Investor Presentation

Date: August 03, 2026 VCL/SE/36/2026-27 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block G Dalal Street, Fort Bandra-Kurla Complex, Bandra (East), Mumbai – 400 001 Mumbai 400 051 Scrip Code: 516072 NSE Symbol: VISHNU Through: BSE Listing Centre Through: NEAPS Dear Sir/ Madam, Subject: Investor Presentation on Q1FY27 Financial Results - Regulation 30 of SEBI (LODR) Regulations, 2015 Please find attached the Investor Presentation on the financial results of the Company for the first quarter ended June 30, 2026. A copy of this disclosure is uploaded on the website of the Company www.vishnuchemicals.com. This is for your information and record. Thanking You. Yours Faithfully, For Vishnu Chemicals Limited Vibha Shinde Company Secretary & Compliance Officer Encl: As Above Speciality Performance Chemicals Q1FY27 Earnings Presentation “Where Perseverance and Commitment Come Together” "A Reflection Of Chemistry" suggests a connection between the products offered by 0 1 0 2 the company and the science of chemistry. The use of "reflection" implies a deep Identity Results About Us understanding or embodiment of chemistry, which is a tribute to those who value expertise and quality in specialty chemicals. It conveys a sense of depth, precision, and 0 4 0 5 0 6 expertise in manufacturing. It suggests that the products offered by the company are not just chemicals; they are a manifestation of Products ESG Summing Up science and human perseverance. Strong Start to FY27 With Broad Based Growth YoY Double Digit Balanced Sales Mix Holistic Management Growth Operating Revenues & PAT Diversified 45:55 Domestic- Evolving into an integrated grow 20%+ YoY to-Export revenue mix. manufacturer with relentless focus on R&D, technology and Focus on customer-first continuous improvements. Performance driven by strong approach and agility across execution, operational markets is our USP. resilience and strategic integration initiatives Consistent performance driven by strategic initiatives taken over the years with focus on global cost competitiveness. Consolidated Financials: Strong Growth YoY Operating Revenues EBITDA PAT +23.0% +24.9% +17.5% Q1FY27 ₹ 433.4 Cr YoY ₹ 65.4 Cr ₹ 39.6 Cr YoY YoY QoQ In ₹ Cr Q1FY27 Q1FY26 Q4FY26 FY26 change change Operating Revenues 433.4 346.9 +24.9% 450.3 (3.8%) 1609.7 Gross Profit 193.9 158.2 +22.6% 210.4 (7.8%) 725.6 Gross Margin 44.7% 45.6% 46.7% 45.1% EBITDA 65.5 55.7 +17.5% 76.7 (14.6%) 252.4 EBITDA Margin 15.1% 16.1% 17.0% 15.7% PAT 39.6 32.2 +23.0% 43.4 (8.7%) 142.2 PAT Margin 9.1% 9.3% 9.6% 8.8% Robust performance despite a planned maintenance shutdown at the Vizag facility, which impacted sequential performance. Diversified Market Penetration GROWTH ACROSS GEOGRAPHIES BALANCED MIX Domestic Exports Q1FY26 Revenue Mix Q1FY27 Revenue Mix 157 55% 55% 45% 45% 189 193 Domestic Exports Domestic Exports Q1FY26 Q1FY27 Demand across multiple geographies (50+ Balanced revenue mix demonstrates VCL’s countries) and end-use industries globally agility across markets Building the next phase of growth Chromium Barium Strontium South Africa Improving Value Mix Deepening Integration Scaling Up Progressing Towards Operations Strategic shift towards higher value- Expansion underway to strengthen Q1FY27 revenue nearly matched Refurbishment, engineering, hiring added derivatives driving better backward integration and product full-year FY26 revenue, and regulatory activities margins and long-term growth quality. demonstrating strong business progressing as planned. opportunities. momentum. Quarterly Updates GEOPOLITICS AND OCEAN FREIGHTS • Challenging macroeconomic sentiment due to West Asia crisis. • No significant supply disruptions yet. • However, sharp increase in ocean freight costs visible, which are expected to normalise over the medium term. SOLAR • Existing solar capacity of 4.3 MW. • Planned capacity addition ~20 MW. • To drive meaningful power cost savings. • Advancing company’s sustainable initiatives. MULTIPLE LEVERS OF GROWTH • Shift in Chromium’s value-added product mix. • Barium backward integration. • New speciality chemical capacities. • South Africa ramp-up to support medium-term growth. Strategic moat of backward & forward integrations is delivering consistent and predictable quality metrics. Leadership Perspective Krishna Murthy Cherukuri Chairman & Managing Director “At Vishnu Chemicals, we are pleased to share a strong set of results for the first quarter continuing our momentum from previous year. Our team’s disciplined approach to sales execution, procurement and serving the customer is enabling us to outperform in the end use markets consistently.” “We are pleased to report 20%+ YoY growth in operating revenues and PAT in the first quarter of the fiscal despite uncertain global environment. Our growth outlook is underpinned by multiple expansions across existing and new chemistries. These initiatives are expected to strengthen our competitive positioning and support sustainable medium-term growth while focusing on a customer-first approach.” Siddartha Cherukuri Jt. Managing Director About Us: Minerals to Chemicals | Heavy Manufacturing Pioneers in manufacturing of performance enhancing speciality chemicals with strong market leadership in Chromium, Barium and Strontium Chemicals. Listed enterprise with principle and ethical management focused on diverse needs and aspirations of our customers across 50+ countries. Our Identity: Manufacturing Legacy of 35+ years 1 st 3 rd 5 th India’s Largest 1000+ 10 Sustainable & Chromium, Barium & Diversified Export End Use Applications Responsible Strontium Chemicals & Destinations Manufacturer Inclusive Workforce 2 th INTEGRITY EXCELLENCE COLLABORATION INNOVATION Accountability in every Dedication in every Collective in every Future focused thrust action. decision. concern. on innovation in every Transparency in every fraction. transaction. Flexible Product Mix White Sodium Sulphate Potassium Dichromate Chrome Oxide Green Paper Chromic Acid Basic Chrome Sulphate Detergents Matches Sodium Dichromate Molten Glass Photographic Refractory engraving Automobiles Pigments & Dyes Ignition Agent Tanning Electroplating Ceramics & Tiles Pharmaceuticals Pigments & Dyes Plastic Timber Treatment Artificial Sweeteners Masterbatches Flexible Product Mix Sodium Sulphide Strontium Carbonate Precipitated Barium Sulphate Barium Carbonate Pigments & Dyes Chrome Oxide Green Magnets Water Treatment Electronics Paints Ceramics Ceramics & Tiles Battery Metallurgy Brine Purification Plastics Speciality Glass Paper Bricks Best in Class Quality MULTI LOCATIONAL MANUFACTURING EXCELLENCE Export to 50+ countries 35+ Years of Excellence Close proximity to ports Responsible & Green Commitment to ESG Commitment to Health & Safety CARE FOR THE COMMUNITY Old Age Home Plantation Rural Health Care Diversified Shareholder Information As on 30th June 2026 Market Capitalization (₹ in crs, Source: NSE) 4,046.99 As on 30th June 2026 Shares Outstanding (In crs) 6.73 Symbol (BSE) / (NSE) 516072 / VISHNU Promoters, 69.21% Consistent Dividend Track Record DII, 5.94% Year Dividend (%) Face Value Dividend FII, 2.51% 2021 10 ₹10.00 ₹1.00 2022 20 ₹10.00 ₹2.00 Public, 22.34% 2023 20 ₹2.00 ₹0.40 2024 15 ₹2.00 ₹0.30 2025 15 ₹2.00 ₹0.30 2026* 15 ₹2.00 ₹0.30 *Subject to approval of shareholders in ensuing AGM Summing Up “WHERE PERSEVERANCE ANDCOMMITMENTCOME TOGETHER Principle driven leadership with focus on manufacturing. Unique capabilities like flexible product mix and process innovations executed over the years makes us one of the most efficient and resilient producers of chemicals in the areas we operate. Our market share continues to expand due to our multi-site capabilities, reach, procurement strategies and customer centric approach. Focus on R&D, waste reduction, recycling and reuse. Emphasis on empowerment and socio-economic welfare of the community. Consistent track rec [Showing first 8,000 characters — download PDF for full document]