EPL LIMITED — Investor Presentation 2022

Jun 28, 2022

28 June 2022

Corporate Service Department	The Listing Department
BSE Limited	National Stock Exchange of India Ltd
25 th Floor, Phiroze Jeejeebhoy Towers, Dalal Exchange Plaza, Plot no. C/1, G Block,
Street, Mumbai 400001	Bandra-Kurla Complex, Bandra (E) Mumbai
	400051
Serip: Equity 500135. NCDs 960310, 960311 Trading Symbol: EPL

Ref.: EPL Limited

Sub.: Audio recording and presentation oflnvestors meet

Dear Sirs,

Please find attached herewith the presentation made during the meeting with group of Institutional Investors and analysts on 28 June 2022.

We would like to submit herewith the audio recording in relation to the Institutional Investors and analysts meet on 28 June 2022.

The above-mentioned recording is available on the Company's website or link, https: //www.eplglobal .cam/news-media/

The above disc losure is for information and would be pursuant to applicable Regulation of the SEBI (Listing Obligations & Disclosure Requirements) Regulations 2015 and applicable statutory provisions.

Thanking You

Yours faithfully E imited

Suresh Savaliya SVP - Legal & Company Secretary

Encl.: As above

Filed online

',

Registered Office

P. 0. Vasind, Taluka Shahapur, Dist. Thane 421604, Maharashtra Tel: +91 9673333971/9882 CIN: L749S0MH1982PLC028947 complianceofficer@eplglobal.com

(Formerly known as Essel Propack Limited) Corporate Office: Top Floor, Times Tower, Kamala City, Senapati Bapat Marg, Lower Pare!, Mumbai 400 013. India www.eplglobal.com \T: +91 22 2481 9000/9200 IF : +91 22 2496 3137

EPLLIMITED

Investor Meeting | June 28th, 2022

EPL MANAGEMENT TEAM

Anand Kripalu MD & Global CEO

Ram Ramasamy COO

Amit Jain CFO

INTRODUCTION - CHAITALI

Chaitali Talele

Vice President – Corporate Finance

Company Overview

EPL: WE ARE THE GLOBAL SPECIALIST IN TUBE PACKAGING

OUR PRODUCTS

EPL: MARKET SEGMENTS OUR CATEGORIES

BEAUTY & COSMETICS ORAL CARE PHARMA & HEALTH

FOOD

HOME & INDUSTRIAL

EPL performance over last 5 years

Underlying CAGR (excl. CSPL and Russia): 8.5% Underlying CAGR (excl. CSPL and Russia): 6.0%

10 *~50 bps improvement in margins if adjusted for Transition Service Agreement (TSA)

Regional performance over last 5 years

Milestones achieved over last 5 years

Platina commercialization

Assam greenfield investment

Blackstone investment

CSPL acquisition

Non-Oral Rev - 41% to 46%

FY'22 Performance

13 *EBITDA Margin is 17.3% if adjusted for Transition Service Agreement (TSA)

FY'22: What went well

FY'22: What did not go well

Industry Overview

INDUSTRY OVERVIEW

Global market excluding in-house tubes is 36 Bn tubes

Market Size is based on internal EPL estimates

CATEGORY OVERVIEW

Market Size is based on internal EPL estimates

INDUSTRY TRENDS

Recycle, Reduce, & Reuse Aluminum tubes to laminated tubes Rigids to tubes

Carton less Packaging Premiumization through design

Long Term Strategy

Businesses with Purpose

What's EPL Purpose?

EPL: A Business With A Purpose

The 'small big jump' we have made

Our 4X4 Mantra for Growth

Purpose: To be the most sustainable packaging company in the world

Where we will win (4Cs) How we will win (4 Enablers)

Double Digit Profitable Growth

Where we will win: 4Cs to drive profitable growth

How we will win: 4 Enablers

Our 4X4 Mantra for Growth

Purpose: To be the most sustainable packaging company in the world

Product Sustainability: Offer the most sustainable packaging solutions

Process and People Sustainability: Be the most sustainable packaging company

Sustainability at EPL

Product Sustainability - Offer the most sustainable packaging solutions

Commercial Leadership

Staying Future Ready

• Drive Platina as the most superior 100% recyclable tube Highest PCR solutions
• Offer wide range of platina solutions such as Platina Vision, Platina ME and Platina Shine
• Boost Platina volumes from 300 mm in FY'22 to more than double

• Develop minimum weight tubes
• Alternate material tubes
• Commitment to New Plastics Economy led by Ellen MacArthur Foundation
• Founding member of India Plastics Pact

Sustainability at EPL

Process & People Sustainability - Be the most sustainable packaging company

Where are we? Where are we heading?

• Released second edition of sustainability report; Silver medal in Ecovadis

• Signatory to United Nations Global Compact world's largest Corporate Sustainability Initiative

• CDP ratings: 'B' in Climate Change and Water Security, 'A' in Supplier Engagement

• Net zero emissions by 2050; 30% reduction in emissions by 2030

• Gold medal in EcoVadis

• 'A' rating in CDP for Climate Change, Water Security, and Supplier Engagement

Our 4X4 Mantra for Growth

Purpose: To be the most sustainable packaging company in the world

Process and People Sustainability: Be the most sustainable packaging company

Short Term Priorities

3 Key priorities for the short term

Increase market share

Win small customers; attack small competitors

Double down on sustainable offerings

Continued excellence on service and quality

Go for growth Control cost Pursue price increase

Pass on RM, freight, packaging, and other cost inflation

One time top up with all contracted customers

Proactive price increase with non contracted customers

Ensure new business wins are margin accretive

Insourcing of caps and laminates

War on Waste

Tight control on working capital

Organizational effectiveness

To Summarize: Emerge Stronger

BUILDING THE MOST SUSTAINABLE PACKAGING COMPANY IN THE WORLD

Q&A