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Earnings Call

Epigral Earnings Call: Key Takeaways

Epigral achieved record Q4 revenue driven by 15% volume growth, though full-year profits were dragged by earlier operational headwinds and suppressed pricing.

Highlights
Revenue growthQ4 revenue grew 22% QoQ to ₹736cr; FY26 revenue flat YoY.
MarginsEBITDA margins normalized to 23% in Q4 from lower prior levels.
Demand visibilityDemand pick-up seen from November; recovery expected to sustain into FY27.
Management confidenceOptimistic on volume recovery but cautious regarding West Asia conflict impact.

Growth

Volume-led growth of 14-15% in Q4; derivatives and specialty segments now contribute 54% of revenue.

Outlook

Guided 10-12% volume growth for FY27; new CPVC and ECH capacities commissioning in Q2 FY27.

Risks

Geopolitical volatility impacting raw material costs and freight; high finance costs due to currency depreciation.

Source

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

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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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