BSECompany Update6d ago · 13 Aug 2026, 07:00 pm

Investor Presentation on the consolidated financial results for the quarter ended June 30, 2026

Polyplex Corporation Ltd · 524051

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Polyplex Corporation Ltd has released its investor presentation for the unaudited consolidated financial results for the quarter ended June 30, 2026, highlighting its business profile, financial performance, and growth prospects.

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Earnings Impact5/10
Growth Catalyst6/10
Governance Concern1/10
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Balance Sheet Risk3/10
Liquidity Impact8/10
Market Sentiment5/10

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Polyplex Corporation Ltd - 524051 - Announcement under Regulation 30 (LODR)-Investor Presentation

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August 13, 2026 The Manager - Listing Department, The General Manager - Listing Department, National Stock Exchange of India Limited, BSE Limited Exchange Plaza, NSE Building, Phiroze Jeejeebhoy Towers, Bandra Kurla Complex, Bandra East, Dalal Street, Mumbai- 400 051 Mumbai- 400 001 SYMBOL : POLYPLEX BSE Scrip Code : 524051 Dear Sir(s), Sub: Regulation 30 of SEBI (LODR) Regulations, 2015 Ref: Presentation on Unaudited Financial Results (Consolidated) for the Quarter ended June 30, 2026. We are pleased to enclose herewith our presentation on Unaudited Financial Results (Consolidated) for the Quarter ended June 30, 2026. A copy of the presentation is also being posted on Company’s Website i.e. www.polyplex.com. Thanking you, Yours faithfully, For Polyplex Corporation Limited Ashok Kumar Gurnani Email: akgurnani@polyplex.com Company Secretary Encl: as above Polyplex Corporation Limited CIN: L25209UR1984PLC011596 B-37, Sector-1, Noida-201301, Distt. Gautam Budh Nagar (U.P.) India Board: +91.120.2443716-19, Fax: +91.120.2443724 Website: www.polyplex.com Registered Office: Lohia Head Road, Khatima - 262308, Distt. Udham Singh Nagar, Uttarakhand, India Polyplex Corporation Limited August 13, 2026 First Quarter 26-27 Consolidated Financial Results & Business Profile India - Bazpur India - Khatima USA Thailand Indonesia Ecoblue, Thailand Turkey PDPL, India Contents Company Overview Quarter & Year under review Success Enablers Trends – Key Financial Indicators Stability in Earnings Industry Outlook Inorganic Growth Growth Capex Navigating the Middle East Crisis Guidance Annexures Company Overview Polyplex at a Glance ◼ Integrated and diversified manufacturer of plastic film substrates including BOPET (thin & thick), BOPP, CPP and Blown PP / PE ◼ Wide offering of specialty, innovative and differentiated products across a variety of packaging, electrical & electronic and otherindustrial applications ◼ Unique value proposition of on-shoring, off-shoring and near-shoring for a global customer base, while maintaining cost leadership ◼ Superior sales & distribution network and strong technical support in key demand centers driving deep customer relationships Unique Global Business Model… …With a Diverse Product Profile… Product Breakdown (Q1FY27 Revenues) Fully Integrated 2% 3% Strong R&D and Upstream and Application Development Downstream 7% Capability Capabilities 38 Years of Thin PET Downstream BOPP Thick PET Operation PET Resin* CPP/Blown Other 8 State-of-the-Art At the Forefront Manufacturing of Sustainability Facilities in 5 …Across a Wide Range of Applications and Circular Countries Packaging Industrials Economy Electrical & Food & Beverage Electronic Exceptional On- Building & Textile Bags shore Sales and Construction Distribution Beauty, Personal & Film for Liners, ~2,925 Customers, Network in Asia, Home Care Labels, PV and LiB Europe and North for EV ~85 Countries Healthcare & America Pharma Digital * Includes Recycled Resin Polyplex Journey so far: Ability to identify & capitalize on opportunities Trend-Setter With Many ‘Firsts’ in the Industry First in the industry First in the industry to invest First Indian producer to First Indian manufacturer to operate 10.6-meter line @ in post-consumer and post- undertake Direct Melt Casting to set up overseas operations 675 mpm industrial plastic waste recycling for BOPET film manufacturing Among the first to introduce Only multinational player First in the industry to foray into First in the industry to forward chemical recycling based integrated with resin at all Digital Printing Films integrate into metallizing rPET films locations 1988 2010 2012 2019/2020 2025 • Public listing of PCL • First BOPP & new BOPET • First silicone coating line in • TMP in Bazpur, India • New PET film line and OLC • First Thin BOPET film line in film line in Bazpur, India Thailand • Started manufacturing in in USA Khatima, India • CPP line in Thailand Indonesia • Expansion of TMP capacity • Expansion of OLC and in India holography business in 1996/1997 2008 2013 Khatima, India 2026 • First Resin plant and • First extrusion coating line in • Started manufacturing in • Expansion of coating in • Expansion of OLC Capacity expansion of Thin BOPET Thailand Decatur, USA Thailand (OLC & Silicone) in India film line capacity in Khatima, • Expanded Thin BOPET film • Thick BOPET film line along • Started holography in Turkey • Expansion of Blown film India line in Turkey with resin capacity & Blown capacity in Thailand film line in Thailand • PCL acquisition of 51% 2002 • Recycling plant in Thailand – 2021 stake in Polyplex DigiPrint • First Metallizer in Khatima, 2006/2007 EcoBlue • New BOPP film line Private Limited (PDPL); India • Acquisition of Spectrum • Second extrusion coating Indonesia [formerly known as Marketing for warehousing & line in Thailand • Expansion of Blown film line TechNova Printrite Products distribution of Polyplex in Thailand Private Limited (TPPPL)] 2003 products in USA • Batch resin in Turkey • Silicone coating capacity • First & second Thin BOPET • First silicone coating line in 2014 • New metallizer in India and in Turkey Khatima, India Indonesia film line in Thailand • Started offline coaters (OLC) • Added resin capacity in • Started holography in 2027 in Turkey & India Turkey Thailand • PET Film line in India • Two Metallizers in India 2004 2005 2018 2022 • Public listing of PTL • First Thin BOPET film line in • Started holography • Expansion of recycling unit in • Added resin capacity in Turkey operations in India Thailand Thailand • Expansion of Blown film line • Batch resin Thailand in Thailand • OLC-2 and Blown line in Turkey Pioneer in Sustainable Products and Processes in the Industry Strong Commitment Towards Sustainability Focused Innovative Solutions ◼ Spearheading post-consumer and post-industrial waste (PIW) recycling in the industry towards achieving the goal of circular economy ◼ Has taken various initiatives to recycle waste, save energy and use clean technology to assert environmental commitment 1 2 3 4 5 6 Ecoblue, a Optimized “chemical Investments in Increasing presence Developed Follows best subsidiary of recycling” process for renewable energy in high potential monomeric PET practices relating to Polyplex is a pioneer manufacturing Sarafil projects like Solar sustainability structures for the environment in mechanical rPET film with Post- power. Implemented related applications circularity; and health & safety recycling and is Consumer Recycled at Thailand, Turkey, (Solar PV, Lithium- Promotes use of bio- of its employees and amongst the leading (PCR) content up to Indonesia, Bazpur & Ion Batteries, based raw the community recycling 100% and increased Khatima. Additional Transfer Metallized materials and companies in the product applications in investments film/paper) renewableenergy region both packaging and approved for sources industrial end uses purchase of Solar Power in India Active Participation in Several Industry Groups Partnering with Leading Brands to Develop Sustainable Products Quarter under review Financial Performance – Snapshot India Rating & Research IND AA- with Stable Superior Value Creation Over the Years… (Q1 FY 26-27) (FY 25-26) $38mn $65mn $238mn $801mn Revenue# Normalized Revenue# Normalized EBITDA* EBITDA* 16% 8% 16% 3% Normalized Normalized EBITDA* ROCE1 EBITDA* ROCE1 Margin Margin …Driven by Strong, Sustainable Profitability Widening of the Operational Efficiencies Product Portfolio and Cost Optimization Increasing Share of Market Positioning D-PAC Sales * Normalized EBITDA: EBITDA excluding impact of unrealized FX gains/(losses) on long term loans; # Reported sales excluding other operating revenues; 1Normalized ROCE = Normalized EBIT [excluding impact of unrealized FX gains/(losses)] as % of Average Capital Employed; Capital Employed excludes Cash & Cash Equivalents Q1 FY 26-27 Performance Snapshot QoQ Growth YoY Growth (Q1 FY 26-27 v/s Q4 FY 25-26) (Q1 FY [Showing first 8,000 characters — download PDF for full document]