Himadri Speciality Chemical Limited

rs,

e: 23/04/2026 Ref: Listing Code: 500184 BSE Limited Department of Corporate Services P. J. Towers, 25th Floor, Dalal Street, Mumbai- 400 001 Sub: Investor Presentation E-mail: monika@himadri.c

Rs. 1,006 Crore

ents and projections. 2 Q4 & FY26 Highlights 3 FY26 : We delivered what we said Record EBITDA Rs. 1,006 Crores Record PBT Rs. 1001 Crores Record PAT Rs. 755 Crores Net Cash Company Cash of Rs. 121 Crores

Rs. 1001 Crore

FY26 Highlights 3 FY26 : We delivered what we said Record EBITDA Rs. 1,006 Crores Record PBT Rs. 1001 Crores Record PAT Rs. 755 Crores Net Cash Company Cash of Rs. 121 Crores FY26 Milestones Growth in

Rs. 755 Crore

e delivered what we said Record EBITDA Rs. 1,006 Crores Record PBT Rs. 1001 Crores Record PAT Rs. 755 Crores Net Cash Company Cash of Rs. 121 Crores FY26 Milestones Growth in Core Business Commenced co

Rs. 121 Crore

s. 1,006 Crores Record PBT Rs. 1001 Crores Record PAT Rs. 755 Crores Net Cash Company Cash of Rs. 121 Crores FY26 Milestones Growth in Core Business Commenced commercial operations of 70,000 MTPA Speci

70,000 MT

h of Rs. 121 Crores FY26 Milestones Growth in Core Business Commenced commercial operations of 70,000 MTPA Speciality Carbon Black Birla Tyres commenced and ramping up gradually Launched retail offer

80%

DurofreshTM The Board has recommended a final dividend of Re 0.80 per equity share of Re 1 each (80% of face value) for FY 2025-26 subject to the approval of shareholders of the company On Consolid

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to drive Business Resilience Significant sustainable growth in profitability over the next 2 years 5 Record results delivered EBITDA (Rs. in Cr) PBT (Rs. in Cr) PAT (Rs. in Cr) 847 231 225 203

Rs. 4,660.7 Crore

AT at all-time highs, reinforcing Himadri’s growth trajectory FY26 Revenue from operation stood at Rs. 4,660.7 Crores • • Q4FY26 Revenue from operations stood at Rs. 1288 Crores, up ~14% from Q4FY25 • • Stable volu

Rs. 1288 Crore

Y26 Revenue from operation stood at Rs. 4,660.7 Crores • • Q4FY26 Revenue from operations stood at Rs. 1288 Crores, up ~14% from Q4FY25 • • Stable volumes combined with higher margins drove strong performance for

14%

ation stood at Rs. 4,660.7 Crores • • Q4FY26 Revenue from operations stood at Rs. 1288 Crores, up ~14% from Q4FY25 • • Stable volumes combined with higher margins drove strong performance for the year

58%

in Cr) EBITDA (Rs. in Cr)* PAT (Rs. in Cr) +14% 4,172 4,185 4,613 4,661 2,791 1,006 847 +58% 635 419 163 FY22 FY23 FY24 FY25 FY26 On Consolidated Basis CAGR FY23 FY22 FY24 FY26 *Ea

“120 crores, plant to be commissioned by Q2FY27 Target markets : Domestic and global sectors Setting up facility to extract high value-added speciality products namely Anthraquinone & Carbazole from our existing coal tar distillates Forward Integration Forward integrating from our existing coal tar distillates to unlock value First of its kind in India at this scale and aims to eliminate the country’s reliance on these chemical imports.”

“Phase I of the LFP cathode active material project is progressing as planned, with the first milestone capacity of 2,000 MTPA targeted for commencement by Q3FY27.”

“The balance Phase I capacity will be progressively commissioned over the subsequent 12 months, with FY29 envisaged as the year of full operations.”

“e t a r e e c c A l Assumption: India will be regulated carbon market with high tax imposed on conventional Fuel & PLI for clean fuel and technologies l e a c S • • Scale successful science based offset projects.”

“52 Financials 53 Standalone Profit & Loss Statement – Q4 & FY26 Particulars (Rs.”

Market Potential

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Sicona's Transformative Year

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Innovative Technologies at Sicona

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Transformation Unfolds

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Winners in

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Company

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Investor Relations Advisors

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Ms. Payal Dave

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Ms. Pooja Swami

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Market Potential

• • • The global naphthalene mothballs market is poised for steady growth, valued at USD 1.5 Bn in 2024 and expected to reach USD 2.1 Bn by 2033, growing at a CAGR of 4.5% from 2026 The Asia Pacific region, which includes India, is the fastest-growing market, projected to expand at CAGR of 6.5% Domestically, the Indian naphthalene market is forecasted to reach USD 232 Mn by 2030, growing at a CAGR of 3.5% from 2024 To seize this opportunity, we have launched “DurofreshTM”, a refined naphthalene ball brand engineered to set the benchmark for quality and efficacy Source : Annual Report 23 Leveraging the existing infrastructure and expertise in coal tar derivatives Future Plans Target Market Expected capex of Rs. 120 crores, plant to be commissioned by Q2FY27 Target markets : Domestic and global sectors Setting up facility to extract high value-added speciality products namely Anthraquinone & Carbazole from our existing coal tar distillates Forward Integration Forward integrating from our

Innovative Technologies at Sicona

Potential Applications and Global Impact What sets Sicona apart • Pilot Plant Achievements o Further capacity expansion in progress, scheduled for completion in Q2FY27, to cater cell traction to manufacturers for different stages of sample approvals. increased amongst • Internal cell build up capacity developed o Enabling collaborative performance evaluation with cell manufacturers of different cell parameters • Technology and Know-How Transfer o Sicona is actively working on sharing its technology and know-how with Himadri to allow localization and for production commercialization of SiCx® in India • Silicon-Carbon (SiCx®) Anode Materials o Offers over 20% increase in energy density compared to conventional graphite-only cells o Reduces charging times by more than 40% • Gen3 SiCx® Performance o Demonstrated performance superior metrics, including higher tap density, lower electrode resistance and improved cycle life compared to commercial SiOx materials • Gen4 SiCx® developed o High c

Transformation Unfolds

From Growing Carbon Value Chain to Promising Mobility and Energy Storage Opportunity We will address substantial part of the critical raw material requirements of Lithium-Ion Batteries 42 NET ZERO Scope 3 – Baseline Year 2023 (FY23-24) Scope 1 – Baseline Year 2021 (FY 21-22) Scope 2 = 0, Baseline Year 2021 (FY 21-22) OUR AMBITION i e v e h c A Reduce Packaging Emission. Reduction of Upstream and down stream emission Lowering customer’s carbon footprint by novel products. Science Based off-set, pilot projects. Focus on adding renewable energy source Deployment of Sustainable Procurement Framework Elimination of virgin plastic in packaging by 100% Reduction of Freight emission by 50% Science based off- set, Broadening horizon of successful pilot projects. Reinforcing sustainable procurement framework to make it more effective & efficient. e t a r e e c c A l Assumption: India will be regulated carbon market with high tax imposed on conventional Fuel & PLI for clean fuel and technologies

Winners in

Sustainability Leader of the Year Energy Efficiency Environment Protection Good Health & Well-Being Recognised with six prestigious awards at the 13th The Golden Globe Tigers Award 2025 held in Kuala Lumpur, across key categories in CSR, workplace excellence, climate actionand sustainability leadership. Honoured with the Golden Peacock Award for Occupational Health & Safety 2025 by Institute of Director Himadri honoured with Top Global Recognition at LACP Spotlight Awards 2024/25 Himadri has received global recognition by securing the Platinum Award and clinching #1 rank in Top 100 Worldwide 48 Latest triumphs in excellence and innovation We are proud to be recognized as a Great Place to Work®—a reflection of our people’s trust, engagement, and commitment. This achievement underscores our inclusive, value- driven culture and reinforces our responsibility to listen, improve, and act on their insights for sustainable growth Recognised as India’s Top Value Creator 2025 – Chemicals by Dun

Company

CIN: L27106WB1987PLC042756 Ms. Monika Saraswat Company Secretary & Compliance Officer Email: monika@himadri.com www.himadri.com Mr. Sahil Sawalkar AGM - Strategy Email: sahil.sawalkar@himadri.com

Investor Relations Advisors

MUFG Intime India Private Limited A part of MUFG Corporate Markets, a division of MUFG Pension & Market Services