Analysts/Institutional Investor Meet/Con. Call Updates

6th November, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block G, Dalal Street, Mumbai – 400 001 Bandra Kurla Complex, Scrip Code – 506655 Bandra (East), Mumbai – 400 051 Scrip Symbol - SUDARSCHEM Dear Sir / Madam, Sub : Results Earnings Call Q2FY27 – Investors Presentation Pursuant to the provisions of Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we attach herewith a copy of the Presentation to be made at the Call with Analysts and Investors scheduled today i.e., on Friday, 6th November, 2026 at 04:00 p.m. (IST), in relation to the Unaudited Financial Results (Stand-alone and Consolidated) for the quarter and half-year ended 30th September, 2026. The same is also being uploaded on the website of the Company at www.sudarshan.com Kindly take the same on record. Thanking You, Yours Faithfully, For SUDARSHAN CHEMICAL INDUSTRIES LIMITED RAJESH RATHI CHAIRMAN AND MANAGING DIRECTOR Sudarshan Chemical Industries Limited Registered Office: 7th Floor, Eleven West Panchshil, Survey No 25, Near PAN Card Club Road, Baner, Pune 411 069, Maharashtra, India T: +91 20 6828 1200 | www.sudarshan.com | shares@sudarshan.com | CIN: L24119PN1951PLC008409 ONE Sudarshan Investor Presentation Q2 FY27 November 06, 2026 Safe harbour statement • This presentation may contain statements which reflect Management’s current views and estimates and could be construed as forward-looking statements • These forward-looking statements involve a number of risks, uncertainties and other factors that could cause actual results to differ materially from those suggested by the forward-looking statements • These risks and uncertainties include, but are not limited to our exposure to changes in general economic conditions, market, Foreign currency and other risks, changes in government policies/regulations, tax regimes as also technological changes • The company assumes no responsibility to publicly amend, modify or revise any forward-looking statements, on the basis of subsequent development, information or events or otherwise One Sudarshan introduction Sudarshan and Heubach unite forces 1886 1951 HISTORY 1863 Sudarshan establishes its business, Uniting a rich legacy to build 1995 focusing largely on India with a stronger, manufacturing units in Pune and Roha future-ready Sudarshan 1806 in the state of Maharashtra 2022 Legacy Legacy Top-2 player, globally, with a legacy of over 200 years Fastest growing and most profitable pigment and about EUR 1 billion in revenue A global, company value-creating pigment leader, rooted in customer centricity Global manufacturing footprint with 17 sites across 75+ years of experience in pigment industry with and agility the world and global customer base global presence and wide product portfolio Broad and high-quality product portfolio with 2025 Customer centricity as a core value and strong advanced product development and R&D capabilities entrepreneurial, agile culture We have established ourselves as industry leaders, and even greater opportunities lie ahead Expanded Truly global Unrivalled Pigment Financially manufacturing reach Portfolio and robust footprint Technology 19 All ~1,600 € ~1 bn Manufacturing facilities Major industry segments Pigment products Annual turnover 11 4,000+ ~60 EBITDA Countries with sites Global customers Brands Plan to boost profitability >200 100+ Countries with customers People working in technology roles Sudarshan now has a global manufacturing footprint of 19 sites – all plants operating well Inorganic Organic pigment Preparations Langelsheim2, Germany Tianjin, China Frankfurt, Nagda, India Fairless Hills Germany Cuddalore, PA, the US India Shizuoka, Japan Ankleshwar, India Santa Clara, Mexico Hangzhou, China Bangpoo, Thailand Dahej, India Water Base Tangerang, Indonesia Solvent Base Mahad, Suzano, Brazil India Maipú, Chile Roha1, India Chamdor, South Africa 1. Roha includes two manufacturing plants. 2. Anticorrosives We have 12 technical marketing centres supported by 250+ global marketing and innovation team to support our customers Dedicated Global commercial marketing team to identify new market trends and shaping our value proposition for the customers Global technical and innovation team to drive global innovation projects to build new chemistries leveraging our excellent technical lab and knowledge expertise Regional technical marketing team will accelerate the new project developments with customers in the region driving higher growth opportunities Integration update Latest achievements and major updates from Q2 1 2 3 4 5 Innovation update Alu dyes VP4 Value capture One SAP Exciting customer Initial visits and ideation Closed deal on Nov 2nd as Robust value capture Successful go-live of projects underway: on value capture ideas planned and funds funnel for FY 27 with first Wave (Legacy • Agrocer: microplastic- underway received EUR 75.8 mn major savings expected in Sudarshan and Heubach operations excellence India) with minimal free seed coating Acquisition secures long- Completed carve-out and (e.g. yield improvements) disruptions term continuity of Alu transfer activities, e.g., • Violet 3040 (PV23): and procurement dyes as contract Infraserv new lease Good progress towards water-based coating, manufacturing contract, IT setup etc. next go-lives printing, latex agreement comes to end • Viscofil LY: mass by Dec’26 coloration of Lyocell Deal value CHF 7 mn • NIR black & OK compost: recycled plastics • HMF dyes and violet colour: cell phones Innovation: Several exciting launches COSMETICS & PERSONAL CARE NEW SHADES FOR CELLPHONES PLASTICS Sumicos Luxe Gold SM639 Black, Graphite & Mint using HMF (Heavy PV Fast Yellow HG Synthetic mica gold masstone: intense metallic Metal free ) anodizing dyes for cell phones Application: Straws brilliance at lower dosage Registered with JCII alongside a newly developed biodegradable polymer, meeting Sumicos Super Fine Silver SM112 colorant safety requirements Finest synthetic mica in the portfolio (1–15 µm) Hostaperm Yellow H4G with an illuminating sheen Application: Wire cabling Sumicair Softfeel Mica 43018 Higher purity for high volume electric Fine natural mica functional filler (1–15 µm) resistance; now expanding into red, green and that expands our filler range blue Alu dyes: Business serves premium customers across consumer goods and architectural coatings Deal context Key terms of the Asset Sale and Transfer agreement Negotiated with Clariant to acquire manufacturing Clariant Muttenz plant offers specialty dyes for facility on ‘As is, Where is’ basis for CHF 7mn transparent Aluminum coloration, preserving the underlying metallic appearance Carve-out and transfer activities, identification of value capture levers ongoing High-complexity chemistry: 6-stage synthesis with difficult-to-treat effluent Expected closing January 2027 Serves premium customers with complex applications in 2 industries:  Consumer goods (like electronic devices)  Architectural coatings (Aluminum facades) Stable specialty niche with limited competition and technology moat; site highly reliable VP4: Successful transaction of a non-core asset Deal context Details of the deal Non-core asset: Selling Diketene & CKP Plant Deal Value EUR 75.8 Mn was part of the strategy from the onset; only 10% of the facility’s production was used by Proceeds will be primarily used to prepay acquisition debt Sudarshan This will strengthen the balance sheet and bring the Group 31 August 2026: Definitive Agreements closer to a net debt-zero position Executed Sale of the entire shareholding in VP4 Frankfurt GmbH to Celanese US Holdings LLC. 2 November 2026: Transaction successfully completed Q2 and H1 performance update Most segments demand stayed soft in Q2 FY27 and we don’t see immediate relief Overall, end-market demand stayed muted in Q2 FY27: e.g., US housing and European construction are still weak, M [Showing first 8,000 characters — download PDF for full document]