Slide 1: Stock exchange filing cover letter
November 11, 2025 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, C/1, Block G, Dalal Street, Mumbai - 400001 Bandra-Kurla Complex, Bandra (E), Mumbai - 400051 Scrip Code: 500135 Trading Symbol: EPL Sub. : Investor Presentation - EPL Limited (“Company”
Slide 2: EPL Limited Q2FY26 Earnings Presentation
EPL LIMITED Certified across (Formerly known as Essel Propack Limited) 7 countries Q2FY26 Earnings Presentation
Slide 3: Safe Harbour
Safe Harbour Certain statements in this presentation concerning our future growth prospects are forward-looking statements. The Company cautions that, by their nature, forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from those in such f
Slide 4: EPL Limited is now Ecovadis Platinum certified!
EPL Limited is now Ecovadis Platinum certified! Places us among the top 1% of over 150,000 companies assessed globally for sustainability performance. Only Indian Packaging company to be certified Globally Reinforces the Company’s vision to be the most sustainable packaging company in the world and
Slide 5: Key topics
Key topics • Q2FY26 Highlights and Financial Performance • Update on Key Initiatives • Growth Drivers • Sustainability: Product, Process, People • Awards and Recognition • Looking Ahead • Appendix EPL Limited Q2FY26 Earnings Presentation 4
Slide 6: Q2FY26: Strong quarter with 11.0% revenue, 16.1% EBITDA and 19.9% PAT Growth
Q2FY26: Strong quarter with 11.0% revenue, 16.1% EBITDA and 19.9% PAT Growth 1 Delivered strong revenue growth of 11.0% with Strong momentum in ‘Personal Care & beyond‘ with 19.4% growth powered by B&C growth of 26.3%. Personal Care and Beyond mix has increased to >50%. 2 EBITDA margin at 20.9%, an
Slide 7: Q2FY26 Consolidated Financial Highlights
Q2FY26 Consolidated Financial Highlights (INR million) Revenue from Operations EBITDA and EBITDA Margins EBIT and EBIT Margins 12,059 10,862 20.0%1 20.9% 12.1% 13.0% 11.0% 1,572 2,167 2,516 1,315 16.1% 19.5% Q2FY25 Q2FY26 Q2FY25 Q2FY26 Q2FY25 Q2FY26 PAT and EPS Net Debt and Net Debt/ LTM EBITDA ROCE
Slide 8: Key Growth and Capital Efficiency KPIs
Key Growth and Capital Efficiency KPIs (INR million) Q2FY25 Q2FY26 Growth Revenue 10,862 12,059 11.0% Growth 2,167 2,516 EBITDA 16.1% EPS (INR) 2.73 3.26 19.4% As of Sep 24 As of Sep 25 ROCE 16.5% 18.7% Capital Efficiency Net Debt 5,949 4,636 YTDFY25 YTDFY26 Capex 1,734 1,681 EPL Limited Q2FY26 Earn
Slide 9: 20%+ margin in last 5 quarters, 580bps margin expansion over 14 quarters
20%+ margin in last 5 quarters, 580bps margin expansion over the last 14 quarters EBITDA: 5,991Mn EBITDA: 7,143Mn EBITDA: 8,396Mn Margin: 16.2% Margin: 18.2% Margin: 19.9% 22.0% 2,516 2,500 21.0% 2,246 2268 2,167 2,062 20.0% 1,909 1,921 20.9% 1,834 20.5% 2,000 1,810 20.3% 19.0% 1,566 1,639 1,590 20.
Slide 10: Key topics
Key topics • Q2FY26 Highlights and Financial Performance Quarterly financial performance in the following slides is based on company performance including Brazil operations. • Update on Key Initiatives • Growth Drivers • Sustainability: Product, Process, People • Awards and Recognition • Looking Ahe
Slide 11: Accelerating Growth Momentum
Accelerating Growth Momentum 1 B&C* Performance: Delivered 26% growth this quarter driven by strong momentum across all regions. We are confident of continuing robust growth given our strategic focus and the large category headroom. 2 AMESA: Marginal revenue decline of 0.7% partly due to GST led inv
Slide 12: 'Personal Care & beyond' category contribution stood at 53% in YTDFY26
‘Personal Care & beyond’* category contribution stood at 53% in YTDFY26 ‘Personal Care & beyond’* contribution to Tube Revenue 53% 47% 48% 46% 46% 47% 45% 43% 41% FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 YTDFY26 ‘Personal Care & beyond’* revenue growth higher than Oral Care EPL Limited * ‘Personal Ca
Slide 13: 'Personal Care & beyond' continues to be the major growth driver for EPL
‘Personal Care & beyond’ continues to be the major growth driver for EPL with 23.4% growth in YTDFY26 ‘Personal Care & beyond’* Revenue (INR million) Growth 23.4% YoY 15,947 17,242 11,472 11,206 12,852 14,291 19,094 8,254 Sub categories FY15 FY20 FY21 FY22 FY23 FY24 FY25 YTDFY26 Face Care Hair Care
Slide 14: Established Global Leadership in Oral Care
Established Global Leadership in Oral Care with revenue growth at a CAGR of~ 4.0% Oral Care Revenue (INR million) Growth 0.3% Y-o-Y • Recovery of oral with Q2 19,212 20,366 12,748 16,720 18,300 growth 3.1% where as in Q1 11,764 12,748 13,809 10,285 it was -2.7% . FY15 FY17 FY20 FY21 FY22 FY23 FY24 F
Slide 15: Sustained momentum on new business wins through innovation and sustainable offerings
Sustained momentum on new business wins through innovation and sustainable offerings New Capabilities Conversions Innovations New Categories Bottle to Tube Alu to Co ex Precise Dosage Tube in Tube Anti Itch Tube Spring mask 60 Dia Tubes Honey Acrylic Control Tube EPL Limited Q2FY26 Earnings Presenta
Slide 16: Sustainability: Scaling Up Recyclable Volumes
Sustainability: Scaling Up Recyclable Volumes with continuous improvement Product Sustainability Process Sustainability Platina set as a benchmark for sustainable solutions, EPL has been awarded the EcoVadis Platinum Rating, placing us among certified through APR and CIPET. the top 1% of compani
Slide 17: People Sustainability: Embracing Corporate Social Responsibility
People Sustainability: Embracing Corporate Social Responsibility Our CSR vision is in alignment with the overall EPL ambition of becoming the most sustainable packaging company in the world. All CSR programs are a step further towards achieving 7 select UN’s Sustainable Development Goals (SDGs) and
Slide 18: Key topics
Key topics • Q2FY26 Highlights and Financial Performance Quarterly financial performance in the following slides is based on company performance including Brazil operations. • Update on Key Initiatives • Growth Drivers • Sustainability: Product, Process, People • Awards and Recognition • Looking Ahe
Slide 19: Awards: EPL certified in 7 countries as Great Place to Work
Awards: EPL continues to be certified in 7 countries as “Great Place to Work” for FY 25-26 India Poland Egypt Philippines Columbia China Brazil EPL Limited Q4FY25 Earnings Presentation 18 18
Slide 20: Key topics
Key topics • Q2FY26 Highlights and Financial Performance Quarterly financial performance in the following slides is based on company performance including Brazil operations. • Update on Key Initiatives • Growth Drivers • Sustainability: Product, Process, People • Awards and Recognition • Looking Ahe
Slide 21: Looking Ahead: Scale, Profitability and Capital Efficiency
Looking Ahead: Scale, Profitability and Capital Efficiency EPL Limited 20 20 Q2FY26 Earnings Presentation
Slide 22: Key topics
Key topics • Q2FY26 Highlights and Financial Performance Quarterly financial performance in the following slides is based on company performance including Brazil operations. • Update on Key Initiatives • Growth Drivers • Sustainability: Product, Process, People • Awards and Recognition • Looking Ahe
Slide 23: Q2FY26 Performance – AMESA and EAP
Q2FY26 Performance – AMESA and EAP (INR million) AMESA Particulars Q2FY25 Q2FY26 % change Revenue 3,931 3,904 -0.7% EBITDA 714 753 5.5% EBITDA % 18.2% 19.3% EBIT 440 447 1.6% EBIT % 11.2% 11.4% EAP Particulars Q2FY25 Q2FY26 % change Revenue 2,667 2,951 10.6% EBITDA 580 662 14.1% EBITDA % 21.7% 22.4%
Slide 24: Q2FY26 Performance – Americas and Europe
Q2FY26 Performance – Americas and Europe (INR million) Americas Particulars Q2FY25 Q2FY26 % change Revenue 2,757 3,512 27.4% EBITDA 496 733 47.8% EBITDA % 18.0% 20.9% EBIT 260 471 81.2% EBIT % 9.4% 13.4% Europe Particulars Q2FY25 Q2FY26 % change Revenue 2,617 2,690 2.8% Europe recorded 2.8% revenue
Slide 25: Polymer prices comparatively stable in last 4 quarters
Polymer prices comparatively stable in last 4 quarters, aluminum foil witnesses a marginal change Polymer INR/kg Aluminium Foil INR/kg 160 290 140 240 120 190 100 140 80 60 90 40 40 Source – ICIS M LLDPE and HDPE Index Source – LME and SHFE Index LLDPE HDPE CBIC Exchange rate LME SHFE CBIC Exchange
Slide 26: About EPL
About EPL (Formerly known as Essel Propack Limited) EPL Limited Q2FY26 Earnings Presentation 25 25
Slide 27: EPL: Company Overview
EPL: Company Overview Oral Beauty & Cosmetics Pharma Home Industrial 11 5 Countries with Categories Served* 20 operational presence 3500+ State of the Art Employees Manufacturing Facilities Globally Germany 9bn+ USA Poland 24 Tubes Supplied Nationalities Annually UK* Represented Europe AMESA 23% of
Slide 28: EPL Caters to Marquee Customers Across Trillion Dollar Categories
EPL Caters to Marquee Customers Across Trillion Dollar Categories Tube revenue split (Q2 FY 26) Others, Pharma 4% , 9% Oral Care, Beauty & 48% Cosmetics, 39% ‘Personal Care & beyond’*, 52% Indoco Remedies Ltd. https://www.encubeethicals.com/images/logo.png EPL Limited * ‘Personal Care and beyond’ in
Slide 29: Watch our Corporate Video
Watch our Corporate Video to Gain Valuable Insights into EPL’s Evolution and Impact EPL Limited LinkedIn: https://www.linkedin.com/company/epl-limited 28 Q2FY26 Earnings Presentation 28 Youtube: https://youtu.be/xao65I_xtak?si=N5EluuhcZhQucRK-
Slide 30: About EPL
About EPL EPL is the largest global specialty packaging company, manufacturing laminated plastic tubes catering to the FMCG and Pharma space. Employing over 5,700+ people representing over 24+ different nationalities, EPL functions in ten countries through 20 state of the art facilities, and is cont
Slide 31: Thank You
Thank You Corporate Office EPL LIMITED @Epl_limited Top Floor, Times Tower, Kamala City, Senapati Bapat Marg, Lower Parel, epl-limited Mumbai – 400 013, Maharashtra, India. Telephone: 022 24819000 epl_limited Website: https://www.eplglobal.com CIN:L7495MH1982PLC028947 30