EPLNSEEPL LimitedMediumNeutral
Announced Wed, 20 May · 18:36 IST

EPL Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementPromoter Disclosed Acquisition PlansInvestor Communications View source PDF

EPL · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+0.3%1-day move
₹215.44
prior close
₹216.50
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AI summary

EPL Limited reported Q4 FY26 revenue growth of 17.6% (highest in 5 years) with EBITDA margins sustained at 20.2%, marking the fourth consecutive quarter of double-digit revenue growth. Full year revenue grew 13% with EBITDA margins at 20.4%, up 50 basis points from prior year. The company announced a proposed merger with Indovida, creating a nearly $1 billion consumer packaging platform that will be margin and value accretive. Beauty & Cosmetics delivered exceptional 30% YoY growth, while Oral Care showed healthy recovery at 10%. All four regions delivered double-digit performance. The Middle East crisis has impacted raw material costs and availability, but management is confident of full cost recovery through contractual pass-throughs (covering 50% of business) and proactive pricing actions. Net debt to EBITDA improved to 0.52x with ROCE at 19%.

Likely market impact

Strong quarter with margin resilience despite raw material headwinds. The proposed Indovida merger (expected Q4 FY27) will expand scale and product portfolio, making the combined entity a $1 billion platform with exposure to high-growth emerging markets and beverages category.