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Earnings Call

EPL Earnings Call: Key Takeaways

EPL reported record Q4 revenue growth of 17.6% and 17.2% EBITDA growth, maintaining 20%+ margins. A transformational merger with Indovida was announced to create a $1bn packaging platform.

Why this was an Alfa AlertNot a filter event. Revenue growth of 13% for FY26 is within the guided range of 11-13%.
Highlights
Revenue growth17.6% for Q4; 13% for FY26.
MarginsSustained 20%+ EBITDA margins for seven consecutive quarters.
Demand visibilityStrong pipeline in Thailand and Brazil; recovery in Oral Care.
Management confidenceHigh; citing resilience and successful strategy manifestation.

Growth

Q4 revenue grew 17.6% YoY; FY26 revenue grew 13%. Beauty & Cosmetics led with 30% FY growth.

Outlook

Guided 11-13% long-term revenue growth. Capex of ₹480cr+ in FY26; merger with Indovida expected by Q4 FY27.

Risks

Middle East crisis impacting raw material availability and logistics costs; potential margin volatility during cost pass-through lags.

Source

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

Read the document ↗

EPL Ltd: key numbers

Share price
₹238.10
Market cap
₹7,639 Cr
Revenue (annual)
₹4,763 Cr
Net profit (annual)
₹388.9 Cr
P/E (TTM)
19.7×Sector 41.4×
Promoter holding
26.38%+0.00% QoQ
FII holding
14.07%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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