Submission of Transcripts for the Earnings Call Held on August 10, 2026

SEPL/SE/August/26-27 17th August 2026 The General Manager, The Manager, Corporate Relations/Listing Department Listing Compliances Department BSE Limited National Stock Exchange of India Limited Floor 25, P.J. Towers, Exchange Plaza, Plot No. C/1, G Block, Dalal Street, Bandra – Kurla Complex, Bandra (E), Mumbai – 400 001 Mumbai – 400 051 Scrip Code: 501423 Scrip Code: SHAILY Sub : Q1FY27 Earnings Call Transcript Ref : Regulation 30 of the SEBI Listing Regulations, 2015 Dear Sir, We refer to our previous letter dated 10th August 2026, wherein the Company updated the audio link of Earnings call held on 10th August 2026 to discuss the Operational & Financial Performance of the Company for the quarter ended on 30th June 2026. In context therein, kindly find attached herewith transcript of the referred Earnings call. A copy of the same is also available on the Company’s website at www.shaily.com at https://static.shaily.com/cmUVF3BhT3mFfVZJC9K8-sepl-q-1-f-y-27-e-arnings-conference-call- transcript-final-pdf Kindly take the same on record. Thanking You Yours truly, For Shaily Engineering Plastics Limited Harish Punwani Company Secretary & Compliance Officer M.No. A50950 ENCL: A/a “Shaily Engineering Plastics Limited Q1 FY27 Earnings Conference Call” August 10, 2026 E&OE - This transcript is edited for factual errors. In case of discrepancy, the audio recordings uploaded on the stock exchange on 10th August 2026 will prevail MANAGEMENT: Mr. Amit Sanghvi – Managing Director – Shaily Engineering Plastics Limited Mr. Sanjay Shah – Chief Strategy Officer –Shaily Engineering Plastics Limited Page 1 of 15 Shaily Engineering Plastics Limited August 10, 2026 Moderator: Ladies and gentlemen, good day, and welcome to the Q1 FY27 Earnings Conference Call of Shaily Engineering Plastics Limited. As a reminder, all participant lines will be in the listen- only mode, and there will be an opportunity for you to ask questions at the end of today's presentation. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. Before we begin, a brief disclaimer. This conference call may contain forward-looking statements about the company, which are based on beliefs, opinions and expectations of the company as of the date of this call. These statements are not the guarantees of future performance and may involve risks and uncertainties that are difficult to predict. I would now like to hand the conference over to Mr. Amit Sanghvi, Managing Director of Shaily Engineering Plastics Limited. Thank you, and over to you, sir. Amit Sanghvi: Thank you very much. Good afternoon, everyone, and thank you for joining Shaily Engineering Plastics earnings call for Q1 FY27. I'm joined today by Sanjay Shah, our Chief Strategy Officer, and SGA, our Investor Relations Adviser. I hope everyone has had the opportunity to review our financial results and investor presentation, which have been uploaded on the stock exchange as well as the company's website. The global operating environment remained challenging in the quarter with continued uncertainty arising from the geopolitical situation in West Asia and its wider impact on supply chain as well as commodity markets. This led to volatility in key raw material prices, particularly polymers alongside logistic disruptions, container availability constraints and elevated freight costs. Despite these external headwinds, we remain focused on execution. Through disciplined operational planning, supply chain management and calibrated pricing actions, including pass- through mechanisms wherever applicable, we were able to effectively mitigate much of the impact and ensure business continuity. Before I get into the highlights of the quarter, I'd like to take a minute to reflect on our healthcare journey and what we have achieved so far. Q1 has been exceptionally exciting with launches. So I thought I'd take a moment and reflect on it. When I look at where Shaily stands today, our position rests on 2 principles that we have not compromised on - quality and innovation. Our focus is consistently on delivering the best possible outcome for our customers and for the patients who depend on our devices. That standard has shaped every decision along a very difficult path, one we traveled for years with much of the market unconvinced that we could deliver. We took on risks that few in our industry would accept, stayed focused on the objective and treated our early failures as critical information, one that we learned from, corrected quickly and moved on. Combined with the deliberate effort to hire the best talent in the industry globally, this approach has produced measurable results for Shaily. 6 of our 8 device platforms are now fully commercial and sold across global markets, developed within 7 to 8 years. Over the same period, Page 2 of 15 Shaily Engineering Plastics Limited August 10, 2026 Shaily has delivered the world's first generic Semaglutide launches in multiple markets and also secured the first tentative U.S. FDA approval for generic Semaglutide. Building on this, I'm pleased to announce that we have appointed dedicated heads of business development for both Europe as well as North America, our 2 priority growth markets. Both are senior industry leaders and with them in place, we are in discussions and confident of securing a partnership with a major global pharmaceutical over the near term. The healthcare strategy is clear: continue to scale GLP-1 and insulin and simultaneously get into niche areas like emergency use devices, on-body injectors and more sustainable reusable devices as well as forge partnerships with global pharma to take the next leap in Shaily's healthcare growth story. Now coming to the quarter. As committed earlier, our additional 25 million pen capacity is expected to become operational by end of September, taking our total installed pen injector capacity to approximately 75 million pens per annum. Moving to our segment-wise performance and key business developments. Healthcare continued to deliver robust performance during Q1 FY27. Segment revenue grew 85% year-on-year to INR142 crores, contributing approximately 51% of consolidated revenue and becoming our largest business segment for the quarter. Growth continued to be led by our pen injector platform, including devices used for GLP-1 and other chronic therapies. During the quarter, we received orders for injector pen supplies following regulatory approvals secured for the sale of Semaglutide in Canada, Brazil by our pharmaceutical partners. In addition, we have also signed 2 new platform projects, further strengthening our long-term product pipeline. The Consumer segment reported revenue of INR116 crores during the quarter, accounting for around 41% of consolidated revenue. Performance reflected softer demand in home furnishings across Europe and United States, our largest export markets for the business. During this period, however, we continued to expand customer relationships and add new programs that strengthen our future revenue pipeline. In Q1 FY27, we secured a global project from an FMCG customer and also won new business in the LED lighting segment. The Industrial segment maintained its healthy growth trajectory with revenue increasing 25% year-on-year to INR23 crores. Growth was supported by new customer additions and increasing opportunities across engineering applications, including Consumer Electronics. During the quarter, we received business confirmations for new projects from both Appliance as well as Automotive customers. We also onboarded a new customers with orders covering 5 Consumer Electronic components. Going forward, we remain focused on building sustainable revenue streams in this segment, particularly through Consumer Electronics and Semiconductor Trays. As we look ahead to FY27, we aim to strengthen and ramp up our newly comm [Showing first 8,000 characters — download PDF for full document]