| 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
- ₹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.
More from Epigral Ltd
All →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.
- Call
- Guides 70% growth
Epigral Q1 FY27 Results: Net Profit ₹99.7 Cr, Down 38.0% YoY
Epigral Ltd reported revenue from operations of ₹705.4 Cr (+16.3% YoY) and net profit of ₹99.7 Cr (-38.0% YoY) for Q1 FY27.
- Key figure
- Net profit ₹99.7 Cr · -38.0% YoY
Epigral Earnings Call: Key Takeaways
Epigral achieved highest-ever quarterly revenue of ₹736cr in Q4FY26 with 23% EBITDA margins, driven by 15% volume growth and improved plant utilization.
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.
Epigral Earnings Call: Key Takeaways
Epigral delivered record quarterly revenue of ₹736cr, driven by a 15% QoQ volume surge and plant stabilization after major maintenance, despite geopolitical volatility.
Epigral Earnings Call: Key Takeaways
Epigral Limited delivered record Q4FY26 revenue of ₹736 Cr (up 22% QoQ) with EBITDA margins improving to 23%. Strategy focuses on transitioning towards a 70% high-margin Derivatives & Specialty revenue mix by FY28.