| Revenue guidance | 12.0% → 18.0% Raised by 6.0 percentage points |
|---|---|
| Management target | Net Profit 10.0% FY27 |
| Revenue growth | 25.3% reported, 20% underlying growth for Q1 FY27. |
|---|---|
| Margins | Targeting 20% underlying EBITDA margin; current reported 18.8%. |
| Demand visibility | Strong pipeline in Beauty & Cosmetics; Oral Care recovery. |
| Management confidence | High; citing record growth and successful cost pass-through mechanisms. |
Growth
Revenue grew 25.3% YoY; EBITDA increased 15.2% with 18.8% margin. Underlying revenue growth was 20% excluding cost pass-throughs.
Outlook
Revenue guidance raised to high teens; maintaining 20% underlying EBITDA margin target. Indovida merger approval received from CCI.
Risks
Operational challenges and margin contraction in Europe; high raw material inflation necessitating pricing lags; volatile geopolitical environment.
Last quarter's promises, checked
Delivered
- Guided 11-13% Revenue growth → delivered 25.3% (= BEAT)
- Guided Beauty & Cosmetics growth → delivered 30% segment growth (= BEAT)
- Guided Net Debt/EBITDA improvement → delivered 0.52x (= BEAT)
Partly delivered
- Guided Q4 FY27 merger completion → CCI approval received (= PARTIAL)
Missed
- Guided 20%+ EBITDA margins → delivered 18.8% (= MISS)
Investor Presentation filed with BSE, NSE: EPL. Summary written with AI assistance from the document.
EPL Ltd: key numbers
- Share price
- ₹237.80
- Market cap
- ₹7,629 Cr
- Revenue (annual)
- ₹4,763 Cr
- Net profit (annual)
- ₹388.9 Cr
- P/E (TTM)
- 19.7×Sector 40.4×
- Promoter holding
- 26.38%+0.00% QoQ
- FII holding
- 14.07%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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