Updates

REF: CHEMFAB/SEC/2026-27 30th July, 2026 BSE Limited National Stock Exchange of India Limited Corporate Relationship Department The Manager, Listing Department Phiroze Jeejeebhoy Towers, “Exchange Plaza” Dalal Street, Bandra - Kurla Complex, Bandra (E) Mumbai- 400 001. Mumbai - 400 051 BSE – Scrip Code: 541269 NSE Symbol: CHEMFAB Dear Sir/Madam, Sub: Submission of Investor Presentation This has reference to captioned subject above, please find enclosed Investor presentation for the quarter ended June 30, 2026 which is also being hosted on the website of the Company viz. https://chemfabalkalis.com/. This is a voluntary submission for your information and records. Thanking You, Yours faithfully, For CHEMFAB ALKALIS LIMITED Bharatraj Panchal Company Secretary and Compliance officer FCS: 9828 CHEMFAB ALKALIS LIMITED Investor Presentation Q 1 F Y27 – JU L Y 2 026 Disclaimer This document which has been prepared by Chemfab Alkalis Limited (the “Company”), solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe 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 a statutory offering document containing detailed information about the Company. This document 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 contents of this Document. This Document 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 Document is expressly excluded. Certain matters discussed in this Document may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide, competition, the Company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Document. The Company assumes no obligation to update any forward-looking information contained in this Document. Any forward-looking statements and projections made by third parties included in this Document are not adopted by the Company and the Company is not responsible for such third-party statements and projections. Quarterly Highlights Q 1FY 26 – JU L Y 2 026 QUARTERLY HIGHLIGHTS Management Commentary In our Chlor-Alkali business, Q1FY27 In the OPVC segment, demand during the On a consolidated basis, the outlook witnessed an improvement in ECU quarter remained significantly impacted remains firmly positive. Improving cost realisations, supported by a rise in global by the continued absence of fund flows efficiencies in the Chlor-Alkali business, caustic prices between mid-March and under the Jal Jeevan Mission. Almost all the ramp-up of captive hybrid power, mid-April 2026. However, by end-April, states and Union Territories have now and the anticipated revival in OPVC order international prices had once again signed the revised JJM MoU and are in booking and demand are together retraced to pre-war levels, reflecting the the process of complying with its terms, expected to drive a meaningful continued volatility in the global and fund releases are expected to improvement in performance through landscape. Notwithstanding this, our ECU improve from Q2FY27 onwards. the year. While external uncertainties realisation improved sequentially during Encouragingly, recent months have seen persist, the Company remains firmly the quarter from ₹39,100 per MT to a marked improvement in the demand focused on execution discipline, ₹39,600 per MT. Our 10 MW Captive outlook, with OPVC pipes now being positioning it well for sustainable and Hybrid Power supply commenced on 25th included across various schemes in profitable growth in the year ahead. May 2026, and is expected to deliver multiple states, both under JJM and significant and consistent long-term cost beyond it. Further, during the quarter, the savings going forward. With improved BIS also approved the inclusion of OPVC Mr. V.M. Srinivasan volumes and a lower power cost base, pipes for sewage applications, opening Chief Executive Officer there is now a structural reduction in our up a new application segment for the Chlor-Alkali cost structure, which is Company. We foresee sustained expected to drive a sustained improvement in order booking from improvement in operating margins in the Q2FY27, with the resultant revenue coming quarters. benefits expected to flow through from Q3FY27. CHEMFAB ALKALIS LIMITED | INVESTOR PRESENTATION 2026 QUARTERLY HIGHLIGHTS Segmental KPI’s Chemical Segment REVENUE FROM OPERATION EBITDA EBITDA MARGINS ECU Realisations (₹ IN CRORES) (₹ IN CRORES) (IN %) (₹ IN( CINR ₹O/RMETS)) Q1FY27 67.41 Q1FY27 7.74 Q1FY27 11.48% Q1FY27 39,600 Q4FY26 61.67 Q4FY26 6.42 Q4FY26 10.41% Q4FY26 39,100 Q1FY26 52.48 Q1FY26 0.62 Q1FY26 1.17% Q1FY26 40,955 OPVC Segment REVENUE FROM OPERATION EBITDA EBITDA MARGINS (₹ IN CRORES) (₹ IN CRORES) (IN %) -1.00 1.00 3.00 5.00 7.00 9.00 11.00 (₹ IN13.00 CROR15.00ES) Q1FY27 5.75 Q1FY27 2.39 Q1FY27 41.57% Q4FY26 13.11 Q4FY26 2.10 Q4FY26 16.02% Q1FY26 38.70 Q1FY26 10.68 Q1FY26 27.60% Note: Consolidated Numbers CHEMFAB ALKALIS LIMITED | INVESTOR PRESENTATION 2026 QUARTERLY HIGHLIGHTS Summary of Profit & Loss (Chemical & OPVC) (₹ IN CRORES) Q-O-Q Y-O-Y PARTICULARS Q1FY27 Q4FY26 Q1FY26 CHANGE CHANGE REVENUE FROM OPERATION 73.16 74.78 (2.17%) 91.54 (20.08%) OPERATIONAL EBITDA 10.13 8.52 18.90% 11.30 (10.35%) OPERATIONAL EBITDA MARGIN % 13.85% 11.39% 245 bps 12.34% 150 bps OTHER INCOME 2.08 2.80 (25.71%) 1.36 52.94% FINANCE COST 2.21 2.14 3.27% 1.57 40.76% DEPRECIATION 7.78 7.95 (2.14%) 6.39 21.75% PROFIT BEFORE TAX 2.22 1.23 80.49% 4.70 (52.77%) Note: Consolidated Numbers CHEMFAB ALKALIS LIMITED | INVESTOR PRESENTATION 2026 QUARTERLY HIGHLIGHTS Summary of Profit & Loss – Chemical Segment (₹ IN CRORES) Q-O-Q Y-O-Y PARTICULARS Q1FY27 Q4FY26 Q1FY26 CHANGE CHANGE REVENUE FROM OPERATION 67.41 61.67 9.31% 52.84 27.57% OPERATIONAL EBITDA 7.74 6.42 20.56% 0.62 1,148.39% OPERATIONAL EBITDA MARGIN % 11.48% 10.41% 107 bps 1.17% 1,031 bps OTHER INCOME 1.75 1.80 (2.78%) 1.15 52.17% FINANCE COST 0.85 0.97 (12.37%) 0.35 142.86% DEPRECIATION 4.81 4.99 (3.61%) 4.34 10.83% PROFIT BEFORE TAX 3.82 2.27 68.28% -2.92 230.82% Note: Consolidated Numbers CHEMFAB ALKALIS LIMITED | INVESTOR PRESENTATION 2026 QUARTERLY HIGHLIGHTS Summary of Profit & Loss – OPVC Segment (₹ IN CRORES) Q-O-Q Y-O-Y PARTICULARS Q1FY27 Q4FY26 Q1FY26 CHANGE CHANGE REVENUE FROM OPERATION 5.75 13.11 (56.14%) 38.70 (85.14%) OPERATIONAL EBITDA 2.39 2.10 13.81% 10.68 (77.62%) OPERATIONAL EBITDA MARGIN % 41.57% 16.02% 2,555 bps 27.60% 1,397 bps OTHER INCOME 0.33 1.00 (67.00%) 0.21 57.14% FINANCE COST 1.36 1.17 16.24% 1.22 11.48% DEPRECIATION 2.97 2.96 0.34% 2.05 44.88% PROFIT BEFORE TAX (1.60) (1.04) 53.85% 7.62 (121.00%) Note: Consolidated Numbers CHEMFAB ALKALIS LIMITED | INVESTOR PRES [Showing first 8,000 characters — download PDF for full document]