• Event Type: The document is a written transcript of an earnings conference call held to discuss the company's financial performance for the quarter and half-year ended 30th September 2026 (Q2 & H1 FY27).

• Date and Time: The earnings call was held on 27th October 2026. A specific start time was not mentioned in the transcript.

• Purpose: The stated purpose was to discuss the company's Q2 and H1 FY27 financial results, provide a business update, and outline the outlook for the second half of the financial year.

• Management Participants: The following management representatives participated in the call:

  • Mr. Suresh Ramachandran – Managing Director
  • Mr. Kunal Mittal – Executive Vice President
  • Mr. Anil Nawal – Chief Financial Officer
  • Ms. Deepika Trivedi – Company Secretary and Compliance Officer

• Availability of Materials: The audio recording of the call was submitted to the stock exchanges on 27th October 2026. The written transcript is enclosed with this disclosure and is also available on the company's website at: https://sumichem.co.in/investors-relations.php#Announcements

• UPSI Statement: The moderator's opening remarks included a standard forward-looking statement disclaimer, noting that the call may contain forward-looking statements based on beliefs and opinions as of the date of the call, which are not guarantees of future performance.

• Financial Period Discussed: The discussion focused on the financial results for the Quarter ended 30th September 2026 (Q2 FY27) and the Half-Year ended 30th September 2026 (H1 FY27).

• Forward-Looking Statements & Strategic Themes: Management provided commentary on the challenging industry environment due to a weak monsoon, the company's performance, and the outlook for H2 FY27. They highlighted the launch of new products (Topgrain, Helibex) and detailed a new company-wide transformation initiative named "Good to Great," built on five pillars: People, Operational Excellence, Technology, Data/Digital/Automation, and Cross-Functional Success. Strategic discussions regarding a potential semiconductor chemicals opportunity were also addressed.

Additional Notes Section

• Attachments: The disclosure letter states that the written transcript of the earnings call is enclosed (Encl.: A/a).

• Financial Data Disclosure: This document is a transcript of the call where financial results were discussed. The following key financial figures from H1 FY27 were detailed in the transcript:

  • Revenue: INR 1,971 Cr (down 1% YoY)
  • Gross Profit: INR 786 Cr; Gross Margin: 39.9%
  • EBITDA: INR 419 Cr; EBITDA Margin: 21.3%
  • Net Profit: INR 372 Cr (up 5% YoY, includes exceptional income of INR 26.9 Cr from an insurance claim)
  • EPS: INR 7.45
  • Cash & Cash Equivalents: INR 2,523 Cr as of 30th September 2026
  • Net Cash from Operations (H1): INR 447 Cr

• Compliance: The transcript includes a standard disclaimer that it may contain forward-looking statements and that in case of discrepancy, the audio recordings prevail (E&OE - Edited for factual errors).