Press Release on Un-Audited Financial Results of the Company for the quarter ended 30th June 2026.

INDUSTRIES LTD. C IN: L24111UR1985PLC015063 Date: 12th August 2026 BSE Limited (BSE) National Stock Exchange of India Limited (NSE) Department of Corporate services Exchange Plaza, Plot no. C/1, G Block, Phiroze Jeejeebhoy Towers Bandra-Kurla Complex, Dalal Street, Mumbai – 400001 Bandra (E), Mumbai – 400051 Scrip Code: 500136 Symbol: ESTER Dear Sir/Madam, Subject: Press Release on Un-Audited Financial Results for the quarter ended 30th June 2026 Please find enclosed herewith the press release on Un-Audited Financial Results of the Company for the quarter ended 30th June 2026. Please take the same on your records. Thanking you, Yours faithfully, For Ester Industries Limited Poornima Gupta Company Secretary & Compliance Officer Membership No.: A49876 Encl: As above esaeleR tluseR Ester Industries reports strong Q1 FY27 performance with Revenue growth of 27.4% EBITDA up by 103.4% YoY, Margins improve by approximately 500 bps Gurugram, 12th August 2026: Ester Industries Limited, India’s leading manufacturer of Polyester Films and Specialty Polymers, announced its unaudited financial results (standalone and consolidated) for the first quarter ended 30th June 2026. Particulars – Q1 FY27 Q1 FY26 % FY26 FY25 % Standalone (Rs.cr) Total Income 347.7 284.9 22.0% 1,059.6 1,084.9 (2.3) % EBITDA (including Non- 40.0 31.9 25.2% 85.9 133.7 (35.8) % operating income) Margins (%) 11.5% 11.2% 30 bps 8.1% 12.3% (420 bps) PAT 14.5 9.6 50.5% 4.4 40.5 (89.2) % Particulars – Q1 FY27 Q1 FY26 % FY26 FY25 % Consolidated (Rs.cr) Total Income 441.9 346.9 27.4% 1,392.7 1,299.0 7.2% EBITDA (including Non- 58.9 28.9 103.4% 110.6 163.9 (32.5) % operating income) Margins (%) 13.3% 8.3% 500 bps 7.9% 12.6% (470 bps) PAT 18.6 (7.2) - (27.5) 13.7 - Commenting on the performance, Mr. Arvind Singhania, Chairman, Ester Industries said: “Q1 FY27 marked a strong quarter of execution for Ester, with an improving operating environment, higher realizations, increased throughput and a favorable product mix supporting a significant financial turnaround. Consolidated Total Income increased 27.4% Y-o-Y to ₹441.9 crore, while EBITDA more than doubled, rising 103.4% Y-o-Y to ₹58.9 crore. EBITDA margin expanded significantly to 13.3% from 8.35% in Q1 FY26, reflecting improved operating performance and better business mix resulting from higher contribution of Value-Added products within Film segment and better realizations across product portfolio. PAT turned positive at ₹18.6 crore, compared with a loss of ₹7.2 crore in the corresponding quarter last year. Our Q1 FY27 performance reflects the strength of our strategy, the resilience of our business and our relentless focus. The strength and breadth of this performance gives us confidence in the momentum ahead. China has adopted "anti-involution" policy. This policy is a government campaign to stop destructive price wars, overcapacity, and profitless competition. Key components of this policy include restricting predatory pricing, encouraging industry consolidation, and phasing out outdated production facilities. As a result, surplus at predatory prices coming out of China has significantly reduced leading to improve margin profile. The operating environment for the BOPET Film industry continued to improve during Q1 FY27, with the US tariff- related disruptions and import from China witnessed in FY26, largely behind us. Simultaneously, the Plastic Waste esaeleR tluseR Management Rules (PWMR) and the increasing requirement for post-consumer recycled (PCR) content continue to provide structural demand opportunities for rPET and recycled-content films. Against this backdrop, Ester continues to strategically strengthen its Film portfolio by increasing the contribution of Value-Added and Specialty products. This approach is aimed at improving realizations, enhancing product mix and reducing earnings volatility arising from industry-wide cyclicity caused by periodic demand-supply imbalances. Looking ahead, we remain confident about Ester’s medium to long-term growth prospects, supported by improving industry conditions, favourable regulatory tailwinds and its continued focus on premium and Value- Added products. The increasing focus on differentiated products is expected to provide greater resilience across industry cycles and support sustainable margin improvement over the medium to long term. By focusing on operational efficiency, capacity utilization and advanced Specialty products, the company remains committed to driving profitability growth and reducing its environmental footprints. As regard to ELITe project, we are glad to inform that ELITe has secured a Letter of Intent from a leading global sports and athletic brand for Loop™ PET Fiber Grade resin, under a multi-year framework for offtake of up to 15,000 MT per annum from its upcoming Gujarat facility. With a significant portion of the planned capacity already committed ahead of commercial start-up, this early customer validation provides strong visibility for the JV’s recycled platform and underscores the growing demand for its Value-Added, sustainable product offerings.” Business Highlights  Polyester Films: o Consolidated capacity utilization stood at 84% in Q1 FY27 as compared to 82% in Q1 FY26, supported by higher Film production at Ester Filmtech. o Film sales volume increased by 2.7% from 21,531 MT to 22,120 MT, while Film revenue grew 37% Y-o-Y to Rs.399.5 crores, supported by improved realizations and higher volume of Value-Added Films. o The Company continues to focus on Value-Added & Specialty Products (VAS), with VAS volumes at 6,368 MT, representing 29% of total Film sales. o Volume of VAS products increased from 5180 MT (Q1 FY26) to 6368 MT (Q1 FY27), registering a significant growth of 23%. o rPET sales volume increased by 19% Y-o-Y to 1,394 MT, with revenue increasing by 24% YoY to Rs.17.5 crores.  Specialty Polymers: o Sales volume for the segment decreased from 954 MT in Q1 FY26 to 725 MT in Q1 FY27, a de-growth of 24% Y-o-Y. o Revenue decreased from Rs.48.1 crores to Rs.32.7 crores, a de-growth of 32.% Y-o-Y. o However, EBIT margin improved from 31.7% to 45.3% due to better product mix. About Ester Industries: Incorporated in 1985, Ester Industries Limited (EIL), a public limited listed company promoted by Singhania family, is an ISO 50001:2018, ISO 45001:2018, ISO 14001:2015, ISO 9001:2015 and Food Safety System Certified leading manufacturer of Polyester Film, Specialty Polymers and rPET in India with over 40 years of industry expertise. It has a track record of continually developing new and innovative products for meeting varied needs of customers across the globe. Serving key sectors such as flexible and rigid packaging, textiles, technical textiles, carpets and consumer electronics, Ester is head quartered in Gurgaon, India, with three state-of-the-art manufacturing facilities across India. The company has global presence, supplying its innovative products to customers in over 50 countries across Europe, the Americas, Africa, Asia Pacific, and the Middle East with strong customer relationships. esaeleR tluseR Ester’s commitment to deliver customer-centric solutions driven by continuous innovation and sustainability is evidenced by 20+ granted patents and strategic partnerships like its joint venture with Loop Industries Inc. to promote a circular economy. With state-of-the-art manufacturing plants, skillfully managed operations and a committed workforce of 620+ employees, Ester continuously strives to deliver total customer satisfaction. Ester’s strong research and development platform ensures development of high-quality, technology-driven products, while maintaining focus on environmental stewardship and operational excellence. The latest published credit rating of Ester Industries by Crisil (Jul 2025) is A- for long-term credit and A2+ for short-term credit. 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