ALFA Finder| Management target | Revenue 20.0% FY29 |
|---|
| Revenue growth | 15% YoY growth to ₹709 Cr driven by volume. |
|---|---|
| Margins | EBITDA at 25%; specialty pivot expected to lower percentage margins. |
| Demand visibility | Strong demand in infrastructure, wind energy, and automotive for Epoxy. |
| Management confidence | Confident in specialty pivot; optimistic despite Red Sea logistical headwinds. |
Growth
Revenue grew 15% to ₹709 Cr; PAT rose 25% adjusted for tax. Growth was volume-led across most segments.
Outlook
Targeting ₹1,300-1,500 Cr peak revenue from new ₹600 Cr Capex projects by FY29/30.
Risks
Rising shipping costs and logistical delays from Red Sea conflict; potential overcapacity in CPVC segment.
Last quarter's promises, checked
Delivered
- Guided volume growth → delivered 15% QoQ / 14% YoY (= BEAT)
- Guided caustic soda plant optimization → delivered optimum levels (= BEAT)
- Guided EBITDA margin normalization → delivered 23% (= BEAT)
Partly delivered
- Guided Chlorotoluene approvals → delivered revenue increasing month-on-month (= PARTIAL)
- Guided CPVC/ECH expansion → delivered on track for Q2 FY27 (= PARTIAL)
Missed
- Guided FY26 revenue growth → delivered 1% drop to ₹2,542 Cr (= MISS)
- Guided FY26 volume → delivered 4% annual drop (= MISS)
- Guided FY26 EBITDA → delivered ₹567 Cr vs ₹711 Cr previous year (= MISS)
Earnings Call Transcript filed with BSE, NSE: EPIGRAL. Summary written with AI assistance from the document.
Epigral Ltd: key numbers
- Share price
- ₹942.55
- Market cap
- ₹4,066 Cr
- Revenue (annual)
- ₹2,527 Cr
- Net profit (annual)
- ₹332.0 Cr
- P/E (TTM)
- 14.3×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