MOL

Financial & Operational Performance - Consolidated Q2 FY27 revenue grew 16% YoY to ₹666 Cr; PAT surged 193% YoY to ₹33.9 Cr; EBITDA rose 40% YoY to ₹73 Cr (11% margin). - Received NCLT approval for amalgamation of wholly owned subsidiaries Kilburn Chemicals and Meghmani Crop Nutrition into Meghmani Organics. - Consolidated debt stood at ₹661 Cr (D/E 0.41x) with debt repayment of ₹64 Cr made during H1 FY27. Operational Challenges & Trends - High raw material, energy, and logistics costs compressed quarterly margins, though logistics costs have started easing. - TiO2 operations remain suspended due to sulfuric acid prices being elevated 7-8x normal levels, despite re-imposition of anti-dumping duty on Chinese imports. - Trade receivables stretched to 125+ days due to extended credit terms offered to support customers in challenging markets. Management Guidance & Outlook - Agrochemical (Crop Protection) segment projected to maintain double-digit revenue growth with long-term EBITDA margins of 15%-17%. - Pigment segment top-line guided at ₹600-650 Cr with 10%-11% EBITDA margin. - Crop Nutrition segment expected to grow at double digits over 3 years with EBITDA margins of 20%-22%. - Overall consolidated EBITDA margin guided in the range of 13%-14% over the long term.

- Audio recording of Earnings Conference Call for Q2 FY2027 held on November 5, 2026, at 11:00 AM IST is available. - Link to recording uploaded on the company's website.

- Q2 FY27 Standalone Revenue rose 18% YoY to ₹658.2 Cr, while Net Profit grew 6% YoY to ₹45.3 Cr. - EBITDA stood flat at ₹70.9 Cr with EBITDA margin declining to 10.8% from 12.6% due to elevated input and logistics costs. - NCLT approved amalgamation of two wholly owned subsidiaries.

- Meghmani Organics released its Investor Presentation for Q2 FY27. - Crop Protection capacity reached 55,980 MTPA with FY26 revenue of ₹1,631 Cr (87% exports). - Expanded global footprint across 75+ countries with a new subsidiary in Brazil.

Q2 FY27 Standalone Revenue ₹658.21Cr vs ₹557.66Cr (▲18% YoY) EBITDA ₹70.89Cr vs ₹70.48Cr (▲1% YoY) PAT ₹45.32Cr vs ₹42.92Cr (▲6% YoY) EBITDA Margin 10.8% vs 12.6% (▼187bps)

Concall Schedule Concall Date: Thursday, 5th November 2026 Concall Time: 11:00 AM IST

India Ratings & Research has assigned credit ratings on the bank loan facilities of INR 11,000 million for Meghmani Organics Limited. - Rating Assigned: IND A / Stable / IND A1. - Total facilities rated: INR 11,000 million comprising fund-based, non-fund-based, and term loan facilities across multiple banks.

- Meghmani Organics Limited received the NCLT Ahmedabad Bench's certified order approving the Scheme of Amalgamation of its wholly-owned subsidiaries, Kilburn Chemicals Limited and Meghmani Crop Nutrition Limited, with itself. - The appointed date for the amalgamation is 01.01.2026. - The scheme aims to simplify the group structure, optimize resource utilization, and achieve operational and financial synergies.

Meghmani Organics Limited received the NCLT Ahmedabad Bench order dated October 8, 2026, sanctioning the Scheme of Amalgamation of its wholly-owned subsidiaries, Kilburn Chemicals Limited and Meghmani Crop Nutrition Limited, with Meghmani Organics Limited. - The scheme will become effective upon filing the certified NCLT order with the Registrar of Companies, Ahmedabad.

- Trading window for dealing in equity shares closed from October 01, 2026. - Closure remains until 48 hours after declaration of Q2 and H1 FY 2026-27 unaudited financial results. - Board meeting date for approval of results will be announced in due course.

- Concall Schedule - Concall Date: Monday, 28 September 2026 - Concall Time: 4pm to 5pm - Interaction with: Arihant Capital - Bharat Connect Conference: Rising Stars-September 2026 - Mode: Virtual Conference

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- Consolidated Q1 FY27 revenue declined by 12% YoY to INR542 crores, while Net Profit surged by 280% YoY to INR48.2 crores and EBITDA grew by 46% YoY to INR97.9 crores. - Consolidated EBITDA margin expanded to 18% from 10.9% YoY due to optimized product mix, disciplined pricing, and operational efficiencies. - Crop Protection segment is expected to achieve double-digit top-line growth and healthy bottom-line improvement, targeting 15-17% EBITDA margin. - Crop Nutrition segment is very optimistic, with new nano-based fertilizers (Nano DAP, NPK, Zinc) expected to contribute INR100 crores revenue over 2-3 years. - Pigment segment is projected to maintain stable annual revenue of INR500-600 crores, focusing on profitability with an aim for ~10% EBITDA margin. - Titanium Dioxide operations remain suspended due to high raw material costs (sulfur price increased 8-10 times) and withdrawal of anti-dumping duty, resulting in a negative EBITDA of ~INR3 crores in Q1 FY27. - Consolidated total debt stands at INR732 crores, with INR32 crores repaid in Q1 FY27. Finance costs are expected to trend lower due to debt reduction and a shift to INR debt. - Amalgamation of wholly-owned subsidiaries is anticipated to bring synergies from cost reduction and improved operational discipline. - Management maintains confidence in long-term growth despite near-term macroeconomic uncertainties.

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- Consolidated Revenue ₹542.83 Cr vs ₹613.62 Cr (▼11.53% YoY) - EBITDA ₹97.91 Cr vs ₹66.89 Cr (▲46.37% YoY) - PAT ₹48.19 Cr vs ₹12.68 Cr (▲279.9% YoY) - EBITDA Margin 18.04% vs 10.90% (▲714 bps) - Appointment of Mr. Naresh Prajapati as Company Secretary and Compliance Officer (KMP) effective July 29, 2026.

- Standalone Revenue ₹522.9 Cr vs ₹592.6 Cr (▼12% YoY) - EBITDA ₹93.7 Cr vs ₹80.6 Cr (▲16% YoY) - PAT ₹57.6 Cr vs ₹40.5 Cr (▲42% YoY) - EBITDA Margin 17.9% vs 13.6% (▲430bps)

- Consolidated Revenue ₹542.83 Cr vs ₹613.62 Cr (▼11.54% YoY) - EBITDA ₹97.91 Cr vs ₹66.89 Cr (▲46.38% YoY) - PAT ₹48.19 Cr vs ₹12.68 Cr (▲280.00% YoY) - EBITDA Margin 18.04% vs 10.90% (▲714bps) - Appointment of Mr. Naresh Prajapati as Company Secretary and Compliance Officer with effect from July 29, 2026.

- Consolidated Revenue ₹542.83 Cr vs ₹613.62 Cr (▼12% YoY) - EBITDA ₹97.91 Cr vs ₹66.89 Cr (▲46% YoY) - PAT ₹48.19 Cr vs ₹12.68 Cr (▲280% YoY) - EBITDA Margin 18% vs 11% (▲700bps) - Board approved the appointment of Mr. Naresh Prajapati as Company Secretary and Compliance Officer with effect from July 29, 2026.

- Concall Schedule - Concall Date: Thursday, July 30, 2026 - Concall Time: 5:00 pm IST

- Meghmani Organics Limited clarified significant volume movement in its scrip, stating it is purely market-driven. - The company's management has no control over or knowledge of the reasons for the movement. - It confirmed adherence to SEBI disclosure regulations.

- Trading window for Meghmani Organics Limited's equity shares will close from July 01, 2026. - It will re-open 48 hours after the declaration of Q1 FY 2026-27 unaudited financial results (ended June 30, 2026). - The Board Meeting date for results approval will be announced in due course.

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- NCLT convened meeting of unsecured creditors held on June 06, 2026, for the Scheme of Amalgamation involving Kilburn Chemicals and Meghmani Crop Nutrition with Meghmani Organics. - E-voting was conducted for approval of the scheme; results to be disseminated later.

- Summary of proceedings of the NCLT convened meeting of Secured Creditors of Meghmani Organics Limited held on June 06, 2026. - The meeting was held to consider and approve a Scheme of Amalgamation involving Kilburn Chemicals Ltd. and Meghmani Crop Nutrition Ltd. with Meghmani Organics Ltd. - E-voting for the resolution took place from June 03-05, 2026.

- An NCLT convened meeting of equity shareholders of Meghmani Organics Limited was held on June 06, 2026, to consider and approve the scheme of amalgamation of wholly-owned subsidiaries, Kilburn Chemicals Limited and Meghmani Crop Nutrition Limited, with the company. - The amalgamation aims to simplify the group structure, optimize resource utilization, achieve operational and financial synergies, reduce costs, strengthen market positioning, and unlock long-term value. - The results of the e-voting will be announced on or before June 09, 2026.