Intimation of Transcript of Business Call dated 20.08.2026.

+91 265 6700300 PHONE Transpelç Industry Limited ~ Transpelç 4RtehgFlOooffri,ceU:ileria1038 Gold-SevasiRoad realiveChemistry Vadodara-390021.Gujaral,(India) CompanyIdeetilleallonNo.:L23205GJ1965P1C001343 Date: August, 2026 25th BSE Limited P.J.Towers, Dalal Street, Fort, Mumbai —400001 Sub: Transcript of the Investor Call held on August, 2026 20th Dear Sir/Madam, We forward herewith the transcript of the Investor Call held by the Company on Thursday, 20~ August, 2026 for your reference and record. This disclosure is made pursuant to the provisions of Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Hope you find the same in order. Thanking You, Yours faithfully, For Transpek Industry Limited Alak D. Vyas Company Secretary & Compliance Officer ACS: 31731 Works: Al.&Post:Ekalbara \≥~) Taluka:Padra IL i:. — 0151.:Wdodata.391440 www.transpek.com Gujaral India) WEBS ITO Ph,:+91-2662-244444,244318,244309 =~ =1 inquiry@transpek.com Fax:+91-2662-244439,244207 ____ SIO~ 1fl4 OO~tOO1 t~ EMAIL “Transpek Industry Limited Business Update Call” August 20, 2026 E&OE - This transcript is edited for factual errors. In case of discrepancy, the audio recordings uploaded on the stock exchange on 20th August 2026 will prevail MANAGEMENT: MR. BIMAL MEHTA – MANAGING DIRECTOR – TRANSPEK INDUSTRY LIMITED MR. PRATIK SHAH – CHIEF FINANCIAL OFFICER – TRANSPEK INDUSTRY LIMITED MR. ALAK VYAS – COMPANY SECRETARY– TRANSPEK INDUSTRY LIMITED Page 1 of 26 Transpek Industry Limited August 20, 2026 Moderator: Ladies and gentlemen, good day and welcome to Transpek Industry Limited Q1 FY27 Business Update Call. This conference call may contain forward-looking statements about the company which are based on beliefs, opinions, and expectations of the company as on the date of this call. These statements are not the guarantees of future performance and involve risks and uncertainties that are difficult to predict. As a reminder, all participant lines will be in the listen-only mode. And there will be an opportunity for you to ask questions after the speech concludes. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Bimal Mehta, Managing Director. Thank you, and over to you, sir. Bimal Mehta: Thank you. Good afternoon, everyone. On behalf of Transpek Industry Limited, I would like to extend a warm welcome to all participants joining us today. I am joined by our Chief Financial Officer, Mr. Pratik Shah, our Company Secretary, Mr. Alak Vyas, and SGA, our investor relations advisors. We will begin with a brief overview of the industry and business environment, followed by the key operational updates and financial highlights. Thereafter, we will open the floor for the question and answer session. For participants who are new on this call, our company should be best reviewed and assessed more on an annual basis due to its nature of business. Now we look at industry and macro environment. As you all are aware, the global business environment in FY26 remained complex and volatile, marked by geopolitical tensions, elevated energy prices, trade uncertainties, and continued supply chain disruptions. The global chemical industry continued to face subdued demand across key markets, particularly in Europe and China, along with volatility in energy and raw material prices. Ongoing tensions in West Asia further added to uncertainty around global trade flows, logistics, and commodity markets. Against this backdrop, the Indian chemical industry has demonstrated reasonable resilience, supported by steady domestic demand and several emerging growth opportunities. Trade agreements, including the recently concluded India-UK and India-EU free trade agreements, are expected to improve market access and strengthen the competitiveness of Indian manufacturers. At the same time, the growing preference among global customers for diversified sourcing and reduced dependence on single geographies is creating opportunities for Indian chemical manufacturers with strong compliance standards and operational capabilities. Our business, however, continued to operate in a challenging environment with pricing pressures from Indian and global competitors impacting the industry. Despite these challenges, we remain focused on improving productivity, strengthening operational efficiency, and protecting our competitiveness. While near-term uncertainties remain, we believe the industry is gradually moving towards a more favorable and sustainable growth environment. Page 2 of 26 Transpek Industry Limited August 20, 2026 Now coming to the company positioning and core strength. Against the global and the domestic backdrop, Transpek remains well positioned, supported by its deep expertise in chlorine and sulfur-based chemistries, together with significant work undertaken in other chemistries for diversification. These chemistries require specialized infrastructure, technical expertise, and stringent safety standards, creating significant barriers to entry. This remains a key competitive strength for Transpek and helps differentiate us within the industry. We also continue to receive strong recognition from customers and certification bodies for our commitment to quality, safety, environmental stewardship, and sustainable manufacturing practices. Combined with this, the current almost no debt balance sheet and cash reserves, the company has now built a strong foundation to grow. This strength will support new investments being planned without being overleveraged in terms of the balance sheet. Coming to product development and growth initiatives, a key pillar of our strategy continues to be product diversification and value addition. Alongside strengthening our existing portfolio, we are expanding into newer chemistries beyond acid and alkyl chlorides to broaden our product offerings and address evolving customer requirements. During the year, we introduced new acid chloride products in smaller volumes, which are expected to be larger volumes in the current and next years. 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 customer and new end-user markets. I would like to give some more details on this. At present, we are working on two polymers, both of which are developed in R&D laboratory, and we have also done some compounding, which is basically making a component out of polymers, where also we have been successful and test has also been carried out by independent expert testing agencies like TÜV, and our products have proven to be matching the required specification which is being used globally. And these are very high-end polymers going into mission-critical applications. Due to confidentiality requirements, I am not able to name those polymers, but I will just give you some idea as to where they are used. So, they are used in medical and medical implants, automotive, aerospace components, electrical and electronics, semiconductor, oil and gas. All these places, these polymers are used. There is another polymer which is used in 3D printing filaments. Another polymer which is used in hemodialysis membranes, water RO filtration membranes, electronics insulation, and food processing equipment. So, some work has been done on polymers. And, of course, polymers are not very easy to develop. It is a little longer process, but we have a good team and they have been successful in at least establishing R&D scale products, and now we are working towards kilo scale. So, another product area that we have taken up is basically polymer modifiers and polymer additives, because that is also a very, very huge market. Page 3 of 26 Transpek Industry Lim [Showing first 8,000 characters — download PDF for full document]