Polyplex Corporation Limited

rs,

, Mumbai- 400 051 The General Manager - Listing Department, BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai- 400 001 SYMBOL : POLYPLEX BSE Scrip Code : 524051 Dear Sir(s), Sub: R

3%

ility Fully Integrated Upstream and Downstream Capabilities Product Breakdown (FY25 Revenues) 3% 2% 4% 9% 14% 51% 17% 37 Years of Operation At the Forefront of Sustainability and Circula

2%

ty Fully Integrated Upstream and Downstream Capabilities Product Breakdown (FY25 Revenues) 3% 2% 4% 9% 14% 51% 17% 37 Years of Operation At the Forefront of Sustainability and Circular

4%

Fully Integrated Upstream and Downstream Capabilities Product Breakdown (FY25 Revenues) 3% 2% 4% 9% 14% 51% 17% 37 Years of Operation At the Forefront of Sustainability and Circular Econ

9%

y Integrated Upstream and Downstream Capabilities Product Breakdown (FY25 Revenues) 3% 2% 4% 9% 14% 51% 17% 37 Years of Operation At the Forefront of Sustainability and Circular Economy

14%

tegrated Upstream and Downstream Capabilities Product Breakdown (FY25 Revenues) 3% 2% 4% 9% 14% 51% 17% 37 Years of Operation At the Forefront of Sustainability and Circular Economy ~2,

51%

ted Upstream and Downstream Capabilities Product Breakdown (FY25 Revenues) 3% 2% 4% 9% 14% 51% 17% 37 Years of Operation At the Forefront of Sustainability and Circular Economy ~2,735 C

17%

Upstream and Downstream Capabilities Product Breakdown (FY25 Revenues) 3% 2% 4% 9% 14% 51% 17% 37 Years of Operation At the Forefront of Sustainability and Circular Economy ~2,735 Custom

21%

stomers to source locally Access to Global Customer Base… Geographic Business Mix (FY25 Revenue) 21% 16% 8% 24% 31% ~2,735 customers in ~86 countries across Europe, Asia (ex-India), India, the

16%

rs to source locally Access to Global Customer Base… Geographic Business Mix (FY25 Revenue) 21% 16% 8% 24% 31% ~2,735 customers in ~86 countries across Europe, Asia (ex-India), India, the Ameri

8%

source locally Access to Global Customer Base… Geographic Business Mix (FY25 Revenue) 21% 16% 8% 24% 31% ~2,735 customers in ~86 countries across Europe, Asia (ex-India), India, the Americas

24%

rce locally Access to Global Customer Base… Geographic Business Mix (FY25 Revenue) 21% 16% 8% 24% 31% ~2,735 customers in ~86 countries across Europe, Asia (ex-India), India, the Americas and R

“but sold exclusively in the U.S.), challenges may persist due to limited ability to pass on costs as excess capacities are available in the US - Manufacturing Business - Short to Medium term - Impact is negative due to uncertainty in the market resulting in tepid apparent demand Long term – As the U.S.”

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1

Note

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India BOPET Film Line

1

Other Projects

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40th Annual General Meeting Presentation. We are pleased to enclose herewith a copy of the presentation made at the 40th Annual General Meeting of the Company held on September 15, 2025. A Copy of www.polyplex.com. this presentation is also being posted on Company’s Website i.e. Thanking you, Yours faithfully, For Polyplex Corporation Limited Ashok Kumar Gurnani Company Secretary Encl: as above Email Id: akgurnani@polyplex.com Polyplex Corporation Limited CIN: L25209UR1984PLC011596 B-37, Sector-1, Noida-201301, Distt. Gautam Budh Nagar (U.P.) India Board: +91.120.2443716-19, Fax: +91.120.2443724 Website: www.polyplex.com Registered Office: Lohia Head Road, Khatima - 262308, Distt. Udham Singh Nagar, Uttarakhand, India Polyplex Corporation Limited 1 Polyplex at a Glance ◼ Integrated and diversified manufacturer of plastic film substrates including BOPET (thin & thick), BOPP, CPP and Blown PP / PE ◼ Wide offering of specialty, innovative and differentiated products across a variety of pa

Note

Polyplex CUF is calculated based on the extant capacity; Industry CUF as per CY, Polyplex CUF as per FY; Industry CUF is based on internal estimates 8 5 Polyplex Has Consistently Generated Superior and Stable Gross Margins Relative to the Industry VA Stability Polyplex’s strength as a diversified and specialty - focused business enables it to achieve steadier gross margins 1.30 1.10 0.90 0.80 0.74 0.84 0.85 0.95 0.92 g K / $ 0.70 0.50 46 0.30 0.10 0.23 49 0.29 50 0.21 (0.10) 75 0.51 69 0.43 61 0.39 0.65 69 7 1 - 6 1 1 Q 7 1 - 6 1 3 Q 8 1 - 7 1 1 Q 8 1 - 7 1 3 Q 9 1 - 8 1 1 Q 9 1 - 8 1 3 Q 0 2 - 9 1 1 Q 1.00 1.01 1.09 1.25 1.00 1.11 1.05 1.09 114 0.72 0.72 0.73 0.85 0.81 0.82 0.81 0.78 0.72 0.70 80 69 89 78 84 85 80 75 76 68 0.22 0.20 0.14 0.15 0.10 0.17 0.21 0.21 0.18 2 2 - 1 2 1 Q 2 2 - 1 2 3 Q 3 2 - 2 2 1 Q 3 2 - 2 2 3 Q 4 2 - 3 2 1 Q 4 2 - 3 2 3 Q 5 2 - 4 2 1 Q 5 2 - 4 2 2 Q 5 2 - 4 2 3 Q 5 2 - 4 2 4 Q 6 2 - 5 2 1 Q 0.76 0.76 63 0 2 - 9 1 3 Q 44 1 2 - 0 2 3 Q 30 1 2 - 0 2 1 Q l e r

India BOPET Film Line

Location Capital Cost (In USD million) Likely Start Up India India Overseas 57.6 11.7 14.7 84 H2 FY 26-27 Upto Q3 FY 26-27 Upto Q4 FY 25-26 — PET Film Demand expected to grow at 10%+, making it the fastest-growing market in the world — Cost Structure Optimization

Other Projects

— Expansion of product portfolio — Increasing the share of speciality films — Growing focus on industrial applications 12 Impact of US Reciprocal Tariffs Duty Structure – Plain PET Film Existing Major Countries of Export to USA Bahrain Brazil China India* Indonesia Mexico** Nigeria Pakistan Peru South Korea Taiwan Thailand Turkey Normal Duty 0.0% 4.2% 29.2% 4.2% 4.2% 0.0% 0.0% 4.2% 0.0% 0.0% 4.2% 4.2% 4.2% AD+CVD 0.0% 0.0% 31.2% - 76.2% 3.5% - 146.9% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0% - 4.48% 0.0% 0.0% New Reciprocal Duty# 10.0% 50.0% 30.0% 50.0% 19.0% 0.0% 15.0% 19.0% 10.0% 15.0% 20.0% 19.0% 15.0% Total 10.0% 54.2% 90.4% - 135.4% 57.7% - 201.1% 23.2% 0.0% 15.0% 23.2% 10.0% 15.0% 24.2% - 28.7% 23.2% 19.2% *AD/CVD duties are the lowest for Polyplex India ; ** Under USMCA; # Reciprocal Duty is applicable on all products Distribution Business (USD 139 Mn for FY 2024-25) - Short to Medium term - Margins are impacted - Long term - Impact is expected to be partly mitigated by: - Replacing dist