Deepak Fertilizers and Petrochemicals Corporation Limited

rs,

BSE Limited Listing Department National Stock Exchange of India Ltd. Phiroze Jeejeebhoy Towers, “Exchange Plaza”, Dalal Street, Fort, Mumbai – 400001 BSE Code: 500645 Bandra-Kurla Complex,

2.51 billion

0+ Years Rich Experience of Developing 3 verticals 6 Manufacturing Sites 2,300+ Employees US$ ~2.51 billion Market Capitalization (as on 30 June 2025) Corporate Structure post Demerger Industrial Chemical

41%

Portfolio Mining Chemicals Industrial Chemicals Crop Nutrition Business Domestic market share 41% in TAN Pioneer in ISO Propyl Alcohol Domestic market share 59% in CNA 26% in DNA 29% in Merchan

59%

Business Domestic market share 41% in TAN Pioneer in ISO Propyl Alcohol Domestic market share 59% in CNA 26% in DNA 29% in Merchant IPA Leading player in specialty and water-soluble fertilizers

26%

Domestic market share 41% in TAN Pioneer in ISO Propyl Alcohol Domestic market share 59% in CNA 26% in DNA 29% in Merchant IPA Leading player in specialty and water-soluble fertilizers in India

29%

rket share 41% in TAN Pioneer in ISO Propyl Alcohol Domestic market share 59% in CNA 26% in DNA 29% in Merchant IPA Leading player in specialty and water-soluble fertilizers in India 25% of Reve

25%

in DNA 29% in Merchant IPA Leading player in specialty and water-soluble fertilizers in India 25% of Revenue 21% of Revenue 48% of Revenue Note: % of Revenue pertains to Q1-FY26 Transitionin

21%

erchant IPA Leading player in specialty and water-soluble fertilizers in India 25% of Revenue 21% of Revenue 48% of Revenue Note: % of Revenue pertains to Q1-FY26 Transitioning From Commodity

48%

ding player in specialty and water-soluble fertilizers in India 25% of Revenue 21% of Revenue 48% of Revenue Note: % of Revenue pertains to Q1-FY26 Transitioning From Commodity To Specialty R

Rs. 2,659

(Consolidated) Operating Revenue & YoY Growth Operating EBIDTA & YoY Growth PAT & YoY Growth Rs. 2,659 Cr 17% Rs. 513 Cr 10% Rs. 244 Cr 22% Commodity to Specialty: 45% Revenue Share (Specialty +

17%

) Operating Revenue & YoY Growth Operating EBIDTA & YoY Growth PAT & YoY Growth Rs. 2,659 Cr 17% Rs. 513 Cr 10% Rs. 244 Cr 22% Commodity to Specialty: 45% Revenue Share (Specialty + Croptek

Rs. 513

erating Revenue & YoY Growth Operating EBIDTA & YoY Growth PAT & YoY Growth Rs. 2,659 Cr 17% Rs. 513 Cr 10% Rs. 244 Cr 22% Commodity to Specialty: 45% Revenue Share (Specialty + Croptek) Custome

“45% Revenue Share (Specialty + Croptek) Customer to Consumer: B2C - 16% Revenue Share in TAN Raised Rs 800 Cr through CCD in DMSL Strategic Capex Progress on track – poised for next Leap Favorable outcome on Tax Litigation totaling to Rs 581 Cr Consolidated Financial Performance: Q1 FY26 The Q1 EBITDA increased by 10% YoY Q1 Operating Revenue Trend (Rs.”

“Cr) Over the past five years, Q1 operating and financial results have demonstrated steady growth, achieving a CAGR of 9% in revenue and 15% in EBITDA.”

“Q1 FY26 Consolidated Results Q1 FY26 Q1 FY25 Δ Y-o-Y Q4 FY 25 Δ Q-o-Q Rs.”

“In Crore Operating Revenue 2,659 2,281 Operating EBITDA 513 464 17% 10% 2,667 480 0% 7% Op EBIDTA Margins (%) 19.3% 20.4% -106 Bps 18.0% 130 Bps Profit Before Tax Net Profit 345 244 270 200 28% 22% 320 278# 8% -12% PAT Margin (%) 9.1% 8.7% 38 Bps 10.2% -114 Bps # Q4-FY25 included deferred tax reversal of Rs 37 Cr.”

“Mining Chemicals Business (TAN) : Q1 FY26 Performance Quarterly Sales Volume (KMT) Highlights 160 KMT 140 KMT 120 KMT 100 KMT 80 KMT 60 KMT 40 KMT 20 KMT 0 KMT 5 KMT 21 KMT 111 KMT ₹670 ₹660 ₹650 ₹640 ₹630 ₹620 ₹610 5 KMT 18 KMT 1 KMT 21 KMT • Sales Volume : • Q1 Volume grew by 7% YoY and was flat QoQ 123 KMT 125 KMT • Revenue Growth: revenue up by 4% YoY with improved volumes Q1FY25 Q4FY25 Q1FY26 B2B Sales Volume B2C Sales Volume Exports Sales Volume Quarterly Revenue (Rs.”

“We aim to boost export volumes with the revised quota.”

“Industrial Chemicals Business : Q1 FY26 Performance 100 KMT 90 KMT 80 KMT 70 KMT 60 KMT 50 KMT 40 KMT 30 KMT 20 KMT 10 KMT 0 KMT Quarterly Sales Volume (KMT) 14 KMT 20 KMT 44 KMT 12 KMT 24 KMT 18 KMT 22 KMT 48 KMT 52 KMT Q1FY25 Q4FY25 Q1FY26 Highlights Volume Performance • Total Nitric Acid: Q1 volumes improved by 15% YoY & 3% QoQ.”

“CNA+SNA Sales Volume DNA Sales Volume IPA Sales Volume Capacity Utilization in Q1-FY26: Quarterly Revenue (Rs.”

“₹600 ₹500 ₹400 ₹300 ₹200 ₹100 ₹- Crop Nutrition Business: Q1 FY26 Performance Quarterly Sales Volume (KMT) Highlights 300 KMT 250 KMT 200 KMT 150 KMT 100 KMT 50 KMT 0 KMT 25 KMT 25 KMT 40 KMT 134 KMT 15 KMT 41 KMT 63 KMT 152 KMT 31 KMT 38 KMT 69 KMT 111 KMT Bulk Q1FY25 Q4FY25 Q1FY26 ANP+Smartek Bulk Traded Volume Crop Specific Solution (Croptek) Specialty Sales Volume Quarterly Revenue (Rs.”

“Cr) 1,600 1,400 1,200 1,000 800 600 400 200 - 977 1,374 1,253 Q1FY25 Q4FY25 Q1FY26 Q1 FY26 Volume Performance: • Bulk Fertilizers manufactured sales volumes showed a modest 3% YoY increase, but on a sequential basis, volumes dipped 16%, primarily due to limited availability of critical raw materials.”

Specialty

1

Outlook

1

Outlook

1

Strategic Location Advantages

1

Specialty

45% Revenue Share (Specialty + Croptek) Customer to Consumer: B2C - 16% Revenue Share in TAN Raised Rs 800 Cr through CCD in DMSL Strategic Capex Progress on track – poised for next Leap Favorable outcome on Tax Litigation totaling to Rs 581 Cr Consolidated Financial Performance: Q1 FY26 The Q1 EBITDA increased by 10% YoY Q1 Operating Revenue Trend (Rs. Cr) Q1 Operating Performance Trend (Rs. Cr) Over the past five years, Q1 operating and financial results have demonstrated steady growth, achieving a CAGR of 9% in revenue and 15% in EBITDA. Q1 FY26 Consolidated Results Q1 FY26 Q1 FY25 Δ Y-o-Y Q4 FY 25 Δ Q-o-Q Rs. In Crore Operating Revenue 2,659 2,281 Operating EBITDA 513 464 17% 10% 2,667 480 0% 7% Op EBIDTA Margins (%) 19.3% 20.4% -106 Bps 18.0% 130 Bps Profit Before Tax Net Profit 345 244 270 200 28% 22% 320 278# 8% -12% PAT Margin (%) 9.1% 8.7% 38 Bps 10.2% -114 Bps # Q4-FY25 included deferred tax reversal of Rs 37 Cr. Mining Chemicals Business (TAN) : Q1 FY26 Performance Quarterly

Outlook

₹644 ₹632 Q1FY25 Q4FY25 Q1FY26 TAN Revenue (Rs. Cr.) • Q2 is seasonally softer quarter. We aim to boost export volumes with the revised quota. Industrial Chemicals Business : Q1 FY26 Performance 100 KMT 90 KMT 80 KMT 70 KMT 60 KMT 50 KMT 40 KMT 30 KMT 20 KMT 10 KMT 0 KMT Quarterly Sales Volume (KMT) 14 KMT 20 KMT 44 KMT 12 KMT 24 KMT 18 KMT 22 KMT 48 KMT 52 KMT Q1FY25 Q4FY25 Q1FY26 Highlights Volume Performance • Total Nitric Acid: Q1 volumes improved by 15% YoY & 3% QoQ. • IPA: Sales volume in Q1 improved by 27% YoY & 51% QoQ on account of lower base. Plant is running at higher TPD owing to recent modifications done in the plant in Q4. Revenue Growth: Revenue surged by 29% YoY and 33% QoQ, supported by the improved volumes of Nitric Acid & IPA. IPA price continue to be under stress. CNA+SNA Sales Volume DNA Sales Volume IPA Sales Volume Capacity Utilization in Q1-FY26: Quarterly Revenue (Rs. Cr) • DNA : 100%; CNA : 80% • IPA : 113%

Outlook

₹426 ₹412 ₹549 Q1FY25 Q4FY25 Q1FY26 • Nitric Acid: Prices are likely to remain stable to slightly soft, driven by improved in downstream demand, availability and monsoon-related slowdown particularly from Technical Ammonium Nitrate (TAN). • IPA: Market sentiment remains weak, impacted by sharp declines in Acetone prices and high inventory levels of both Acetone and IPA. ₹600 ₹500 ₹400 ₹300 ₹200 ₹100 ₹- Crop Nutrition Business: Q1 FY26 Performance Quarterly Sales Volume (KMT) Highlights 300 KMT 250 KMT 200 KMT 150 KMT 100 KMT 50 KMT 0 KMT 25 KMT 25 KMT 40 KMT 134 KMT 15 KMT 41 KMT 63 KMT 152 KMT 31 KMT 38 KMT 69 KMT 111 KMT Bulk Q1FY25 Q4FY25 Q1FY26 ANP+Smartek Bulk Traded Volume Crop Specific Solution (Croptek) Specialty Sales Volume Quarterly Revenue (Rs. Cr) 1,600 1,400 1,200 1,000 800 600 400 200 - 977 1,374 1,253 Q1FY25 Q4FY25 Q1FY26 Q1 FY26 Volume Performance: • Bulk Fertilizers manufactured sales volumes showed a modest 3% YoY increase, but on a sequential basis, volumes dipped 1

Strategic Location Advantages

o Closer to major mining areas in East India o Port based location- favourable for exports o o o Post-expansion, total WNA capacity will be ~1.2 MMTPA, making us Asia's largest manufacturer of Nitric Acid. Strategic Location: Closer to major consumers in West and Central India. 65% CN’A capacity tied up through a 20 years long term contract 80% 57% Capitalizing on 40 Years of Know-How and Riding the India Growth Story Strengthening Our Balance Sheet (Rs. CR) ST Debt LT Debt Jun-25 Mar-25 Leverage Ratios Jun-25 Mar-25 Change - 257 3,692 3,676 Net Debt/Equity (x) 0.43x 0.53x ▼ 0.09 Net Debt/EBIDTA (x) 1.50x 1.72x ▼ 0.22 Total Debt 3,692 3,933 Cash & Cash Equivalent Other Bank Balances 314 47 354 90 Investment in MFs 253 183 Net Debt 3,078 3,305 • Capital expenditure totaled at Rs. 377 Cr in Q1FY26 • Net debt decreased from Rs. 3,305 Cr to Rs. 3,078 Cr, supported by robust cash flow generation and the infusion of CCD into DMSL. • Short-term debt stood at zero, reflecting improved efficien