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Investor Presentation

Epigral Investor Presentation: Key Takeaways

Epigral reported 15% YoY revenue growth and 25% PAT growth for Q1FY27. Strategy focuses on diversifying into high-value derivatives and specialty chemicals with significant capex for Epoxy Resin and Multi-Purpose plants.

Guidance and delivery
Management target Revenue 70.0% FY28
Highlights
Revenue growth15% YoY
MarginsEBITDA margin at 25%; PAT margin at 14%
Demand visibilityDouble-digit growth expected in India for Epoxy and CPVC
Management confidencePositive 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)
Source

Investor Presentation 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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