BSECompany Update13 Aug 2026 · 13 Aug 2026, 03:49 pm

Enclosed herewith the Transcript of Post Earnings Conference call held on August 11, 2026.

Platinum Industries Ltd · 544134

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Platinum Industries Ltd has announced its Q1 FY27 results, with revenue from operations standing at ~ INR 108.9 crores, a decline from INR 115.4 crore in Q1 FY26. Profit before tax was ~ INR 15 crores, while profit after tax was INR 11.1 crore. The company has also announced the commissioning of its expanded Palghar facility, which adds ~ 60,000 tonnes per annum of capacity, and progress on its manufacturing facility in Egypt.

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Earnings Impact4/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact8/10
Market Sentiment5/10

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Platinum Industries Ltd - 544134 - Announcement under Regulation 30 (LODR)-Earnings Call Transcript

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Date: August 13, 2026 To, To, Listing Department Listing Department National Stock Exchange of India Limited BSE Limited (“BSE”) (“NSE”) Department of Corporate Services Exchange Plaza, C-1 Block G, Bandra Kurla Phiroze Jeejeebhoy Towers, Complex Bandra [E], Mumbai – 400051 Dalal Street, Fort, Mumbai - 400 001 NSE Scrip Symbol: PLATIND BSE Scrip Code: 544134 ISIN: INE0PT501018 ISIN: INE0PT501018 Subject: Announcement under Reg. 30 of SEBI (LODR) Regulations, 2015 – Transcript of Post Earnings Conference Call. Dear Sir / Madam, Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, as amended, please find enclosed herewith the transcript of the Post Earnings Conference Call held on Tuesday, August 11, 2026 at 03:00 P.M. (IST) for the Unaudited Financial Results of the Company for the quarter ended June 30, 2026. The above information shall be made available on the website of the Company at www.platinumindustriesltd.com. Kindly take above intimation on your record and oblige. Thanking You Yours Faithfully, For Platinum Industries Limited Bhagyashree Mallawat Company Secretary and Compliance Officer M. No.: A51488 Enclosed: As above PLATINUM INDUSTRIES LIMITED CIN: L24299MH2020PLC341637 201, Ackruti Star, Pocket No. 5, Central Road, MIDC, Marol, Andheri East, Mumbai-400069, Maharashtra. Tel.: 022-69983999 / 022-69983900 | E-mail: compliance@platinumindustriesltd.com Platinum Industries Limited Q1 FY27 POST EARNINGS CONFERENCE CALL August 11, 2026 AT 3:00 PM (IST) Management Team Mr. Krishna Rana - Chairman and Managing Director Mr. Ashok Bothra - Chief Financial Officer Call Coordinator Strategy & Investor Relations Consulting Platinum Industries Limited Q1 FY27 Post Earnings Conference Call August 11, 2026 3:00 PM IST Presentation Vinay Pandit: Ladies and gentlemen, on behalf of Kaptify Consulting Investor Relations team, I welcome you all to the Q1 FY27 Post Earnings Conference Call of Platinum Industries Limited. Today on the call from the Management, we have with us Mr. Krishna Rana, Chairman and Managing Director and Mr. Ashok Bothra, Chief Financial Officer. As a disclaimer, I would like to inform all of you that this call may contain forward-looking statements which may involve risk and uncertainties. Also, a reminder that this call is being recorded. I would now request the management to brief us about the business highlights for the period ended June 2026, the growth perspective and vision for the coming year, post which we will open the floor for Q&A. Over to the management team. Krishna Rana: Thank you, Vinay. Good afternoon everyone and thank you for joining us today for Platinum Industries Limited’s Post Earnings Conference Call for the first quarter of Financial Year 2027. I am Krishna Dushyant Rana, Chairman and Managing Director of Platinum Industries Limited and I am joined by our Chief Financial Officer, Mr. Ashok Bothra. Let me begin by thanking all our employees, customers, business partners, stakeholders and shareholders for their continued trust and support. At Platinum Industries, we remain focused on building a strong and differentiated position in the PVC and CPVC additive industry, with a clear emphasis on higher-value products, capacity expansion, product innovation and increasing our presence across both domestic and international markets. The first quarter of FY27 was a period of transition and capacity ramp- up for the company. On a consolidated basis, revenue from the operations stood at ~ INR 108.9 crores, compared with INR 115.4 crore in Q1 FY26. Profit before tax stood at ~ INR 15 crores while profit after tax was INR 11.1 crore. While the consolidated top line was impacted by the ongoing transition and the ramp-up phase, we remain encouraged by the underlying business opportunities and importantly by the progress made on our capacity expansion initiatives. The focus during the quarter was on strengthening our manufacturing platform, improving our product mix and preparing the company for the next phase of growth. Page 2 of 16 Platinum Industries Limited Q1 FY27 Post Earnings Conference Call August 11, 2026 3:00 PM IST A key milestone for us has been the commissioning of our expanded Palghar facility. Partial commercial operations of the CPVC facility that was 12,000 tonnes per annum commenced in August 2025, while the remaining capacity of 48,000 tonnes per annum of PVC, CPVC, lubricants andother facility commenced commercial production effective from 21 May, 2026. The expanded facility adds ~ 60,000 tonnes per annum of capacity, comprising 24,000 tonnes of lead-free in PVC, 24,000 tonnes of CPVC and 12,000 tonnes of lubricants and others. With the full ramp-up of this facility, our total capacity in India is expected to scale towards 85,000 tonnes plus per annum. This includes stearates capacity of 6,000 tonnes per annum, which is likely to commence commercial production in September/October 2026. This expansion is strategically important because it strengthens our presence in premium non-lead additives and CPVC additives. While also providing us with greater operating leverage. We expect the benefits of this capacity to become increasingly visible as utilisation ramps up over the coming quarters. Another significant milestone is the progress of our manufacturing facility in Egypt. We remain committed to commence commercial production before 31 December, 2026. The facility involves a total investment of ~ INR 68 crores and will have a production capacity of 60,000 tonnes per annum. Egypt is a strategically important project for Platinum Industries. Its location provides us access to attractive international markets, including duty-free access to the United States through Qualified Industrial Zones and free trade access to key South American markets. This will enable us to establish a cost-competitive manufacturing and export platform closer to important global polymer additives markets. We believe the Egypt facility can significantly strengthen our international footprint and improve our product and geographic mix.More importantly, it is expected to become a meaningful growth and margin driver as we move into FY28. Our strategy continues to be focused on increasing the contribution from value-added products, particularly lead-free and speciality stabilisers and CPVC-related products. The shift towards lead-free solutions is supported by increasing customer preference for more sustainable products, while CPVC continues to offer an attractive opportunity in the pipes and fitting segment. Page 3 of 16 Platinum Industries Limited Q1 FY27 Post Earnings Conference Call August 11, 2026 3:00 PM IST With the expanded Palghar capacity and the upcoming Egypt facility, we will be better positioned to address both domestic demand and international opportunities. We are also continuing to work towards new product introductions like the Oleo Chemicals Derivatives and speciality chemicals, which has commenced the sales in Platinum Oleo Chemicals Private Limited. Looking ahead, we remain confident about the long-term growth opportunity for Platinum Industries. FY27 is an important year for us because we are moving from a phase of capacity creation towards a phase of capacity utilisation and operational scaling. Our key priorities for the year are:  Ramp-up of expanded Palghar facility;  Completion and commissioning of the Egypt facility;  Increasing utilisation of our new capacities;  Improving the contribution of higher-value and lead-free products;  Expanding our domestic and export customer base and;  Maintaining strong focus on operating efficiencies and financial discipline. We believe these initiatives will create a stronger and more diversified business platform and position the company well for sustainable growth over the medium to long term. We continue to remain focused on our previously articulated growth ambitions, while ensur [Showing first 8,000 characters — download PDF for full document]