Updates

Registered Office: “THIRUMALAI HOUSE”, Plot No. 101-102, Road No. 29, Sion (East), Mumbai – 400 022, India PHONE: +91 – 22– 43686200 FAX +91 – 22 – 24011699 E- MAIL: thirumalai@thirumalaichemicals.com Website: www.thirumalaichemicals.com (AN ISO 9001, 14001, 50001/ HACCP & FSSC 22000 CERTIFIED COMPANY) CIN: L24100MH1972PLC016149 TCL/SE028/2026-27 August 07, 2026 The National Stock Exchange of India BSE Limited Limited Department of Corporate Services Listing Department Floor 25, Phiroze Jeejeebhoy Towers Exchange Plaza, Bandra Kurla Complex Dalal Street Bandra (East) Mumbai 400 001 Mumbai 400 051 Scrip code: 500412 Scrip code: TIRUMALCHM Dear Sir/Madam, Re.: Corporate Presentation for the Quarter ended June 2026 Please find enclosed the Corporate Presentation for the Quarter ended June 2026. The said presentation will also be uploaded on the website of the Company (www.thirumalaichemicals.com/announcements‐updates). Thanking you, Yours faithfully, For THIRUMALAI CHEMICALS LIMITED Aditya Sharma Company Secretary Encl: As above Thirumalai Chemicals Limited Investor Presentation Q1 FY27 Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Thirumalai Chemicals Limited (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 a statutory offering document containing detailed information about the Company. 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 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. Certain matters discussed in this Presentation 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 cashflows, 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 Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third-party statements and projections. All Maps used in the Presentation are not to scale. All data, information and maps are provided "as is" without warranty or any representation of accuracy, timeliness or completeness. Company Overview Leadership has evolved over five decades 2025 Widened global 2024 footprint with an upcoming new plant in Launched a new the USA, set up under 2021 Phthalic Anhydride and our subsidiary Fumaric Acid company Unveiled a production facility at 2012 manufacturing facility Dahej under in Dahej, Gujarat subsidiary, TCL 1997 Acquired a Maleic Intermediates Pvt. Ltd. Anhydride plant in 1995 Malaysia through our Initiated a butane subsidiary, 1973 based Maleic Expanded TCL’s Optimistic Organic Anhydride plant in Phthalic Anhydride and Sdn Bhd 1944 Malaysia Founded Thirumalai food ingredients Chemicals Limited capacities Commenced journey (TCL) in Ranipet, Tamil as a chemical trading Nadu, to produce company to venture Phthalic Anhydride into the Indian chemical industry TCL Group holding structure Thirumalai Chemicals Limited (TCL) 100% 100% 6% 94% TCL Intermediates Pvt. Ltd. (Greenfield project to Cheminvest Pte. Ltd., TCL Global BV, manufacture PAnand Singapore (CPL) The Netherlands (TCLGBV) Fumaric Acid in Dahej) 16% 84% 100% 100% Optimistic Organic Sdn. Lapiz Europe Ltd. TCL Inc. Bhd., Malaysia (OOSB) 100% TCL SPECIALTIES LLC (Greenfield USA Project for MAnand food ingredients) Diversified product portfolio Phthalic Anhydride (PAn) Malic Acid (MAc) Fumaric Acid (FAc) Diethyl Phthalate (DEP) Raw material o-Xylene Maleic Anhydride Maleic Anhydride Ethanol, Phthalic Anhydride used Manufacturing Ranipet, India Ranipet, India Ranipet, India Ranipet, India locations Dahej, India • Production of plasticizers, • Confectionery, beverages, food • Pharma API’s, food & beverages • End products include pigments, dyes and resins seasonings, flavours premixes, and animal feed fragrances, cosmetics, toys, etc. • Manufacturing of unsaturated etc. • Baking pre-mixes for Tortilla • Applications in various Downstream polyester resins (UPR) • Manufacturer of skin and dental breads and bakery products consumer products, including industries • Alkyd resins for paints, Pharma & care products • Cleansing agents, unsaturated adhesives, sealants and insect Agrochemical intermediates • Technical applications like polyester, alkyd resins and repellents • Fine & speciality chemicals electroplating and metal printing inks cleaning TCL is amongst India’s Integrated plant with food and Widely accepted in global food High solvency and Key differentiator leading producers with pharma-grade production; one and pharmamarkets; backward consistency; preferred decades of reliability; of TCL of the select few in India with integration ensures competitive choice for fragrance stability strong domestic supply global-grade certifications pricing and quality and cosmetic binding chain integration Our manufacturing footprint India operations Worldwide Reach TCL is among the top 3 global manufacturers of PAn We boast a significant presence across all major geographies Including the USA project, TCL will be one of the Dahej, Gujarat (TCL India) largest global manufacturers of MAc & FAc Capacity: PAn: 24 KTPA North American Operations TCL IPL Through our new facility in the USA, we Capacity: PAn: 94 KTPA will cater to the expansive North American FAc: 10 KTPA market Strategic Locations We leverage the strategic position of the representative office in the EU to serve the markets of the EU, UK and Turkey USA operation Global Manufacturing We operate a manufacturing facility in Malaysia and are in process of establishing a state-of-the-art facility in the USA Ranipet, TN (TCL India) Capacity: PAn: 165 KTPA TCL Specialties LLC: 34 KTPA derivatives & Africa 43% downstream products New Martinsville, West Virginia Ongoing capex: MAn & Food Europe Malaysia operation Region-wise Ingredients – 40.5 KTPA Optimistic Organic Sdn. Bhd.: export mix (%) Kemaman, Malaysia MAn– 40 KTPA North America Esters – 10 KTPA 19% Asia Driving innovation & empowering progress Innovation remains a key driver of growth, Emphasis is placed on enhancing core Continuous prioritization of R&D aligned with the evolving needs of diverse processes, improving operational efficiency efforts ensures improved product industries and developing next-generation [Showing first 8,000 characters — download PDF for full document]