CHEMBONDCH

- Mr. Ravi Kumar Mutaka has been appointed as the Chief Operating Officer (Senior Management Personnel) of Chembond Chemicals Limited effective November 4, 2026. - He is a Chemical Engineer with over 30 years of experience in plant operations, manufacturing, and operational management across the chemicals and FMCG industries.

- Promoter and Managing Director Nirmal V. Shah acquired 17,582 equity shares of Chembond Chemicals Limited through open market purchases on NSE. - The acquisition took place between October 30, 2026, and November 2, 2026. - Post-acquisition, his shareholding increased from 26.11% (70,21,413 shares) to 26.18% (70,38,995 shares).

Current Scenario - H1 FY27 consolidated revenue grew 32% YoY to ₹182.25 Cr, driven by broad-based volume growth across water technologies, distribution, and construction chemicals. - Q2 FY27 EBITDA fell to ₹8.4 Cr as raw material costs surged to 56% of sales (up from 46% YoY) due to geopolitical tensions, supply chain friction, and currency fluctuations. Margin & Pricing Outlook - Lag in passing on recurring raw material price hikes to clients, particularly in fixed-price PSU contracts representing 25-30% of the water business. - Management anticipates margin recovery over the next 1-2 quarters as input costs stabilize and contracts reset at higher price points. Growth Drivers - Increasing demand from new-age industries such as data centers and solar manufacturing, currently accounting for 7-8% of water revenue and projected to reach 12-15% in three years. - Serving major data centers (telecom leaders, NTT, Yotta, CtrlS) with high-retention automated remote monitoring and specialty chemicals. Capex & Long-Term Targets - Targeting ₹1,000 Cr revenue in three years through organic scale-up, expansion of non-water portfolios, and synergistic acquisitions. - Minimal capex required as formulation capacities are modular and can be expanded in short turnaround times (~2 months).

- Chembond Chemicals Limited has issued a Postal Ballot Notice to seek approval from members for the appointment of Mrs. Mamta Nirmal Shah as a Non-Executive Non-Independent Director. - The remote e-voting period commences on November 1, 2026 (9:00 a.m. IST) and concludes on November 30, 2026 (5:00 p.m. IST). - The cut-off date for determining eligible members for voting is October 26, 2026. - Mr. Virendra Bhatt, Practising Company Secretary, has been appointed as the Scrutinizer for the e-voting process.

- Chembond Chemicals provided the audio/video recording link of the Analyst/Investors meet held on October 24, 2026. - The meet discussed the Un-Audited financial results for the quarter and half year ended September 30, 2026. - The recording has been made available on the company's website.

Q2 FY27 Consolidated Revenue ₹95.77Cr vs ₹73.04Cr (▲31.1% YoY) EBITDA ₹8.34Cr vs ₹10.67Cr (▼21.9% YoY) PAT ₹3.26Cr vs ₹7.19Cr (▼54.7% YoY) EBITDA Margin 8.71% vs 14.61% (▼590bps)

Q2 FY27 Consolidated Revenue ₹95.77 Cr vs ₹73.04 Cr (▲31.1% YoY) EBITDA ₹8.34 Cr vs ₹10.67 Cr (▼21.9% YoY) PAT ₹3.26 Cr vs ₹7.19 Cr (▼54.7% YoY) EBITDA Margin 8.71% vs 14.61% (▼590bps)

- Chembond Chemicals submitted its Investor Presentation for the quarter and half-year ended September 30, 2026. - Highlights consolidated revenue of ₹290 crores and 3 manufacturing facilities across India. - Key operating segments covered include Water Technologies, Distribution, Construction Chemicals, and Cleaning & Hygiene.

Concall Schedule Concall Date: October 24, 2026 Concall Time: 15:00 hrs. IST

- Board meeting scheduled on Saturday, October 24, 2026. - Agenda: Consider and approve unaudited standalone and consolidated financial results for the quarter and half-year ended September 30, 2026. - Trading window closed until Monday, October 26, 2026.

- Trading window closed from Thursday, October 1, 2026. - Closure applies until 48 hours after the declaration of Unaudited Financial Results for the quarter/half-year ended September 30, 2026. - Date of Board Meeting to be informed in due course.

- Promoter and Managing Director, Nirmal V. Shah, acquired 15,000 equity shares of Chembond Chemicals Limited through open market purchase on August 25, 2026. - His holding increased from 26.05% to 26.11%.

- Promoter and Managing Director, Nirmal V. Shah, acquired 10,000 equity shares of Chembond Chemicals Limited. - Mamta N. Shah, an immediate relative of the promoter group, acquired 20,500 equity shares. - A total of 30,500 equity shares were purchased by the Promoter & Director and immediate relative via open market on August 06, 2026.

- The Company submitted voting results for its 3rd Annual General Meeting (AGM) held on July 31, 2026. - All ordinary and special business resolutions, including adoption of financial statements, declaration of final dividend, re-appointment of Mr. Sameer V. Shah, and approval of material related party transactions, were passed with requisite majority.

- The 3rd Annual General Meeting (AGM) of Chembond Chemicals Limited was held on July 31, 2026, via VC/OVAM. - Shareholders adopted financial statements for FY ended March 31, 2026, and approved a final dividend of Rs. 1.25 per share. - The reappointment of Mr. Sameer V. Shah as a director and material related party transactions were also approved.

- Proceedings of the 3rd Annual General Meeting (AGM) held on July 31, 2026, through VC/OVAM. - Members adopted financial statements for the financial year ended March 31, 2026, and declared a final dividend of ₹1.25 per share. - Mr. Sameer V. Shah was reappointed as a director, and material related party transactions were approved. - The company also informed about newspaper advertisements for the unaudited financial results for the quarter ended June 30, 2026, published on July 17, 2026.

- Consolidated Revenue ₹8,648.22 lakhs vs ₹6,538.10 lakhs (▲32.27% YoY) - EBITDA ₹1,133.00 lakhs vs ₹844.81 lakhs (▲34.11% YoY) - PAT ₹954.99 lakhs vs ₹627.01 lakhs (▲52.31% YoY) - EBITDA Margin 13.09% vs 12.92% (▲17bps)