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Earnings Call

Epigral Earnings Call: Key Takeaways

Epigral Limited delivered record Q4FY26 revenue of ₹736 Cr (up 22% QoQ) with EBITDA margins improving to 23%. Strategy focuses on transitioning towards a 70% high-margin Derivatives & Specialty revenue mix by FY28.

Highlights
Revenue growthQ4 revenue grew 17% YoY and 22% QoQ to ₹736 Cr.
MarginsEBITDA margin recovered to 23% in Q4 from 17% in Q3.
Demand visibilityStrong recovery since Nov; 10-13% addressable market growth expected.
Management confidenceHigh confidence in FY27 momentum post-recovery from monsoon/maintenance impacts.

Growth

Q4FY26 PAT rose 109% QoQ to ₹82 Cr. FY26 revenue slightly dipped 1% to ₹2,542 Cr due to volume drops.

Outlook

Major capex of ₹400 Cr planned for FY27. CPVC and Epichlorohydrin expansions reaching commissioning stage in H1FY27.

Risks

Extended monsoons, planned maintenance impact, and raw material price increases impacting ROCE (16% vs 25% YoY).

Source

Earnings Call filed with NSE, NSE: EPIGRAL. Summary written with AI assistance from the document.

Read the document ↗

Epigral Ltd: key numbers

Share price
₹1,060.60
Market cap
₹4,576 Cr
Revenue (annual)
₹2,527 Cr
Net profit (annual)
₹332.0 Cr
P/E (TTM)
16.9×Sector 37.5×
Promoter holding
68.83%+0.00% QoQ
FII holding
1.03%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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