Investor Presentation

An ISO 9001 & ISO 13485 Certified Company Date: August 11, 2026 To, To, BSE Limited (“BSE”), National Stock Exchange of India Limited (“NSE”) Corporate Relationship Department, “Exchange Plaza”, 5th Floor, 2nd Floor, New Trading Ring, Plot No. C/1, G Block, P.J. Towers, Dalal Street, Bandra-Kurla Complex, Bandra (East), Mumbai – 400001 Mumbai – 400051 BSE Scrip code: 543399 NSE Symbol: TARSONS Subject: Investor Presentation for the quarter ended June 30, 2026 Dear Sir/Madam, In Pursuant to the provisions of Regulation 30 read with Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we are enclosing herewith the Investor Presentation on the financial results for the quarter ended June 30, 2026. The Presentation will also be uploaded on the Company’s website at www.tarsons.com. We request you to kindly take the same on your records. Thanking You, Yours faithfully, For Tarsons Products Limited Santosh Kumar Agarwal CFO, Company Secretary and Compliance Officer ICSI Membership No. A44836 Encl: As above Tarsons Products Limited, 902, Martin Burn Business Park, BP-3, Sector –V, Salt Lake, Kolkata – 700091 Tel: +91 33 3522 0300, Web: www.tarsons.com Mail: info@tarsons.com, CIN: L51109WB1983PLC036510 TARSONS PRODUCTS LIMITED Investor Presentation August 2026 TRUST D E L I V E R E D S a f e H a r b o r This presentation and the accompanying slides (the “Presentation”), which have been prepared by Tarsons Products 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 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 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 Q1 FY27 Financial & Operational Highlights Q 1 F Y 2 7 C o n s o l i d a t e d R e v e n u e B r e a k - u p Standalone Domestic Standalone Export Revenue Nerbe Revenue Total Consolidated Revenue Revenue (in ₹ crs) (in ₹ crs) (in ₹ crs) (in ₹ crs) +17% +29% +20% +21% 56.3 29.9 24.1 110.2 48.1 20.1 91.4 23.2 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 • Domestic Business: Delivered 17% YoY growth in Q1 FY27, supported by meaningful revival in demand environment across product categories and the strength of our wide distribution network. • Exports Business: Rebounded strongly in Q1 FY27 following the impact of global geopolitical tensions in the previous quarter, demonstrating the resilience of our strategies and business model. Revenues from exports grew by 29% Y-o-Y • Nerbe Business: Delivered steady performance during the quarter. Remain optimistic about future growth potential. Q 1 F Y 2 7 S t a n d a l o n e F i n a n c i a l H i g h l i g h t s Revenue (in ₹ crs) EBITDA (in ₹ crs) PAT (in ₹ crs) •Revenue for Q1FY27 stood at ₹ 86 crs, a growth of 21% Y-o-Y on the +21% +9% -81% back of expansion in product 86.1 24.2 3.6 portfolio, increased wallet share 22.2 71.3 across customers and positive demand momentum across industry •Q1FY27 margins impacted 0.7 because of increase in raw material prices due to supply chain disruptions and expenses relating Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 to new Panchla and Amta facilities for which revenue will flow in Gross Margin (%) EBITDA Margin (%) Cash PAT# (in Rs. crs) coming years •PAT was impacted by accelerated depreciation and higher finance -430 bps -310 bps +18% costs associated with the 71.4% 31.2% 67.1% 28.1% 25.2 newAmta and Panchla facilities, 21.3 with revenues expected to contribute meaningfully from FY28 and FY29. •Cash PAT for the Q1FY27 stood at ₹ 25 crs, a growth of 18% Y-o-Y basis Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 # Cash PAT = Adjusted Profit after Tax + Depreciation Q 1 F Y 2 7 C o n s o l i d a t e d F i n a n c i a l H i g h l i g h t s Revenue (in Rs. crs) EBITDA (in Rs. crs) PAT (in Rs. crs) +21% +5% -181% •Revenue for Q1FY27 stood at 110.2 26.0 1.8 ₹ 110 crs, a growth of 21% Y- 24.7 91.4 o-Y with growth coming from across product categories and geography •Margins impacted because of increase in raw material -1.4 prices due to supply chain Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 disruptions and expenses Gross Margin (%) EBITDA Margin (%) Cash PAT# (in Rs. crs) relating to new Panchla and Amta facilities for which revenue will flow in coming +18% -350 bps -340 bps years 67.9% 27.0% 25.6 64.9% •PAT for the quarter stood at 23.6% 21.7 negative ₹ 1.4 crs. However, Cash PAT for the Q1FY27 stood at ₹ 25 crs, a growth of 18% Y-o-Y basis Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 # Cash PAT = Adjusted Profit after Tax + Depreciation B r i d g e b e t w e e n S t a n d a l o n e & C o n s o l i d a t e d P A T – Q 1 F Y 2 7 (In Rs. Crs) -1.0 -1.1 -1.4 -0.8 Standalone PAT SBLC Commission Interest paid to Elimination of Nerbe PAT Consolidated PAT booked in Tarsons bank by subsidiary Amortisation books, eliminated on intangible on consolidation assets acquired 7 M a n a g e m e n t C o m m e n t a r y Commenting on the performance, Mr. Aryan Sehgal, Promoter and Whole time Director of Tarsons, said: We are pleased to report 21% YoY revenue growth in Q1 FY27, driven by deeper customer penetration and improving underlying demand. Customer enquiries remain encouraging, giving us confidence in sustained demand momentum over the coming quarters. Importantly, growth during the quarter was largely driven by our existing portfolio, with limited contribution from newer product categories. The expansion and augmentation of our product portfolio will only enable us to address evolving customer needs, increasing our addressable market and further reinforcing our competitive positio [Showing first 8,000 characters — download PDF for full document]