Investor Presentation

Here's a summary of the attached investor update: **1. Financial Highlights:** PCBL Chemical's Q1FY26 consolidated revenue hit Rs. 2,114 Cr with Rs. 325 Cr EBITDA (15% margin). Carbon Black EBITDA/MT was Rs. 17,791. Aquapharm added Rs. 382 Cr revenue & Rs. 50 Cr EBITDA. **2. Strategic Initiatives & Growth Drivers:** PCBL targets 1M MTPA Carbon Black by FY28, aiming to double its specialty portfolio.

Initiatives include a new greenfield unit and India's first Acetylene Black plant.

Aquapharm expands capacities; green power generation grew 11% YoY. **3. Business Developments:** Q1FY26 saw strong volume growth: PCBL Carbon Black +2.6% QoQ, Specialty Black +4.5% QoQ.

Aquapharm sales +8.7% YoY.

30,000 MTPA brownfield expansion trial runs began.

Nanovace Technologies secured US patent for next-gen nanomaterials. **4. Market Position & Competitive Advantage:** PCBL leads as India's largest (world's 7th) Carbon Black producer & top phosphonate producer.

Expanding specialty portfolio and global presence strengthen its market edge.

Domestic tyre growth & Aquapharm’s US manufacturing offer key advantages. **5. Investor Implications:** Updates signal positive growth potential from significant capacity expansions and strategic diversification into high-value battery chemicals.

Continued focus on specialty products and leveraging market shifts are crucial for future performance.