EPACK Durable Limited has informed the Exchange about the Transcript of Investors'' conference call on the Standalone and Consolidated Unaudited Financial Results for the Quarter ended June 30, 2026.

EPACK DURABLE LIMITED Regd. Off.: 61-B, Udyog Vihar, Surajpur, Kasna Road, Greater Noida, Gautam Buddha Nagar -201306, U.P. Corp. Off.: 7th Floor, Riana Aureus, Plot No. 51-52, Sector-136, Noida, Gautam Buddha Nagar-201304, U.P. CIN: L74999UP2019PLC116048, Ph. No.: +91- 9217307031, Email ID: info_ed@epack.in, Website: www.epackdurable.com August 18, 2026 Listing Department Listing Department BSE Limited (“BSE”) National Stock Exchange of India Limited (“NSE”) Department of Corporate Services Exchange Plaza, C-1, Block G Phiroze Jeejeebhoy Towers Bandra Kurla Complex Dalal Street, Mumbai – 400 001 Bandra (E), Mumbai – 400 051 Scrip Code: 544095 Symbol: EPACK ISIN: INE0G5901015 ISIN: INE0G5901015 Sub: Transcript of the Investors’ conference call on the Standalone and Consolidated Unaudited Financial Results for the Quarter ended June 30, 2026. Dear Sir/Ma’am, Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, read with Para A of Part A of Schedule III thereto, please find enclosed herewith the transcript of the Investors’ conference call held on August 12, 2026 w.r.t Standalone and Consolidated Unaudited Financial Results of the Company for the Quarter ended June 30,2026. A copy of same shall also be posted on the website of the Company at www.epackdurable.com. We request you to kindly take this on your record and oblige. Thanking You For EPACK Durable Limited Esha Gupta Company Secretary and Compliance Officer Encl. as above W Add. 1 : C - 5, 6 & 7, UPSIDC Industrial Area, Selaqui, Dehradun, Uttarkhand-248011 o Add. 2 : Plot No. A1-A2, D6-D7-D8, Elcina Electronics Manufacturing Cluster, Industrial Area, Salarpur, Bhiwadi, r Alwar, Rajasthan-301019 k Add. 3 : Electronic Manufacturing Cluster, EMC Road, 850, EMC-1st Avenue, Sri City, Cherivi, Sathyavedu Mandal, s Sri City, Chittoor, Andhra Pradesh-517646 “EPACK Durable Limited Q1 FY27 Earnings Conference Call” August 12, 2026 MANAGEMENT: MR. AJAY DD SINGHANIA – MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER – EPACK DURABLE LIMITED MR. RAJESH KUMAR MITTAL – CHIEF FINANCIAL OFFICER – EPACK DURABLE LIMITED MODERATOR: MR. MANAN GOYAL – ICICI SECURITIES LIMITED Page 1 of 19 EPACK Durable Limited August 12, 2026 Moderator: Ladies and gentlemen, good day, and welcome to the EPACK Durable Limited Q1 FY27 Earnings Conference Call hosted by ICICI Securities 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 after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Manan Goyal from ICICI Securities Limited. Thank you and over to you, sir. Manan Goyal: Thank you. Good morning to all. On behalf of ICICI Securities, we welcome you all to Q1 and FY27 Results Conference Call of EPACK Durable Limited. Today, we have with us senior management represented by Mr. Ajay DD Singhania, Managing Director and CEO; and Mr. Rajesh Kumar Mittal, CFO. Now I hand over the call to the management for their initial comments on the quarterly performance. Then we will open the floor for Q&A session. Thank you, and over to you, Mr. Rajesh sir. Rajesh Kumar Mittal: Thank you, Manan. Good morning, everyone. Welcome to our Earnings Conference Call for the first quarter of financial year 2027. I would like to thank ICICI Securities for arranging today's earnings call. The key financial highlights for the quarter 1 of financial year '27 are as follows. For the first quarter under review, revenue from operations stood at IN R886 crores, which grew by around 34% on a year-on-year basis. During the current quarter, the company has not accrued any PLI income. However, the company had accrued the PLI income of INR13.31 crores during the first quarter of financial year 2026. The EBITDA for the quarter was INR55 crores, increased by around 0.70% on a year-on-year basis. The EBITDA margin reported at 6.21% as against 8.24%. The net profit was INR11.8 crores. An important comparability on PLI income. Before going further, I would like to flag 1 item that affects how should we read the margin comparison. The company has not accrued any PLI income in the current quarter of financial year '27, whereas we had accrued around INR13.3 crores of PLI income for the previous quarter on a year-on-year basis. This margin was in the quarter revenue and because it carries no associated cost flowed almost entirely into EBITDA. If you strip that INR13.3 crores out of both the revenue and EBITDA base for financial year 2026, last year, underlying EBITDA margin was closer to 6.4% and not 8.24%. On a like-to- like basis, our year-on-year margin improvement this quarter is closer to 15 basis points and not 203. Now I would request our Managing Director and CEO, Mr. Ajay DD Singhania, to brief you on the operational highlights. Over to you, sir. Ajay DD Singhania: Thank you, Rajeshji. Good morning, everyone. EPACK Durable continues to strengthen its position as a leading living appliances original design manufacturer. While room air conditioners Page 2 of 19 EPACK Durable Limited August 12, 2026 remain an important part of our portfolio, we are steadily expanding into higher growth, better margin categories as part of our long-term diversification strategy. Over the last few quarters, we have made significant progress scaling our small domestic appliances and large domestic appliances as well as component businesses, which are seeing encouraging customer traction and growing order pipeline. This is gradually delivering a more balanced revenue mix and reducing our dependence on limited set of customers for finished product. Our focus remains on broadening the customer base, deepening relationships with existing customers, scaling new product categories, improving resilience, supporting margin stability, lowering customer risk and building a stronger foundation for sustainable profitable growth. As results are already shared by Rajeshji, I'm pleased to report a strong start to FY27 with company delivering its highest ever quarterly revenue of INR886 crores with a growth of almost 34% year-on-year. This reflects healthy momentum across the portfolio. Our core RAC business continued to grow strongly, while small and large domestic appliances as well as components scaled up encouraging pace, led by air fryers and washing machines. The growth was broad-based and reflects continued benefit of our diversification strategy. We now serve more than 72 customers across 19 product categories, thereby sharply reducing our customer concentration and materially derisking our revenue base even as absolute revenue from these customers has grown significantly. We have added 3 new product categories in this quarter alone, while 4 new categories are in pipeline for later in the year. On branded side, our partnership with Hisense continues to build well. Through the season of up to June, which is Jan to June, we produced close to 60,000 air conditioners under this partnership. It contributed approximately INR65 crores of revenue in just quarter 1 of this financial year. While the quarter saw some pressure on margins and prevailing commodity and currency conditions, our focus remains on sustaining growth momentum by improving operating efficiencies and strengthening profitability as we scale. Our read on quarter is straightforward. We are winning share, scaling the top line strongly and near-term profitability is being held back by the investment cycle and increase in input costs rather than by weakening in demand or competitiveness. The path ahead is to convert this scale into operating leverage. Our priorities are threefold. First, scale the growth engines, sustain RAC margins while ramping washing machine and LDA capacities, which remain our fastest-growi [Showing first 8,000 characters — download PDF for full document]