Analysts/Institutional Investor Meet/Con. Call Updates

August 14, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Bandra Kurla Complex Dalal Street, Mumbai – 400 001 Mumbai – 400 050 Scrip Code - 543336 Scrip Symbol – CHEMPLASTS Dear Sir/Madam, Sub: Transcripts of the Earnings Conference Call held on August 7, 2026 In continuation to our letter dated August 4, 2026 please find enclosed the transcripts of the Earnings Conference Call held on August 7, 2026. Date & Time of occurrence of this information: August 14, 2026; 5:52 PM (IST) We request you to take the same on record. The above information will also be available on the website of the company at www.chemplastsanmar.com Thanking You, Yours faithfully, For CHEMPLAST SANMAR LIMITED P SRINIVASAN Company Secretary and Compliance Officer Memb No. ACS 10129 “Chemplast Sanmar Limited Q1 FY27 Earnings Conference Call” August 07, 2026 “E&OE - This transcript is edited for factual errors. In case of discrepancy, the audio recordings uploaded on the stock exchange on August 07, 2026, will prevail.” MANAGEMENT: MR. S. GANESHKUMAR – MANAGING DIRECTOR – CHEMPLAST SANMAR LIMITED MR. A. R. BALAJI – CHIEF FINANCIAL OFFICER – CHEMPLAST SANMAR LIMITED DR. KRISHNA KUMAR RANGACHARI – HEAD, CUSTOM MANUFACTURED CHEMICALS DIVISION – CHEMPLAST SANMAR LIMITED MR. N. MURALIDHARAN – EXECUTIVE DIRECTOR, FINANCE – CHEMPLAST SANMAR LIMITED Page 1 of 16 Chemplast Sanmar Limited August 07, 2026 Moderator: Ladies and gentlemen, good day, and welcome to the Chemplast Sanmar Limited Q1 FY27 Earnings Conference Call. As a reminder, all participant lines will be in the lesson only mode and there will be an opportunity for you to ask questions after the presentation concludes. This conference call may contain forward-looking statements about the company, which are based on the beliefs, opinions and expectations of the company as on date of this call. These statements are not the guarantees of future performance and involve risks and uncertainties that are difficult to predict. Should you need assistance during this conference call, please signal an operator by pressing star then zero on a touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. S. Ganeshkumar, Managing Director from Chemplast Sanmar Limited. Thank you, and over to you, sir. S. Ganeshkumar: Thank you. Thank you so much, and good morning, everybody. On behalf of Chemplast Sanmar Limited, I extend a very warm welcome to everyone joining us on our call today. On this call, we are joined by our CFO, A.R. Balaji; Dr. Krishna Kumar Rangachari, heading our Custom Manufactured Chemicals Division; N. Muralidharan, Executive Director, Finance; and SGA, our Investor Relations Advisors. I hope everyone has had an opportunity to go through the financial results and investor presentation, which have been uploaded on the stock exchanges on our company's website. Q1 FY26-'27 was shaped by a volatile global environment with geopolitical events influencing raw material availability, feedstock costs and demand across several of our businesses. We are seeing respite in the feedstock prices with supply conditions improving towards the end of the quarter. Against this backdrop, the company reported a consolidated revenue of INR1,125 crores for the quarter. However, a sharp increase in input costs severely impacted profitability, resulting in EBITDA loss of INR115 crores. Getting into the details. On the Paste PVC side, the demand remained volatile throughout April and early May, primarily due to lower downstream operating rates caused by PNG, LNG supply issues and elevated input costs. However, the market turned around in June as Middle East situation eased, providing better visibility on raw material availability and helping downstream operating rates to recover to 70% to 80%. We remain confident that this demand recovery will continue in the coming quarters. Pricing improved compared to the previous quarters. Supplies from Europe and Asia remained limited through much of the quarter before turning aggressive again from mid-June as market conditions normalized. On the regulatory front, the Ministry of Finance allowed the antidumping recommendation against imports from European Union and Japan to lapse, prolonging import pressure on the Page 2 of 16 Chemplast Sanmar Limited August 07, 2026 domestic industry. In response, we filed a writ of mandamus before the Madras High Court and obtained a favorable order directing provisional assessment of imports and execution of bonds by importers to facilitate retrospective recovery of ADD should it ultimately be imposed. The basic customs duty on Paste PVC was waived off from 1st of April 2026 to 30th of June with the waiver extended until 15th of July 2026. This was reinstated with effect from 16th of July 2026. With the reinstatement of customs duty and the ongoing legal proceedings relating to ADD, we expect a moderation in low price dumping from Europe and Japan, which shall provide a more balanced competitive environment for domestic producers. Operationally, productivity improvement initiatives at the Cuddalore Paste PVC facility is progressing well and the 7,000 tons debottlenecking project remains on track for commissioning in October '26, further strengthening our manufacturing capabilities. Coming to Custom Manufactured Chemicals Division. The segment delivered a much improved performance during the quarter, reflecting encouraging signs of recovery from the slowdown witnessed over the past few quarters. Backed by a healthy order book, accelerating customer engagements and robust product pipeline, we are confident that this positive momentum will continue through FY27. On the execution front, MPB 3 Phase 3 and pilot Phase 3 have been successfully commissioned and are on stream. Our business development initiatives are also yielding encouraging results. The appointment of a business development head for Europe and a representative in Japan have significantly strengthened customer engagement and new product opportunities. Our molecule pipeline has expanded close to 50 molecules with 14 being commercialized, reinforcing our confidence in the long-term growth prospects of the business. On our refrigerant gas business, following the commencement of commercial production of R32 in May '26 from our swing plant, customer engagement continues to progress. Feedback from customers on product specifications has been positive. On the new plant, project commissioning is underway and progressing as per plan. Moving to our value-added chemicals business. Caustic soda and chloromethane continued to operate in a challenging market environment during the quarter with pricing remaining under pressure due to weak regional demand and excess supply. While demand for caustic soda remained stable across key end user industries, chloromethanes volumes were impacted by softer demand in select end-use segments. In hydrogen peroxide, volumes improved on a sequential basis as raw material availability normalized, although prices moderated from elevated levels seen at the beginning of the quarter. On 17th July, a rare fire incident occurred in our PVC plant in Karaikal, resulting in manual shutdown of the facility. There were no injuries to employees or contractors, neither was there any spillage and the fire was fully extinguished within 15 minutes. We are working closely with the concerned authorities and undertaking all necessary corrective actions to facilitate the safe and timely restoration of operations with the safety and well-being of our employees remaining our foremost priority. Page 3 of 16 Chemplast Sanmar Limited August 07, 2026 On Suspension PVC business, market headwinds impacted the Suspension PVC this quarter due to declining prices, particularly in April '26. The quarter was marked by significant volatility following the Middle East conflict, which disrupted feedstock availability and led to elevate [Showing first 8,000 characters — download PDF for full document]