Chemplast Sanmar Limited

rs,

25th May, 2026 BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai – 400 001 Scrip Code - 543336 National Stock Exchange of India Limited Exch

INR 150 Crore

carbide PVC from China started flooding India at very low prices. • CCVL has recorded a charge of INR 150 Crores as an exceptional item for the year ended March 31, 2026, towards provision for onerous contracts

INR 898 crore

was carried out. This assessment has resulted in an impairment loss, being non-cash in nature, of INR 898 crores vis-à-vis the book value of the investments of INR 1,556 crores. b) Value-added Chemicals (‘VAC’)

INR 1,556 crore

nt loss, being non-cash in nature, of INR 898 crores vis-à-vis the book value of the investments of INR 1,556 crores. b) Value-added Chemicals (‘VAC’) • Caustic soda prices and margins remained under pressure duri

INR 4,224 crore

ed out to be a very challenging year. During the year, the Company reported consolidated revenue of INR 4,224 crores and EBITDA of INR 198 crores. Our Paste PVC business continued to perform steadily, and the Cudda

INR 198 crore

year. During the year, the Company reported consolidated revenue of INR 4,224 crores and EBITDA of INR 198 crores. Our Paste PVC business continued to perform steadily, and the Cuddalore facility has reached ful

Rs. 898

prices and high raw material prices due to the West-Asia crisis. This resulted in an impairment of Rs. 898 Cr on the Company’s investment in CCVL. This is only an accounting entry having no cash flow impact.

1,21,342 MT

26 Q4 FY '26 Q4 FY '25 Q3 FY '26 Q4 FY '26 l e m u o V s e a S l 1,48,321 87,121 79,639 1,21,342 MT 1,50,259 26,592 28,177 31,043 42,090 30,397 32,095 62,768 Q4 FY '25 Q3 FY '26 Q4

9%

Y ’26 Q4 FY ’25 Y-o-Y Q3 FY ’26 Q-o-Q FY ’26 FY ’25 Revenue from Operations 1,256 1,151 9% Cost of Goods Sold Employee Cost Other Expenses EBITDA EBITDA Margin % Other income Depreci

15%

e tax and exceptional items Exceptional items* Profit Before Tax Tax PAT 724 70 268 194 15% 7 55 147 58 89 (150) (61) (16) (45) 761 68 285 37 3% 14 62 (11) 62 (

3%

724 70 268 194 15% 7 55 147 58 89 (150) (61) (16) (45) 761 68 285 37 3% 14 62 (11) 62 (73) - (73) (19) (54) 50% n.a. n.a. 835 573 65 254 (57) -7%

50%

(150) (61) (16) (45) 761 68 285 37 3% 14 62 (11) 62 (73) - (73) (19) (54) 50% n.a. n.a. 835 573 65 254 (57) -7% 5 53 (105) 58 424% n.a. n.a. (163) n.a.

“Benefits of R32 India’s Conditioning is growing strongly demand for Room Air Attractive project economics Smaller Impact on Environment High Energy Efficiency Low Flammability R-32 has zero ODP (Ozone Depletion Potential) Low GWP (Global Warming Potential), i.e., 675, lower than the GWP of currently used R-410A or R22.”

Note

2

Note

1. S-PVC – Suspension PVC ; Through its wholly owned subsidiary, Chemplast Cuddalore Vinyls Limited (‘CCVL’) 2. For significant portion of its operations 16 … with a Diversified Product Portfolio Chemplast Sanmar CCVL (2) Speciality Chemicals(1) Value-added Chemicals Suspension PVC Speciality Paste PVC resin Custom Manufacturing Refrigerant Gases (HFOs) Caustic Soda Hydrogen peroxide Chloromethanes End-user industries Footwear Auto and Furniture upholstery Pharma Agrochemicals Refrigerants Paper Textile Paper Textiles Pharma Artificial leather products Mats Fine Chemicals AC Organic and Inorganic Chemicals Effluent treatment at refineries Dis- infectants Agro- Chemicals Irrigation Urban infra Real estate Capacity (mtpa) FY ’26 Sales split Q4 FY ’26 Sales split 107,000 4,500(3) (4) 2,000 (R32) 119,000 34,000(5) 35,000 331,000 36% 38% 12% 9% 52% 53% Speciality chemicals comprises of Paste PVC, CMCD and Refrigerant gas

Note

1. 2. Wholly-owned subsidiary of Chemplast Sanmar Ltd. 3. 4. Including capacity of the Phase 1 and Phase 2 expansions of the new Multi-purpose Block This facility acts as a swing plant between R-22 and R-32 17 1. Speciality Paste PVC Part of Speciality chemical division of Chemplast Sanmar. Largest manufacturer of Specialty Paste PVC resin in India • Manufactured at Mettur facility since 1968; 41 ktpa one-step process capacity added at Cuddalore in Q4 FY ‘24 • Primary raw materials include EDC, Ethylene, Chlorine and VCM (for 41 ktpa - Cuddalore facility) • In-house capacity to manufacture significant portion of EDC and all of VCM requirements for the backward integrated capacity of 66 ktpa. This provides flexibility in operations and reduces dependence on external suppliers. • High repeat business – customer stickiness Key growth drivers • India is heavily import-dependent - import substitution opportunity e g a t n a v d A r a m n a S e h T CSL is the oldest player and one of only tw