Devson Catalyst Limited · BSE:DEVSON
Devson Catalyst — H1 FY27 Earnings Presentation
30 slides from Devson Catalyst's earnings presentation, Nov 4, 2026
Slide 1: BSE filing cover letter: Investor Presentation on H1 FY27 Performance
Date: November 04, 2026 To Sr. General Manager Listing Department BSE Limited Phiroze Jeejeebhoy Towers Dalal Street, Mumbai – 400001 Dear Sir/Madam, Sub: Investor Presentation on H1 FY27 Performance Reference: Devson Catalyst Limited (Symbol: DEVSON, Script Code: 544823) With reference to the capti
Slide 2: H1 FY27 Investor Presentation
y 2 CATALYSTS | ADSORBENTS | CERAMIC BALLS y evson § & CATALYST ee H1 FY27 Investor Presentation
Slide 3: Safe Harbour Statement
Safe Harbour Statement This presentation and its accompanying materials (collectively, the "Presentation") have been prepared by Devson Catalyst Limited (“Devson," "the Company," or "we") for informational and discussion purposes only. This Presentation does not constitute an offer to sell or solici
Slide 4: Company Overview
COMPANY OVERVIEW
Slide 5: Devson Catalyst @Glance
Devson Catalyst @Glance Devson Catalyst Limited manufactures and supplies specialty products, including catalysts, adsorbents and ceramic balls, for a wide range of industrial applications. The Company currently operates one manufacturing facility, with a second manufacturing facility planned to sup
Slide 6: Experienced Leadership
Experienced Leadership MR. PRAHLADBHAI DEVJIBHAI SHIYANIYA MR. PATEL SAVAN PRAHLADBHAI Chairman & Whole-time director Managing Director He oversees large-scale Manufacturing operations and He leads technical operations and R&D, with over 15 brings over 34 years of industry experience. He has years o
Slide 7: Marquee Clients
Marquee Clients Investor Presentation 6
Slide 8: Geographical Presence
Geographical Presence 22 EXPORT TO STATES/UNION 15+ COUNTRIES TERRITORIES Revenue Contribution HY1 FY26 HY1 FY27 Particulars Amount (%) Amount (%) Domestic Sales 1768.43 57.05% 2950.26 93.28% Export Sales 1331.61 42.95% 212.42 6.72% Total Revenue 3100.04 100.00% 3162.68 100.00% Investor Presentation
Slide 9: Key Investment Rationales
Key Investment Rationales Structural Demand & Customer Stickiness & High Capacity-Led Growth Entry Barriers Exposure to refinery, petrochemical, gas, Critical applications, technical validation hydrogen, fertilizer and steel capex cycles and stringent vendor approvals support through 2030, backed by
Slide 10: Awards and Recognition
Awards and Recognition SURENDRANAGAR TOP 10 ADSORBENTS & ISO 45001:2018 ISO 9001:2015 RATNA AWARD (2023) DESICCANTS (2023) CERTIFICATION CERTIFICATION By: Divya Bhaskar Honor: India's By: Industry Outlook Honor: By: International Organization for By: International Organization Best Petrochemical Equ
Slide 11: Business Overview
BUSINESS OVERVIEW
Slide 12: Product Portfolio: Catalyst
Product Portfolio: Catalyst Chloride Guard Sulphur Guard Claus Catalyst Hydrotreating Nickel Catalyst Catalyst Catalysts Nickel-based catalysts on Remove chloride It is made from zinc oxide Enables sulphur recovery Cobalt, nickel and a high-strength carrier, in impurities from or copper-based by con
Slide 13: Product Portfolio: Absorbent
Product Portfolio: Absorbent Activated Alumina Molecular Sieve A porous material that works like a strong A special material with very tiny, uniform holes that act like sponge to absorb moisture and remove impurities from a high-precision filter to dry and clean gases and liquids. gases and liquids.
Slide 14: Product Portfolio: Ceramic Balls
Product Portfolio: Ceramic Balls Ceramic & Alumina Balls Ceramic Tower Packing Inert support materials placed inside reactors to hold the Ceramic tower packings are specially shaped ceramic catalyst firmly and ensure smooth, even flow of gas or pieces used inside tall process columns to help gases a
Slide 15: Product-wise Revenue Mix & Trends
Product-wise Revenue Mix & Trends Revenue contribution (%) FY24 FY25 FY26 Catalyst 50.22% Catalyst 38.50% Catalyst 50.56% Adsorbents 13.14% Adsorbents 35.43% Adsorbents 10.85% Ceramic Balls 36.64% Ceramic Balls 26.07% Ceramic Balls 38.59% Investor Presentation 14
Slide 16: Manufacturing Facility
Manufacturing Facility Wadhwan City, Surendranagar, Gujarat Location 7,737.30 sq. meters Existing Facility Area 6,205 MTPA ISO 9001:2015 (Quality) & ISO 45001:2018 (Safety) Certified for Global export readiness. Zero Liquid Discharge (Zld) No liquid wastewater discharge from manufacturing operations
Slide 17: Existing Capacity & Proposed Expansion
Existing Capacity & Proposed Expansion 10,960.30 sq. m Second Manufacturing 5,088 MTPA Planned plant area at Ambawadi Proposed capacity addition Facility GIDC, Wadhwan, near NH-48 Planned expansion CATALYST / ADSORBENT CAPACITY CERAMIC BALL CAPACITY TOTAL CAPACITY AND UTILIZATION 3000 90.00% 3700 12
Slide 18: Industry Overview
INDUSTRY OVERVIEW
Slide 19: Industry Growth & Market Opportunity
Industry Growth & Market Opportunity INDIA'S CATALYST MARKET PROJECTED TO CROSS US$2 BILLION BY 2030 INDIA CATALYSTS MARKET India Oil & Gas Refineries India Petrochemical India Fertilizer Industry India Steelmaking Capacity (in US$ Billions) Capacity Industry ~33% Total Growth 3.75% CAGR 3.82% CAGR
Slide 20: Import Substitution & Policy Support
Import Substitution & Policy Support India’s Ceramic components, And Catalysts Trade Atmanirbhar BS-VI fuel Bharat norms 2176.5 2029.0 01 04 1498.6 Make in India Favourable Policy 02 907.5 PLI 757.4 2.0 Environment Driving Industry 05 Schemes 462.8 Growth 03 06 FY 2021 FY 2023 FY 2025 Revised Net-Ze
Slide 21: Financials Overview
FINANCIALS OVERVIEW
Slide 22: Half Yearly Key Financial Indicators
Half Yearly Key Financial Indicators (All Figures In ₹ Lakhs) REVENUE FROM OPERATIONS EBITDA NET PROFIT 1.14 % 10.13 % 13.12 % YoY YoY YoY 971.62 750.36 3168.78 882.25 663.33 3133.2 H1 FY26 H1 FY27 H1 FY26 H1 FY27 H1 FY26 H1 FY27 Investor Presentation 21
Slide 23: Income Statement
Income Statement (All Figures In ₹ Lakhs) INCOME STATEMENT H1 FY27 H1 FY26 YOY Revenue from Operations 3,168.78 3,133.20 1.14% Other Income 53.09 50.7 Total Income 3,221.87 3,183.90 1.19% Cost of Materials Consumed 1,608.34 1,452.08 Purchases of Stock-in-Trade 193.61 190.56 Changes in Inventories -1
Slide 24: Key Financial Indicators
Key Financial Indicators From FY24 to FY26, Revenue grew 1.3x while EBITDA grew 2.5x and PAT 3.1x. (All Figures In ₹ Lakhs) Investor Presentation 23
Slide 25: Historic Income Statement
Historic Income Statement (All Figures In ₹ Lakhs) PARTICULARS FY26 FY25 FY24 Revenue from Operations 5577.59 5,319.21 4,346.99 Other Income 106.85 34.68 28.05 Total Revenue 5684.44 5,353.89 4,375.04 Cost of Material Consumed / COGS 2951.94 2,528.06 2,590.39 Purchase of Stock-in-Trade 248.22 835.62
Slide 26: Historic Balance Sheet
Historic Balance Sheet (All Figures In ₹ Lakhs) EQUITY & LIABILITIES FY26 FY25 FY24 ASSETS FY26 FY25 FY24 Equity Share Capital 1,025.00 25.00 25.00 Non-Current Assets Other Equity 2,324.82 2,072.73 1,305.50 3,349.82 2,097.73 1,330.50 Property, Plant & Equipment 1,170.51 677.48 723.95 Total Sharehold
Slide 27: Historic Cash Flow Statement
Historic Cash Flow Statement (All Figures In ₹ Lakhs) Particulars FY26 FY25 FY24 Net Cash Flow from Operating Activities 455.64 450.08 20.77 Net Cash Flow from Investing Activities (294.90) (247.43) (261.44) Net Cash Flow from Financing Activities (70.62) (192.19) 262.36 Net increase /(decrease) in
Slide 28: Key Financial Ratios
Key Financial Ratio’s (All Figures In ₹ Lakhs) DEBT TO EQUITY ROCE RETURN ON EQUITY 0.33 (In Times) (In Times) (In %) 47.60% 45.97% 44.71% 44.76% 36.67% 36.20% 0.13 0.07 FY24 FY25 FY26 FY24 FY25 FY26 FY24 FY25 FY26 Improving Capital Efficiency Consistently High Significant Deleveraging Shareholder R
Slide 29: Capital Market Snapshot
Capital Market Snapshot Market Metrics SHAREHOLDING PATTERN CURRENT ₹334.25 MARKET PRICE 3.75% 1.78% 52 WEEK ₹422.95 / 186.35 HIGH/LOW MARKET CAPITALIZATION ₹ 454.18 Cr FACE VALUE ₹10 73.59% BSE - SME: BSE SCRIP CODE BSE- 544823 PROMOTERS DII PUBLIC Market price data as of 02-November 2026 Sharehold
Slide 30: Thank You
THANK YOU Devson Catalyst Ltd Address: Surendra Nagar, Wadhwancity, Gujarat, India, 36303 Phone: +91 91 72010 10244 Email: cs@devsongroup.com Website: www.devsongroup.com/ ORIM CONNECT (Investor Relations Partner) Address: 220, Corporate Avenue, Goregaon, Mumbai, Maharashtra 400063 Phone: +91 83693