Investor Presentation - August, 2026.

+91 2656700300 PHONE Transpe~ Industry Limited Transpelç Req.Office: 4thFloor,LilIeria1038 Coin SevasiRoad reaoiveChernisi,y Vadodara-390021.Cujaral. (bidia) CompanyIdeollIlcalionNo.:1232050J1985PLC001343 Date: August, 2026 19th BSE Limited P.J. Towers, Dalal Street, Mumbai—400 001 Ret: Scrip Code: 506687 Subject: Investor Presentation Dear Sir/Madam, Pursuant to Regulation 30(6) of the Securities and Exchange Board of India (Usting Obligations and Disclosure Requirements), Regulations, 2015, we enclose herewith Investor presentation for August, 2026. The presentation will also be uploaded on the Company’s website viz. www.transpek.com. We request you to take the above on your records and acknowledge receipt. Thanking you, Yours faithfully, For rranspek Industry Limited Alak D. Vyas Company Secretary & Compliance Officer ACS-31731 Wocks: AL&Post:Ekalbana Tatuka:Padra An A www.transpek.com a — — ~ D Gi us it 2. r: aW nd (Io nd da ian )a.391440 iW C B S I T E S. inquiry@transpek.com ko’~” PFahx,::.+9911.-22666622--224444444349,.224444321087.244309 n c—~ ____ ~nQa ~m4 004Mseol n~ C MA’ Li Advancing Sustainability. Enabling Technology. Transpek Industry Limited Investor Presentation August 2026 Safe Harbour This presentation and the accompanying slides (the “Presentation”), which have been prepared by Transpek Industry 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 to be relied on in connection with any contract or binding commitment what so ever. 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. Q1 FY27 - Financial Highlights Business Highlights • The Company continued to deliver a steady performance, with total revenue from operations at ₹155.1 crore for the quarter. EBITDA for the quarter came in at ₹ 24.1 crores and the Profit After Tax (PAT) stood at ₹8.9 crore. • Business environment remained dynamic marked by a sharp escalation in key raw materials prices of Sulphur and Chlorine. The company also withheld temporary challenges like elevated freight cost, increase in transit time and constrained vessel availability. • The company continues to work on expanding its product portfolio by adding non-acid and non-alkyl chloride chemistries, with a focus on developing innovative, higher-value-added products and strengthening its presence across existing customers and new end-user markets. At present are working on adding two polymers, one textile & polymer modifier, coatings & adhesives additives. • The Company is planning to add another site for which options are being explored. The Company has recently expressed interest in acquisition of land in Odisha which has been approved by the Odisha Government. • Focused on strengthening operations through best practices, research-led innovation, and geographic expansion to drive sustainable long-term growth. • Going ahead, the Company remains cautiously optimistic amid the evolving macroeconomic environment, particularly given the ongoing uncertainty surrounding the West Asia conflict and its potential impact on global demand and supply conditions. Performance Highlights Q1 FY27 Sales Distribution based on Revenue* (Rs. In Cr) Application 165.9 165.3 162.0 18.7% Polymer 152.5 155.1 Pharma 48.7% Specialty 22.5% Others 10.1% Q1 FY27 - Revenue Breakup Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 15.6% International EBITDA* (Rs. In Cr) PAT (Rs. In Cr) Domestic 21.5% 19.2% 17.6% 14.4% 15.6% 9.4% 7.6% 6.7% 4.3% 5.8% Margin 84.4% Q1 FY27 - Region wise break up 35.7 31.7 28.5 24.1 22.0 15.4% N. America 15.6 12.6 10.8 Europe 6.6 15.6% 52.0% India 16.9% Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 *Includes other income as major part of TIL’s other income consists of Export incentives and duty drawbacks that are directly linked to the export sales Q1 FY27 - Consolidated Profit & Loss Account Particulars (Rs. Crores) Q1 FY27 Q1 FY26 Y-o-Y Q4 FY26 Q-o-Q FY26 Revenue from Operations 151.1 154.2 148.2 621.2 Other Income 4.0 11.7 4.3 24.5 Total Revenue from operations 155.1 165.9 -6.5% 152.5 1.7% 645.7 Cost of materials consumed 87.2 76.9 62.2 279.6 Purchases of stock-in-trade 0.0 0.0 0.0 0.0 Changes in inventories -14.6 -0.2 10.0 11.0 Total Raw Material 72.6 76.7 72.3 290.6 Employee Expenses 18.4 18.3 17.6 73.3 Other Expenses 39.8 35.2 40.6 163.9 EBITDA (Including Other Income) 24.1 35.7 -32.4% 22.0 9.7% 117.9 EBITDA Margin (%) 15.6% 21.5% 14.4% 18.3% Depreciation 10.8 12.3 11.6 48.6 EBIT 13.3 23.4 10.4 69.3 EBIT Margin (%) 8.6% 14.1% 6.8% 10.7% Finance Cost 1.5 2.5 1.5 8.1 Profit before Tax 11.8 20.9 8.8 61.2 Tax 2.9 5.4 2.3 15.5 Profit After Tax 8.9 15.6 -42.7% 6.6 35.7% 45.6 PAT Margin (%) 5.8% 9.4% 4.3% 7.1% EPS (in Rs.) 15.98 27.90 11.78 81.72 Received Ecovadis Gold Award & Responsible Care • Awarded the prestigious EcoVadis 'Gold Medal' for outstanding • Received the certificate to use the Responsible Care logo, an Indian sustainability performance. Chemical Council initiative focused on continuous improvement in • Recognized for excellence in Environment, Labor & Human Rights, safety, health and environmental performance, along with open and Ethics, and Sustainable Procurement. transparent communication with stakeholders. • This achievement ranks the company among the top 5% of all • The certification is valid for three years, from July 2026 to June 2029. companies evaluated by EcoVadis in the Chemical Sector. Transpek at Glance About us Environment Protection Founded by Shri. Govindji Shroff in 1965 Creative Over three Over 5 decades Chemistry Part of Excel decades of experience in group of presence in the Sulphur and companies international Chlorine market Chemistry Customer Exploring every Headquartered Focus possible in Vadodara, - compound approximately from Sulphur 400 [Showing first 8,000 characters — download PDF for full document]