EPL Limited has informed the Exchange about Transcript
EPL · price
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Awaiting price reaction for this filing.
EPL Limited reported a strong Q4 FY25 with revenue up 7.4%, EBITDA up 17.7%, and PAT up 42.4%, marking the 11th consecutive quarter of EBITDA margin expansion at 20%+. For full year FY25, revenue grew 7.6%, EBITDA rose 17.5% with margin expansion of 169 bps, and underlying PAT grew 44.6%. Personal Care & Beyond grew 10.3% (now 48% of business) while Oral Care grew 5.6%; Beauty & Cosmetics saw over 20% growth. The company reduced net debt/EBITDA to 0.54x, improved ROCE to 18% (+335 bps), and raised EPS from Rs 7.88 to Rs 11.38. Management proposed an increased final dividend of Rs 2.50/share (total Rs 5/share for FY25 vs Rs 4.35 prior). Key growth drivers include Brazil capacity expansion (40 million tubes/year, operational this quarter), Thailand Greenfield (contributing from H2 FY26), and US tariff advantage from local manufacturing. CAPEX guidance for FY26 is Rs 380-390 crore, with management targeting ROCE to cross 20% in the short term.
The strong quarterly results, continued margin expansion, higher dividend, and confidence in double-digit growth ahead are positive for shareholders. The local US manufacturing providing tariff insulation and expansion into Brazil/Thailand add growth optionality, likely supporting the stock's positive momentum.