Time Technoplast Ltd has provided a comprehensive update on how ongoing geopolitical conflicts are affecting its manufacturing operations across India and international markets. The polymer and composite products manufacturer, with over three decades of industry experience, operates across 10 countries outside India and holds market leadership positions in 8 of these markets. The company reports that all operations continue normally with minimal expected impact on revenue or margins.

Financial Performance and Geographic Revenue Distribution

The company reported strong financial performance in 9MFY26, demonstrating resilience amid challenging global conditions.

Business Segment Performance

Time Technoplast operates across four key segments, each contributing differently to the consolidated revenue structure.

Industrial Packaging Segment

The Industrial Packaging business represents the company's largest revenue contributor, generating ₹3,300 crore in 9MFY26 compared to ₹3,000 crore in 9MFY25. This segment contributes 74% of consolidated revenue and operates primarily on a B2B model, allowing price adjustments to be passed on to customers. The segment maintains a balanced geographic mix with approximately 50% India and 50% international revenue.

Other Business Segments

The Composite Products segment contributed approximately 13% of consolidated revenue, generating ₹555 crore in 9MFY26 versus ₹455 crore in 9MFY25. This segment includes LPG, CNG, hydrogen, and oxygen cylinders, as well as fire extinguishers, with CNG cylinders expected to grow at approximately 25% annually.

The Infrastructure segment contributed around 6% of consolidated revenue at ₹280 crore in 9MFY26 compared to ₹265 crore in 9MFY25. This includes pipes and energy storage devices, with the pipes business expected to grow approximately 20%.

Impact of Geopolitical Tensions

The ongoing conflicts have created several operational challenges that the company is actively managing through established risk mitigation strategies.

Market Impact Analysis

Risk Mitigation and Business Continuity Measures

Time Technoplast has implemented comprehensive strategies to ensure operational continuity and maintain service levels for long-term customers. The company maintains inventory levels equivalent to approximately 60-70 days and operates with a diversified sourcing strategy of 50% imports and 50% local procurement. Long-term contracts with domestic and international suppliers are based on mutually agreed pricing formulas, supported by supplier relationships maintained for more than 25 years.

The company sources raw materials from local manufacturers in each country of operation and leverages customer relationships spanning over 25 years, enabling effective price pass-through mechanisms.

Middle East Operations Status

Despite ongoing conflicts in parts of the Middle East, the company reports that all manufacturing facilities across the MENA region continue normal operations with adequate inventory levels. The company anticipates negligible impact on revenue or margins, with price increases successfully implemented and accepted by industrial customers.

Time Technoplast emphasized its commitment to transparent stakeholder communication and confirmed that robust risk mitigation measures ensure business continuity and growth. The company stated it will promptly share any material developments to maintain stakeholder confidence during the current geopolitical environment.

Time Technoplast Limited has published the transcript of its conference call discussing Q3 and 9MFY26 financial results, providing stakeholders with detailed insights into the company's recent performance.

Conference Call Details

The conference call was conducted on February 13, 2026, where the company's management discussed the financial results for Q3 and 9MFY26. The transcript of this important investor communication has now been made publicly available.

Regulatory Compliance

The transcript publication aligns with regulatory requirements under the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Specifically, the disclosure is made pursuant to:

• Regulation 30 read with clause 15(b)(ii) of Para A of Part A of Schedule III
• Regulation 46 of the SEBI regulations

This compliance ensures transparency and provides equal access to material information for all stakeholders.

Accessibility Information

The transcript is accessible through the company's official website at the investor relations section. Stakeholders can access the document via the financials and results page, ensuring easy availability of this important financial communication.

The notification was signed by Bharat Kumar Vageria, Managing Director (DIN: 00183629), and submitted to both the National Stock Exchange of India Limited and BSE Limited on February 17, 2026.