General Updates

September 8, 2026 The Manager - Listing Department, The General Manager - Listing Department, National Stock Exchange of India Limited, BSE Limited Exchange Plaza, NSE Building, Phiroze Jeejeebhoy Towers, Bandra Kurla Complex, Dalal Street, Bandra East, Mumbai- 400 001 Mumbai- 400 051 SYMBOL : POLYPLEX BSE Scrip Code : 524051 Dear Sir(s), Ref: Regulation 30 of SEBI (LODR) Regulations, 2015 Sub: 41st Annual General Meeting Presentation. We are pleased to enclose herewith a copy of the presentation made by the Company to its shareholders, at the 41st Annual General Meeting of the Company held on September 8, 2026. A copy of this presentation is also being posted on the website of the Company i.e. www.polyplex.com This is for your information. Thanking you, Yours faithfully, For Polyplex Corporation Limited Ashok Kumar Gurnani Email: akgurnani@polyplex.com Company Secretary Encl: as above Polyplex Corporation Limited CIN: L25209UR1984PLC011596 B-3 7, Sector-1, Noida-201301, Distt. Gautam Budh Nagar (U.P.) India Board: +91.120.2443716-19, Fax: +91.120.2443724 Website: www.polyplex.com Registered Office: Lohia Head Road, Khatima - 262308, Distt. Udham Singh Nagar, Uttarakhand, India Polyplex Corporation Limited 2025-26 Annual General Meeting of Shareholders September 08, 2026 Building Resilience, Creating Long-Term Value Polyplex at a Glance ◼ Integrated and diversified manufacturer of polymeric film substrates including BOPET, BOPP, CPP and Blown PP / PE ◼ Wide offering of specialty, innovative and differentiated products across a variety of packaging, electrical & electronic and otherindustrial applications ◼ Unique value proposition of on-shoring, off-shoring and near-shoring for a global customer base, while maintaining cost leadership ◼ Superior sales & distribution network and strong technical support in key demand centers driving deep customer relationships Unique Global Business Model… …With a Diverse Product Profile… Product Breakdown (FY26 Revenues) Fully Integrated 3% 4% Strong R&D and Upstream and 6% Application Development Downstream Capability Capabilities 38 Years of Thin PET Downstream BOPP Thick PET Operation PET Resin* CPP/Blown Other 8 State-of-the-Art At the Forefront Manufacturing of Sustainability Facilities in 5 …Across a Wide Range of Applications and Circular Countries Packaging Industrials Economy Electrical & Food & Beverage Electronic Exceptional On- Building & Textile Bags shore Sales and Construction Distribution Beauty, Personal & Film for Liners, ~2,925 Customers, Network in Asia, Home Care Labels, PV and LiB Europe and North for EV ~85 Countries Healthcare & America Pharma Digital * Includes Recycled Resin Financial Performance – Snapshot India Rating & Research IND AA- with Stable Superior Value Creation Over the Years… (FY 25-26) (Q1 FY 26-27) $65mn $38mn $801mn $238mn Normalized Normalized Revenue# Revenue# EBITDA* EBITDA* 8% 16% 3% 16% Normalized Normalized EBITDA* ROCE1 EBITDA* ROCE1 Margin Margin Factors Impacting FY 25-26 Factors Impacting Q1 FY 26-27 • The operating environment remained highly • Rise in selling prices because of short-term demand competitive, primarily due to industry-wide uptick driven by precautionary and opportunistic oversupply buying due to Middle East conflict • Reciprocal tariffs during the year had a significant • Improved incremental DPAC EBITDA, largely driven adverse impact on the U.S. distribution business, by better pricing and lower US tariffs leading to pressure on margins • Positive impact of acquisition of Polyplex DigiPrint • Increase in fixed costs mainly due to the expanded Private Limited [formerly known as TechNova scale of operations in the U.S. Printrite Products Private Limited (“TPPPL”)] * Normalized EBITDA: EBITDA excluding impact of unrealized FX gains/(losses) on long term loans; # Reported sales excluding other operating revenues; 1Normalized ROCE = Normalized EBIT [excluding impact of unrealized FX gains/(losses)] as % of Average Capital Employed; Capital Employed excludes Cash & Cash Equivalents Success Enablers Polyplex’s Distinctive Competitive Advantage Global and Integrated Diversified and Multifarious and Demanding Manufacturing Set-up Differentiated Product Customer Base Served by Portfolio an International Sales & Distribution Network Well placed to deliver sustained growth Wide range of Portfolio Servicing customers world over Continued Focus on Focus on ESG Operational Efficiencies and (Environmental, Social and Costs Governance) Competitive Cost Structure on Embracing Sustainable Products & Delivered basis Practices 1 A Self-Contained Integrated Manufacturing Capacities Across Geographies Ability to provide a comprehensive suite of products in each manufacturing location and an entrenched sales & distribution network in major demand centers ensure a reliable supply chain Resin Base Films Value Added Films Mechanically PET Film Recycled BOPET BOPET Blown PP / Resin1 Resin2 Thin Thick BOPP CPP PE Metallized Holography Coated3 TMP (MT) (MT) (MT) (MT) (MT) (MT) (MT) (MT) (MT) (mn SQM) (mn SQM) 52,400 17,000 35,000 5,040 407 152 77,600 55,000 32,500 India 42,000 28,800 10,000 17,245 21,700 480 985 1,06,050 59,700 Thailand 58,000 4,392 20,700 75,850 320 Turkey 81,000 9,250 120 86,000 48,000 60,000 18,000 90,000 Indonesia Total 435,500 59,700 336,400 28,800 95,000 10,000 21,637 119,150 5,520 1,990 152 Polyplex is Ranked #2 Globally (ex-China) in Thin Total Resin Capacity Total Base Films Capacity (incl. upcoming capacities): Upcoming capacity BOPET Film Capacity* 495,200 in MTPA 491,837 in MTPA Note: 1 Includes capacities for Chemical recycling; 2 Represents extrusion capacity for Ecoblue Thailand ; 3 Includes Saracote, Saralam and OLC (including Saraprint & PDPL). * Including capacity under implementation 1 Integrated Manufacturing Has Broadened Product Portfolio Base Film Lines with Upstream PET Resin Plants and Downstream Capabilities ◼ The only global player with resin plants at all manufacturing locations ◼ Forward integration provides ability to undertake one or more downstream processes on the Base film, leading to higher innovation and value addition, while ensuring cost effectiveness and reduced volatility ◼ Backward integration is vital to developing resins required for specialtyproducts, apart from enhancing cost competitiveness and ensuring supply security ◼ In-house mechanical and chemical recycling furthers Polyplex’s sustainability goals, by replacing virgin PET resins (made from PTA and MEG) with Post consumer PET bales / flakes Natural Basic Raw Resources Petrochemicals Materials Plastic & Intermediate Products Consumers Packaging & Industrial CPGs / Ethylene MEG Film Converters OEMs Grade Resin Retail Chain / E-Commerce Coating Natural Gas Post End Base Films Consumer Customers PET Flakes Paraxylene PTA Metallizing Polypropylene / PP / PE Resin Transfer / Polyethylene Direct Holography Oil Metallized Paper Paper Polyplex’s Area of Operation 6 2 Increasing Contribution of D-PAC Sales Continued Increase in D-PAC Volumes… …Resulting in Growth of Incremental1 D-PAC EBITDA 371 0.93 0.89 0.91 0.81 0.95 338 343 268 244 239 $132 62 $47 $61 $89 $65 $85 $83 $95 $87 92 94 104 108 30 $28 -$22 -$22 FY23 FY24 FY25 FY26 Q1FY27 Annualised FY23 FY24 FY25 FY26 Q1FY27 Annualised DPAC Volume (KMT) Standard Volume (KMT) DPAC EBITDA ($ million) Standard EBITDA ($ million) Incremental EBITDA for D-PAC ($ / kg) Polyplex’s Unique Strategy ….Resulting in healthy growth in Specialty Portfolio Constant addition of new products to the differentiated Sustained higher portfolio, effectively “replacing” older and standard products Pricing Stability contribution over the relevant standard product Sustained investments in downstream assets and the recent Price variations between acquisition of PDPL is expected to drive growth in D-PAC sales markets as well as High Entry Barrier customers within the Strong relationships and continued engagement with anchor same market cus [Showing first 8,000 characters — download PDF for full document]