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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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
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