Investor Presentation

13th August, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block G, Dalal Street, Mumbai – 400 001 Bandra Kurla Complex, Scrip Code – 506655 Bandra (East), Mumbai – 400 051 Scrip Symbol - SUDARSCHEM Dear Sir / Madam, Sub : Results Earnings Call Q1FY27 – Investors Presentation Pursuant to the provisions of Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we attach herewith a copy of the Presentation to be made at the Call with Analysts and Investors scheduled on Friday, 14th August, 2026 at 09:30 a.m. (IST), in relation to the Unaudited Financial Results (Stand-alone and Consolidated) for the quarter ended 30th June, 2026. The same is also being uploaded on the website of the Company at www.sudarshan.com Kindly take the same on record. Thanking You, Yours Faithfully, For SUDARSHAN CHEMICAL INDUSTRIES LIMITED MANDAR VELANKAR GENERAL COUNSEL AND COMPANY SECRETARY Encl : As above. Sudarshan Chemical Industries Limited Registered Office: 7th Floor, Eleven West Panchshil, Survey No 25, Near PAN Card Club Road, Baner, Pune 411 069, Maharashtra, India T: +91 20 6828 1200 | www.sudarshan.com | shares@sudarshan.com | CIN: L24119PN1951PLC008409 ONE Sudarshan Investor Presentation Q1 FY27 August 14, 2026 Safe harbour statement • This presentation may contain statements which reflect Management’s current views and estimates and could be construed as forward-looking statements • These forward-looking statements involve a number of risks, uncertainties and other factors that could cause actual results to differ materially from those suggested by the forward-looking statements • These risks and uncertainties include, but are not limited to our exposure to changes in general economic conditions, market, Foreign currency and other risks, changes in government policies/regulations, tax regimes as also technological changes • The company assumes no responsibility to publicly amend, modify or revise any forward-looking statements, on the basis of subsequent development, information or events or otherwise One Sudarshan introduction Sudarshan and Heubach unite forces Legacy Legacy Top-2 player globally with a legacy of Fastest growing and most over 200 years and about a billion profitable pigment company with Euros in revenue 1,270+ employees A global, value-creating pigment 75+ years of experience in pigment Global manufacturing footprint with leader, rooted in industry with global presence (85+ 17 sites across the world and global customer centricity nations) and wide product portfolio customer base and agility (695 products) Broad and high-quality product Customer centricity (Sevā) as a core portfolio with advanced product value and strong entrepreneurial development and R&D capabilities and agile culture We have established ourselves as industry leaders, and even greater opportunities lie ahead Expanded Truly global Unrivalled Pigment Financially manufacturing reach Portfolio and robust footprint Technology 19 All ~1,600 € ~1 bn Manufacturing facilities Major industry segments Pigment products Annual turnover 11 4,000+ ~60 EBITDA Countries with sites Global customers Brands Plan to boost profitability >200 100+ Countries with customers People working in technology roles Sudarshan now has a global manufacturing footprint of 19 sites – all plants operating well Inorganic Organic pigment Preparations Langelsheim2, Germany Tianjin, China Frankfurt, Nagda, India Fairless Hills Germany Cuddalore, PA, the US India Shizuoka, Japan Ankleshwar, India Santa Clara, Mexico Hangzhou, China Bangpoo, Thailand Dahej, India Water Base Tangerang, Indonesia Solvent Base Suzano, Brazil Mahad, India Maipú, Chile Roha1, India Chamdor, South Africa 1. Roha includes two manufacturing plants. 2. Anticorrosives We have 12 technical marketing centres supported by 250+ global marketing and innovation team to support our customers Dedicated Global commercial marketing team to identify new market trends and shaping our value proposition for the customers Global technical and innovation team to drive global innovation projects to build new chemistries leveraging our excellent technical lab and knowledge expertise Regional technical marketing team will accelerate the new project developments with customers in the region driving higher growth opportunities Integration update Transformational Strong leap in key financial metrics benefitting all Sudarshan stakeholders (All values in Rs. Cr.) Journey FY23* FY27 FY29 Revenue 2,079 9,800-10,200 12,000-14,000 EBITDA 194 ~800 1,400-1,500 Net debt 797 ~500 Cash positive * FY23pertains to legacy Sudarshan Pigment business financial results Sudarshan is in a strong position today Reminder on where we were last year… … and where we are today Legacy driven organizational silos and no unified culture Created ONE Sudarshan culture Opened our 2nd global headquarters in Frankfurt Critical leadership talent gaps Hired key talent and optimized setup and governance Lack of harmonized reporting system (multiple legacy Advanced One SAP project; go-live expected in this FY SAPs) adding to reporting complexity Business profitability challenged from Day 1, e.g., from Turned around profitability of Acquired Group, normalization of surcharge driven margins from zero EBITDA to ₹ 146 Cr (~7%) in Q1 27 High working capital intensity driven by high inventory, Reduced net debt from a peak of ₹ 922 Cr to ₹ 531 Cr constrained cash conversion, reduced operational flexibility in Q1 27 Integration update: priorities going ahead NOT EXHAUSTIVE Key year 1 priorities… …and how we are taking them further in year 2 Expand co-development and technical marketing partnerships Customer centricity Make our CSD teams world-class for customer service Value capture plan Continue focus on initiative-level ideation and tracking across execution operations, procurement, back-office to further optimize cost base Fully scale our Global Capability Center (GCC) in Pune Optimized org and Invest in talent and capability building: Sudarshan Learning operating model Academy One Culture Closely monitor Culture performance and take action where needed Processes and systems First phase of One SAP launch expected in this financial year integration Q1 performance update The market remains volatile – but we are set up to respond Impact on Middle East crisis on One Sudarshan Gulf war crisis posing challenges for product Our cross-functional task force will continue to costing and demand limit disruptions  Energy costs spiked earlier this year due to rise in the • Procurement: Ensuring safety stock build up for core RMs crude oil and gas prices across manufacturing locations across all global manufacturing plants  Substantial increase in RM prices with additional supply • Supply chain: Running tight S&OP process to ensure right constraints for specific raw materials like urea in India finished goods inventory at delivery locations –leveraging benefit of our global production network  Logistics lead times to long haul distances up 1-2 weeks • Logistics: Identifying alternate routes and ports to serve all  Customers across segments delaying purchases regions as seamlessly as possible amidst overall demand uncertainty • Sales: Dynamically working with customers to plan ahead and secure best solutions Risk on raw materials constraints and energy costs somewhat declined but renewed tensions in the Middle East continue to underscore ongoing uncertainty Pigment performance - Q1 FY27 Pigment-only results across legacy Sudarshan and Acquired Group In ₹ Cr Legacy Sudarshan Acquired Group Pigment Global Q1 26 Q4 26 Q1 27 YoY% Q1 26 Q4 26 Q1 27 YoY% Q1 26 Q4 26 Q1 27 YoY Revenue from 578 778 730 26.4% 1,882 1,951 1,973 4.9% 2,456 2,689 2,605 6.0% Operations* Business EBITDA 87 124 127 46.0% 65 118 128 97.6% 165 244 257 68.8% Business EBITDA % 15.1 % 15.9% 17.4% 2.3pp 3.4% 6.1% 6.5% 3.1pp 6.2% 9.1% 9.8% 3.6pp Re [Showing first 8,000 characters — download PDF for full document]