EPL Ltd (NSE:EPL)
₹ 224.72 -4.26 (-1.86%) Market Cap: 72.42 Bil Enterprise Value: 79.87 Bil PE Ratio: 18.64 PB Ratio: 2.53 GF Score: 90/100

Q3 2025 EPL Ltd Earnings Call Transcript

Feb 11, 2025 / 12:00 PM GMT
Release Date Price: ₹249.89 (+1.56%)

Key Points

Positve
  • EPL Ltd (BOM:500135) achieved 10 consecutive quarters of margin expansion and continuous double-digit growth.
  • The company's PAT grew strongly, and ROC improved further, with a 321 basis point expansion year on year.
  • Revenue growth was driven by strong performance in Europe and America, with Europe and Americas growing by 8.7% and 7.3% respectively.
  • The non-oral care segment now accounts for 48.7% of total revenue, showing diversification in revenue streams.
  • EPL Ltd is committed to sustainability, with 31% of its portfolio consisting of sustainable tubes, and has received a green rating for the third consecutive year under the Ellen MacArthur Foundation's plastic circular economy goals.
Negative
  • Revenue growth was modest at 4%, partially offset by declines in EESA and DAP regions.
  • India experienced a demand slowdown, impacting revenue growth, which was only 1% in the region.
  • EAP revenue declined by 1% due to macroeconomic challenges in China.
  • India's EBITDA margin was lower than expected at 17%, due to slow revenue growth and increased personal costs.
  • The company faces macroeconomic challenges in China and India, which may not resolve quickly, affecting short to medium-term growth.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

EPLI.NS - EPL Ltd
Q3 2025 EPL Ltd Earnings Call
Feb 11, 2025 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to EPL Limited Q3 FI 25 earnings conference call hosted by Systematic shares and stocks.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing start and 0 on your touchtone phone. Please note that this conference is being recorded.

And I'll hand the conference over to Mr. Pratik Tolia from Systematic strategy and Fox.

Thank you and over to you, sir.

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Unidentified_2 [2]
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