Polyram Plastic Industries Ltd. · TASE:POLP
Polyram Plastic Industries — Investor Presentation (August 2026)
33 slides from Polyram Plastic Industries's investor presentation, August 2026
Slide 1: Company Presentation
Company Pr esent at ion August 2026
Slide 2: Disclaimer
Disclaimer ▪ This presentation was prepared by Polyram Plastic Industries Ltd. (hereinafter: the "Company" and/or “Polyram”) as a general presentation about the Company and is not intended to replace the need to review Polyram’s full reports to the Securities Authority and the Tel Aviv Stock Exchang
Slide 3: Polyram – Overview
Polyram – Overview Three operating divisions: Polyram is a global • Bondyram Leader in Established in • Engineering developing, Plastics (EP) 1986 manufacturing and • Polytron marketing of advanced functional Financial Data (USD in millions) 1,500 products raw materials for Q2.2026 Q2.2025 Sophistic
Slide 4: Management
Management Solid, Loyal and Experienced Management Team FIMI Public 30.9% 42.6% Ishay Davidi Yuval Peleg | CEO Ram-On Chairman of the Board Founder and CEO of the FIMI Fund 34 years in the company CEO since 2015 26.5% Netanel Guez Dror Zur Idan Rephaeli Amit Koren Ziv Herling Eliyahu Katan Gabriela
Slide 5: CEO Highlights
CEO Highlights Accelerated investments in global production capacity, particularly in the U.S. and Thailand, together with the completion of the LAPO acquisition, are reflected in the Company's strong performance. Sales volume increased by 24%, driven by the Company's global expansion strategy, alon
Slide 6: Polyram Milestones
Polyram Milestones Established FIMI acquires UK Plant Germany Plant in Israel 65% of acquired acquired Polyram Polyram Polyram Polyram Polyram Polyram Polyram Polyram UK France U.S.A Italy India MCT Mexico EP 100% 100% From 100% 100% 100% 100% 100% division 2016 1986 2002 2004 2005 2008 2011 2012 20
Slide 7: Global Footprint
Global Footprint Bad Oeynhausen - Germany Bangkok - Thailand Lapo Compound - Morocco Lapo Compound - Italy Gloucestershire - UK Polyolefins & Elastomers compounds EP (Prime & Recycled) Bondyram EP (Prime & Recycled) EP (Prime & Recycled) (Prime & Recycled) 9 Production sites 13 Subsidiaries 9 Logist
Slide 8: Growth engines of Polyram
Growth engines of Polyram As a global company, we ensure business continuity and maximum operational efficiency through decentralized production of all product divisions across at least three strategic manufacturing sites on different continents. Accelerating global growth by entering Eastern Europe
Slide 9: Strong and Consistent Growth
Strong and Consistent Growth 350 329 300 281 272 271 268 250 190 200 150 166 146 137 136 100 113 50 74 - 2020 2021 2022 2023 2024 2025 Subsidiaries revenues in millions of USD Revenues in millions of USD 9 Confidential
Slide 10: Sales
Sales Turnover (in million USD) Quantities in Tons (K) 97 98 100 329 92 91 281 272 271 268 78 190 2020 2021 2022 2023 2024 2025 2020 2021 2022 2023 2024 2025 10 Confidential
Slide 11: Global Revenue Growth in M-USD Since 2020 Israel & Global
Global Revenue Growth in M-USD Since 2020 Israel & Global Transition point Israel Abroad 2010 19,377 40,181 83,848 116,609 190,200 267,680 267,680 100 250000 90 25% 219,366 80 45% 200000 190,200 70 57% 66% 68% 60 82% 150000 129,027 50 116,609 40 100000 83,848 75% 76,754 30 61,173 55% 47,685 48,314 5
Slide 12: Diversification and risk reduction
Diversification and risk reduction End Markets Product Lines Value Chain Water & Irrigation Polymer Automotive* Suppliers 15% 64% 40% EP Bondyram 20% 27% 40% Packaging Food Compounders 25% 9% Others: DIY Polytron Office supplies EP Robotics Electronics Recycled Producers Plastic of Final Constructio
Slide 13: Diversification and risk reduction
Diversification and risk reduction Geographic Diversification Customer Diversification As of 30.6.2026 83% Export As of 30.6.2026 15% 51% Europe 15% 19% 39% 51% 39% Top Next Next Next 5 15 20 960 25% 24% Israel 17% 21% North America Biggest customer < 5% of total revenue 4% 3% 7% 9% 20 of the Bigges
Slide 14: Lapo Compound
Lapo Compound EUR’M 2025 2024 2023 The company has manufacturing sites in Italy and (Audited) (Audited) (Audited) Morocco. It specializes in the automotive industry in Italy, Eastern Europe, and North Africa. specializing in Revenue 19.8 17.5 19.3 unique polypropylene compounding with advanced addit
Slide 15: Polyram USA
Polyram USA Polyram USA Expands: Plant Doubled, New Subsidiary formed in Mexico Polyram identifies the USA as a strategic target and a key growth driver for the coming years The U.S. facility operates under a "Made in USA" model, with local sourcing, manufacturing, and sales. This positions the Comp
Slide 16: Polyram Thailand
Polyram Thailand Polyram is establishing a production site in Thailand for Bondyram products, with an investment of approximately $6 million The plant began operations at the start of Q4 2025 and has already started supplying materials to customers Two production lines are up and running, with room
Slide 17: Product Lines
Product Lines Maximum production capacity~185,000 Tons During 2021–2025, the company invested in expanding production capacity and improving operational efficiency, in order to create an efficient supply chain and be closer to customers and raw material sources. In response to a surge in orders in t
Slide 18: Bondyram
Bondyram Bondyram Revenues Impact 2015-2025 (millions USD) Tie Layers Coupling Modifiers Agents CAGR 7% 88 Water Pharma, Food Nylon 6/66 Cable Industry PP Industry 42 Delivery and Cosmetics Packaging Infrastructure Packaging 2015 2025 Compounders Worldwide 16 Confidential
Slide 19: Tie Layers
Tie Layers Products and Applications Construction Chemicals Pharma and Food Packaging Packaging Cosmetics Packaging Tie Layer Main customers 19 Confidential
Slide 20: Growth Engines and Growth potential – Tie Layers
Growth Engines and Growth potential Tie Layers Establishing a dedicated plant in Thailand to serve Southeast Asian countries, including China and India. Strategically penetrating the cable sector with next-generation solutions replacing PVC cables Penetration into other industries such as the water
Slide 21: Coupling Agents and Impact Modifiers
Coupling Agents and Impact Modifiers Products and Applications ▪ Coupling Agents –solutions to couple between different polymers and glass-fibers Compounders Cables General plastic and (such as Polyram) wood products ▪ Impact Modifiers –provide compounds with special functionalities Main customers 2
Slide 22: Growth Engines and Growth potential
Growth Engines and Growth potential Coupling Agents and Impact Modifiers Establishment of a dedicated factory and production lines in Thailand to supports the East Asia Markets including China and India Assembly of a dedicated sales team, including 5 Sales representatives, to drive growth in the Nor
Slide 23: Engineering Plastics
Engineering Plastics ▪ Polyram develops tailor-made solutions and raw materials for plastic- Products and Applications Editorial credit: Teddy Leung / Shutterstock.com based applications ▪ We provide customers with special functional raw materials with unique Automotive Irrigation Other characterist
Slide 24: Polyram MCT
Polyram MCT Belongs to Engineering Plastics Product Line and includes 2 sectors: ▪ Polyolefins with minerals and glass fibers ▪ Thermoplastic rubber (elastomer) Polyram MCT is integral to Polyram's strategy for expanding in the European market, ensuring proximity to customers and establishing produc
Slide 25: Key Growth Engines
Key Growth Engines Launching production in the U.S. with two advanced lines at our Evansville plant. Geographic expansion – New geographical markets, fast-growing markets such as South-East Asia, and traditional markets such as Germany, North America, and more Execution of acquisitions and mergers s
Slide 26: Polytron
Polytron ▪ Polytron products mainly serve the Automotive Industry key features ▪ Mercedes, BMW, and Ford are among the company's key customers ▪ Each new car contains 4-6 kg of long-fiber products ▪ Unique qualities of Polytron based products allow the replacement of ▪ Polytron products serve additi
Slide 27: Key Growth Engines
Key Growth Engines Geographic expansion - further penetration to the US market leveraging our three production line capacity in our US Plant. Establishing a Mexican subsidiary for distributing Polytron products to the Mexican and US automotive industry. Maintaining the status of Polyram, as a leadin
Slide 28: Financial Statements
=Polyram Financial Statements
Slide 29: P&L M-USD
P&L M-USD *In addition to the MCT acquisition of 27M USD in 2022 and the 13M USD acquisition of LAPO in 2025 27
Slide 30: BS M-USD
BS M-USD 30.06.2026 30.06.2025 Inventory 101 99 Since 2021, the company has Current maturities of borrowings and current borrowings 97 82 distributed 67 Borrowings from banks 11 14 M-USD in dividends Net Equity 194 195 liabilities to EBITDA 2.01X 30.06.2026 30.06.2025 Current ratio Operating working
Slide 31: Debt development M-USD
Debt development M-USD Total dividend 120 distribution during the period- 107 USD 16.6M, 102 99 CAPEX amounting 97 100 USD 30M 91 89 85 85 80 81 76 80 73 74 70 65 65 59 55 Approx. 14M USD 60 for the acquisition of 5M USD - exercising Approx. 7M LAPO call option to USD invested in purchase 49% of Tha
Slide 32: Summary
SUMMARY Entering the recycling engineering Technological leadership, customer materials world, in the Israeli and UK loyalty and high quality products sites Industry and geographical distribution (a variety of industries such as: irrigation and water supply, packaging and food, vehicles and Dividend
Slide 33: Thank You
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