Investor Presentation

November 04, 2026 Listing Department, National Stock Exchange of India Limited, Exchange Plaza, Plot No. C-1, Block G, Bandra Kurla Complex, Bandra (E), Mumbai – 400051 Symbol / Series: RPPL / EQ Dear Sirs, Subject: Regulation 30 of Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 – Presentation for Analyst / Institutional Investors Conference Call Pursuant to Regulation 30 read with Part A of Schedule III of Securities Exchange Board of India (Listing Obligation and Disclosure Requirements) Regulations, 2015, please find enclosed the Investors / Analysts Conference Call presentation on the Unaudited Financial Results (Consolidated and Standalone) and operations of the Company for the quarter ended September 30, 2026. The Presentation is also available on the website of the Company at www.rajshreepolypack.com. This is for information and records. Thanking you, Yours Faithfully, For Rajshree Polypack Limited Shefali Mehto Company Secretary and Compliance Officer Encl.: As above Rajshree Polypack Limited (NSE: RPPL) Q2 and H1 FY27 Earnings Presentation November 2026 Visit Our Website www.rajshreepolypack.com www.rajshreepolypack.com 20+ Years of delivering sustainable food packaging solutions Packaging Delivered with Purpose Manufacturing Integrated Product Diverse End- Footprint Technologies Portfolio Markets Sheet Extrusion Manufacturing Units Rigid Barrier Gujarat (1) Thermoforming Packaging Packaging Beverage Dairy FMCG Daman (2) 1 Printing Dedicated Injection Injection Plastic Rigid Agricultural Convenience Bakery & Moulding Sleeving Moulding and Sheets Produce Food Confectionery Partner IML Key Differentiators India’s first Market leader in BRC& Sedex Sustainable vertically Thermoformed Design& 20+ Yearsof Certified Packaging integrated 11 Rigid Packaging Process expertise in Food Quality Platform layer barrier in India Standards Patents Packaging packaging Revenue EBITDA PAT CFO CFO / Debt Debt / Equity ₹ 205.81 Cr ₹ 30.11 Cr ₹ 12.27 Cr ₹ 17.72 Cr 16.63% 0.53 x www.rajshreepolypack.com 72YF Integrated Technologies Injection Moulding In Mould Labelling Investment Case (1/2) 1. Proven Management Execution Delivering Profitable Growth ₹ 332.18 Cr ₹ 50.97 Cr • Focusedondeliveringsustainablerigidpackagingsolutionsacrossenduseindustries FY26 Revenue FY26 EBITDA • Revenue has grown at a 13.70% CAGR over FY22–FY26, supported by disciplined execution and product expansion • EBITDA margin grew by 10.09%; margin +130 bps to 15.34%. FY26 PAT ₹17.22 Cr, driven by product mix ₹ 17.22 Cr optimisation,operationalefficienciesandfocusonsustainableprofitability FY26 PAT • Consistent execution across capacity expansion, new product launches and customer additions supportslong-termgrowth 2. Integrated Manufacturing Platform Driving Competitive Advantage Capacities as of Q2 FY27 • Integratedcapabilitiesacrossextrusion,thermoforming,printing,sleevingandinjectionmoulding 25,600 MTPA 12,120 MTPA • FirstinIndiatosetupverticallyintegratedManufacturingfacilityforbarrierpackagingproducts Extrusion Thermoforming • First in India to introduce 11-layer rigid PP/EVOH & PS/EVOH barrier packaging for MAP and retort applications,offeringsuperiorshelflifeandproductprotection 11,000 1,675 • Threestrategicallylocatedmanufacturingfacilitiesenableefficientcustomerservicing Pieces in Lakhs Pieces in Lakhs Printing Sleeving • Wide product portfolio caters to food, dairy, beverages, confectionery, fresh produce and industrial applications 3. Asset-Light Injection Moulding Scaling into the Next Growth Engine • InjectionMouldingcapacityincreased5.8xfrom1,000MTinFY23to5,800MTinQ2FY27 1,000 4 years 5,800 MT MT • AddingnewProductswithspecificfocusonexpandingSalesinDomesticmarket • Injection moulding has driven strong export growth, creating an additional growth avenue beyond domesticdemand 5.80x • Product design and tooling expertise enable expansion across food, dairy and consumer goods Capacity Increase packaging www.rajshreepolypack.com Investment Case (2/2) 4. Diversified Customer Base with Expanding Export Presence Exports (₹Cr) • Supplies packaging solutions to leading multinational companies across the food, dairy, 70.08 confectionery,sweetsandbeveragessectors 53.87 • Exportrevenueincreasedby30.10%YoYinFY26despitetemporarygeopoliticaldisruptions 42.24 • Repeat orders from marquee global Companies with over 12 years of relationships highlight 13.45 executioncapabilities • Diversified presence across domestic and international markets supports long-term revenue FY23 FY24 FY25 FY26 visibility 5. Olive Ecopak Creating a Second Growth Platform ₹ 52.67 Cr 150+ FY26 Revenue SKUs • Revenueincreasedto₹52.67CrinFY26withpositiveEBITDAduringtheyear • Commercialised150+SKUsacrosspaper-basedfoodpackagingapplications • India’sFirstIntegratedfacilityoffersaqueousbarriercoatingandcompostablepackagingsolutions 27,000 MTPA 15,000 MTPA • ExpandstheCompany'saddressablemarketbeyondrigidplasticpackaging Coating capacity Finished Goods capacity 6. Positioned to Benefit from Structural Packaging Growth • India'spackagingindustryexpectedtoreachUS$92billionbyFY30 5th Largest • Thermoforming,injectionmouldingandpaperpackagingprovidethreecomplementaryavenuesfor US$ 92 Sector of Indian growth Billion by FY30 Economy • Sustainability,premiumisationandconveniencepackagingcontinuetodriveindustrygrowth • Ongoing investments in capacity and value-added products position the Company to capture theseopportunities www.rajshreepolypack.com Management Commentary Commenting on the performance Mr. Ramswaroop Radheshyam Thard , Chairman and Managing Director said: “This quarter demonstrates the resilience of our business. Despite a sharp rise in raw material prices and softer export demand amid geopolitical uncertainties, we were able to sustain growth while maintaining our operating margins, as robust domestic demand more than offset lower exports. As a leader in rigid thermoformed food packaging in India, our vision is to build a diversified packaging business with technology, product innovation and capital efficiency at its core. We continue to increase the share of value added products and are expanding our injection moulding range for the domestic market, giving us the agility to rebalance our sales mix when export Revenue from markets are disrupted. Operations ₹ 205.81 Cr Olive Ecopak, our paper packaging joint venture, delivered a strong quarter despite a flood- related disruption and was profitable at the PBT level before the Exceptional Item (flood loss – insurance claim under process). Together, our plastic and paper packaging capabilities enable us EBITDA to serve wider customer needs. ₹ 30.11 Cr Our newly commissioned group captive wind-solar plant will make a meaningful contribution to profitability from next year while advancing our sustainability goals. Moving ahead, we will deepen customer relationships, improve manufacturing productivity and ₹ 12.27 Cr pursue growth through disciplined capital allocation. With healthy cash generation and an improving balance sheet, we are well placed to build a more diversified, competitive and profitable business.” www.rajshreepolypack.com Our Packaging Solutions Value Chain Plastic Packaging Flexible Packaging Rigid Packaging Semi-Rigid Packaging Film Extrusion Extrusion Lamination Converting Pressure Vacuum Thermoforming Thermoforming Slitting and Rewinding Injection Blow Moulding Extrusion Blow Moulding (BM) Moulding Decoration Printing Paper Labelling Shrink Sleeving IML RPPL capabilities Other industry technologies www.rajshreepolypack.com Q2 FY2027 Performance Highlights ( Standalone) (In ₹ Crore) Revenue from Operations EBITDA and Margin (%) 19.06% 5.51% 102.91 102.90 16.52 86.43 13.60 12.89 16.05% 14.91% 13.21% Q2 FY26 Q1 FY27 Q2 FY27 Q2 FY26 Q1 FY27 Q2 FY27 Operating EBITDA and Margin (%) PAT and Margin (%) 19.34% 8.89% 14.42 13.05 7.26 10.94 5.02 4.60 14.01% 7.04% 5.33% 4.88% 12.66% 12.69% Q2 FY26 Q1 F [Showing first 8,000 characters — download PDF for full document]