BSECompany Update10h ago · 10 Nov 2026, 10:32 am

Enclosed herewith transcript of Earnings call for Unaudited financial results for quarter and half year ended 30th september 2026.

Platinum Industries Ltd · 544134

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Platinum Industries Ltd has announced its unaudited financial results for the quarter and half year ended September 30, 2026. The company's revenue from operations for Q2 FY27 stood at INR 121.3 crores, with a profit before tax of INR 10.5 crores and a profit after tax of INR 7.6 crores. The revenue from operations for H1 FY27 stood at INR 230.20 crores, with a profit before tax of INR 25.5 crores and a profit after tax of INR 18.7 crores. The company has also announced its plans for international expansion, including the increase in capacity of its Egypt manufacturing facility to 60,000 MTPA and the commencement of duty-free access to the United States through qualified industrial zones.

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Earnings Impact8/10
Growth Catalyst6/10
Governance Concern2/10
Regulatory Risk1/10
Balance Sheet Risk4/10
Liquidity Impact9/10
Market Sentiment8/10

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Platinum Industries Ltd - 544134 - Announcement under Regulation 30 (LODR)-Earnings Call Transcript

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Date: 10th November, 2026 To, To, Listing Department Listing Department National Stock Exchange of India Limited BSE Limited (“BSE”) (“NSE”) Department of Corporate Services Exchange Plaza, C-1 Block G, Bandra Kurla Phiroze Jeejeebhoy Towers, Complex Bandra [E], Mumbai – 400051 Dalal Street, Fort, Mumbai - 400 001 NSE Scrip Symbol: PLATIND BSE Scrip Code: 544134 ISIN: INE0PT501018 ISIN: INE0PT501018 Subject: Announcement under Reg. 30 of SEBI (LODR) Regulations, 2015 – Transcript of Post Earnings Conference Call. Dear Sir / Madam, Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, as amended, please find enclosed herewith the transcript of the Post Earnings Conference Call held on Thursday, 05th November, 2026 at 03:30 P.M. (IST) for the Unaudited Financial Results of the Company for the quarter and half year ended September 30, 2026. The above information shall be made available on the website of the Company at www.platinumindustriesltd.com. Kindly take above intimation on your record and oblige. Thanking You Yours Faithfully, For Platinum Industries Limited Bhagyashree Mallawat Company Secretary and Compliance Officer M. No.: A51488 Enclosed: As above PLATINUM INDUSTRIES LIMITED CIN: L24299MH2020PLC341637 201, Ackruti Star, Pocket No. 5, Central Road, MIDC, Marol, Andheri East, Mumbai-400069, Maharashtra. Tel.: 022-69983999 / 022-69983900 | E-mail: compliance@platinumindustriesltd.com Platinum Industries Limited Q2 H1 FY27 POST EARNINGS CONFERENCE CALL November 5, 2026 at 3:30 PM IST Management Team Mr. Krishna Rana - Chairman and Managing Director Mr. Ashok Bothra - Chief Financial Officer Call Coordinator Strategy & Investor Relations Consulting Platinum Industries Limited Q2 H1 FY27 Post Earnings Conference Call November 5, 2026, 3:30 PM IST Presentation Moderator: Ladies and gentlemen, on behalf of Kaptify Consulting Investor Relations team, I welcome you all to the Q2 and H1 FY27 Post Earnings Conference Call of Platinum Industries Limited. Today on the call from the management, we have with us Mr. Krishna Rana, Chairman and Managing Director and Mr. Ashok Bothra, Chief Financial Officer. As a disclaimer, I would like to inform all of you that this call may contain forward-looking statements which may involve risk and uncertainties. Also, a reminder that this call is being recorded. I would now request the management to brief us about the business highlights for the period ended September 2026, the growth perspective and vision for the coming year, post which we will open the floor for Q&A. Over to the management team. Krishna Rana: Good afternoon, everyone. I am Krishna Dushyant Rana, Chairman and Managing Director of Platinum Industries Limited and I am joined by our Chief Financial Officer, Mr. Ashok Bothra. Let me begin by thanking all our employees, customers, business partners, stakeholders and shareholders for their continuous trust and support. Before we dive into the numbers, I want to step back and reflect on our strategic direction. Despite a dynamic macro environment and shifting global supply chain currents, Platinum Industries has continued to reinforce its position as a leading player in PVC stabilizers, lubricants and speciality chemicals. Our commitment to product and geographic expansion, localization and robust operational execution continues to yield structural dividends. The second quarter of financial year 2027 has been an important period in our capacity expansion journey. As we transition towards the operational scaling of our expanded manufacturing facilities, we are encouraged by the progress made across our key projects and remain focused on translating these investments into sustainable business growth over the coming quarters. On a consolidated basis, revenue from the operations in Q2 FY27 stood at INR 121.3 crores compared with INR 98.4 crores in Q2 FY26. Profit before tax stood at INR 10.5 crores while profit after tax was INR 7.6 crores. Page 2 of 11 Platinum Industries Limited Q2 H1 FY27 Post Earnings Conference Call November 5, 2026, 3:30 PM IST On a consolidated basis, revenue from the operations in H1 FY27 stood at INR 230.20 crores compared with INR 213.8 crores in H1 FY26. Profit before tax stood at INR 25.5 crores while profit after tax was at INR 18.7 crores. Our immediate focus centres on a gradual capacity ramp up, higher utilization levels, process optimization and deeper customer engagement unlocking the structural benefits of operating leverage as production scales. Moving to our international expansion plans, our Egypt manufacturing facility remains a strategic priority. The initial capacity of 30,000 MTPA as mentioned in the prospectus were further increased to 60,000 MTPA. The partial capacity is expected to commence by 31st December 2026, and the remaining capacity shall be commissioned or commenced by 31st March 2027. Strategic advantages offer duty-free access to the United States through qualified industrial zones, preferential trade access to South American markets and a cost- competitive production hub closer to the global polymer additives market and closer to the Western world. Outlook expected to contribute meaningfully to our growth from FY28 onwards, significantly strengthening our export mix and long-term margin profile. Alongside core capacity expansions, we continue to broaden our product portfolio and develop new growth engines. Platinum Oleo chemicals, we have commenced sales of oleochemical derivatives and speciality chemicals, initiating market development in India and exploring export opportunities. Sales from this segment generated an amount of INR 11.4 crores in Q2 FY27 and INR 16.7 crore in H1 FY27. Rivadu Lifesciences, in September 2026, s has entered into an exclusive sale and purchase agreement with South Korea-based CAREGEN Co., Ltd for its Korglutide health functional food products in India with potential for local manufacturing. As we move into the second half of FY27, our focus remains squarely on execution and operational scaling. Our key priorities are gradual utilization improvement at the expanded Palghar facility, timely completion and commissioning of the Egypt manufacturing facilities, strengthening our position in premium lead- Page 3 of 11 Platinum Industries Limited Q2 H1 FY27 Post Earnings Conference Call November 5, 2026, 3:30 PM IST free PVC stabilizers and CPVC additives, expanding our domestic and international customer base, scaling up oleochemicals and other new product initiatives, improving manufacturing efficiencies through automation and process optimization, maintaining financial discipline while pursuing growth opportunities. We remain exceptionally confident in the long-term opportunities across our core PVC and CPVC additives business. With that, I would now like to hand over the call to our CFO, Mr. Ashok Bothra, who will take you through the financial performance for the quarter and half year in greater detail. Thank you very much. Ashok Bothra: Thank You, Sir. Good afternoon, everyone, and thank you, Sir. I will now briefly take you through our financial performance for Q2 and H1 FY27. Starting with our consolidated performance, revenue from operations for Q2 stood at INR 121.3 crores compared with INR 98.4 crores in Q2 FY26, registering a healthy growth of 23.3%. EBITDA for the quarter stood at INR 10.8 crores with an EBITDA margin of 8.9%, compared to INR 13.6 crores and 13.8% respectively in Q2 FY26. Profit before tax for Q2 stood at INR 10.5 crores compared with INR 14.8 crores in the corresponding quarter of the previous year, while Profit After Tax came in at INR 7.6 crores compared with INR 11 crores. Basic and diluted EPS for the quarter stood at INR 1.40 per share. For the first half of the fiscal year, our consolidated revenue from operations stood at INR 230.20 crores compared to INR 213.8 crores in H1 FY26, registering a growth of 7.7 [Showing first 8,000 characters — download PDF for full document]