Epigral Limited has informed the Exchange about Transcript
EPIGRAL · price
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Epigral Limited reported its highest ever quarterly revenue of INR736 crores in Q4 FY26, up 22% QoQ, driven by 15% volume growth. The caustic soda plant returned to optimum utilization (78-85%) after major maintenance completed in October. EBITDA improved to INR169 crores with 23% margin as raw material costs normalized. Full year FY26 revenue stood at INR2,542 crores (down 1% YoY) with EBITDA of INR567 crores. Management guided for 10-12% volume growth in FY27, expecting FY27 to be significantly better than FY26. Key capacity expansions (ECH and CPVC) remain on track for Q2 FY27 commissioning. The West Asia conflict has increased raw material prices by 30-35%, with the impact expected to be reflected more in Q1 FY27 than in Q4. Chlorotoluene facility is ramping up with 40% utilization expected in FY27 and reaching 70-75% by FY28.
Strong Q4 recovery demonstrates operational turnaround, but FY27 margins may face headwinds from elevated raw material prices due to geopolitical tensions. Volume growth guidance of 10-12% signals continued momentum, though pricing pressures from the war situation could offset some volume gains.