ALFA Finder| Revenue guidance | 12.0% → 18.0% Raised by 6.0 percentage points |
|---|---|
| Management target | Net Profit 10.0% FY27 |
| Revenue growth | 25.3% reported, 20% underlying growth for Q1 FY27. |
|---|---|
| Margins | Targeting 20% underlying EBITDA margin; current reported 18.8%. |
| Demand visibility | Strong pipeline in Beauty & Cosmetics; Oral Care recovery. |
| Management confidence | High; citing record growth and successful cost pass-through mechanisms. |
Growth
Revenue grew 25.3% YoY; EBITDA increased 15.2% with 18.8% margin. Underlying revenue growth was 20% excluding cost pass-throughs.
Outlook
Revenue guidance raised to high teens; maintaining 20% underlying EBITDA margin target. Indovida merger approval received from CCI.
Risks
Operational challenges and margin contraction in Europe; high raw material inflation necessitating pricing lags; volatile geopolitical environment.
Last quarter's promises, checked
Delivered
- Guided 11-13% Revenue growth → delivered 25.3% (= BEAT)
- Guided Beauty & Cosmetics growth → delivered 30% segment growth (= BEAT)
- Guided Net Debt/EBITDA improvement → delivered 0.52x (= BEAT)
Partly delivered
- Guided Q4 FY27 merger completion → CCI approval received (= PARTIAL)
Missed
- Guided 20%+ EBITDA margins → delivered 18.8% (= MISS)
Investor Presentation filed with BSE, NSE: EPL. Summary written with AI assistance from the document.
EPL Ltd: key numbers
- Share price
- ₹238.77
- Market cap
- ₹7,661 Cr
- Revenue (annual)
- ₹4,763 Cr
- Net profit (annual)
- ₹388.9 Cr
- P/E (TTM)
- 19.5×Sector 46.8×
- Promoter holding
- 0.00%+0.00% QoQ
- FII holding
- 23.70%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from EPL Ltd
All →EPL Results Update
EPL Limited's Q2 FY27 press release reports 30% revenue growth to ₹15,674 million and EBITDA up 17.6%. PAT rose 5.6% year-on-year, with high-teens guidance reaffirmed.
EPL Investor Presentation: Key Takeaways
Q2FY27 consolidated revenue ₹15,674mn (+30.0%), EBITDA ₹2,960mn (+17.6%, 18.9% margin), PAT ₹1,101mn (+5.6%). Personal Care & Beyond scaling; Indovida merger pending.
EPL Q2 FY27 Results: Net Profit ₹110.9 Cr, Up 4.5% YoY
EPL Ltd reported revenue from operations of ₹1,567 Cr (+30.0% YoY) and net profit of ₹110.9 Cr (+4.5% YoY) for Q2 FY27.
- Key figure
- Net profit ₹110.9 Cr · +4.5% YoY
EPL Debt & Borrowing
EPL certified CP proceeds for the quarter ended September 30, 2026 were used as disclosed. It is a periodic debt-listing compliance certificate, with no new money raised.
EPL Board Meeting Date
EPL will hold a board meeting on November 4, 2026 to consider September quarter results. Trading window re-opens 48 hours after results are declared.
EPL Capital Structure Change
Bandhan Mutual Fund disclosed under SAST Regulation 29(2) that its holding in EPL rose to 9.3993% from 7.3596%. The fund bought 65,47,262 shares on the secondary market between September 28 and October 21, 2026.