Slide 1: Cover letter to BSE and NSE: Investor Presentation
May 14, 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”) Ref
Slide 2: EPL Limited Q4FY26 Earnings Presentation
EPL LIMITED (Formerly known as Essel Propack Limited) Q4FY26 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: Key topics
Key topics Q4FY26 Highlights and Financial Performance Update on Key Initiatives Growth Drivers Sustainability: Product, Process, People Awards and Recognition Looking Ahead Appendix EPL Limited Q4FY26 Earnings Presentation 3
Slide 5: Strong Quarter with 17.6% Revenue Growth and 20.2% EBITDA Margin
Strong Quarter with 17.6% Revenue Growth and 20.2% EBITDA Margin; Robust full year performance with 13.0% revenue growth and 20.4% EBITDA Margin Q4FY26 Performance 1 Strong revenue growth of 17.6% with double digit growth across all regions. Solid B&C growth of 29.9%. 2 EBITDA margin stood at 20.2%
Slide 6: Q4FY26 Consolidated Financial Highlights
Q4FY26 Consolidated Financial Highlights (INR million) Revenue from Operations EBITDA and EBITDA Margins1 EBIT and EBIT Margins 13,005 12.4% 12.2% 20.3% 20.2% 11,054 17.6% 1,590 2,246 2,632 1,370 17.2% 16.1% Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q4FY25 Q4FY26 PAT and EPS * Net Debt and Net Debt/ LTM EBITDA RO
Slide 7: FY26 Consolidated Financial Highlights
FY26 Consolidated Financial Highlights (INR million) Revenue from Operations EBITDA and EBITDA Margins1 EBIT and EBIT Margins 47,631 19.9% 20.4% 11.8% 12.3% 42,133 13.0% 8,396 9,724 4,969 5,874 15.8% 18.2% FY25 FY26 FY25 FY26 FY25 FY26 PAT and EPS * Net Debt and Net Debt/ LTM EBITDA ROCE 11.38 13.03
Slide 8: Key Growth and Capital Efficiency KPIs
Key Growth and Capital Efficiency KPIs (INR million) FY25 FY26 Growth Revenue 42,133 47,631 13.0% Growth 8,396 9,724 EBITDA 15.8% EPS (INR) * 11.38 13.03 14.5% As of Mar 25 As of Mar 26 ROCE 18.0% 19.0% Capital Efficiency Net Debt 4,568 5,017 FY25 FY26 Capex 3,631 4,815 EPL Limited Q4FY26 Earnings P
Slide 9: Consolidated PAT walk
Consolidated PAT walk (INR million) Particulars Q4FY25 Q4FY26 Growth FY25 FY26 Growth PAT Excluding Exceptional Items 1,179 1,191 1.0% 3,626 4,171 15.0% On account of changes in Labour codes. -6 -59 Closure of a Manufacturing unit in China. -67 Indovida Merger related expenses -156 -156 Addi
Slide 10: 20%+ margin in last 7 quarters, ~500bps margin expansion over 16 quarters
20%+ margin in last 7 quarters, ~500bps margin expansion over the last 16 quarters EBITDA: 5,991Mn EBITDA: 7,143Mn EBITDA: 8,396Mn EBITDA: 9,724Mn Margin: 16.2% Margin: 18.2% Margin: 19.9% Margin: 20.4% 22.0% 2,632 2,516 2268 2,308 2,500 21.0% 2,062 2,246 2,167 1,909 1,921 20.9% 20.0% 1,834 20.5% 1,
Slide 11: Key topics
Key topics Q4FY26 Highlights and Financial Performance Update on Key Initiatives Growth Drivers Sustainability: Product, Process, People Awards and Recognition Looking Ahead Appendix EPL Limited Q4FY26 Earnings Presentation 10
Slide 12: Accelerating Growth Momentum
Accelerating Growth Momentum 1 B&C* Performance: Delivered 29.9% growth for the quarter and 29.3% growth for the year fueled by strong momentum across regions. With continued focus and execution discipline, we remain confident in sustaining double digit growth. 2 AMESA Strong B&C growth offsets so
Slide 13: Personal Care & Beyond at 53% of total revenue
Personal Care & Beyond at 53% of total revenue, Shift accelerating driven by strategic focus Personal Care and Beyond grew by 23%+ in FY26, led by momentum in Beauty & Cosmetics 440 bps 583 bps 53% 47% 48% 46% 46% 47% 45% 43% FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26 Personal Care & beyond* contribu
Slide 14: Personal Care & beyond category growth driver
Personal Care & beyond * category has grown at ~8% CAGR over the last 11 years and continues to be the major growth driver for EPL with 23.6% growth in FY26 Personal Care & beyond* Revenue (INR million) Growth 23.6% YoY 23,608 14,291 15,947 17,242 19,094 8,254 11,206 12,852 Sub categories FY15 F
Slide 15: 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 3.4% Y-o-Y 19,212 20,366 21,063 16,720 18,300 13,809 12,748 11,764 12,748 FY15 FY17 FY20 FY21 FY22 FY23 FY24 FY25 FY26 Customers Market Positioning 1. Market leader across key mar
Slide 16: Advancing New Business Growth through Innovative and Sustainable Offerings
Advancing New Business Growth through Innovative and Sustainable Offerings Sustainability Product Innovations Printing Innovations Applicators R-Platina Neo Seam Tube-in-Tube Lens effect 3D foil Differentiated Solutions EPL Limited Q4FY26 Earnings Presentation 15
Slide 17: 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 companies g
Slide 18: 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 UNs Sustainable Development Goals (SDGs) and
Slide 19: Key topics
Key topics Q4FY26 Highlights and Financial Performance Update on Key Initiatives Growth Drivers Sustainability: Product, Process, People Awards and Recognition Looking Ahead Appendix EPL Limited Q4FY26 Earnings Presentation 18
Slide 20: Award: 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. Only Indian Packaging company from India to achieve the same Reinforces the Companys vision to be the most sustainable packaging company in t
Slide 21: Awards: Great Place to Work in 7 countries
Awards: EPL is certified in 7 countries as Great Place to Work for FY 25-26 India Poland Egypt Philippines Columbia China Brazil EPL Limited Q4FY26 Earnings Presentation 20 20
Slide 22: Awards: Celebrating Excellence in People Practices
Awards: Celebrating Excellence in People Practices Honored to be named among Indias Top 25 Recognized as a Best Workplace in Greater China EPL honored under the Significant Achievement Best Workplaces in Manufacturing 2026 category at the 16th CII National HR Excellence Awards EPL Limited Q4FY26 Ea
Slide 23: Key topics
Key topics Q4FY26 Highlights and Financial Performance Update on Key Initiatives Growth Drivers Sustainability: Product, Process, People Awards and Recognition Looking Ahead Appendix EPL Limited Q4FY26 Earnings Presentation 22
Slide 24: Looking Ahead: Scale, Profitability and Capital Efficiency
Looking Ahead: Scale, Profitability and Capital Efficiency Targets & Initiatives Current B&C delivered 29%+ growth in FY26 ROCE in FY26 at 19.0% expanding by 96bps vs Brazil continues strong growth FY25 Status EPL Limited 23 23 Q4FY26 Earnings Presentation
Slide 25: Key topics
Key topics Q4FY26 Highlights and Financial Performance Update on Key Initiatives Growth Drivers Sustainability: Product, Process, People Awards and Recognition Looking Ahead Appendix EPL Limited Q4FY26 Earnings Presentation 24
Slide 26: Performance AMESA and EAP
Performance AMESA and EAP (INR million) AMESA India revenue growth for Q4FY26 Particulars Q4FY25 Q4FY26 % change FY25 FY26 % change of 11.5% and EBITDA Margin is at 16.9% (Q4FY25 at 18.7%). Revenue 3,551 3,921 10.4% 14,694 15,441 5.1% However, for the full year India EBITDA 676 683 1.0% 2,716 2,
Slide 27: Performance Americas and Europe
Performance Americas and Europe (INR million) Americas Particulars Q4FY25 Q4FY26 % change FY25 FY26 % change Revenue 3,044 3,778 24.1% 11,103 13,449 21.1% EBITDA 578 820 41.9% 2,014 2,762 37.1% EBITDA % 19.0% 21.7% 18.1% 20.5% EBIT 334 534 59.9% 1,055 1,698 60.9% EBIT % 11.0% 14.1% 9.5% 12.6% Euro
Slide 28: Middle East Crisis Drives Input Cost Inflation
Middle East Crisis Drives Input Cost Inflation; Ensuring Reliable Supply While Protecting Profitability Polymer INR/kg Aluminium Foil INR/kg 120 340 110 290 100 240 90 80 190 70 140 60 50 90 40 40 Q1FY24 Q2FY24 Q3FY24 Q4FY24 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY24 Q2FY24 Q3FY2
Slide 29: About EPL
About EPL (Formerly known as Essel Propack Limited) EPL Limited Q4FY26 Earnings Presentation 28 28
Slide 30: EPL: Company Overview
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 Annually UK* Represented Europe AMESA 23% of
Slide 31: EPL Caters to Marquee Customers Across Trillion Dollar Categories
EPL Caters to Marquee Customers Across Trillion Dollar Categories Tube revenue split (Q4 FY 26) Others, Pharma 4% , 9% Oral Care, 47% Beauty & Cosmetics, 40% Personal Care & beyond*, 53% EPL Limited * Personal Care and beyond includes Beauty & Cosmetics, Pharma etc Q4FY26 Earnings Presentation 3
Slide 32: Watch our Corporate Video
Watch our Corporate Video to Gain Valuable Insights into EPLs Evolution and Impact EPL Limited LinkedIn: https://www.linkedin.com/company/epl-limited 31 Q4FY26 Earnings Presentation Youtube: https://youtu.be/xao65I_xtak?si=N5EluuhcZhQucRK- 31
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 5,700+ people representing over 24+ different nationalities, EPL functions in 12 countries through 20 state of the art facilities, and is conti
Slide 34: EPL Limited Corporate Office
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