Investor Presentation

UFLEX/SEC/2026/ September 29, 2026 The National Stock Exchange of India Limited The BSE Limited Exchange Plaza, 5th Floor Corporate Relationships Plot No. C/l, G-Block Department Bandra-Kurla Complex 1st Floor, New Trading Ring, Bandra (E), Rotunda Building, P J Towers, Mumbai – 400051 Dalal Street, Fort, Mumbai – 400001 Scrip Code : UFLEX Scrip Code : 500148 Subject: Updates on Company’s participation in “Arihant Capital’s Bharat Connect Conference: Rising Stars – September 2026” Dear Sir(s), Further to our letter dated September 25, 2026, regarding Company’s participation in “Arihant Capital’s Bharat Connect Conference: Rising Stars – September 2026” scheduled to be held on Wednesday, September 30, 2026 at 11:00 AM – 12:00 PM (Indian Standard Time), please find the copy of the Investor Presentation which will be shared to the Investor(s) during the said Conference. Further, no unpublished price sensitive information will be shared during the participation in the said conference. Kindly take the same on your records. Thanking You, Yours faithfully, For UFLEX LIMITED (Ritesh Chaudhry) Sr. Vice President - Secretarial & Company Secretary Encl: As above UFLEX LIMITED Investor Presentation Stock Code: BSE - 500148, NSE - UFLEX Common Stock Outstanding: 72.2mn as of June. 30, 2026 September 10, 2026 Noida, India An Overview 12bn Aseptic Liquid Packs Capacity (Standard 200 ML pack basis) 300 mn+ Tubes Capacity 1985 1,395,830 Manufacturing Plants 1,090 mn+ Established MTPA1 Global Capacity Pouch Capacity 113,917 MTPA Recycling Capacity Presence Across 12,000+ 5000+ 150+ 5.4 bn+ Workforce Customer Base PCR PET2 Bottles Recycled Countries *Note: The total capacity of over 1.4 million MTPA comprises resins (463,020 MTPA: vPET Chips 384,000 + rPET Chips 79,020), base packaging films (636,160 MTPA), inks and adhesives (69,730 MTPA), holography (20,600 MTPA), flexible packaging (107,920 MTPA), and aseptic liquid 69,730 MTPA packaging (98,400 MTPA). Total capacity excludes 34,897 MTPA of rMLP resin and rAMLP moulding recycling capacity. All logos displayed are the property of their respective organizations and are used solely for representational purposes; 1. Metric tonnes per annum (MTPA) ; 2. Post- Chemicals Capacity Consumer Recycled polyethylene terephthalate (PCR PET). JOURNEY SO FAR: GROWING AS A GLOBAL PLAYER IN FLEXIBLE PACKAGING 1986 1989 1994 1996 1985 Started • Added Printing • IPO listed on BSE Noida (India): Noida (India): Engineering Cylinder • Commenced • 1st BOPET1 Line • Added 1st Business Business to Flexible Packaging • Chemicals Business BOPP2 Line Business Launched Portfolio 2003 2004 2005 2009 2010 2011 2012 2013 • Egypt: Forayed • Egypt: Added a • Poland: Forayed • USA: Forayed Noida (India): • Diversified into • Dubai: First • Mexico: with a BOPP BOPET and a CPP with a BOPET with a BOPET • Added 1st CPP3 Holography Overseas Foray with Commissioned a Line Line Line Line Line Business a BOPET film line BOPET Line 2017 2020 2021 2022 2023 • Sanand (India): • Aseptic Packaging: • Dharwad (India): Commissioned with a Aseptic packaging • CIS: Forayed with a BOPET Line • Hungary: Forayed with a BOPP Line Annual Capacity CPP/ BOPET Lines. plant • Poland: Added 2nd BOPET Line • Nigeria: Forayed with a BOPET Line Doubled to 7 Bn • Dubai: Added a CPP Line • Egypt: Added 2nd BOPP Film line commissioned Packs • Mexico: Added a PCR PET Chips Line 2027-2028 2024 2025 2026 • Egypt : Commissioned PCR PET • Mexico: Commissioned a CPP line Planned • Noida (India): 36,000 MTPA PCR PET chips Chips Plant • Egypt: Commissioned vPET chips plant • Dharwad (India): Setting up a new and 3,600 MTPA PCR MLP recycling lines • Panipat: Commissioned vPET • Sanand: 5 Bn brownfield expansion 54,000 MTPA BOPP line commissioned. Chips Plant (Bottle and film Grade) commissioned, increasing capacity to 12 • Egypt: Setting up an Aseptic packaging • Mexico: Commissioned 80-million-unit • CIS: Added a CPP Line: Bn/year from 7 Bn. plant (12Bn packs/annum) capacity WPP6 bag facility • On track to achieve 24 Billion carton packs/year aseptic nameplate capacity by FY 2027 GOAL • Focused investments in aseptic & WPP poised to uplift margins and returns profile 1. Biaxially oriented polyethylene terephthalate (BOPET); 2. Biaxially Oriented Polypropylene (BOPP) ; 3. Cast polypropylene (CPP) ; 4. Polyethylene terephthalate (PET); Post-Consumer Recycled (PCR); Polyethylene terephthalate 33 (PET) ; 5. Billion (Bn) ; 6. Woven Polypropylene (WPP) India Packaging Landscape Packaging Market Size Revenue in USD bn, Global Packaging Market, 2016-2031 Revenue in USD bn, India Packaging market, 2016-2027 CAGR growth 2016 -2021 2026-2031 CAGR growth 2016 -2021 2022-2027 Total Packaging 3.8% 3.4% Total Packaging 9.8% 10.2% Metal 3.2% 2.9% Metal 8.6% 8.8% Glass 0.0% 3.2% Glass 6.7% 8.0% Paper & Paperboard 4.5% 4.6% Paper & Paperboard 10.8% 11.6% Flexible Plastic 5.5% 4.0% Flexible Plastic 10.3% 10.2% Rigid Plastic 3.1% 3.1% Rigid Plastic 9.3% 9.2% 1600 1,444 160 150 1400 6 1 137 140 5 1200 1,051 1,099 1,145 1,1 6 380 1,2 0 4 120 5 5 1 120 113 1 324 14 1 2 1 10 24680 0000 00000 8 8830 04931 2127132 8 1173 26951 2126157 8 2671 2136188 9 0680 37292 2136123 9 0081 38392 2136138 1,0 2459 49632 2137102 9484 40853 22371 6519 51183 22471 2644 62304 22481 4978 6612 22411 2 2073 2241 14 335 10 24680 0000 111561 111565 112671 112677 112783 113792 9 8240 123812 1 0481 2239102 222 22491 4970 22411 2351 858 235 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026E 2031P 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025E 2026P 2027P Source: CRISIL (2016–2024P); Industry Estimates based on Secondary Research (2025–2031P). Packaging Films Market Size Global BOPET1 P. Film Mkt Size 2017-2027: ‘000 MTPA Global BOPP2 P. Film Mkt Size 2016-2030: ‘000 MTPA CAGR % 2017-2022 2022-2027 CAGR % 2020-2025 2025-2030 Capacity 6.38% 6.21% Capacity 4.4% 3.4% Production 6.54% 5.03% Production 3.9% 4.3% Consumption 6.04% 4.11% Consumption 3.3% 3.3% 12,814 11,163 19,703 9,480 6 16,701 18,047 4 7 1 ,56,959 2 2 2 ,5 1 0 1 ,7 2 0 0 ,7 1 8 4 ,7 4 5 2 ,7 0 ,9 6 5 ,8 6 5 7 ,711,54 5 1 8 ,74 8 7 9 ,813,45 9 2 1 ,91 0 7 8 ,0 1 3 6 7 ,0 1 8 7 2 ,1 1 0 0 1 ,1 1 5 0 4 ,3 1 7 4 6 ,2 1 2017 2022 2023 2027 2016 2020 2025 2026 2030 Capacity Production Consumption Capacity Production Consumption India BOPET P. Film Mkt Size 2017-2027: ‘000 MTPA India BOPP P. Film Mkt Size 2016-2030: ‘000 MTPA CAGR % 2017-2022 2022-2027 CAGR % 2020-2025 2025-2030 Capacity 6.8% 8.2% Capacity 7.9% 9.2% Production 6.7% 7.0% Production 5.8% 10.2% Consumption 8.1% 5.5% 1,507 Consumption 9.6% 8.0% 1,941 1,254 1,016 7 1,412 1 0 1,250 1 9 6 5730 5 3 4 8 8 7 2 4 6 8 6 8 3 7 6 1 ,1 1 4 8 4 7 4666 4 5 3 6 5 6855 7 8 4 0 7 8 1 7 7 8 2 9 9 3 8 4 ,1 5 3 1 ,1 2017 2022 2023 2027 2016 2020 2025 2026 2030 Capacity Production Consumption Capacity Production Consumption Source: BOPET: AMI BOPET films – The global market 2023 report; BOPP: AMI BOPP films – The global market 2026 report; 1. Biaxially oriented polyethylene terephthalate (BOPET); 2. Biaxially Oriented 6 Polypropylene (BOPP); Packaging Film (P. Film); Interplay Of Inflation, Non-Durables, And FMCG In Packaging Q1 FY27: Higher Food & Fuel Prices Drive Rainfall Status: +108% LPA (1st Mar’26 – 31st May ’26) Volatile Consumer Non-Durables Growth Inflation Amid West Asia Crisis CPI CPI Food 5 %% 7 .1 % 3 .0 - % 1 .0 % 2 .0 % 3 .0 % 6 .0 %% 8 .0 % 4 .0 % 0 .0 % 0 .0 % 3 .0 % 1 .0 %% 7 .2 %% 52 .. 33 %% 94 .. 33 %% 52 .. 34 %% 98 .. 34 % %3 4. .45 %% 55 .. 45 6 .0 1% 6 .9 % 1 .5% 0 .2% 1 .5% 4 .3% 9 .2% 1 .4% 8 .8 % 0 .4 % 7 .4 % 8 .4% 3 .3% 3 .3 % 8 .5 % 1 .0 % 9 .3% 9 .5 % 6 .1 % 2 .0 % 6 .5 9 .1 % 4 .1 % 1 .0 - % 1 .0 - % 4 .0 % 2 .1 9 .1 % 8 .0 % 4 .0 - % 2 .0 - % 5 .0 % 3 .0 - 1 .2 % 5 .0 - % 5 .0 - % 0 .2 - % 5 .0 - % % 2 .1 - % 6 .0 - % 4 .0 - % 0 .1 - 5 5 5 5 5 5 5 5 5 5 5 5 6 6 6 6 6 6 6 444444444444555555555- 5556666666 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2222222222222222222222222222222 F-ra M-rp A-ya M-n J-l [Showing first 8,000 characters — download PDF for full document]