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Investor Presentation

EPL Investor Presentation: Key Takeaways

EPL Limited reported strong Q1FY27 revenue growth of 25.3% YoY, driven by broad-based momentum in Beauty & Cosmetics and Oral Care across all regions.

Guidance and delivery
Management target Net Profit 10.0% FY27
Highlights
Revenue growth25.3% YoY
MarginsUnderlying EBITDA margin at 19.6%; reported 18.8%.
Demand visibilityStrong B&C momentum and Oral care recovery.
Management confidenceHigh

Growth

Revenue rose 25.3% YoY to ₹13,879 million; EBITDA grew 15.2% YoY. Underlying revenue growth was 20% excluding commodity pass-through.

Outlook

Management targets high teens growth in coming quarters and ROCE expansion from 18.5% to 25%+ by FY29.

Risks

Middle East crisis driving polymer input cost inflation and higher working capital needs; net debt increased to ₹5,806 million.

Last quarter's promises, checked

Delivered

  • Guided 11%-13% revenue growth → delivered 25.3% (= BEAT)
  • Guided 20%+ EBITDA margins → delivered 18.8% reported / 19.6% underlying (= BEAT)
  • Guided sustained B&C momentum → delivered 23.6% segment growth (= BEAT)

Partly delivered

  • Guided full cost pass-through without lag → delivered 18.8% margin vs 20.2% previous (= PARTIAL)
Source

Investor Presentation filed with NSE, 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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