Investor Presentation

August 11, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, C/1, Block G, Dalal Street, Mumbai - 400001 Bandra-Kurla Complex, Bandra (E), Mumbai - 400051 Scrip Code: 500135 Trading Symbol: EPL Sub. : Investor Presentation - EPL Limited (“Company”) Ref. : 1. Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 (as amended) (“SEBI LODR Regulations”) 2. ISIN: INE255A01020 Sir/ Madam, In terms of the above referred provisions of the SEBI LODR Regulations and in furtherance of our intimation dated August 4, 2026 with respect to the Conference call for Analysts/ Investors scheduled to be held on August 11, 2026, please find enclosed herewith, the Investor Presentation on the Unaudited Standalone and Consolidated Financial Results of the Company for the quarter ended on June 30, 2026. The said Investor Presentation will also be available on the website of the Company i.e. https://www.eplglobal.com/. This is for your information and records. Thanking you. Yours faithfully, For EPL Limited Onkar Ghangurde Head - Legal, Company Secretary & Compliance Officer ICSI Membership No. A30636 Encl.: As above Safe Harbour Certain statements in this presentation concerning our future growth prospects are forward-looking statements. The Company cautions that, by their nature, forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from thoseinsuchforward-lookingstatements.Therisksanduncertaintiesrelatingtothesestatementsinclude,butarenotlimitedto,risksand uncertainties regarding fluctuations in earnings, our ability to manage growth, intense competition in packaging industry including those factors which may affect our cost advantage, wage increases, our ability to attract and retain highly skilled professionals, time and cost overruns on fixed-price, fixed-time frame contracts, client concentration, industry segment concentration, our ability to manage our operations, reduced demand for packaging products in our key focus areas, our ability to successfully complete and integrate potential acquisitions, liability for damages on our service contracts, the success of the companies in which is EPL(FormerlyknownasEsselPropack Limited) has made strategic investments, withdrawal of governmental fiscal incentives, political instability and regional conflicts, legal restrictions on raising capital or acquiring companies,and unauthorized use of our intellectual property and general economic conditions affectingourindustry.TheCompanydoesnotundertaketoupdateanyforward-lookingstatementsthatmaybemadefromtimetotimeby oronbehalfoftheCompany. EPL Limited 2 2 Q1FY27 Earnings Presentation Key topics • Q1FY27 Highlights and Financial Performance • Update on Key Initiatives • Growth Drivers • Sustainability: Product, Process, People • Awards and Recognition • Looking Ahead • Appendix EPL Limited 3 Q1FY27 Earnings Presentation Q1FY27: Strong Quarter with 25.3% Revenue Growth and 15.2% EBITDA growth Delivered strong revenue growth of 25.3% driven by broad based momentum across categories and regions. The growth was also aided by inflation led pricing. Excluding commodity pass-through pricing, underlying revenue growth was 20%, reflecting stronggrowthacceleration. 2 Underlying EBITDA stood at 19.6% with 15.2% growth, however, due to commodity inflation led pricing-pass-through actual EBITDA is at 18.8%. 3 PAT delivery in line with estimates and on track to deliver double digit growth in full year. Q1 PAT declined by 1.4% while our PBT increased by10%. The dropis because we are lappinga verylow base yearETR* andwill get corrected on fullyear basis. 4 Return on Capital Employed (‘ROCE’) continues to be strong at 18.5%; with marginal decline of 37 bps vs PY, primarily due to aheadof thecurvecapex investments. EPL Limited 4 Q1FY27 Earnings Presentation *ETR was lower in PY primarily on account of Inter Company Dividend phasing. Our Investments are reflecting in growth acceleration Stepped Up Investments… ..resulting in double digit revenue growth over last 5 quarters Underlying 1 Ahead of the curve CAPEX investment in new technologies/capabilities 15000 growth of ~20%30% 13,879 14000 13,005 25.3% 13000 12,059 20% 12000 11,488 Extrusion Lines Printing Lines New Tooling Investment 11,079 17.6% 15% 11000 13.3% 10000 11.0% 2 Opexinvestment in building differentiated capabilities 10.0% 9000 8000 0% Q1 FY 26 Q2 FY 26 Q3 FY 26 Q4 FY 26 Q1 FY 27 • Acquiring new customer in B&C (80+ customers) Value-Added Processes Innovation CoE Hunting Manpower (Metalization) • Wallet share gain in Oral with MNC’s EPL Limited 5 Q1FY27 Earnings Presentation Middle East Crisis driving input cost inflation; Ensuring supply security while protecting profitability Key Guiding Principles to manage the crisis Significant increase in Material Prices Polymer INR/kg Supply Security 180 Leverage supplier relationships and manage inventory to secure adequate safety stocks Margin Protection Full pass-through of cost inflation; protecting robust absolute EBITDA growth Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Market Share Gains LLDPE HDPE Superior supply chain reliability helping us win new business and gain wallet share Source –ICIS M LLDPE and HDPE Index CBIC Exchange rate EPL Limited Q1FY27 Earnings Presentation 6 6 Q1FY27 Consolidated Financial Highlights (INR million) Revenue from Operations EBITDA and EBITDA Margins1 EBIT and EBIT Margins 13,879 20.5% 18.8% 12.4% 10.9% 11,079 1,518 2,268 2,612 1,372 25.3% 15.2% 10.6% Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 PAT and EPS Net Debt and Net Debt/ LTM EBITDA ROCE 3.13 3.08 0.45x 0.58x 18.9% 18.5% 5,806 1,000 986 -37 bps 3,898 -1.4%. Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27  Revenuegrowthbyregion– AMESA(+17%),India(+19.9%),EAP(+34.3%),Americas(+29.4%),Europe(+20.2%)  UnderlyingEBITDAmargin@19.6%.ReportedEBITDA@18.8% duetocommodityinflationledpricingincludedinrevenue.  PATinlinewiththeestimatesandontracktodeliverdoubledigitgrowthfortheyear.Q1PATdeclinedby1.4%whileourPBTincreased by10%.ThedropisbecausewearelappingaverylowbaseyearETRandwillgetcorrectedonfullyearbasis EPL Limited  Netdebtincreaseduetoaheadofthecurvecapexinvestmentsandhigherworkingcapitalduetomiddleeastcrisis. Q1FY27 Earnings Presentation 7 7 1EBITDA is excluding Fxgain/(loss). In the publication Fxgain is included in Other income and Fxlosses are part of Other Expenses. Key Growth and Capital Efficiency KPIs (INR million) Q1FY26 Q1FY27 Growth Revenue 11,079 13,879 25.3% Growth EBITDA 2,268 2,612 15.2% EPS (INR) 3.13 3.08 -1.6% As of Jun’25 As of Jun’26 ROCE 18.9% 18.5% Capital Net Debt 3,898 5,806 Efficiency Q1FY26 Q1FY27 Capex 857 1,083 EPL Limited Q1FY27Earnings Presentation 8 Consistent Mid-teens EBITDA growth; Underlying Margin at 19.6% EBITDA: 5,991Mn EBITDA: 7,143Mn EBITDA: 8,396Mn EBITDA: 9,724Mn Margin: 16.2% Margin: 18.2% Margin: 19.9% Margin: 20.4% 2,632 2,612 22.0% 2,516 Underlying 2,308 2,246 2268 2,50E0 BITDA margin 21.0% 2,167 2,062 19.6% 20.0% 1,834 1,909 1,921 20.5% 20.9% 1,566 1,639 1,590 1,810 20.3% 20.3% 20.1% 20.2% 2,000 19.0% 1,530 20.0% 1,256 18.8% 18.8% 1,500 18.0% 18.5% 19.1% 18.1% 17.0% 17.5% 1,000 16.9% 16.0% 16.6% 16.1% 15.0% 15.1% 14.0% - Q1 FY23 Q2 FY23 Q3 FY23 Q4 FY23 Q1 FY24 Q2 FY24 Q3 FY24 Q4 FY24 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 EBITDA Growth -13.3% -4.0% 12. 9% 21.1% 26.6% 18.3% 17.1% 16.5% 20.8% 19.7% 12.4% 17.7% 18.1% 16.1% 11.9% 17.2% 15.2% FY24 EBITDA Growth +19.2% FY25 EBITDA Growth +17.5% FY26 EBITDA Growth +15.8% EPL Limited Q1FY27 Earnings Presentation 9 9 *EBITDA is excluding Fxgain/(loss). In the publication Fxgain is included in Other income and Fxlosses are part of Other Expenses. Key topics • Q1FY27 Highlights and Financial Performance • Update on Key Initiatives • Growth Drivers • Sustainability: Product, Process, Peopl [Showing first 8,000 characters — download PDF for full document]