown. Chinese dumping remains unabated affecting margins. #00AEEF • PVC prices and realisations improved during the quarter, driven by rising crude oil and ethylene prices and higher ocean freight rates amid global supply disruptions, which made imported PVC more expensive. The Minimum Import Prices also helped stabilize the prices. • However, these higher PVC prices dampened pipe demand further, and offtake from government projects remained low. #25408F • The segment continues to be hit by multiple headwinds/ structural shifts. With VCM prices catching-up with PVC prices, spreads are likely to remain volatile. #6C3F98 b) Value-added Chemicals (‘VAC’) • VAC performance remained subdued during Q2 FY27, as margin pressures persisted. #7670B4 • Caustic soda volumes were impacted by the Karaikal plant shutdown and reduced operations at Mettur, while pricing remained under pressure due to global oversupply and weak demand. #41AE49 MD’s Message “Q2 FY27 marked a meaningful improvement in the Company’s performance, with consolidated revenue growing 28% year-on-year to Rs. 1,323 crores. EBITDA stood at Rs. 111 crores, compared to Rs. 43 crores in the corresponding quarter last year, reflecting an improvement in overall business performance. #4579BD Our Specialty Chemicals portfolio continued to deliver strong progress, led by healthy demand in Paste PVC and the continued scale-up #00AEEF of CMCD. In Paste PVC, improved market conditions and better realisations supported business performance. CMCD delivered another strong quarter and continues to gain momentum, driven by growing pipeline, a robust order book across agrochemicals, pharmaceuticals and other speciality chemical applications. With deeper customer engagements and new molecules progressing #25408F towards commercialisation, we remain confident about the long-term growth trajectory of this business. In Refrigerant Gases, we are progressing with the planned addition of new capacities, targeted for commercial operations by the end of FY27, which will further #6C3F98 strengthen our position in this business. VAC profitability remained constrained in Q2 FY27 amid ongoing demand-supply imbalances. While Suspension PVC pricing improved #7670B4 during the quarter, driven by rising crude oil and ethylene prices and higher ocean freight rates, it continues to face significant structural headwinds. As VCM prices catch up with PVC prices, spreads are likely to remain volatile, reinforcing the cyclical and earnings-sensitive S. Ganeshkumar nature of the business. #41AE49 Managing Director Going forward, we will continue to focus on strengthening our speciality chemicals portfolio, accelerating the development of new molecules, and expanding our manufacturing capabilities. We believe these initiatives will support our growth ambitions and position the Company to capture emerging opportunities across its businesses.” Segmental Highlights - Quarterly Rs. Cr Specialty Chemicals^ Value - Added Chemicals# Suspension PVC Consolidated 1,323 #4579BD p k 715 1,125 a 1,033 e r 488 523 569 #00AEEF B 427 n 138 e 129 v 120 #25408F e Q2 FY '26 Q1 FY '27 Q2 FY '27 Q2 FY '26 Q1 FY '27 Q2 FY '27 Q2 FY '26 Q1 FY '27 Q2 FY '27 Q2 FY '26 Q1 FY '27 Q2 FY '27 #6C3F98 1,42,729 1,41,649 [Showing first 8,000 characters — download PDF for full document]