Platinum Industries Limited · NSE:PLATIND
Platinum Industries — Q1 FY2026 Earnings Presentation
53 slides from Platinum Industries's earnings presentation, Aug 19, 2025
Slide 1: Exchange filing cover letter
Date: August 19, 2025 To, To, Listing Department Listing Department National Stock Exchange of India Limited BSE Limited (“BSE”) (“NSE”) Department of Corporate Services Exchange Plaza, C-1 Block G, Bandra Kurla Phiroze Jeejeebhoy Towers, Complex Bandra [E], Mumbai – 400051 Dalal Street, Fort, Mumba
Slide 2: Accelerating Sustainable Growth
Accelerating Sustainable Growth Investor Presentation Q1 FY26 empowering Platinum Industries Limited progress: www.platinumindustriesltd.com Innovation, Sustainability, and Global Expansion
Slide 3: Forward Looking Statements
Section 1: Leveraging Market Leadership and Innovation Section 2: Built on a Foundation of R&D, Sustainability, Forward Looking Statements and Diversification This presentation and the following discussion may contain “forward looking Section 3: statements” by “Platinum Industries Limited” that are
Slide 4: Why Platinum Industries? Investment Rationale
Why Platinum Industries? Investment Rationale Platinum Industries Limited 03 www.platinumindustriesltd.com
Slide 5: Section 1: Leveraging Market Leadership and Innovation
Innovation Section 1: Leadership and Leveraging Market Platinum Industries Limited 04 www.platinumindustriesltd.com
Slide 6: With a Progressive Mindset since 2016
Section: Leveraging Market Leadership & Innovation With a Progressive Mindset since 2016 Converted from LLP to Private Limited Company Incorporated as LLP and started the production of Set up of Research & Started production of lead and lead free PVC Development center at Hybrid (Low Lead) PVC Start
Slide 7: Through a fully integrated Business Model
Section: Leveraging Market Leadership & Innovation Through a fully integrated Business Model Platinum Industries Limited www.platinumindustriesltd.com 06
Slide 8: Now, at the Cusp Of Quantum Growth
Section: Leveraging Market Leadership & Innovation Now, at the Cusp Of Quantum Growth. IPO Success: In March 2024, Platinum Industries Ltd. successfully listed itself as a premier, multi-product company in the specialty chemicals sector. Core Expertise: Focused on PVC and CPVC additives, metal soaps
Slide 9: With Manufacturing Geo-Advantages
Section: Leveraging Market Leadership & Innovation With Manufacturing Geo-Advantages Platinum Industries Limited www.platinumindustriesltd.com 08
Slide 10: Section 2: Built on a Foundation of R&D, Sustainability, and Diversification
Section 2: Built on a Foundation of R&D, Sustainability, Platinum Industries Limited www.platinumindustriesltd.com and Diversification 09
Slide 11: Driven by Highly-Specialised R&D Teams
Section: Built on a Foundation of R&D, Sustainability, and Diversification Driven by Highly-Specialised R&D Teams Cutting-edge R&D: Platinum invests 3.5% of revenue in R&D, fuelling a strong pipeline of sustainable, high-performance specialty chemicals. Platinum Industries Limited Global Leadership
Slide 12: With Advanced R&D Infrastructure: Where Innovation Begins
Section: Built on a Foundation of R&D, Sustainability, and Diversification With Advanced R&D Infrastructure: Where Innovation Begins Cutting-Edge Analytical Capabilities: Our R&D facilities feature advanced instruments like the XRF Spectrophotometer, Rheology Analyzer, and Xenon Arc Weathering Instr
Slide 13: Core Product Lines: PVC Additives
Section: Built on a Foundation of R&D, Sustainability, and Diversification Focused on a Varied Set of Core Product Lines PVC Additives A. Lead Free Additives Highstab Calcium Zinc Additives: A non-toxic, environmentally friendly alternative to lead- based additives, commonly used in applications r
Slide 14: Core Product Lines: CPVC Additives
Section: Built on a Foundation of R&D, Sustainability, and Diversification Focused on a Varied Set of Core Product Lines CPVC Additives A. CPVC Compounds CPVC compound is formulated as per the requirements of IS 15225:2002 BIS standard. Compound meets the End product (Pipe) specification requirement
Slide 15: Core Product Lines: Lubricants
Section: Built on a Foundation of R&D, Sustainability, and Diversification Focused on a Varied Set of Core Product Lines Lubricants Change colour of the Background Platinum Industries Limited www.platinumindustriesltd.com A. PE Wax B. OPE Wax C. Lubpack A polyethylene-based wax used in a variety Oxi
Slide 16: Core Product Lines: Metallic Soaps
Section: Built on a Foundation of R&D, Sustainability, and Diversification Focused on a Varied Set of Core Product Lines Metallic Soaps Platinum Industries Limited www.platinumindustriesltd.com A. Calcium Stearates B. Zinc Stearates C. Magnesium Stearates Widely used as a release agent and Functions
Slide 17: Enjoying Diverse End-Use Applications
Section: Built on a Foundation of R&D, Sustainability, and Diversification Enjoying Diverse End-Use Applications • Extensive Industry Applications: Platinum’s specialty chemicals and additives cater to diverse sectors such as agriculture, construction, healthcare, and automotive, positioning us as a
Slide 18: Section 3: Seizing Global Market Opportunities
Section 3: Opportunities Seizing Global Market Platinum Industries Limited 17 www.platinumindustriesltd.com
Slide 19: Exporting to a Global Clientele alongside a strong India presence
Section: Seizing Global Market Opportunities Exporting to a Global Clientele alongside a strong India presence Platinum Industries exports its products extensively across multiple continents, highlighting its strong international presence. Key regions include Europe (including France, Germany, and t
Slide 20: With a Mission Towards Building a More Sustainable Future
Section: Seizing Global Market Opportunities With a Mission Towards Building a More Sustainable Future Lead-Free Commitment: Pioneering eco-friendly stabilizers, Platinum aligns with global regulations and captures growth in the lead-free stabilizer market, projected at 5.8% CAGR (MarketsandMarkets)
Slide 21: Transitioning to Sustainable Stabilisers
Section: Seizing Global Market Opportunities Transitioning to Sustainable Stabilisers Reducing Lead, Enhancing Sustainability The shift from lead (Pb) dominance at 76% in 2016 to a reduced 51% in 2023, with calcium-based stabilizers increasing from 8% to 34%, highlights Platinum’s commitment to sust
Slide 22: Furthermore, Honing Our Competitive Edge
Section: Seizing Global Market Opportunities Furthermore, Honing Our Competitive Edge Precision in Specialty Additives: As a leading producer of PVC and CPVC additives, metal soaps, and specialty lubricants, we serve construction, automotive, healthcare, and agriculture with products meeting high gl
Slide 23: Protected through Strong Defensive Moats
Section: Seizing Global Market Opportunities Protected through Strong Defensive Moats Industry Leadership: Platinum leads in eco- friendly PVC and CPVC additives. Sustainability Pioneer: Among India’s first in lead-free, sustainable additives. Innovation-Driven: Advanced R&D fuels Platinum Industrie
Slide 24: Driven by Our Talented People Pool
Section: Seizing Global Market Opportunities Driven by Our Talented People Pool Visionary Leadership: Experienced leaders drive growth and sustainability at Platinum. Skilled Teams: Diverse, skilled teams ensure excellence in all operations. Platinum Industries Limited www.platinumindustriesltd.com
Slide 25: And Growth Enabled by Management Leaders
Section: Seizing Global Market Opportunities And Growth Enabled by Management Leaders Name Position Experience & Background Bachelor in Commerce (Mumbai University); 17+ years in the chemical industry. Krishna Rana CMD Responsible for restructuring operations and integrating global best practices. P
Slide 26: Leadership Driving Innovation and Expansion
Section: Seizing Global Market Opportunities Leadership Driving Innovation and Expansion Name Position Experience & Background MBA (Symbiosis, Pune); 30+ years in engineering, operations, and process control, Business Head (CPVC Milind Magar with 20+ years in plastics. Spearheaded Technical and R&D
Slide 27: Optimizing IPO Proceeds for Strategic Growth
Section: Seizing Global Market Opportunities Optimizing IPO Proceeds for Strategic Growth Platinum Industries Limited www.platinumindustriesltd.com The strategic deployment of IPO funds to expand production capacity and establish a global footprint strengthens our foundation for both organic and ino
Slide 28: Applications of IPO Proceeds
Section: Seizing Global Market Opportunities Applications of IPO Proceeds Platinum Industries Limited www.platinumindustriesltd.com With our strategic investment of ₹250 crore from the IPO proceeds, we are expanding our lead-free capacity, establishing a world-class greenfield facility in Egypt, and
Slide 29: Where Innovation, Sustainability, and Global Expansion Drive Our Growth Strategy
Section: Seizing Global Market Opportunities Where Innovation, Sustainability, and Global Expansion Drive Our Growth Strategy Delivering Market-Aligned, Eco-Friendly Solutions: We are focussing on creating lead-free and eco-friendly additives tailored for construction, automotive, and consumer goods
Slide 30: Section 4: Enhancing Capacity and Managing Risks
Section 4: Enhancing Capacity and Managing Risks Platinum Industries Limited 29 www.platinumindustriesltd.com
Slide 31: Strategic Risk Management and Resilient Growth
Section: Enhancing Capacity and Managing Risks Strategic Risk Management and Resilient Growth Commodity and Credit Risk Management: Diversified suppliers, long-term contracts, and rigorous credit assessments minimize impact from raw material volatility and customer defaults. Currency Exchange Risk M
Slide 32: Capacity Expansion as a Growth Engine
Section: Enhancing Capacity and Managing Risks Capacity Expansion as a Growth Engine Strategic Capacity Expansion: Total capacity in Palghar, India, is set to reach 1,20,000 MT, while the upcoming facility in Egypt will add 60,000 MT, enhancing market reach and supply chain efficiency. Optimized Mar
Slide 33: Optimized Production Footprint by the end of FY26
Section: Enhancing Capacity and Managing Risks Optimized Production Footprint by the end of FY26 Strategic Capacity Allocation for Global Reach Plant Wise Capacity PPA, 10,200 PIL Unit I, By the end of FY26, Platinum Industries' production capacity will be predominantly based 24,000 in India, surpas
Slide 34: Why Egypt?
Section: Enhancing Capacity and Managing Risks Why Egypt? Strategically located at the crossroads of Africa, Asia, Europe, and the Middle East, offering a stable, business-friendly environment with competitive advantages and extensive FTA agreements. • Unique Geographical Location • At crossroads/ g
Slide 35: Section 5: Building Global Relationships and Delivering Long-Term Value
Section 5: Building Global Relationships and Platinum Industries Limited www.platinumindustriesltd.com Delivering Long-Term Value 34
Slide 36: Through Strategic Partnerships Driving Market Expansion
Section: Building Global Relationships and Delivering Long-Term Value Through Strategic Partnerships Driving Market Expansion Forming collaborations with leading raw material suppliers and industry innovators, enabling Platinum to ensure quality, reliability, and innovation in its product offerings.
Slide 37: Through Regional Strategic Hub Focus
Section: Building Global Relationships and Delivering Long-Term Value Through Regional Strategic Hub Focus Global Market Reach Through Strategic Hubs Platinum Industries is strategically positioning itself to address key global markets through its dedicated operations in India and Egypt. The India h
Slide 38: And by Leveraging our Specialty Chemical Edge
Section: Building Global Relationships and Delivering Long-Term Value And by Leveraging our Specialty Chemical Edge Key Strength Description State-of-the-art R&D facility with the latest World Class R&D equipment for new product development and trials. Within a short span of 6 years, the company has
Slide 39: Through ESG Focus: Driving Sustainability, Empowering Communities
Section: Building Global Relationships and Delivering Long-Term Value Through ESG Focus: Driving Sustainability, Empowering Communities, and Ensuring Integrity Environmental Commitment: Achieving Zero Liquid Discharge, adopting eco-friendly stabilizers, and targeting a 30% reduction in water usage b
Slide 40: CSR initiatives at Abhinav Shikshan Sansthan, Palghar
Section: Building Global Relationships and Delivering Long-Term Value CSR initiatives at Abhinav Shikshan Sansthan, Palghar Platinum Industries Limited www.platinumindustriesltd.com Supported infrastructure development at Abhinav Shikshan Sansthan, including boundary wall, fencing, main gate, classr
Slide 41: By Sustaining Platinum's Core Advantages
Section: Building Global Relationships and Delivering Long-Term Value By Sustaining Platinum’s Core Advantages Future-Ready for Sustainability: Aligned with global eco-conscious trends, Platinum is well-positioned to meet evolving market and regulatory demands. Economic Moat and Financial Strength:
Slide 42: Business Strategy and Outlook for Sustainable Global Leadership
Section: Building Global Relationships and Delivering Long-Term Value Business Strategy and Outlook for Sustainable Global Leadership Growth in High-Value Markets: Expanding capacity and market reach in MENA, Europe, and the U.S. through strategic investments for organic and inorganic growth. Eco-Co
Slide 43: Helped by Strong Supportive Investor Base
Section: Building Global Relationships and Delivering Long-Term Value Helped by Strong Supportive Investor Base Investor Confidence Driving Strategic Growth This balanced and diverse shareholding structure underscores strong investor confidence in Platinum’s strategic vision and growth potential. Wi
Slide 44: Exploring Growth Through Acquisitions
Section: Building Global Relationships and Delivering Long-Term Value Exploring Growth Through Acquisitions Exploring Inorganic Expansion Platinum Industries' inorganic growth strategy will endeavour to target high- potential markets in Europe, the U.S., and MENA. Acquiring established players can a
Slide 45: And Transitioning into a Global Player by 2030
Section: Building Global Relationships and Delivering Long-Term Value And Transitioning into a Global Player by 2030 Strategic Path to Global Leadership With a history of consistent capacity expansion, technological advancements, and successful international ventures, the company has positioned itse
Slide 46: Section 6: Q1 FY2026
Q1 FY2026 Section 6: Platinum Industries Limited 45 www.platinumindustriesltd.com
Slide 47: Financial Performance Highlights (Consolidated)
Section: Q1 FY2026 Financial Performance Highlights ( C o n s o l i d a t e d ) • Revenue Growth: Revenue from operations increased by 12.40% YoY, reaching ₹1,153.82 million in Q1 FY26 as compared to ₹1,026.55 million in Q1 FY25. On a quarter-on-quarter (QoQ) basis, revenue grew by 19.55%, up from ₹
Slide 48: Key Financials (Consolidated)
Section: Q1 FY2026 Key Financials ( C o n s o l i d a t e d ) Revenue & Gross Margin EBITDA & EBITA Margin PAT & PAT Margin (₹ million) (₹ million) (₹ million) 177.38 12.40% 1153.82 204.68 -25.95% -26.28% 1026.55 130.76 151.57 YoY 33.08% 27.92% 19.94% 17.28% 13.14% 11.33% Q1 FY25 Q1 FY26 Q1 FY25 Q1
Slide 49: Key Ratios (Consolidated)
Section: Q1 FY2026 Key Ratios ( C o n s o l i d a t e d ) EPS (₹) ROE (%) 3 20.00% 2.5 2.32 14.38% 15.00% 12.84% 2 1.5 1.16 10.00% 1 5.00% 0.5 0 0.00% Q4FY25 Q1FY26 Mar-25. Jun-25. Platinum Industries Limited www.platinumindustriesltd.com Q4FY25 Q1FY26 Mar-25. Jun-25. Debt to Equity Ratio (x) ROCE (
Slide 50: Working Capital Update
Section: Q1 FY2026 Working Capital Update 70 66 62 62 61 61 57 54 53 53 52 51 50 45 43 41 39 39 28 27 Platinum Industries Limited www.platinumindustriesltd.com Account Payable (Days) Collection Period (Days) Inventory (Days) Net Working Capital (Days) FY 2021-22 62 61 28 27 FY 2022-23 50 61 41 52 FY
Slide 51: Standalone
Section: Q1 FY2026 Standalone (₹ in millions) Particulars Q1 FY26 Q1 FY25 % Change YoY Q4FY25 % Change QoQ Revenue From Operation 1028.82 859.07 19.76% 822.71 25.05% COGS 742.13 545.79 35.97% 588.92 26.02% Gross Profit 286.69 313.28 -8.49% 233.79 22.63% Gross Margin % 27.87% 36.47% - 860 bps 28.42%
Slide 52: Consolidated
Section: Q1 FY2026 Consolidated (₹ in millions) Particulars Q1 FY26 Q1 FY25 % Change YoY Q4 FY25 % Change QoQ Revenue From Operation 1,153.82 1,026.55 12.40% 965.10 19.55% COGS 831.65 686.99 21.06% 710.05 17.13% Gross Profit 322.17 339.56 -5.12% 255.05 26.32% Gross Margin % 27.92% 33.08% -516 bps 26
Slide 53: Thank You
Bhagyashree Mallawat Company Secretary, Platinum Industries Limited cs@platinumindustriesltd.com Manoj Saha Director, Dickenson platinum@dickensonworld.com Platinum Industries Limited www.platinumindustriesltd.com Thank You. empowering progress: Innovation, Sustainability, and Global Expansion 52
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