Analysts/Institutional Investor Meet/Con. Call Updates

Ref. No: HSCL / Stock-Ex/2026-27/50 Date: 21/07/2026 E-mail: monika@himadri.com Ref: Listing Code: 500184 Ref: Listing Code: HSCL BSE Limited National Stock Exchange of India Ltd Department of Corporate Services Exchange Plaza, C-1, Block-G P. J. Towers, 25th Floor, Bandra Kurla Complex, Dalal Street, Bandra (E) Mumbai- 400 001 Mumbai- 400 051 Sub: Transcript of Earnings Conference Call for Financial Performance for the 1st Quarter ended 30 June 2026 held on Thursday, 16 July 2026 Dear Sir/ Madam, Further to our letters dated 13 July 2026 and 16 July 2026 and pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“SEBI Listing Regulations”) read with Schedule III of the SEBI Listing Regulations and other applicable provisions of the SEBI Listing Regulations, we are enclosing herewith the transcript of earnings conference call for Financial Performance for the 1st Quarter ended 30 June 2026 held on Thursday, 16 July 2026 at 04:00 p.m. (IST). The above information will be made available on the Company’s website at www.himadri.com You are requested to take the same on record. Thanking you, Yours faithfully, For Himadri Speciality Chemical Ltd Monika Saraswat Company Secretary & Compliance Officer ACS: 29322 “Himadri Speciality Chemical Limited Q1FY27 Earnings Conference Call” July 16, 2026 MANAGEMENT: MR. ANURAG CHOUDHARY – CHAIRMAN, MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER – HIMADRI SPECIALITY CHEMICAL LIMITED MR. SOMESH SATNALIKA – EXECUTIVE VICE PRESIDENT, TYRE AND STRATEGY – HIMADRI SPECIALITY CHEMICAL LIMITED MR. KAMLESH AGARWAL – CHIEF FINANCIAL OFFICER – HIMADRI SPECIALITY CHEMICAL LIMITED MODERATOR: MR. CHIRAG BHATIYA – MUFG INTIME Page 1 of 21 July 16, 2026 Himadri Speciality Chemical Limited Moderator: Ladies and gentlemen, good day, and welcome to the Himadri Speciality Chemical Limited Q1FY27 Conference Call hosted by MUFG. As a reminder, all participant line 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 touchtone phone. I now hand the conference over to Mr. Chirag Bhatiya from MUFG. Thank you, and over to you, sir. Chirag Bhatiya: Thank you, Nishya. Good evening, everyone, and welcome to Q1FY27 Earnings Conference Call of Himadri Speciality Chemical Limited. Today on the call, we have with us Mr. Anurag Choudhary, CMD and CEO; Mr. Somesh Satnalika, EVP, Tyre and Strategy; and Mr. Kamlesh Agarwal, CFO. Before we proceed with the call, I would like to give you a disclaimer that this conference call may contain forward-looking statements about the company, which are based on beliefs, opinions and expectations as of today. Actual results may differ materially. The statements are not the guarantee of the future performance and involve the risks and uncertainties that are difficult to predict. A detailed safe harbor statement is being given on Page 2 of the investor’s presentation of the company, which have been uploaded on stock exchange and on the company website. With this, I now hand over the call to Mr. Anurag Choudhary. Over to you, Sir. Anurag Choudhary: Thank you, Chirag. Good evening, everyone, and a very warm welcome to the Q1FY27 Earnings Conference Call of Himadri Speciality Chemicals Limited. Thank you for joining us today. We look forward to taking you through our performance for the quarter ended June 30, 2026, the progress across our strategic priorities and how we see the road ahead. Those who have followed our journey over the past few years will recognize that Himadri today has transformed into a different company from where it started. We began as a coal tar derivative company and today, we operate as a global advanced materials and application-driven solution organization. We are positioned at the intersection of material science, energy transition and high-performance applications. At the core of this transformation lies a simple belief, the companies that will lead the future are those that can continuously reload themselves, execute, reinvest, scale and repeat the cycle with discipline. This philosophy guides everything that we do. Over 3 decades, we have laid foundation and today, we are building a future-facing growth platform for the energy transition economy, focusing on capturing a global opportunity backed with innovation-led growth. Now let me briefly touch upon the financial picture for the quarter. On a consolidated basis, revenue stood at INR 1,432 Crores. EBITDA was at INR313 Crores with a margin of 22% and Page 2 of 21 July 16, 2026 Himadri Speciality Chemical Limited profit after tax was INR228 Crores, reflecting a PAT margin of 16%. This performance reflects both strong operational discipline and the continued shift in our product mix towards higher value segments. Yesterday, we announced two important initiatives that further strengthen our innovation-led growth trajectory. First, we successfully developed indigenous Carbon Nanotube (CNT) technology through our relentless, in-house innovation and research and development, marking another milestone in our innovation journey. Backed by a planned capex of approximately INR70 Crores, our upcoming 200 MTPA CNT manufacturing facility targeted for commissioning in Q4FY27, is expected to position Himadri among a select group of few global manufacturers serving this high-growth market. CNT is a next-generation material with application spanning across lithium-ion batteries, semiconductors, electronics, sensors, polymers, coatings, aerospace, etcetera. With demand accelerating across these industries, we believe CNT represents a significant long-term growth opportunity for the company. The second initiative is our entry into Super Speciality Carbon Black. This is a structurally different, high-purity segment designed for high performance in highly specialized markets like lithium-ion batteries, engineered plastics, fabrics, fibers, coating, conductive black and other niche applications, delivering premium realizations. We are converting 6,000 MTPA of existing capacity with a capex of INR170 Crores. This is a classic example of our compounding philosophy, leveraging the same integrated feedstock base and new infrastructure to produce significantly high value-added products. This enhances margins, deepens application reach and strengthens our positioning in global speciality markets. Let me now turn to what will define the next phase of Himadri's journey, new energy materials. Global lithium-ion battery demand is projected to rise from around 1.6 terawatt hours in 2025 to nearly 6.8 terawatt hours by 2035. We are positioning ourselves for this opportunity with a fully integrated complex. On the anode side, we have commissioned our 200 MTPA anode material facility at Mahistikry in April 2026. This capability is built entirely on overall decade of in-house research. The facility has been specifically designed with feedstock flexibility, enabling the use of in-house developed special engineered pitch. This backward integration gives us scalability, cost efficiency and resilience within a self-reliant value chain. On the cathode side, we are building capabilities in lithium-ion phosphate(LFP) cathode chemistry, which is fast emerging as the preferred solution for mass market EVs and energy storage. Our initial 2,000 MTPA capacity is expected to be commissioned in Q3FY27, representing the first milestone under Phase 1 of our 40,000 MTPA expansion plan, which forms part of our broader long-term vision to scale capacity to 200,000 MTPA. What differentiates us is our integration. From feedstock to materials, we are working towards building a self-reliant, scalable platform, aligned with both global demand and national priorities. Page 3 of 21 July 16, 2026 Himadri Speciality Chemical Limited We continue to strengthen our stra [Showing first 8,000 characters — download PDF for full document]