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Earnings Call

Epigral Earnings Call: Key Takeaways

Epigral reported record Q4FY26 revenue of ₹736 Cr (up 22% QoQ) with 23% EBITDA margins. Growth driven by volume recovery and higher contribution (54%) from derivatives and specialty chemicals.

Why this was an Alfa AlertNot a filter event. Performance was consistent with management's stated recovery narrative rather than a material beat of specific prior guidance.
Highlights
Revenue growthQ4FY26 up 22% QoQ, 17% YoY.
MarginsEBITDA margins improved to 23% in Q4 from 17% in Q3.
Demand visibilityStrong recovery in Q4; addressable market growing 10-13% over 5 years.
Management confidenceHigh; citing demand recovery since November and momentum into FY27.

Growth

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

Outlook

Capex of ₹400 Cr planned for FY27; major CPVC and Epichlorohydrin expansions commissioning in Q2FY27.

Risks

Profitability impacted by increased raw material prices and lower utilization earlier in FY26 due to extended monsoon.

Source

Earnings Call filed with BSE, 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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