Slide 1: Exchange intimation: Presentation on New Line of Business
August 11, 2026 The Bombay Stock Exchange Ltd The National Stock Exchange of India Ltd Phiroze Jeejeebhoy Towers, Exchange Plaza, Plot No. C/1, G Block Dalal Street, Bandra Kurla Complex, Mumbai 400 001 Bandra East, Mumbai 400 051 Security Code:-523301 Trading Symbol:- TCPLPACK Dear Sir(s), Re:- Pre
Slide 2: Strategic Foray into Advanced Chemistry Cell Battery Materials
Strategic Foray into Advanced Chemistry Cell Battery Materials Announcing Entry into Lithium-ion Battery Separator Film Manufacturing August 11, 2026
Slide 3: Battery Materials Venture At a Glance
Battery Materials Venture At a Glance Venture Strategic Fit Investment Timeline Manufacture of Builds on the Proposed Project lithium-ion battery Group’s capabilities investment of ₹125 implementation during separator films, in specialised films, crore 2026 and 2027 enabling polymer processing, part
Slide 4: Battery Demand Outlook: Global & India
Battery Demand Outlook: Global & India Strong Growth Trajectory Across Segments Total Demand (GWh) Passenger EVs Demand (GWh) Stationary Storage (GWh) 5881 3,421 955 GLOBALLY 30x 23x 81x Increase Increase Increase Total demand predicted to move from 197 GWh in 2020 to 5881 GWh by 2035, marking a 150
Slide 5: Domestic Cell Manufacturing to Drive Separator Film Demand
Domestic Cell Manufacturing to Drive Separator Film Demand Localising Lithium-ion Battery Supply Chains Domestic Supply Context Policy Support Accelerating Domestic Battery Manufacturing India's ACC Cell Manufacturing Capacity (GWh)* ACC Battery PLI Scheme 1094 ₹18,100 crore 50 GWh 40 GWh Incentive
Slide 6: Battery Separator Films: A Critical Component
Battery Separator Films: A Critical Component Li-ion Battery Cell Architecture: Electrode Stack Supports energy density • Li-ion batteries comprise four principal components: cathode, Enables fast charging anode, electrolyte and separator. • The separator is a Improves cycle life porous insulating f
Slide 7: Battery Separator Films: Key Functions
Battery Separator Films: Key Functions Enabling safe and efficient battery operation through essential functions KEY FUNCTIONS PREVENTS THERMAL PHYSICAL ALLOWS LI+ IONS FLOW SHUT DOWN CONTACT Prevents short circuit by Enables the passage of lithium keeping anode and Closes pores at high cathode ions
Slide 8: Battery Separator Films: Value Chain
Battery Separator Films: Value Chain TCPL Group will adopt the wet manufacturing process for lithium-ion battery separators Phase II Phase I Backward integration into Coating & Conversion Specialized Film Manufacturing (using Sourced Film) 1 2 3 4 5 6 7 8 PE Granules & Blending & Film Pore Base Sepa
Slide 9: Leveraging Established Capabilities to Enter Separator Films
Leveraging Established Capabilities to Enter Separator Films TCPL Group’s Core Capabilities Separator Film Requirements Specialised Film Processing Precision-engineered material processing Advanced Polymer Handling Material science and process expertise Precision Manufacturing at Scale Consistent qu
Slide 10: Proposed Project Configuration and Execution Roadmap
Proposed Project Configuration and Execution Roadmap ₹ 125 Cr Proposed 6-8 GWh 70 million m² Investment to be Subsidiary Lithium-ion battery Installed funded through a Corporate Structure cell production that separator film mix of internal can be supported capacity accruals and debt 2026 2027 Early
Slide 11: Strategic Rationale and Long-Term Opportunity
Strategic Rationale and Long-Term Opportunity High-Growth Supply-Chain Scalable Manufacturing Long-Term Growth Opportunity Localisation Platform Platform Positions TCPL Group Enables participation in Combines TCPL Provides an in the expanding the localisation of Group’s in-house opportunity to build
Slide 12: About Us
About Us TCPL Packaging Limited (TCPL) (BSE: 523301, NSE: TCPLPACK), is one of India’s leading producers of sustainable packaging solutions for customers across industries. The Company partners with customers to provide paperboard- based packaging solutions including folding cartons, printed blanks
Slide 13: Thank You
Thank You TCPL Packaging Limited (BSE: 523301 | NSE: TCPLPACK)