Transcript of earning conference call.

05th August, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Plot No. C/1, Dalal Street, G Block, Bandra – Kurla Complex, Mumbai 400 001 Bandra (East), Mumbai 400 051 Scrip Code: 507779 Trading Symbol: KANPRPLA Sub:- Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 –Submission of Transcript of Earning Conference Call on quarter / financial year ended June 30, 2026 Dear Sir, Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we wish to inform that an Earning Conference call for the Standalone and Consolidated Unaudited Financial Results of the Company for the quarter ended June 30, 2026 was held on Wednesday, July 29, 2026 at 4:00 PM. The Transcript of the conference call is available on the website of the Company. Link of the Transcript of conference call held on Wednesday, July 29, 2026 at 4:00 PM. https://www.kanplas.com/report_pdf/KanpurPlastipack_-_Q1_FY27_Earnings_Call_Transcript_Jul29- 2026._1786076326.pdf Please take this on record and oblige. Thanking You. Yours Faithfully, For Kanpur Plastipack Limited (Ankur Srivastava) Company Secretary Encl: A/a Manufacturers & Exporters: Flexible Intermediate Bulk Container (FIBC) I PP Multifilament Yarn I UV Master Batches I Fabrics I CPP Films CIN: L25209UP1971PLC003444 D-19,20 Panki Industrial Area, +91(512) 2691113-116 info@kanplas.com www.kanplas.com Kanpur-208022, India “Kanpur Plastipack Limited Q1 FY '27 Earnings Conference Call” July 29, 2026 MANAGEMENT: Mr. Manoj Agarwal - Chairman Cum Managing Director Mr. Shashank Agarwal - Deputy Managing Director Mr. Shobhit Agarwal – Chief Financial Officer Mr. Ankur Srivastava- Company Secretary Page 1 of 15 Kanpur Plastipack Limited July 29, 2026 Moderator: Ladies and gentlemen, good day and welcome to the Q1 FY '27 Earnings Conference Call of Kanpur Plastipack Limited. Today we have with us, Mr. Manoj Agarwal, Chairman cum Managing Director and Mr. Shashank Agarwal, Deputy Managing Director. We will begin with opening remarks from the management followed by an interactive Q&A session. Please note that this discussion may include forward-looking statements which should be viewed in conjunction with the risks and uncertainties that the company faces. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing “*” then 0 on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Manoj Agarwal – Chairman cum Managing Director for his opening remarks. Thank you and over to you, sir. Manoj Agarwal: Good evening, everyone and welcome to Kanpur Plastipack Ltd.'s earnings call for the 1st Quarter of the Financial Year 2026-'27. Thank you all for joining us today and for your continued trust and confidence in the company. On behalf of Kanpur Plastipack Ltd, I extend a warm welcome to all of you, all investors, analysts and stakeholders to our earnings conference call for the quarter ended 30th June 2026. The 1st Quarter of Financial Year 2027 marks a strong beginning to the financial year for Kanpur Plastipack Ltd. During the quarter, the company achieved two significant milestones. First, by reporting quarterly total income exceeding Rs. 200 crores for the first time. This reflects the resilience of our business models, the confidence of our customers and the disciplined execution of our teams. Second key milestone during the quarter has been the successful operationalization of our joint venture with Essegomma, Italy. Commercial production and sales of premium Taslan yarn have commenced, marking our entry into a new value-added product segment and strengthening our capabilities in technical textile applications. Through this partnership, we are bringing advanced technology and specialized product capabilities into India, particularly in premium polypropylene Taslan yarns and high- performance applications. Beyond expanding our product portfolio, this collaboration strengthens our technological capabilities and positions us to serve evolving customer requirements more effectively. We have successfully obtained two internationally recognized certifications, Global Recycle Standards called GRS and OEKOTEX, marking a significant milestone in our journey towards sustainable innovation, superior quality and global competitiveness. These certifications are Page 2 of 15 Kanpur Plastipack Limited July 29, 2026 expected to strengthen our position in the market, enhance customer confidence and support value creation in the coming quarters. Based on the encouraging customer response, we are confident of scaling up sales from the Q2 of the current financial year. The global business environment continues to remain dynamic during the quarter, influenced by geopolitical developments, evolving tariff policies, volatility on raw material prices, elevated ocean freight costs and supply chain disruptions. Despite these external challenges, our diversified export presence, long-standing customer relationships and agile business approach enabled us to deliver another quarter of healthy growth. Our focus during the quarter remained unchanged. We continue to execute our long-term strategy of strengthening the quality of our business, while creating new avenues of growth. Rather than pursuing growth purely through higher volumes, we remain committed to improving our product portfolio, expanding into value-added applications and building capabilities that will support sustainable profitability over the long term. FIBC continues to remain the cornerstone of our business. Over the years, we have established enduring relationships with customers across international markets, enabling us to maintain a stable business despite changing market conditions. Our diversified customer base across Europe, North America, South America and other international markets continues to provide resilience and balanced growth opportunities. Our continued participation in international trade fairs has strengthened our inquiry pipeline and helped us expand our reach into new markets. As informed earlier, the capacity expansion of FIBC to further add up to 6,000 metric tons per annum over the next five years is on track. Construction of a new building is progressing wherein ground floor has been completed and production started. First and second floors of the building will be completed by the middle of September. While strengthening our core business, we are equally focused on creating the next phase of growth. Our investment in premium polypropylene yarns, technical textile solutions and specialized applications reflect our vision of transforming Kanpur Plastipack into a diversified industrial packaging and technical textile company. These initiatives are intended to expand our addressable market while improving product differentiation and enhancing value addition. One of the key strategic initiatives for the company continues to be our entry into the non- woven technical textile segment. We believe this business offers significant long-term opportunities across sectors including automotive, interior, geotextiles, artificial leather, carpets and footwear and other industrial applications. With commercial production expected to commence during the current financial year, this business will gradually emerge as an important contributor to our future growth while complementing our existing packaging portfolio. The Company remains on track to commission the non-woven fabric facility by Q3 of 2026-'27. Our entry into this space also opens up opportunities and select B2C linked applications over time which can further diversify our business model and create new growth drivers. Sustainability also remains central to [Showing first 8,000 characters — download PDF for full document]