Epl Limited · NSE:EPL
Epl — Q2 FY2027 Earnings Presentation
34 slides from Epl's earnings presentation, Nov 4, 2026
Slide 1: Exchange filing cover letter for Investor Presentation
November 4, 2026 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 Q2FY27 Earnings Presentation
® •epl LEAOl m PACK •c,CJ'~ ' t EPL LIMITED Q2FY27 Earnings Presentation ~ PLATINUM ecovadis Sustainability Rating AUG 2025
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: Key topics
Key topics • Q2FY27 Highlights and Financial Performance • Update on Key Initiatives • Growth Drivers • Sustainability: Product, Process, People • Awards and Recognition • Looking Ahead • Appendix EPL Limited Q2FY27 Earnings Presentation 3
Slide 5: Q2FY27: Strong Quarter with 30.0% Revenue Growth and 17.6% EBITDA growth
Q2FY27: Strong Quarter with 30.0% Revenue Growth and 17.6% EBITDA growth • 1 Delivered strong revenue growth of 30.0%, driven by broad based momentum across categories and regions. Excluding commodity pass-through pricing, underlying revenue growth stood at 20.3%, reflecting strong acceleration in c
Slide 6: Our Investments are reflecting in growth acceleration
® ep Our Investments are reflecting in growth acceleration Stepped Up Investments… ..resulting in double digit revenue growth over last 6 quarters • 1 Ahead of the curve CAPEX investment in new technologies/capabilities 17000 16000 15000 Underlying Growth 20.0% 13,879 20.3% 15,674 30.0% 35% 30% 25%
Slide 7: Q2FY27 Consolidated Financial Highlights
Q2FY27 Consolidated Financial Highlights (INR million) Revenue from Operations EBITDA and EBITDA Margins1 EBIT and EBIT Margins 15,674 13.0% 11.6% 20.9% 18.9% 12,059 2,516 2,960 1,826 1,572 30.0% 17.6% 16.2% - l Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 PAT and EPS Net Debt and Net Debt/ LTM EBITDA
Slide 8: Key Growth and Capital Efficiency KPIs
Key Growth and Capital Efficiency KPIs (INR million) Q2FY26 Q2FY27 Growth Revenue 12,059 15,674 30.0% Growth EBITDA 2,516 2,960 c:> 17.6% EPS (INR) 3.26 3.44 c:> 5.4% As of Sep’25 As of Sep’26 ROCE 18.7% 18.2% Capital Efficiency Net Debt 4,636 6,562 YTDFY26 YTDFY27 Capex 1,681 3,150 EPL Limited Q2FY
Slide 9: Consistent Mid-teens EBITDA growth; Underlying Margin at 20.4%
Consistent Mid-teens EBITDA growth; Underlying Margin at 20.4% I EBITDA: 5,572Mn EBITDA: 9,724Mn t--------•• I I Margin: 18.9% Margin: 20.4% I (Underlying Margin 20.0%) 22.0% 8,396 I I 8,500 20.9% 20.5% 20.2% I 7,143 20.4% Underlying 21.0% 20.1% ---- -- -- I 7,500 19.9% 20.0% 19.6% EBITDA Margin 5,9
Slide 10: Key topics
Key topics • Q2FY27 Highlights and Financial Performance • Update on Key Initiatives • Growth Drivers • Sustainability: Product, Process, People • Awards and Recognition • Looking Ahead • Appendix EPL Limited Q2FY27 Earnings Presentation 9
Slide 11: Accelerating Growth Momentum
Accelerating Growth Momentum • 1 B&C* continued strong performance with robust 42.9% growth fueled by strong momentum across regions. With continued investments, management focus and execution discipline, we remain confident in sustaining growth momentum. • 2 AMESA: Delivered strong revenue growth o
Slide 12: Personal Care & Beyond at 55% of total revenue
Personal Care & Beyond at 55% of total revenue, Shift accelerating driven by strategic focus 1233 bps 55% 53% 47% 48% 46% 46% 47% 45% 43% FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26 YTDFY27 ‘Personal Care & beyond’* contribution to Tube Revenue EPL Limited Q2FY27 Earnings Presentation 11 * ‘Personal C
Slide 13: Personal Care & beyond category has grown at ~9% CAGR
‘Personal Care & beyond’ * category has grown at ~9% CAGR over the last 12 years and continues to be the major growth driver for EPL with 32.4% growth in YTDFY27 ‘Personal Care & beyond’* Revenue (INR million) Growth 32.4% YoY 23,608 15,184 14,291 15,947 17,242 19,094 8,254 11,206 12,852 Sub categor
Slide 14: Established Global Leadership in Oral Care
Established Global Leadership in Oral Care with revenue growth at a CAGR of ~5.0% Oral Care Revenue (INR million) "'5.0%CAGR Growth 21.4% Y-o-Y 19,212 20,366 21,063 16,720 18,300 13,809 12,748 11,764 12,748 12,487 FY15 FY17 FY20 FY21 FY22 FY23 FY24 FY25 FY26 YTDFY27 Customers Market Positioning ~o ~
Slide 15: Advancing New Business Growth through Innovative and Sustainable Offerings
Advancing New Business Growth through Innovative and Sustainable Offerings rfj EPL developed a smart dual - chamber packaging solution with a 180° ROTATING CAP for Lingqingxuan, an emerging cosmetics brand in China. www.eplglobaLcom 14
Slide 16: Sustainability: Scaling Up Recyclable Volumes
Sustainability: Scaling Up Recyclable Volumes with continuous improvement Product Sustainability I 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. I the top 1% of com
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 • Q2FY27 Highlights and Financial Performance • Update on Key Initiatives • Growth Drivers • Sustainability: Product, Process, People • Awards and Recognition • Looking Ahead • Appendix EPL Limited Q2FY27 Earnings Presentation 17
Slide 19: EPL Limited is now Ecovadis Platinum certified
Award: EPL Limited is now Ecovadis Platinum certified! ~ Places us among the top 1% of over 150,000 companies assessed globally for sustainability performance. PLATINUM Only Indian Packaging company from India to achieve the same ecovadis Sustainability Rating Reinforces the Company’s vision to be t
Slide 20: EPL certified as Great Place to Work in multiple countries
Awards: EPL is certified in 7 countries as “Great Place to Work” for FY 26-27 INDIA EGYPT PHILIPPINES MEXICO COLOMBIA CHINA BRAZIL Great Great Great Great Great Great Great Place Place Place Place Place Place Place To To To To To To To Work® Work® Work® Work® Work® Work™ Work® Certified Certified Ce
Slide 21: Awards: Celebrating Excellence across the board
® I 1 LEADING THE PA~ , (tt0(~' ,81,1~1Ctft Awards: Celebrating Excellence across the board EPL Limited Multiple Awards for Innovation at IFCA Star Recognised at the Print Week 2026 Q2FY27 Earnings Presentation 20 awards 2026 20
Slide 22: Key topics
Key topics • Q2FY27 Highlights and Financial Performance • Update on Key Initiatives • Growth Drivers • Sustainability: Product, Process, People • Awards and Recognition • Looking Ahead • Appendix EPL Limited Q2FY27 Earnings Presentation 21
Slide 23: Looking Ahead: Scale, Profitability and Capital Efficiency
Looking Ahead: Scale, Profitability and Capital Efficiency • Aggressive B&C Play • Consistent margin improvement Targets & • Brazil scale up • Robust Capital Deployment model Initiatives • Geographical Expansion with Thailand • Operational Efficiencies in NWC and asset utilization • M&A Driven by Su
Slide 24: Merger with Indovida: Progress Update
Merger with Indovida : Progress Update Transaction In Mar’26, the Company announced merger of EPL and Indovida to create a consumer packaging leader for Announcement emerging markets (the “Merger”), through a Scheme of Amalgamation (by way of merger by absorption) (“Scheme”) CCI Approval EPL Rec
Slide 25: Key topics
Key topics • Q2FY27 Highlights and Financial Performance • Update on Key Initiatives • Growth Drivers • Sustainability: Product, Process, People • Awards and Recognition • Looking Ahead • Appendix EPL Limited Q2FY27 Earnings Presentation 24
Slide 26: Q2FY27 Performance – AMESA and EAP
Q2FY27 Performance – AMESA and EAP (INR million) AMESA Particulars Q2FY26 Q2FY27 % change India revenue grew by 30.5% on back of Revenue 3,904 4,997 28.0% strong Oral demand, wallet share gains and EBITDA 753 933 23.9% continued B&C performance. EBITDA stood at 18.5% with 28.1% growth. EBITDA % 19.3
Slide 27: Q2FY27 Performance – Americas and Europe
Q2FY27 Performance – Americas and Europe (INR million) Americas Particulars Q2FY26 Q2FY27 % change Revenue 3,512 4,400 25.3% EBITDA 733 857 16.9% EBITDA % 20.9% 19.5% EBIT 471 535 13.6% EBIT % 13.4% 12.2% Europe • Revenue growth continues to be supported by robust demand and a Particulars Q2FY26 Q2F
Slide 28: About EPL
About EPL (Formerly known as Essel Propack Limited) EPL Limited Q2FY27 Earnings Presentation 27 27
Slide 29: Middle East Crisis driving input cost inflation
Middle East Crisis driving input cost inflation; Ensuring supply security while protecting profitability Polymer INR/kg Source: ICIS M LLDPE & HDPE Index; CBIC exchange rate Aluminium Foil INR/kg 300 400 250 350 200 300 250 150 200 100 I I I I I I I 150 50 100 50 0 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26
Slide 30: EPL: Company Overview
® I LEADING THE PA~ jt(tf(1(~.1 ,81,,1~1" EPL: Company Overview Oral Beauty & Cosmetics Pharma Home Industrial 11 5 Countries with Categories Served* 21 operational presence 6000+ State of the Art Employees Manufacturing Facilities Globally Germany 9bn+ USA Poland 23+ Tubes Supplied Nationalities An
Slide 31: EPL Caters to Marquee Customers Across Trillion Dollar Categories
EPL Caters to Marquee Customers Across Trillion Dollar Categories Tube revenue split (Q2 FY 27) Others, Pharma 5% , 8% Oral Care, 44% Beauty & Cosmetics, 43% ‘Personal Care & beyond’*, 56% -------------------------------------------------------------------------- tffi❖ki& HAL::ON ~OREAL AVON 1-~ HEA
Slide 32: 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 31 Q2FY27 Earnings Presentation 31 Youtube: https://youtu.be/xao65I_xtak?si=N5EluuhcZhQucRK-
Slide 33: 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 6000+ people representing over 23+ different nationalities, EPL functions in 11 countries through 21 state of the art facilities, and is contin
Slide 34: 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 33