| Management target | Revenue 20.0% FY29 |
|---|
| Revenue growth | 15% YoY growth to ₹709 Cr driven by volume. |
|---|---|
| Margins | EBITDA at 25%; specialty pivot expected to lower percentage margins. |
| Demand visibility | Strong demand in infrastructure, wind energy, and automotive for Epoxy. |
| Management confidence | Confident in specialty pivot; optimistic despite Red Sea logistical headwinds. |
Growth
Revenue grew 15% to ₹709 Cr; PAT rose 25% adjusted for tax. Growth was volume-led across most segments.
Outlook
Targeting ₹1,300-1,500 Cr peak revenue from new ₹600 Cr Capex projects by FY29/30.
Risks
Rising shipping costs and logistical delays from Red Sea conflict; potential overcapacity in CPVC segment.
Last quarter's promises, checked
Delivered
- Guided volume growth → delivered 15% QoQ / 14% YoY (= BEAT)
- Guided caustic soda plant optimization → delivered optimum levels (= BEAT)
- Guided EBITDA margin normalization → delivered 23% (= BEAT)
Partly delivered
- Guided Chlorotoluene approvals → delivered revenue increasing month-on-month (= PARTIAL)
- Guided CPVC/ECH expansion → delivered on track for Q2 FY27 (= PARTIAL)
Missed
- Guided FY26 revenue growth → delivered 1% drop to ₹2,542 Cr (= MISS)
- Guided FY26 volume → delivered 4% annual drop (= MISS)
- Guided FY26 EBITDA → delivered ₹567 Cr vs ₹711 Cr previous year (= MISS)
Earnings Call Transcript filed with BSE, NSE: EPIGRAL. Summary written with AI assistance from the document.
Epigral Ltd: key numbers
- Share price
- ₹1,037.00
- Market cap
- ₹4,474 Cr
- Revenue (annual)
- ₹2,527 Cr
- Net profit (annual)
- ₹332.0 Cr
- P/E (TTM)
- 16.5×Sector 37.2×
- Promoter holding
- 68.83%+0.00% QoQ
- FII holding
- 1.03%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Epigral Ltd
All →Epigral Capacity Expansion: ₹650 Cr Investment
Epigral Ltd will invest ₹650 Crore to add 1,25,000 TPA of Epoxy Resin & Formulations capacity at its Dahej facility, expected by H2 FY2028.
- Value
- ₹650.0 Cr
- Execution
- By H2 FY2028
Epigral Investor Presentation: Key Takeaways
Epigral reported 15% YoY revenue growth and 25% PAT growth for Q1FY27. Strategy focuses on diversifying into high-value derivatives and specialty chemicals with significant capex for Epoxy Resin and Multi-Purpose plants.
- Call
- Guides 70% growth
Epigral Results Update
Epigral reported Q1FY27 PAT of ₹99 Crore, a 25% YoY increase. The company plans ₹600 Crore capex for Epoxy Resin and Multi-Purpose Plant.
- Value
- ₹600.0 Cr
- Execution
- H2FY28
Epigral Capacity Expansion: ₹600 Cr Investment
Epigral Limited plans to establish a new manufacturing facility for Epoxy Resin and Multi-Purpose Plant at Dahej, Gujarat. The project requires an investment of ₹600 Crore.
- Value
- ₹600.0 Cr
- Execution
- By H2 FY2028
Epigral Q1 FY27 Results: Net Profit ₹99.7 Cr, Down 38.0% YoY
Epigral Ltd reported revenue from operations of ₹705.4 Cr (+16.3% YoY) and net profit of ₹99.7 Cr (-38.0% YoY) for Q1 FY27.
- Key figure
- Net profit ₹99.7 Cr · -38.0% YoY
Epigral Board Meeting Date
Epigral Ltd scheduled a board meeting for July 27, 2026. The board will consider the company's first quarter unaudited financial results.