EPL Limited has informed the Exchange about Investor Presentation
EPL · price
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Awaiting price reaction for this filing.
EPL Limited filed its Q3FY26 investor presentation showing 13.3% revenue growth to INR 1,148.8 crore, with EBITDA up 11.9% to INR 230.8 crore at a 20.1% margin (a slight 24 bps dip YoY). Adjusted PAT was largely flat at INR 93.5 crore, but reported PAT fell 12.6% due to one-off charges from new labour code changes (INR 53M) and closure of a China plant (INR 67M). ROCE improved to 18.7% (up 182 bps) and Net Debt/EBITDA declined to 0.65x from 0.72x. Beauty & Cosmetics revenue surged 26.2% (4th straight quarter of 20%+ growth) and now contributes 53% of tube revenue. All regions posted growth (Americas +19%, EAP +18%, AMESA +9.7%, Europe +8%), though Europe's EBITDA margin slumped to 12.0% from 18.4% on operational issues and adverse mix. Management highlighted new Thailand plant ramp-up, Brazil scale-up, and an EcoVadis Platinum sustainability rating.
Positive: broad-based double-digit growth, improving ROCE and deleveraging, strong B&C momentum. Watch points: consolidated EBITDA margin slipped slightly, Europe margin pressure, and reported PAT hit by one-offs. Near-term sentiment likely steady-to-positive given sustained margin guidance above 20%.