Investor Presentation

UFLEX/SEC/2026/ June 29, 2026 The National Stock Exchange of India Limited The BSE Limited Exchange Plaza, 5th Floor Corporate Relationships Department Plot No. C/l, G-Block 1st Floor, New Trading Ring, Bandra-Kurla Complex Rotunda Building, P J Towers, Bandra (E), Dalal Street, Fort, Mumbai – 400051 Mumbai – 400001 Scrip Code : UFLEX Scrip Code : 500148 Subject: Updates on an in-person Investor Roadshow of Investor Meeting(s) Dear Sir, Further to our letter dated 24th June, 2026, regarding schedule of an in-person Investor Roadshow of Investor Meetings to be held on 29th June, 2026 & 30th June, 2026 in Mumbai, please find the copy of the Investor Presentation which will be shared to the Investor(s) in the said Meeting(s). Further, no unpublished price sensitive information will be shared during the said Investor Meetings. 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 June 29, 2026 Noida, India Stock Code: BSE - 500148, NSE - UFLEX Common Stock Outstanding: 72.2mn as of Mar. 31, 2026 An Overview Rich Legacy of 40+ Years in Providing Packaging Solutions to our Partners 1985 18 Established Manufacturing Units 1,387,910 5000+ MTPA1 Customer Base Global Capacity Presence Across 10,000+ 150+ Workforce Countries 12bn 113,917 MTPA 5.4 bn+ 69,730 MTPA Aseptic Liquid 300 mn+ 1,090 mn+ Recycling PCR PET2 Bottles Chemicals Tubes Capacity Pouch Capacity Packs Capacity Capacity Recycled Capacity (Standard 200 ML pack basis) 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 (100,000 MTPA), and aseptic liquid 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 2 representational purposes; 1. Metric tonnes per annum (MTPA) ; 2. Post-Consumer Recycled polyethylene terephthalate (PCR PET). Journey so far: Growing as a Global Player in Flexible Packaging • Dharwad (India): Started with a CPP/ a BOPET Lines. • Aseptic Packaging: • Dubai: Added a CPP Line Annual Capacity Doubled 2022 2023 • Mexico: Added a PCR PET • Diversified into to 7 Bn Packs Chips Line Holography Business • Egypt : Started PCR PET Chips Plant • Dubai: First Noida (India): Overseas Foray • Hungary: Forayed 2024 • Panipat: Started vPET Chips • Added 1st CPP3 Line 2003 2004 2005 with a BOPET with a BOPP Line Plant (Bottle and film Grade) film line 2021 • Nigeria: Forayed • CIS: Added a CPP Line: with a BOPET Line • Egypt: Added 2nd • Mexico: commissioned a CPP line BOPP Film line • Egypt: commissioned vPET chips plant • Mexico: 2025 • Sanand: 5 Bn brownfield expansion 2009 Commissioned a commissioned, capacity increased to BOPET Line 12 Bn packs /year from 7 Bn. • CIS: Forayed with a Noida (India): • Added 1st BOPP2 Line 1996 2020 BOPET Line • Noida (India): 36,000 MTPA PCR PET • Poland: Added 2nd chips and 3,600 MTPA PCR MLP 2026 • Egypt: Forayed BOPET Line recycling lines commissioned. 2010 with a BOPP Line • Dharwad (India): Setting up a new 54,000 MTPA BOPP line • Sanand (India): 2027- • Egypt: To commission Aseptic Noida (India): Aseptic packaging 28 packaging plant (12Bn packs/annum) • 1st BOPET1 Line • Egypt: Added a 2017 plant • Mexico: Planned commissioning of 80 • Chemicals Business 1994 2011 BOPET and a commissioned million capacity WPP6 bag facility Launched CPP Line Goal • Added Printing 1985 Cylinder Business to 2012 2013 Started Portfolio • On track to achieve 24 Billion carton packs/year Engineering • IPO listed on BSE aseptic nameplate capacity by FY 2027 1986 1989 • Commenced Flexible • Poland: • USA: Forayed Business Packaging Business Forayed with a with a BOPET • Focused investments in aseptic & WPP poised to BOPET Line Line uplift margins and returns profile Upcoming 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 (PET) ; 5. Billion (Bn) ; 6. Woven Polypropylene (WPP) India Packaging Landscape Packaging Market Size Revenue in USD bn, Global Packaging Market, 2016-2027 Revenue in USD bn, India Packaging market, 2016-2027 CAGR growth 2016 -2021 2022-2027 160 CAGR growth 2016 -2021 2022-2027 Total Packaging 3.8% 3.9% Total Packaging 9.8% 10.2% 150 1400 Metal 3.2% 2.9% Metal 8.6% 8.8% Glass 0.0% 2.6% Glass 6.7% 8.0% Paper & Paperboard 4.5% 5.3% 1,275 140 Paper & Paperboard 10.8% 11.6% 137 5 1 1,233 Flexible Plastic 5.5% 4.7% 1,190 Flexible Plastic 10.3% 10.2% 1200 Rigid Plastic 3.1% 2.1% 1,099 1,145 1 5 5 5 1 Rigid Plastic 9.3% 9.2% 124 4 1 2 1 1,002 1,051 9 4 4 1 8 4 1 41 5 8 120 113 3 1 1 1 1000 832 8 357 8 6 188 9 0 2 123 9 1 2 138 9 32 71 4 3 5 71 83 71 0 8 2 8 8 100 9 02 1 1 102 2 91 0 1 8 5 800 0 31 1 51 61 7 61 9 6 9 6 1 4 3 6 5 4 9 7 4 1 0 5 80 67 73 9 81 9 7 4 2 5 600 7 2 8 2 8 3 5 6 3 8 8 3 1 4 4 60 55 61 7 78 7 8 3 2 4 3 9 2 7 9 2 1 3 3 3 51 6 67 6 0 4 3 400 8 4 1 6 1 8 6 1 6 7 1 0 8 1 4 9 1 4 0 2 5 1 2 6 2 2 6 3 2 7 4 2 7 5 2 40 8 156 9 15 2 2 4 2 6 2 3 2 4 2 7 2 9 2 2 3 5 3 1 9 2 200 8 0 2 1 2 2 5 2 2 0 3 2 0 3 2 2 4 2 9 4 2 6 5 2 2 6 2 8 6 2 3 7 2 7 7 2 20 2 0 11 23 11 35 11 46 11 5 11 6 1 8 1 0 2 2 2 4 2 6 2 8 2 2016 2017 2018 2019 2020 2021 2022 2023E 2024P 2025P 2026P 2027P 2016 2017 2018 2019 2020 2021 2022 2023E 2024P 2025P 2026P 2027P Source: CRISIL report Packaging Films Market Size Global BOPET1 P. Film Mkt Size 2017-2027: ‘000 MTPA Global BOPP2 P. Film Mkt Size 2016-2026: ‘000 MTPA CAGR % 2017-2022 2022-2027 CAGR % 2016-2021 2021-2026 Capacity 6.38% 6.21% Capacity 4.6% 5.4% Production 6.54% 5.03% Production 5.0% 4.3% 12,814 Consumption 5.0% 4.1% 18,775 Consumption 6.04% 4.11% 11,163 15,637 14,449 9,480 6 13,711 4 7 16,959 2 2 2 1 0 1 ,7 2 0 0 ,7 1 8 4 ,7 4 5 2 ,7 7 0 ,9 6 6 5 ,8 1 6 5 71,54 5 1 84 8 4 4 ,9 9 2 5 ,9 8 1 9 ,9 3 8 9 ,9 5 7 3 ,0 1 0 7 3 ,0 1 5 5 2 ,2 1 4 8 1 ,2 1 ,5 ,5 ,7 ,7 2017 2022 2023 2027 2016 2020 2021 2022 2026 Capacity Production Consumption Capacity Production Consumption India BOPET P. Film Mkt Size 2017-2027: ‘000 MTPA India BOPP P. Film Mkt Size 2016-2026: ‘000 MTPA CAGR % 2017-2022 2022-2027 CAGR % 2016-2021 2021-2026 Capacity 6.8% 8.2% Capacity 11.3% 6.2% Production 6.7% 7.0% Production 8.5% 7.7% Consumption 8.1% 5.5% 1,507 Consumption 8.6% 9.9% 1,535 1,254 1,238 1,016 7 0 941 1,136 8 9 6 5730 5 3 4 8 8 7 2 4 6 8 6 8 3 7 6 1 ,1 1 4 8 4 7 466 4 5 36 0 6 6 2 8 4 0 1 7 7 3 5 0 4 8 9 8 5 2 0 ,1 0 6 8 2017 2022 2023 2027 2016 2020 2021 2022 2026 Capacity Production Consumption Capacity Production Consumption Source: BOPET: AMI BOPET films – The global market 2023 report; BOPP: AMI BOPP films – The global market 2022 report; 1. Biaxially oriented polyethylene terephthalate (BOPET); 2. Biaxially Oriented Polypropylene (BOPP); Packaging Film (P. Film); India Price Trends: Packaging Films and Related Commodities Q4 FY26: Strong Pricing Momentum across BOPET & BOPP Q4 FY26: Supply Chain Disruptions Fuel PTA & MEG Price Spike 0 Rs/Kg: PTA, MEG, MELT; USD/barrel: Europe Brent Crude Spot Price FOB 1 0.5 .3 91 94 . 55 .4 91 95 8.8 .2 71 90 6. .6 01 01 12 3. .6 82 01 19 8. .2 02 01 11 2. .2 12 01 18 6. .9 22 01 14 . 47 .2 91 90 0.2 .1 61 90 . 50 .1 21 90 . 96 .0 21 95 . 29 .0 41 90 . 33 .1 21 92 . 09 .1 41 91 . 62 .2 31 98 0.5 .2 51 90 7. .9 73 01 18 8. .4 84 11 10 0. .8 22 21 18 3. .6 12 21 10 0. .4 12 21 12 0. .5 42 11 16 8. .2 02 11 17 5. .4 42 11 18 2. .0 33 11 10 3. .2 03 01 18 . 75 .2 31 90 . 36 .2 71 98 7. .8 54 01 15 . 59 .4 81 96 . 98 .3 31 90 . 01 .3 01 90 . 03 .3 31 97 . 23 .2 31 90 . 39 .1 71 93 5. .1 42 01 10 7. .9 82 01 15 0. .1 37 41 10 .3 15 9. .0 [Showing first 8,000 characters — download PDF for full document]