TATVANSE31 October 2025

Tatva Chintan Pharma Chem Limited has informed the Exchange about Investor Presentation

Tatva Chintan Pharma Chem Limited

Date: 31 October 2025

Ref. No.: TCPCL/SEC/2025-26/00054

To, The General Manager, Corporate relationship department, BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Fort, Mumbai-400 001 Scrip Code: 543321

Subject: Investor Presentation

Dear Sir/Madam,

The Manager, Listing department, National Stock Exchange of India Limited Exchange Plaza, C-1, Block-G, Bandra-Kurla Complex, Bandra(E), Mumbai-400 051 Scrip Symbol: TATVA

Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, as amended, please find enclosed Investor Presentation for the quarter and half year ended 30 September 2025.

The above information shall be made available on the website of the Company at www.tatvachintan.com.

This is for your information and records.

Thanking you,

Yours faithfully, For Tatva Chintan Pharma Chem Limited

___________ Ishwar Nayi Company Secretary and Compliance Officer M. No.: A37444

Encl.: As above

Investor Presentation

Tatva Chintan Pharma Chem Limited (TCPCL)

Q 2 F Y 2 6

3 1 O c t o b e r 2 0 2 5

Contents

Q2 FY 26 Financial Performance

Expansive international presence with Marquee clientele

TATVA CHINTAN at Glance Product Categories

Leading Sustainable practices coupled with cutting edge technology

Why TATVA CHINTAN

Industry Outlook

Our Business

Consolidated Financial Performance

Q2 FY26: Financial Result highlights

Q2FY26 HIGHLIGHTS

Revenue from Operations 1 (In ₹ Mn)

5 3 8

9 6 1

5 3 2

48% YoY

Q2FY25

Q1FY26

Q2FY26

H1FY26 HIGHLIGHTS Revenue from Operations1 (In ₹ Mn)

EBIDTA (Excl. Other Income) & EBIDTA Margin 1 (In ₹ Mn, %)

250

200

150

100

18.0%

14.8%

7.0%

6 5

3 7 1

2 2 2

Q2FY25

Q1FY26

Q2FY26

EBITDA (Incl. Other Income)

EBIDTA (Excl. Other Income & EBIDTA Margin 1 (In ₹ Mn, %) 16.0%

400

450

0 9 8

4 0 4

27% YoY

350

300

250

200

150

100

10.0%

2 8 1

5 9 3

H1FY25

H1FY26

Notes: (1) Numbers have been rounded off

H1FY25 EBITDA (Incl.

H1FY26 EBITDA Margin

20.0%

18.0%

16.0%

14.0%

12.0%

10.0%

8.0%

6.0%

4.0%

2.0%

0.0%

17.0%

15.0%

13.0%

11.0%

9.0%

7.0%

5.0%

3.0%

298% YoY

117% YoY

PAT & PAT Margin 1 (In ₹ Mn, %)

EPS (In ₹)

120

100

(20)

8.0%

5.7%

-0.8%

) 7 (

Q2FY25

Q1FY26

Q2FY26

PAT

PAT Margin

11.0%

9.0%

7.0%

5.0%

3.0%

1.0%

-1.0%

-3.0%

-5.0%

1,594% YoY

4.50

4.00

3.50

3.00

2.50

2.00

1.50

1.00

0.50

(0.50)

(1.00)

4 2

4 8

) 9 2

0 (

Q2FY25

Q1FY26

Q2FY26

PAT & PAT Margin 1 (In ₹ Mn, %)

EPS (In ₹)

180

160

140

120

100

2.4%

5 4

H1FY25 PAT

8.0%

7.0%

6.0%

5.0%

4.0%

3.0%

2.0%

1.0%

0.0%

-1.0%

-2.0%

265% YoY

8.00

7.00

6.00

5.00

4.00

3.00

2.00

1.00

0.00

6.9%

6 6 1

H1FY26 PAT Margin

8 0

4 9

H1FY25

H1FY26

Tatva Chintan Pharma Chem Limited

Q2FY26: Consolidated Numbers

Particulars (₹ Mn) Revenue from Operation Total Income EBITDA (Excl. Other Income) EBITDA Margin Profit Before Tax Profit After Tax PAT Margin

Q2FY26 Q2FY25 YoY (%) Q1FY25 QoQ (%) H1FY26 H1FY25 YoY (%) 27% 27% 117% 71% 293% 265% 187%

48% 48% 298% 169% 1438% 1594% 1110%

2,404 2,425 395 16% 228 166 7%

1,169 1,180 173 15% 91 67 6%

1,890 1,905 182 10% 58 45 2%

1,235 1,245 222 18% 137 99 8%

6% 6% 28% 21% 50% 49% 41%

835 839 56 7% -10 -7 -1%

Tatva Chintan Pharma Chem Limited

Q2FY26 & FY25: Operational highlights

OPERATING REVENUE SPLIT (IN %)

Others 1%

PTC 24%

PASC 26%

ESS 1%

Q2FY26

SDA 48%

PTC

SDA

ESS

PASC

Others

PTC 33%

PASC 34%

ESS 2%

Others 1%

FY25

SDA 31%

PTC

SDA

ESS

PASC

Others

Tatva Chintan Pharma Chem Limited

Consolidated Financial Highlights

REVENUE FROM OPERATIONS1 (IN ₹ MN)

6 3 3

6 3 2

75 5 3 9

7 2 8

4 0 4

PROFITABILITY1 (IN ₹ MN) EBITDA (Excluding Other Income) & EBITDA Margin

25%

14%

17%

16%

2 8 0

6 0 6

2 8 6

2 4 3

5 9 3

FY22

FY23

FY24 Revenue from Operations

FY25

HIFY26

Other Income

FY22

FY23

FY24

FY25

H1FY26

EBITDA

EBITDA Margin

PAT & PAT Margin 11%

22%

9 5 9

FY22

PAT

5 5 4

FY23

7 5

166

FY25

H1FY26

4 0 3

FY24

PAT Margin

RoE (IN %)

% 3

0 2

Debt to Equity (x)

Debt to EBIDTA (x)

% 8

% 1

% 8

% 9

5 2

3 3

7 5

0 1

2 0

5 0

1 1

2 0

9 1

0 0

FY22

FY23

FY24

FY25

H1FY26

FY22

FY23

FY24

FY25

HIFY26

FY22

FY23

FY24

FY25

H1FY26

Notes: (1) Numbers have been rounded off

Tatva Chintan Pharma Chem Limited

Consolidated Statement of Profit & Loss

Particulars (₹ Mn)

Income

Revenue from operations Other income

Total Income Expenses

Cost of goods sold Employee benefit expenses Finance costs Depreciation and amortization expense Other expenses Total expenses Profit before exceptional items and tax

Exceptional items Profit before tax (P BT) Total tax Profit after tax (PAT) PAT % Earnings per share (EP S) ₹ EBIDTA ₹ EBIDTA %

31-Mar- 20 Audited

31-Mar-2 1 3 1-Mar-2 2 31-Mar- 23 31-Mar- 24 31-Mar-2 5 30-Sep-2 5 Unaudited

Audited

2,632.39 13.83 2,64 6.2 2

3,003.59 52.00 3 ,055.59

4,336.47 90.17 4,4 26.64

4,236.12 57.44 4,293.5 6

3,935.04 75.09 4,01 0.1 3

3,827.14 23.15 3 ,850.29

2,403.80 21.63 2,42 5.4 3

581.16 2 ,448.63 606.96

1,327.67 205.29 39.45 47.93 549.91 2,17 0.2 5 475.97

1,520.05 1,946.39 238.02 308.18 49.51 42.07 67.33 81.80 999.55 3,3 85.43 1,041.21

2,261.01 412.09 84.04 95.55 957.21 3,809.9 0 483.66 - - - 35.87 447.7 9 47 5.97 (7.08) 98.08 454.8 7 37 7.89 1 1% 14% 20.5 2 1 8.8 1 605 .81 549.52 1 4% 21%

1,0 41.21 82.47 9 58.74 22% 44.59 1,0 82.35 25%

6 06.96 84.34 5 22.62 17% 26.02 6 64.36 22%

1,989.41

1,741.82 547.61

1,132.08 529.16 290.33 65.32 12.90 9.20 276.59 180.24 966.44 585.94 2,19 7.7 9 227.64

3 ,774.50 75.79

256.05 963.65 3,57 4.4 5 435.68

- - - 43 5.6 8 22 7.6 4 75.79 18.66 61.96 132.14 16 5.6 8 30 3.5 4 8% 7% 2.44 7.0 8 1 3.2 6 395.45 681.96 16% 17%

57.13 1 %

342.13 9 %

Tatva Chintan Pharma Chem Limited

Consolidated Statement of Balance Sheet

Particulars (₹ Mn)

Assets

Fixed Assets Capital work-in-progress Intangible assets (Including CWIP) Other non-current assets Total non-current assets

Inventory Trade Receivable Cash and cash equivalents including bank balance Other current assets Total current assets Total assets Equity and liabilities Equity share capital Other equity

Tangible net worth Liabilities

Non-current liabilities

(i) Long-term borrowings (ii) Other non-current liabilities

Total non-current liabilities

Current liabilities

(i) Short-term Borrowings including current maturities (ii) Trade payables (iii) Other liabilities Total current liabilities Total equity and liabilities

31-Mar-20 31-Mar-21 3 1-Mar-2 2 31-Mar-23 31-Mar-24 3 1-Mar-25 3 0-Sep-25 Unaudited Audited

Audited

1,305 .5 3

1,110.60 1,203.51 1,592.96 1,957.71 4,265.35 5,255.52 5,090.10 48.92 98.11 514.91 2,307.44 729.27 215.35 798.80 1.20 0.95 3.17 4.76 39.61 58.99 64.64 1.67 2.96 113.12 157.54 173.89 180.18 159.43 1,16 2.3 9 4 ,42 7.45 6,112.9 7 635.55 720.19 1,699.58 1,624.98 1,527.66 1,339.54 1,460.37 495.71 907.43 565.98 844.03 698.52 825.27 1,014.10 108.29 53.42 1,769.86 447.61 353.04 140.96 171.72 87.44 161.46 320.97 218.93 399.84 338.15 318.24 3 ,13 5.55 1,32 6.9 9 2,964.4 3 7 ,56 3.00 2,48 9.3 8 9,077.4 0

4,356.39 6,580.55

1,842 .5 0 3,148 .0 3

2,97 9.0 6 8,18 7.1 8

2,643 .92 8,353 .96

2,224.16

5,710 .04

5,20 8.1 2

80.35 200.88 221.65 221.65 233.92 233.92 233.92 1,096.59 1,458.76 4,509.24 4,926.26 7,136.90 7,154.32 7,309.97 7,543.8 9 5 ,14 7.91 1,17 6.9 4

4,730.89

1,659 .6 4

7,37 0.8 2

7,388 .24

387.09 267.63 131.11 42.30 6.39 - - 48.85 40.61 6.59 11.45 13.34 13.98 13.98 5 3.75 43 5.9 4 13 .9 8

13 .98

1 9.73

1 37.70

308 .2 4

519.80 634.85 1,068.27 1,660.27 136.62 363.88 830.13 316.13 474.77 445.13 321.88 450.31 326.89 359.11 40.57 70.53 198.56 379.19 209.99 260.97 330.29 2 ,36 1.34 87 6.5 0 1,519.5 3 9,077.4 0 7 ,56 3.00 2,48 9.3 8

1,180 .1 5 3,148 .0 3

1,711.96 6,580.55

79 6.6 3 8,18 7.1 8

9 51 .74 8,353 .96

Tatva Chintan Pharma Chem Limited

TATVA CHINTAN at Glance

INTEGRATED SPECIALTY CHEMICAL COMPANY, PRESENT ACROSS THE VALUE CHAIN

• Established by first generation entrepreneur engineers in

1996

• Plants located at Ankleshwar and Dahej SEZ, Gujarat with an existing combined installed reactor capacity of 552KL & 39 Assembly Lines as on 31 March 2025

• Sate of the Art R&D Unit recognized by DSIR at Vadodara,

Gujarat

• Pioneers in processes such as conventional synthesis,

electrolysis and developing continuous flow chemistry which is a green chemistry and generates higher efficiencies

• Listed on NSE and BSE on 29 July 2021 • Customer Base spanning over 25 Countries including USA,

UK, China, Germany, Japan and South Africa. Exports constitute 62% of revenue in FY25. Overseas subsidiaries in USA & Netherlands provides off-shore support

• Credit Rating of CRISIL BBB+/ Stable & A2

Manufacturing Products

Revenue Split – FY25

Phase Transfer Catalyst (PTC)

Structure Directing Agents (SDA)

Electrolyte Salts (ESS)

Pharma & Agrochemical Intermediates (PASC)

FY25

PTC

SDA

ESS

PASC

OTHERS

33%

31%

34%

Tatva Chintan Pharma Chem Limited

Product Categories

Phase Transfer Catalyst (PTC) – a Catalyst with Innumerable Benefits

WHAT ARE PTC? • PTC are used to facilitate the

migration of a reactant from one phase into another phase, in a heterogeneous multi-phase system

• The catalyst functions as a

detergent for solubilizing the salts into the organic phase

• PTCs have evolved as a useful

catalyst that has varied advantages

BENEFITS • Offers faster reactions

• Higher conversion/yields,

• Makes fewer by-products,

• Enables lesser energy consumption, at times eliminates the need for expensive or dangerous solvents,

• Minimizes waste and saves time

DEMAND DRIVERS • Rising demand for technologically advanced environment-friendly catalyst

• Push for greener chemistry in

organic synthesis

• PTCs have evolved as a very useful catalyst that has varied advantages and these are non regenerative type of catalyst which generates recurring demands.

END USER INDUSTRY APPLICATION

Pharmaceutical API’s

Flavors and Fragrances

Agrochemicals

Environment Control Processes

TATVA CHINTAN’S PRESENCE IN PTC

1996

Manufacturing since

₹1,255 mn

Revenue in FY25

₹ 584 mn

Revenue in H1FY26

33%

of Revenue

24%

of Revenue

One of the leading producers with entire wide range of PTCs in India and one of the key producers across the globe

Tatva Chintan Pharma Chem Limited

Structure Directing Agents (SDA) – an important ingredient for making the world more sustainable

WHAT ARE SDA? • High purity Quaternary salts that

helps in the formation of channels/pores during the synthesis of zeolites. High purity and consistent quality SDAs are essential for the synthesis of precision Zeolites

• Industrially important zeolites are produced synthetically. Zeolites have varied applications including as catalysts and absorbents

BENEFITS SDAs are important raw material for creation of high precision Zeolites which are: • An important ingredient in

Emission control systems for NOx removal

• Facilitates cracking crude to

acquire various desired outputs

•

Important part of continuous flow chemistry process

DEMAND DRIVERS • With the recent developments in emission control and refining catalyst applications, Tatva Chintan’s deep knowledge about the SDA for Zeolites market helps it to gain the market position

• Versatile applications and non-

regenerative nature of SDAs helps in creating recurring demand for SDA • Stricter emission norms is pushing

demand

• Limited competition globally

END USER INDUSTRY APPLICATION OF ZEOLITES

Automotive – Catalytic Converter – Emission Control

Petrochemicals – Cracking crude

Catalyst– Continuous flow chemistry

TATVA CHINTAN’S PRESENCE IN SDA

2015

Manufacturing since

₹1,197 mn

Revenue in FY25

₹ 987 mn

Revenue in Q1FY26 5

31%

of Revenue

41%

of Revenue

2nd largest manufacturer of SDAs for Zeolites globally and the largest commercial supplier in India

Tatva Chintan Pharma Chem Limited

Electrolysis – a better and greener way of producing SDAs

ABOUT ELECTROLYSIS

BENEFITS

• TATVA started R&D into developing SDA

• Electrolysis is considered as a ‘green’

since 2007

• In 2015, it received commercial approval for its products, produced using the Electrolysis process

• There are entry barriers as product development and approvals take anywhere between 1-6 years

• With few players in the Indian and global market, Tatva is the largest and only commercial manufacturer of SDA for Zeolites in India. The advanced chemistries make it difficult for new players to enter the market chemistry

chemistry process wherein apart from a single starting raw material, the process largely uses only water and electricity

• Since no additional solvents or other

chemicals are used, it is a safe chemistry

• It has minimum requirement of auxiliary

substances

• The process enables faster output and Higher

Purity

• By deploying electrolysis, the products achieve the lowest possible process mass intensity

TATVA is one of the few companies globally that uses Electrolysis process in organic synthesis.

Tatva Chintan Pharma Chem Limited

Electrolyte Salts & Solutions (ESS)– aiding the technological thrust

WHAT ARE ELECTROLYTE SALTS? • Electrolyte Salts are used in

manufacture of super capacitor batteries, which are used in automobile, electronics and energy storage devices.

• Super-Capacitors or ultra-capacitors are energy storage devices that store electrical energy via electrochemical and electrostatic processes. These have an unusually high energy density as compared to common capacitors.

BENEFITS • Due to their properties like fast charging ability, superior low temperature performance, long service and cycle life and reliability. Super-Capacitors hold the potential to replace or complement traditional batteries in several applications.

DEMAND DRIVERS Currently, these are used along with Lithium battery in EV vehicles • Solar energy storage – to absorb

high voltage currents at the time of peak energy generation

• Smart-Grid – To absorb high Voltage

TATVA CHINTAN’S PRESENCE IN SALTS

2016

Manufacturing since

• Battery runtime and operational life is improved extensively by using Super-Capacitors.

• Electric Vehicles – For sudden burst of energy required during the start and while accelerating

₹60 mn

Revenue in FY25

₹20 mn

Revenue in Q1FY26 5

• Other electronic devices where high burst of energy is required to be discharged or stored.

END USER INDUSTRY APPLICATION

of Revenue

Largest producer of electrolyte salts for super capacitor batteries in India.

Automotive

Transport & Infrastructure

Renewable Energy

Consumer Electronics

Grid Balancing

Electric Vehicles

Tatva Chintan Pharma Chem Limited

Pharmaceuticals and Agrochemicals Intermediates and other Specialty Chemicals (PASC) –

WHICH PRODUCTS ARE MANUFACTURED?

END USER INDUSTRY APPLICATION

Pharmaceuticals API’s

Agro Actives

TATVA CHINTAN’S POSITION IN PASC

2016

Manufacturing since

TATVA is the largest producer of Glymes in India and third largest in the world. Market Position

• Various pharmaceutical and

agrochemical products such as intermediates, disinfectants, catalysts and solvents.

• TATVA manufactures Glyme which is used as solvents in manufacturing of pharmaceutical API’s, Solvent for Li battery.

Paints and coatings products

Li Battery

₹1,287 mn

Revenue in FY25

₹793 mn

Revenue in Q1FY26

Detergents and personal care products

34%

of Revenue

33%

of Revenue

Tatva Chintan Pharma Chem Limited

Continuous Flow Chemistry – sophisticated method with analytical expertise

ABOUT

BENEFITS

PROCESS

•

TATVA CHINTAN started R&D into continuous flow chemistry since 2018

Focused on developing pharma intermediates and agro intermediates using continuous flow chemistries to offer environmentally sustainable sourcing solution to customers

Involves manufacturing large volumes products to replace environmentally hazardous chemistries

• Continuous Flow Chemistry is

considered as a ‘green’ chemistry process, wherein it generates minimum waste

•

It has lower treatment cost

The technology take smaller space compared to conventional synthesis.

The products achieve the lowest possible process mass intensity and the resultant savings that lead to higher margins

•

Structure directing agents are converted to Zeolite based catalysts to run continuous flow chemistry.

• A bed of catalysts is created inside a pipe reactor. Required Raw materials are continuously fed through the bed of catalyst to Continuously get the desired output products

Tatva Chintan Pharma Chem Limited

Value derived from Product Categories

REVENUE FROM EACH PRODUCT CATEGORY1 (In ₹ Mn.)

8 4 2

5 5 6

7 7 2

2 0 2

7 9 1

7 8 9

2 3 4

5 5 2

7 6 0

0 8 9

6 1 8

4 8 5

5 3 3

7 8 2

2 3 1

2 2 0

2 1 9

3 9 7

Considering the wide range of applications of our products, Tatva Chintan can cater to customers across wide spectrum of Chemical Industries which ensures a sustainable business model.

Diversified product portfolio has helped accelerate our growth and in innovating and thus retain both new and existing customers.

5 6 1

0 3

0 5

0 6

0 2

PTC

SDA

ESS

PASC

FY21

FY22

FY23

FY24

FY25

H1FY26

Notes: (1) Numbers have been rounded off

Tatva Chintan Pharma Chem Limited

Leading Sustainable practices coupled with cutting edge technology

Integrated and Modern Manufacturing Facility

ANKLESHWAR • Manufacturing facility started in 1996 • Converted into a ‘zero liquid effluent discharge’ facility from

January 2020

• Using PNG as the boiler fuel at Ankleshwar Facility

DAHEJ SEZ • Manufacturing started in 2017 • Company has having sophisticated quality control lab equipped with modern analytical equipment, team of 92 employees of whom 25 are dedicated to quality assurance and 67 for quality control as of 31st March 2025, enabling to detect impurities up to PPM levels and thus achieve ‘ultra-pure’ grade certification.

Ankleshwar Installed Capacity

Dahej SEZ Installed Capacity

COMBINED INSTALLED CAPACITY

0 9

1 9

1 6 4

0 1 4

2 5 5

0 0 5

0 9 1

4 1

4 0 2

4 2

0 8 2

4 9 2

6 3

7 1

7 2

9 3

FY21

FY22

FY23

FY24

FY25

FY21

FY22

FY23

FY24

FY25

FY21

FY22

FY23

FY24

FY25

Reactor Capacity (KL)

Assembly Lines (Nos)

Reactor Capacity (KL)

Assembly Lines (Nos)

Reactor Capacity (KL) Assembly Lines (Nos)

CERTIFICATIONS

ISO 9001:2015

ISO 14001:2015 & ISO 45001:2018

ISO 22716:2007

• Both the plants are in-close proximity to

Hazira port.

• Modern machinery viz. reactors, Assembly Lines, ANFDs, centrifuges and RCVDs. These equipment enable Tatva Chintan to undertake various chemistry processes, such as, quaternization, methylation, amination, phase transfer reactions, cyclization, halogenation, condensation and electrolysis.

• Electrolysis is part of green chemistry

processes which uses water and electricity to produce the target product, as no additional chemicals are used, minimum waste or by-products are generated in this process.

• Facilities are designed to allow a level of flexibility enabling to manufacture a diverse range of products and provide with the ability to modify and customize product portfolio to address the changing requirements of customers.

Tatva Chintan Pharma Chem Limited

One of the prominent Research & Development center

• Dedicated R&D facility at Vadodara recognized by the Department of Scientific and Industrial Research (“DSIR”), Government of India.

• Equipped with glass assemblies, continuous flow reactors, and

high-pressure autoclaves set-up with the ability to run reactions at temperatures ranging from -10ºC to +300ºC and up to pressure conditions measuring up to 100 bar.

• Currently R&D team of 56 employees including 29 senior highly

qualified scientists as of 30th September 2025.

• R & D designed and segregated into: • Organic Chemical Synthesis lab • Electrolysis lab • Catalyst development and Continuous Flow Chemistry lab • Analytical method Development lab

R&D CAPITAL AND REVENUE EXPENDITURE (In ₹ Mn.)

300.00

250.00

200.00

150.00

100.00

50.00

4 1 1 5

0 7 9 6

7 6 4 5 2

5 9 1 0 1

9 3 8 2 1

1 7 7 3

FY21

FY22

FY23

FY24

FY25

H1FY26

Tatva Chintan Pharma Chem Limited

…With a focus on ‘green’ chemistry processes

Tatva Chintan’s ‘green’ chemistry is based on the principles of clean chemistry, minimum requirement of auxiliary substances, minimum waste and by-products and safe chemistry

• Undertaking various ‘green’ chemistry processes such as electrolysis - apart from a single starting raw material, the process largely uses only water and electricity. Since no additional solvents or other chemicals are used, minimum waste or by-products are generated

• Use of PNG as the boiler fuel at Ankleshwar

manufacturing facility

• Continuous Flow Chemistry being developed which would involve manufacturing large volumes, receiving benefits viz. minimum waste, less treatment cost, lowest process mass intensity that leads to higher margins

• By deploying electrolysis for the manufacture

of products, the Company believes they achieve the lowest possible process mass intensity (ratio of the weights of all raw materials to the weight of the product manufactured)

• Successfully converted the Ankleshwar

Manufacturing Facility into a ‘zero liquid effluent discharge’ facility from January 2020, aided by MEEs and a reserve osmosis ETP

• The sustainability performance as monitored by EcoVadis and TfS has been above the industry average score on their sustainability performance

Tatva Chintan Pharma Chem Limited

Expansive international presence with Marquee clientele

Fostered long term relationship with marquee clientele while continuously expanding presence in global market

ESTEEMED CUSTOMERS

EXPORTS

• Tatva exports products to over 25+ countries viz. USA, China, Germany, Japan, South

Africa and UK.

• Subsidiaries facilitates overseas operations:-

• Tatva Chintan USA Inc. and, • Tatva Chintan Europe BV, Netherlands

• Tatva has successfully maintained long term relationships with its customers

• Warehousing facilities at Amsterdam, The Netherlands and Savanna, USA to

facilitate business operations.

Tatva Chintan Pharma Chem Limited

Why TATVA CHINTAN

Investment Rationale

Presence in niche specialty chemicals space with limited competitors in this segment.

Track record of developing wide product basket across categories; expanding to different geographies and showcasing technical expertise to create products with low impurities which leads to higher customer retention.

Wide basket of products are used in varied industries which reduces risk of dependence on a single industry.

Continuous focus on R&D and in house developed technology creates a differentiated moat for the future.

High industry barriers as new entrant will have to wait from 1 to 6 years for different product approvals.

Capex to boost the capacities and pave the way for higher revenues.

Tatva Chintan Pharma Chem Limited

Industry Outlook

India's rapidly expanding footprint in Global Chemical Market

SHARE OF COUNTRIES IN GLOBAL CHEMICAL INDUSTRY (IN %)

TRENDS IN SPECIALTY CHEMICALS LANDSCAPE

CHINA

JAPAN

SOUTH KOREA

INDIA

TAIWAN

RUSSIA

OTHERS

39%

15%

13%

04%

02%

01%

12%

Indian Chemical Industry got Advantage vs China due to: • Trust deficit between

China and US

• Stringent environmental regulations since 2015 and Large-scale shutdowns in China

• Customers preference to de-risk the supply chain led to China+1 policy

• Geopolitical shift after

the outbreak of Covid-19

•

Increased cost of labour

Move towards sustainable product development:

Opportunity for Indian Manufacturers:

• With an increasing awareness of the ill effects of certain chemicals on humans and the environment, there is a growing trend in the chemicals industry to shift towards what is known as “green” chemicals or more accurately sustainable chemistry

• China holds 39% share in global chemical industry of which exportable specialty chemicals accounts for ~15-17% while India accounts for merely 1-2% indicating widespread opportunity

• The spill over impact of China’s declining competitiveness has set the stage for India to intensify its effort to capture larger market share

Tatva Chintan Pharma Chem Limited

CY22

Source: CEFIC, IBEF, As on 2022 data

Global Chemical Industry

GLOBAL CHEMICAL INDUSTRY MARKET SIZE

5,030

2022 (USD Bn)

6,460

2028F (USD Bn)

4.3% CAGR

Commodity Chemicals • Basic Chemicals • Manufactured In large volumes • Mkt Size USD 3,700bn • ~Expected 4% CAGR

Speciality Chemicals • Value Added • Low volume, Niche Chemical • Mkt Size USD 960bn • Expected 7% CAGR

Other Chemicals • Mkt Size USD 370bn • Expected 5% CAGR

PTC

1,190 Mkt Size 2022 (USD Mn)

1,640

Mkt Size 2028F (USD Mn)

5.5% CAGR

SDA

1.19 Mkt Size 2022 (USD bn)

1.65

Mkt Size 2028F (USD Bn)

Electrolyte Salts

Intermediates

6.4 Mkt Size 2022 (USD Bn)

Mkt Size 2028F (USD Mn)

11.0% CAGR

133 Mkt Size 2022 (USD Bn)

179

Mkt Size 2028F (USD Bn)

5.6% CAGR

5.1% CAGR

Tatva Chintan Pharma Chem Limited

Our Business

Major Events & Milestones

1996 Incorporation of our Company

2007 Expansion of manufacturing capacity at our Ankleshwar Manufacturing Facility

2013 Achieved turnover of ₹ 500.00 million

2017 Set up our Dahej SEZ Manufacturing Facility

2019 Incorporation of Tatva Chintan Europe BV, a wholly owned Subsidiary of our Company

2021 •

Listed on BSE and NSE

• Achieved turnover of

₹ 3 billion

• Acquired industrial

land at Dahej-III GIDC Estate, Bharuch

2011 Commenced commercial manufacturing of SDAs

2004 Received license to manufacture for sale (or for distribution) of certain drugs from the Food and Drugs Control Administration, Gujarat at our Ankleshwar Manufacturing Facility

2015 • Achieved turnover of

•

₹ 1 billion Incorporation of Tatva Chintan USA Inc., a wholly owned Subsidiary of our Company Set up our warehousing facility in Netherlands

2018 Set up our R&D facility in Vadodara

2020 •

•

for

total

‘Together

Completion of Sustainability’ audit Conversion of Ankleshwar facility to a ‘zero liquid effluent discharge facility’ Achieved ₹ 2 billion Increase in manufacturing capacity at Dahej SEZ facility resulting in an increase in the aggregate manufacturing capacity of the Company from 160 KL and 10 Assembly Lines to 280 KL and 13 Assembly Lines

revenue

2023 •

Commencement of commercial production at expanded facility, Dahej SEZ In August 2023, raised ₹ 200 crore through Qualified Institutional Placement

•

Tatva Chintan Pharma Chem Limited

Leadership and Management

Chintan Nitinkumar Shah

Ajaykumar Mansukhlal Patel

Shekhar Rasiklal Somani

Dr. Manher Chimanlal Desai

CA Subhash Ambubhai Patel

Dr. Avani Rajesh Umatt

M A NA G I N G D I RE C T O R

W H O L E T I M E D I R E C T O R

I N D E P E ND E N T D I RE C T O R

A Graduate in Engineering with a specialization in Computer Science, from Maharaja Sayajirao University of Baroda, Mr. Chintan Shah carries an experience of over 28 years and is responsible for the Business Development, Finance and information Services in our Company.

A passionate Chemical Engineer from Maharaja Sayajirao University of Baroda, with an experience of over 29 years, he takes care of Project Engineering & Development and implementation of new Technology in our Company.

A Bachelor in Pharmacy from Maharaja Sayajirao University of Baroda, Mr. Shekhar Somani looks after Business Development, Quality and Supply Chain Management in our Company. He has over 28 years of experience.

He is a Postgraduate in Organic Chemistry and holds Doctorate in Science from the University of Mumbai. He carries a rich experience of over 3 decades in Specialty Chemicals Industry.

A Chartered Accountant by profession and a Commerce Graduate from Maharaja Sayajirao University of Baroda Mr. Subhash Patel is a Fellow Member of the Institute of Chartered Accountants of India and has an experience of over 3 decades.

She holds doctorate in chemistry from the Sardar Patel University. She has over 22 years of experience in research and academia. She is currently associated with Team Lease Skills University as Associate Professor, Dean Academics.

Tatva Chintan Pharma Chem Limited

Shareholder Information

SHAREHOLDING PATTERN- September 2025 (IN %)

Sep 2025

PROMOTER

PUBLIC

FPI

OTHERS

72.02%

3.82%

19.99%

3.39%

0.78%

NSE Ticker

BSE Ticker

IPO Listing Date

Share Price (₹)^

Market Cap (₹ Mn)^

% Free Float^

Free float market cap (₹ Mn)^

Shares outstanding^

3M ADTV (Shares)

3M ADTV (₹ Mn)

TATVA

543321

29 July 2021

1011.9

23,670

27.98%

6,623

2,33,92,055

1,64,765

181

Industry

Specialty Chemical

Source: NSE, ^As on 30 September 2025

Tatva Chintan Pharma Chem Limited

Safe Harbor

Certain statements in this presentation concerning our future growth prospects are forward looking statements, which involve a number of risks, and uncertainties that could cause actual results to differ materially from those in such forward-looking statements.

The company's results may be affected by factors including, but not limited to, the risks and uncertainties in research and development; competitive developments; regulatory actions; the extent and duration of the effects of the COVID-19 pandemic; litigation and investigations; business development transactions; economic conditions; and changes in laws and regulations.

Tatva Chintan Pharma Chem Limited will not be responsible for any action taken based on such statements and undertakes no obligation to publicly update these forward-looking statements to reflect subsequent events or circumstances

Tatva Chintan Pharma Chem Limited

October 2025

Thank You

TATVA CHINTAN PHARMA CHEM LIMITED

INVESTOR RELATIONS AT

CORPORATE OFFICE Plot No. 353, G.I.D.C, Makarpura, Vadodara – 390 010, Gujarat, India

TATVA CHINTAN Mr. Ajesh Pillai ajesh@tatvachintan.com

BSE: 543321 NSE: TATVA CIN: L24232GJ1996PLC029894 www.tatvachintan.com

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