Tatva Chintan Pharma Chem Limited · NSE:TATVA
Tatva Chintan Pharma Chem — Q2 FY27 Earnings Presentation
41 slides from Tatva Chintan Pharma Chem's earnings presentation, Oct 19, 2026
Slide 1: Exchange filing cover letter: Investor Presentation
Date: 19 October 2026 Ref. No.: TCPCL/SEC/2026-27/00056 To, The General Manager, The Manager, Corporate relationship department, Listing department, BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block-G, Dalal Street, Fort, Bandra-Kurla Complex,
Slide 2: Investor Presentation Q2FY27
Investor Presentation Tatva Chintan Pharma Chem Limited (TCPCL) Q2FY27 19 October 2026
Slide 3: Contents
Contents 01 Chairman and Managing Director’s Message 02 03 04 05 Q2 FY 27 TATVA CHINTAN at Glance Product Categories Leading Sustainable practices Financial Performance coupled with cutting edge technology 06 07 08 09 Expansive international presence Why TATVA CHINTAN Industry Outlook Our Business w
Slide 4: Chairman and Managing Director's Message
Chairman and Managing Director’s Message Good evening, ladies and gentlemen. I am pleased to share that the quarter under review has been a landmark one for Tatva Chintan, with the Company achieving its highest-ever quarterly turnover. This is an important milestone in our growth journey, and one th
Slide 5: Chairman and Managing Director's Message
Chairman and Managing Director’s Message With a quarter of historic revenues and productivity, we have achieved significant operating leverage which is depicted by decrease in employee cost by 2% accompanied by decrease in other expenses by 2% but unfortunately, EBITDA has remained at nearly similar
Slide 6: Chairman and Managing Director's Message
Chairman and Managing Director’s Message In Structured Directing Agents, the implementation of EURO 7 emission standards is already translating into a meaningful contribution to our sales, providing tangible evidence of the demand emerging from this regulatory transition. This progress reinforces Ta
Slide 7: Chairman and Managing Director's Message
Chairman and Managing Director’s Message In Semiconductor Chemicals, we continue to make encouraging progress across all five products in our development portfolio, each advancing well through its respective stages of development, validation and customer qualification. We see these products as much
Slide 8: Chairman and Managing Director's Message
Chairman and Managing Director’s Message We are conscious that growth must be accompanied by financial discipline. Cost movements will need to be managed, customer pricing adjusted progressively where appropriate, and investments executed with care. But these considerations do not diminish our ambit
Slide 9: Consolidated Financial Performance
Consolidated Financial Performance 8
Slide 10: Q2FY27: Financial Result highlights
Q2FY27: Financial Result highlights Q2FY27 HIGHLIGHTS Revenue from Operations 1 (In ₹ Mn) EBIDTA (Excl. Other Income) & PAT & PAT Margin 1 (In ₹ Mn, %) EPS (In ₹) EBIDTA Margin 1 (In ₹ Mn, %) 10.00 450 19% 9.00 19% 19% 9.9% 400 350 19% 19% 250 8.0% 9.6% 11.0% 8.00 7.00 9.17 9.0% 200 300 19% 6.00 6.8
Slide 11: Q2FY27: Consolidated Numbers
Q2FY27: Consolidated Numbers Particulars ( ₹ Mn) Q2FY27 Q2FY26 YoY (%) Q1FY27 QoQ (%) H1FY27 H1FY26 YoY (%) Revenue from Operation 2,173 1,235 76% 1,671 30% 3,844 2,404 60% Total Income 2,191 1,245 76% 1,698 29% 3,889 2,425 60% EBITDA (Excl. Other Income) 407 222 83% 323 26% 730 395 85% EBITDA Margi
Slide 12: Q2 FY27 & FY26: Operational highlights
Q2 FY27 & FY26: Operational highlights OPERATING REVENUE SPLIT (IN %) Others 1% Others PTC 1% PTC PASC 21% PASC 23% 30% 32% Q2FY27 PTC FY26 PTC ESS SDA SDA ESS 3% ESS 3% ESS SDA SDA 45% PASC 41% PASC Others Others Tatva Chintan Pharma Chem Limited 11
Slide 13: Consolidated Financial Highlights
Consolidated Financial Highlights REVENUE FROM OPERATIONS1 (IN ₹ MN) PROFITABILITY1 (IN ₹ MN) 35 EBITDA (Excluding Other Income) & EBITDA Margin PAT & PAT Margin 57 75 23 45 14% 17% 9% 18% 19% 11% 8% 1% 8% 10% 5,059 4,236 3,827 3,935 730 932 455 374 3,844 342 682 421 606 304 57 FY23 FY24 FY25 FY26 H
Slide 14: Consolidated Statement of Profit & Loss
Consolidated Statement of Profit & Loss P articulars (₹ Mn) 3 1-Mar-2 1 31 -Mar-2 2 31 -Mar-2 3 31 -Mar-24 3 1-Mar-25 3 1-Mar-26 3 0-Sep-26 Audited Audited Audited Audited Audited Audited Unaudited Income Revenue from operations 3,003.59 4,336.47 4,236.12 3,935.04 3,827.14 5,058.58 3,843.75 Other in
Slide 15: Consolidated Statement of Balance Sheet
Consolidated Statement of Balance Sheet Particulars (₹ Mn) 3 1-Mar-21 3 1-Mar-22 31-Mar-23 31 -Mar-24 31 -Mar-2 5 3 1-Mar-2 6 30 -Sep-26 Audited Audited Audited Audited Audited Audited U naudited Assets Fixed Assets 1,203.51 1,592.96 1,957.71 4,265.35 5,255.52 6,041.47 5,887.96 Capital work-in-progr
Slide 16: TATVA CHINTAN at Glance
“ TATVA a Ps CHINTAN iN at Glance ,_@
Slide 17: TATVA CHINTAN at Glance
TATVA CHINTAN at Glance INTEGRATED SPECIALTY CHEMICAL COMPANY, PRESENT ACROSS THE VALUE CHAIN • Established by first generation entrepreneur engineers in Manufacturing Products Revenue Split – FY26 1996 • Plants located at Ankleshwar and Dahej SEZ, Gujarat with an existing combined installed reactor
Slide 18: Product Categories
Product Categories 17
Slide 19: Phase Transfer Catalyst (PTC) – a Catalyst with Innumerable Benefits
Phase Transfer Catalyst (PTC) – a Catalyst with Innumerable Benefits WHAT ARE PTC? BENEFITS DEMAND DRIVERS • PTC are used to facilitate the • Offers faster reactions • Rising demand for technologically TATVA CHINTAN’S migration of a reactant from one • Higher conversion/yields, advanced environment-
Slide 20: Structure Directing Agents (SDA)
Structure Directing Agents (SDA) – an important ingredient for making the world more sustainable WHAT ARE SDA? BENEFITS DEMAND DRIVERS • High purity Quaternary salts that SDAs are important raw material for • With the recent developments in TATVA CHINTAN’S helps in the formation of creation of high
Slide 21: Electrolysis – a better and greener way of producing SDAs
Electrolysis – a better and greener way of producing SDAs ABOUT ELECTROLYSIS BENEFITS • TATVA started R&D into developing SDA • Electrolysis is considered as a ‘green’ since 2007 chemistry process wherein apart from a single starting raw material, the process largely uses • In 2015, it received comm
Slide 22: Electrolyte Salts & Solutions (ESS)
Electrolyte Salts & Solutions (ESS)– aiding the technological thrust WHAT ARE ELECTROLYTE BENEFITS DEMAND DRIVERS TATVA CHINTAN’S SALTS? • Due to their properties like fast Currently, these are used along with charging ability, superior low temperature performance, long Lithium battery in EV vehicle
Slide 23: Pharmaceuticals and Agrochemicals Intermediates and other Specialty Chemicals (PASC)
Pharmaceuticals and Agrochemicals Intermediates and other Specialty Chemicals (PASC) – WHICH PRODUCTS ARE END USER INDUSTRY TATVA CHINTAN’S TATVA is the largest MANUFACTURED? APPLICATION POSITION IN PASC producer of Glymes in India and third • Various pharmaceutical and agrochemical products such as
Slide 24: Continuous Flow Chemistry
Continuous Flow Chemistry – sophisticated method with analytical expertise ABOUT BENEFITS PROCESS • TATVA CHINTAN started R&D into • Continuous Flow Chemistry is • Structure directing agents are continuous flow chemistry since considered as a ‘green’ chemistry converted to Zeolite based catalysts 20
Slide 25: Value derived from Product Categories
Value derived from Product Categories REVENUE FROM EACH PRODUCT CATEGORY1 (In ₹ Mn.) 2,248 2,045 Considering the wide range of applications of our products, Tatva Chintan can cater to 1,655 customers across wide spectrum of 1,623 1,546 Chemical Industries which ensures a 1,432 1,335 sustainable busi
Slide 26: Leading Sustainable practices coupled with cutting edge technology
Leading Sustainable practices coupled with cutting edge technology 25
Slide 27: Integrated and Modern Manufacturing Facility
Integrated and Modern Manufacturing Facility ANKLESHWAR DAHEJ SEZ • Both the plants are in-close proximity to • Manufacturing facility started in 1996 • Manufacturing started in 2017 Hazira port. • Converted into a ‘zero liquid effluent discharge’ facility from • Company is having sophisticated qual
Slide 28: One of the prominent Research & Development center
One of the prominent Research & Development center R&D CAPITAL AND REVENUE EXPENDITURE • Dedicated R&D facility at Vadodara recognized by the Department of (In ₹ Mn.) 300.00 Scientific and Industrial Research (“DSIR”), Government of India. • Equipped with glass assemblies, continuous flow reactors,
Slide 29: …With a focus on 'green' chemistry processes
…With a focus on ‘green’ chemistry processes Tatva Chintan’s ‘green’ chemistry is based on the principles of clean chemistry, minimum requirement of auxiliary substances, minimum waste and by-products and safe chemistry • Undertaking various ‘green’ chemistry processes • By deploying electrolysis fo
Slide 30: Expansive international presence with Marquee clientele
Expansive international presence with Marquee clientele 29
Slide 31: Fostered long term relationship with marquee clientele
Fostered long term relationship with marquee clientele while continuously expanding presence in global market ESTEEMED CUSTOMERS EXPORTS • Tatva exports products to over 30+ countries viz. USA, China, Germany, Japan, South Africa and UK. • Subsidiaries facilitates overseas operations:- • Tatva Chint
Slide 32: Why TATVA CHINTAN
Why TATVA CHINTAN 31
Slide 33: Investment Rationale
Investment Rationale Presence in niche Track record of Wide basket of Continuous focus High industry Capex to boost the specialty chemicals developing wide products are used in on R&D and in house barriers as new capacities and pave space with limited product basket varied industries developed entra
Slide 34: Industry Outlook
Industry Outlook 33
Slide 35: India's rapidly expanding footprint in Global Chemical Market
India's rapidly expanding footprint in Global Chemical Market SHARE OF COUNTRIES IN GLOBAL TRENDS IN SPECIALTY CHEMICALS LANDSCAPE CHEMICAL INDUSTRY (IN %) Indian Chemical Move towards Opportunity Industry got sustainable product for Indian Advantage vs development: Manufacturers: CHINA 46% China du
Slide 36: Our Business
Our Business 35
Slide 37: Major Events & Milestones
Major Events & Milestones 1996 2007 2013 2017 2019 2021 Incorporation of our Expansion of Achieved turnover Set up our Dahej SEZ Incorporation of • Listed on Company manufacturing capacity at of ₹ 500.00 million Manufacturing Facility Tatva Chintan Europe BSE and NSE our Ankleshwar BV, a wholly owne
Slide 38: Leadership and Management
Leadership and Management Chintan Nitinkumar Ajaykumar Shekhar Rasiklal Dr. Manher Chimanlal CA Subhash Dr. Avani Rajesh Shah Mansukhlal Patel Somani Desai Ambubhai Patel Umatt MANAGING DIRECTOR WHOLE TIME DIRECTOR WHOLE TIME DIRECTOR I N D E P E N DE N T D I R E C T O R I N D E P E N DE N T D I R E
Slide 39: Shareholder Information
Shareholder Information SHAREHOLDING PATTERN- Sept 2026 (IN %) NSE Ticker TATVA BSE Ticker 543321 IPO Listing Date 29 July 2021 Share Price (₹)^ 1784.20 PROMOTER 72.02% Market Cap (₹ Mn)^ 41,736 MF 2.87% % Free Float^ 27.98% Sept PUBLIC 19.58% Free float market cap (₹ Mn)^ 11,678 2026 FPI 4.38% Shar
Slide 40: Safe Harbor
Safe Harbor Certain statements in this presentation concerning our future growth prospects are forward looking statements, which involve a number of risks, and uncertainties that could cause actual results to differ materially from those in such forward-looking statements. The company's results may
Slide 41: Thank You
October 2026 Thank You TATVA CHINTAN PHARMA CHEM LIMITED INVESTOR RELATIONS AT CORPORATE OFFICE TATVA CHINTAN Plot No. 353, G.I.D.C, Mr. Ajesh Pillai Makarpura, Vadodara – 390 010, Gujarat, India ajesh@tatvachintan.com BSE: 543321 NSE: TATVA CIN: L24232GJ1996PLC029894 www.tatvachintan.com Copyright
Tatva Chintan Pharma Chem — Q2 FY27 Earnings Presentation on 6ix