Analysts/Institutional Investor Meet/Con. Call Updates

ANUPAM RASAYAN INDIA LTD. ARILSLDSTX20260820046 Date: August 20, 2026 To, T o , BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, ‘Exchange Plaza’, C-1, Block-G, Dalal Street, Bandra Kurla Complex, Bandra (East), Mumbai-400001, India Mumbai-400051, India SCRIP CODE: 543275 SYMBOL: ANURAS Dear Sir/Madam, Subject: Submission of transcript of Earnings Call on the Unaudited Financial Results (Standalone and Consolidated) of Anupam Rasayan India Limited (the “Company”) for the quarter ended June 30, 2026. Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the transcript of the Earnings Call on the Unaudited Financial Results (Standalone and Consolidated) for the quarter ended June 30, 2026, held by the Company on Friday, August 14, 2026, which is available on the Company’s website at www.anupamrasayan.com. The link to access the same is as below: TranscriptofEarningsCallQ1FY-2026-27 We request you to kindly note the same and take into your records. Thanking you, Yours Faithfully, For Anupam Rasayan India Limited Ashish Gupta Company Secretary & Compliance Officer Encl.: As above “Anupam Rasayan India Limited Q1 FY27 Earnings Conference Call” August 14, 2026 “E&OE - This transcript is edited for factual errors and readability. In case of discrepancy, the audio recordings uploaded on the stock exchange on 14th August 2026 will prevail.” MANAGEMENT: MR. ANAND DESAI – MANAGING DIRECTOR – ANUPAM RASAYAN INDIA LIMITED MR. GOPAL AGRAWAL – CHIEF EXECUTIVE OFFICER – ANUPAM RASAYAN INDIA LIMITED MR. AMIT KHURANA – CHIEF FINANCIAL OFFICER – ANUPAM RASAYAN INDIA LIMITED MR. VISHAL THAKKAR – DEPUTY CHIEF FINANCIAL OFFICER – ANUPAM RASAYAN INDIA LIMITED Page 1 of 16 Anupam Rasayan India Limited August 14, 2026 Moderator: Ladies and gentlemen, good day, and welcome to Anupam Rasayan India Limited Q1 FY27 Earnings Conference Call. Before we begin, a brief disclaimer. This conference call may contain forward-looking statements about the company, which are based on beliefs, opinions and expectations of the company as on date of this call. These statements are not guarantee of future performance and involve risks and uncertainties that are difficult to predict. From the management side, we have with us today Mr. Anand Desai, Managing Director; Mr. Gopal Agrawal, Chief Executive Officer; Mr. Amit Khurana, Chief Financial Officer; and Mr. Vishal Thakkar, Deputy Chief Financial Officer. As a reminder, all participants' lines will be in listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing star then zero on your touch-tone phone. Please note that this conference is being recorded. With this, I would now like to hand over the call to Mr. Anand Desai, Managing Director, for his opening comments. Thank you, and over to you, sir. Anand Desai: Thank you. Good afternoon all, and thank you for joining us for our Q1 FY27 earnings call. We are pleased to begin FY27 on a strong note with consolidated total income growing by 36% year- on-year. This is a strong start to the year and reflects continued momentum across our businesses, supported by the commercialization of new products and healthy demand across our key segments. More importantly, we believe the quarter reinforces structural transformation of Anupam Rasayan. Over the last few years, we have been consciously building a more diversified and globally integrated specialty chemicals platform, moving beyond our commercial strength into pharmaceuticals, performance materials, electronics, EV and other high-value applications. A key milestone during the quarter was the commercialization of Ethyl Trifluoroacetate or ETFA using flow chemistry. We are proud to be the first company globally to commercialize ETFA through this technology. This achievement further strengthens our expertise in complex fluorination chemistry and more importantly, demonstrates our ability to develop and commercialize differentiated products using advanced process technologies. We also signed a Letter of Intent with BASQUEVOLT for the potential long-term supply of a specialty chemical product, demonstrating our ability to participate in emerging high-growth applications. This further underscores the strength of our customer relationships and our capability to develop products for the next-generation technologies. On the strategic front, our Jayhawk acquisition is already strengthening our global platform. It gives us a strategic manufacturing base in the U.S., expands our capabilities in advanced and high-purity chemistries and provides a strong platform to participate in high-value markets such as semiconductors, automotive, EV, aviation and performance materials. Page 2 of 16 Anupam Rasayan India Limited August 14, 2026 With only a limited period of consolidation in FY26, we now see FY27 as the first full year of Jayhawk's consolidation and integration. At the same time, the proposed acquisition of Bliss GVS Pharma continues to progress as planned following the signing of the definitive agreements. We see this as a transformational step in building a more complete pharmaceutical platform, taking us from key starting materials and intermediates towards formulations, regulated manufacturing and global market access. The platform also provides significant headroom for capacity utilization and a robust pipeline of 62 molecules over the next 2 years, including 48- plus molecules targeted at regulated markets. What is particularly exciting for us is that these initiatives are not standalone. Tanfac gives us critical raw material and fluorination integration, Anupam brings deep chemistry and custom synthesis capabilities, Jayhawk gives us a U.S. manufacturing and CDMO platform, and Bliss adds a differentiated pharmaceutical and formulation platform. Together, these businesses gives us the ability to participate across a much broader part of the value chain across segments. With the strong pipeline, deeper customer engagements and expanded technology platform and an increasingly diversified business mix, we believe Anupam Rasayan is entering an exciting phase of growth and FY27 is an important year in translating the investments and strategic initiatives of the last few years into sustained business growth and value creation. With that, I will now hand over the call to Gopal bhai to take you through our business performance and key strategic developments in greater detail. Thank you. Gopal Agrawal: Thank you, Anand bhai. Good afternoon, everyone. Q1 FY27 has been an encouraging quarter for us, both from an operational and strategic perspective. We have started the year with strong momentum. And importantly, we are seeing increasing traction from initiatives and investment that we have been doing over the past few years. Our focus continues to remain on accelerating commercialization of molecules from our existing pipeline, increasing the contribution from high-value businesses and deepening our engagement with global customers. Let me begin with our technology and product development initiatives. The commercialization of ETFA using flow chemistry is an important milestone for Anupam. Flow chemistry enables us to effectively execute complex chemical reaction while improving process control, safety, scalability and overall cost. Our successful commercialization of this product demonstrates the strength of our R&D and process engineering capabilities and reinforces our position in the differentiated fluorination chemistry. We continue to see good momentum in our pharma and performance material pipeline. During the quarter, we commercialized 1 new product in pharma and 2 new products in performance materials, further broadening our portfolio and strengthening our presence i [Showing first 8,000 characters — download PDF for full document]