Investor Presentation

AI summary - H1FY27 consolidated revenue Rs 15,991 mn +67% y-y; Q2FY27 Rs 8,840 mn +77% y-y - H1FY27 EBITDA Rs 2,027 mn +114% y-y; Q2FY27 EBITDA Rs 1,276 mn +197% y-y; margins improved to 12.7% H1, 14.4% Q2 - H1FY27 PAT Rs 1,118 mn +620% y-y; Q2FY27 PAT Rs 814 mn +1259% y-y - Dye intermediates revenue grew 68% H1FY27; Basic chemicals up 136% y-y; Chlor alkali up 6% y-y - Subsidiaries BCTPL and Bodal China showed strong growth; Sener Boya stable - Management expects continued strong performance due to China structural changes and benzene downstream plant stabilization - Net debt/equity improved to 0.67x in FY26; ROE 4.1% FY26 - Capacity ~470,000 MTPA with ongoing expansions and integrated manufacturing - Company focuses on backward integration, cost competitiveness, and international market expansion