EPL Limited has informed the Exchange about Transcript
EPL · price
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EPL reported a strong Q1 FY26 with 10% revenue growth, 18.1% EBITDA growth, and 55.8% PAT growth. EBITDA margins expanded 140 basis points to 20.5%, marking the 12th consecutive quarter of margin expansion and the 4th straight quarter above 20%. Three of four regions posted double-digit growth — Europe (15%), Americas (13%), and EAP (10%) — while AMESA lagged at 1.7% due to weak oral care and macro headwinds. Beauty & Cosmetics surged 35% YoY, supported by doubled capacity in Brazil and the upcoming Thailand greenfield (~$5M initial investment) expected to contribute in H2 FY26. Management reiterated its full-year ambition of double-digit revenue growth with EBITDA and PAT growing faster, and is actively pursuing M&A in the B&C space with a healthy 0.45 net debt-to-EBITDA ratio providing headroom.
A beat across margins and earnings, combined with an upbeat growth outlook and active M&A pipeline, is likely positive for investor sentiment. Sustained margin expansion and capacity additions in high-growth markets support the long-term compounding story.