ALFA Finder| Management target | Revenue 70.0% FY28 |
|---|
| Revenue growth | 15% YoY |
|---|---|
| Margins | EBITDA margin at 25%; PAT margin at 14% |
| Demand visibility | Double-digit growth expected in India for Epoxy and CPVC |
| Management confidence | Positive outlook based on India's growth |
Growth
Revenue reached ₹709 Cr (up 15% YoY); PAT rose to ₹99 Cr (up 25% YoY). EBITDA margin stood at 25%.
Outlook
Revenue from derivatives and specialty segments targeted to reach ~70% by FY28E. Major capacity expansions commissioned by H2FY28.
Risks
Geopolitical tensions in West Asia, raw material price fluctuations, elevated freight costs, and shipment delays.
Last quarter's promises, checked
Delivered
- Guided 10-12% volume growth → delivered 15% YoY revenue growth (= BEAT)
- Guided FY27 better than FY26 volume → delivered 15% revenue growth (= BEAT)
- Guided maintaining EBITDA margins → delivered 25% vs 23% prev (= BEAT)
Partly delivered
- Guided 10% volume growth → delivered 5% sales volume growth (= PARTIAL)
Investor Presentation filed with BSE, NSE: EPIGRAL. Summary written with AI assistance from the document.
Epigral Ltd: key numbers
- Share price
- ₹940.85
- Market cap
- ₹4,059 Cr
- Revenue (annual)
- ₹2,527 Cr
- Net profit (annual)
- ₹332.0 Cr
- P/E (TTM)
- 14.2×Sector 35.5×
- Promoter holding
- 68.83%+0.00% QoQ
- FII holding
- 0.99%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Epigral Ltd
All →Epigral Earnings Call Transcript: Key Takeaways
Q2 FY27 revenue up 28% and PAT up 26%, but EBITDA rose only 3% as margin fell to 18%. Management's FY27 outlook is qualitative; no growth number was given.
Epigral Investor Presentation: Key Takeaways
Q2FY27 revenue ₹752 Cr (+28% YoY) and PAT ₹64 Cr (+26%). EBITDA margin fell to 18% (23% YoY) on raw material costs. Derivatives & Specialty now 57% of revenue. CPVC and ECH capacity due Q3FY27.
Epigral Results Update
Epigral reported Q2 FY27 PAT of ₹64 Cr, up 26% YoY, with revenue at ₹752 Cr. EBITDA margin was 18% despite elevated raw material costs.
Epigral Q2 FY27 Results: Net Profit ₹65.1 Cr, Up 27.1% YoY
Epigral Ltd reported revenue from operations of ₹746 Cr (+27.0% YoY) and net profit of ₹65.1 Cr (+27.1% YoY) for Q2 FY27.
- Key figure
- Net profit ₹65.1 Cr · +27.1% YoY
Epigral Credit Rating
CRISIL revised Epigral's ratings to CRISIL AA/Stable (long-term) and CRISIL A1+ (short-term) on its bank facilities. The action covers Rs.1,050 Crore of rated bank loan facilities.
Epigral Legal & Regulatory
Epigral received a Rs.28.11 crore income tax demand for AY 2023-24, including interest. The company considers the demand unmaintainable and is filing an appeal.
- Value
- ₹28.11 Cr