Analysts/Institutional Investor Meet/Con. Call Updates

Date: 21 July 2026 Ref. No.: TCPCL/SEC/2026-27/00027 The General Manager, The Manager, Corporate relationship department, Listing department, BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block-G, Dalal Street, Fort, Bandra-Kurla Complex, Bandra(E), Mumbai-400 001 Mumbai-400 051 Scrip Code: 543321 Scrip Symbol: TATVA Subject: Transcript of Earnings Call Dear Sir/Madam, Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, as amended, please find enclosed herewith the transcript of the earnings call held on 17 July 2026 post announcement of financial results of the Company for the quarter ended 30 June 2026. The above information shall be made available on Company’s website of at www.tatvachintan.com. This is for your information and records. Thanking you, Yours faithfully, For Tatva Chintan Pharma Chem Limited Ishwar Nayi Company Secretary and Compliance Officer M. No.: A37444 Encl.: As above “Tatva Chintan Pharma Chem Limited Q1 FY27 Earnings Conference Call” July 17, 2026 MANAGEMENT: MR. CHINTAN SHAH – MANAGING DIRECTOR – TATVA CHINTAN PHARMA CHEM LIMITED MR. AJESH PILLAI – CHIEF FINANCIAL OFFICER – TATVA CHINTAN PHARMA CHEM LIMITED MODERATOR: MR. MOHIT – ICICI SECURITIES LIMITED Page 1 of 16 Tatva Chintan Pharma Chem Limited July 17, 2026 Moderator: Ladies and gentlemen, good day, and welcome to the Tatva Chintan Pharma Chem Limited Q1 FY27 Earnings Conference Call hosted by ICICI Securities Limited. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touch-tone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Mohit. Thank you, and over to you, sir. Mohit: Thank you, Anushka. Good evening, everyone. Thank you for joining on Tatva Chintan Pharma Chem Limited Q1 FY27 Results Conference Call. We have Tatva Chintan management on the call represented by Mr. Chintan Shah, Managing Director; and Mr. Ajesh Pillai, CFO. I would now like to invite Mr. Ajesh Pillai to initiate with opening remarks, post which we will have a Q&A session. Thank you, and over to you, sir. Ajesh Pillai: Thank you. Good evening. On behalf of the management, I'm pleased to welcome all of you to Tatva Chintan's results conference call to discuss financial results for Q1 FY27. Please note that a copy of all the earnings call-related disclosures is available on both the stock exchanges, that is NSE and BSE, as well as on the website of the company. Any statements made or discussed during the call, which reflects our outlook for the future or which could be construed as forward-looking statement must be reviewed in conjunction with the risks that company faces. A detailed disclaimer in this regard has been included in the investor presentation that has been shared on both the stock exchanges that is NSE and BSE. I'll take you through the key financial highlights across our major business segments for the quarter. For Q1 FY27, Tatva Chintan reported operating revenue of INR1,671 million, reflecting a 43% year-on-year growth and 25% sequential increase. EBITDA stood at INR323 million, representing a 86% growth Y-on-Y and 15% improvement over the previous quarter. Now moving to the segment-wise performance: Phase Transfer Catalysts contributed INR428 million in revenue, a 38% growth quarter-on- quarter and 47% increase year-on-year. Electrolyte Salts achieved INR63 million in revenue, recording a down 52% sequentially and a growth of 76% Y-o-Y. Pharma & Agro Intermediates and Specialty Chemicals delivered INR584 million in revenue, 63% growth quarter-on-quarter and a growth of 25% Y-o-Y. Page 2 of 16 Tatva Chintan Pharma Chem Limited July 17, 2026 Structure Directing Agents reported INR578 million in revenue, reflecting a 10% growth quarter-on-quarter and a 47% increase year-on-year. With this overview of the financial and operational performance of the quarter, now I will deliver the speech of our Managing Director, Mr. Chintan Shah, on his behalf. As we begin the new financial year, I believe this quarter marks an important milestone in Tatva Chintan's growth journey. Over the past several years, we have consistently invested in developing new chemistries, expanding our technology capabilities, strengthening manufacturing processes and building long-term customer relationships. We are now beginning to witness these efforts translating into tangible commercial outcomes across multiple business verticals. What is particularly encouraging is that this progress is not being driven by a single product or a single market. Instead, we are seeing positive developments across several strategic business simultaneously. The increasing commercial acceptance of our products, the expansion of our opportunity pipeline and the confidence to undertake fresh capacity investments together reinforce our belief that company is entering a new phase of sustainable growth. While the global business environment continues to witness geopolitical developments and evolving trade dynamics, customer procurement patterns across our key businesses have become significantly more predictable. This provides us with greater visibility and enables us to plan our manufacturing technology and capacity expansion initiatives with increased confidence. Let me now take you through the development across our major business segments. Phase Transfer Catalysts: PTC continues to remain one of the strongest pillars of our portfolio. As industries across the chemical value chain increasingly focus on improving process efficiency, enhancing product selectivity and adopting more sustainable manufacturing practices, the relevance of Phase Transfer Catalysts chemistry continues to expand across a wide range of applications. Rather than being viewed merely as a catalyst, PTC is increasingly recognized as a process- enabling technology of improving manufacturing economics while supporting greener chemistry. We believe this structural shift in customer preferences will continue to create opportunities for sustainable organic growth and further strengthen our leadership position in this business. Structure Directing Agents: The outlook for our SDA business continues to strengthen. The implementation of Euro 7 standards has now begun translating into revenue and there is a very visible customer demand, validating the opportunity that we have been anticipating. We are witnessing encouraging momentum across our customer base and the overall business environment for this segment is very robust. Considering gradual geographical implementation of Euro 7, we are confident that this business will position to witness a strong demand. Page 3 of 16 Tatva Chintan Pharma Chem Limited July 17, 2026 Electrolyte Salts: Our Electrolyte Salts business continue to make a steady progress towards larger commercial scale. The demand of our electrolytes for energy storage device is rapidly increasing, with consumption increasing broadly in line with our expectations. Severe short supply of certain key raw materials due to Middle East crisis led to significant production delays, impacting the revenue recognition for the quarter and the situation is now gradually getting streamlined in terms of its availability. Equally encouraging is the progress achieved in with our hybrid battery customer, whose commercialization program is advancing well and steadily moving towards commercial supply. Pharma, Agro and Specialty Chemicals: The PASC business has delivered one of its most encouraging quarters from a strategic perspective. The molecules commercialized over the recent quarters are witnessing increasing customer acceptance, resulting in repeat orders and visible improvement in demand. The trans [Showing first 8,000 characters — download PDF for full document]