EPLNSEEPL LimitedHighPositive
Announced Sun, 29 Mar · 18:12 IST

EPL Limited has informed the Exchange regarding a press release dated March 29, 2026, titled "EPL and Indovida to Merge, Creating a Consumer Packaging Leader for Emerging Markets.".

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EPL · price

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Price reaction · full curve 14 horizons · vs prior close
+8.2%1-day move
₹198.68
prior close
₹218.00
base price
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-5.6-6.3-7.4-6.0+8.2+7.7+9.5+7.7+15.2+17.8+12.1+14.4+6.8+13.5
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AI summary

EPL Limited and Indovida India Private Limited have signed definitive agreements to merge, creating a $1 billion revenue packaging entity with a combined valuation of ~$2 billion. EPL is valued at INR 339 per share, a 70% premium to its Friday closing price, while Indovida is valued at ~$0.7 billion (a ~35% discount to EPL's multiple). Indorama Ventures will become co-promoter of the merged entity with a 51.8% stake, while Blackstone will hold 16.6%. The merger is expected to be EPS accretive from Day 1, with EBIT margin expanding from 12.4% to 13.6% and RoCE improving from 18.7% to 20.9%. Hemant Bakshi will continue as Group CEO, and the transaction will be implemented through a scheme of amalgamation.

Likely market impact

The merger materially expands EPL's scale and emerging markets footprint by combining flexible packaging (EPL) with rigid PET packaging (Indovida). The 70% premium valuation and improved margin/RoCE profile should be received positively by the market, though the deal is subject to NCLT, shareholder, and regulatory approvals with closure expected in ~12 months.