EPL Ltd (NSE:EPL)

Q4 2025 EPL Ltd Earnings Call Transcript

May 8, 2025 / 01:00 PM GMT

Release Date Price: ₹198.97 (+0.47%)

Transcript

Key Points

Positve

EPL Ltd (BOM:500135) reported a strong quarter with revenue growth of 7.4%, EBITDA growth of 17.7%, and profit after tax growth of 42.4%.
The company achieved its 11th consecutive quarter of margin expansion, with robust margins remaining above 20%.
Beauty and cosmetics segment witnessed over 20% growth, driven by focused investments in capability and technology.
EPL Ltd (BOM:500135) reduced its net debt to EBITDA ratio to 0.548, with return on capital employed improving to 18%.
The company proposed an increased final dividend of INR250 per share, reflecting its commitment to returning value to shareholders.

Negative

Growth in Europe was modest, and overall growth in India remained flat, partly due to lower intercompany laminate sales.
Sequential EBITDA margin in the EAP region dropped due to the Chinese New Year quarter, which typically has the softest margins.
The company faces challenges with macroeconomic conditions, particularly in India and China, affecting FMCG sector performance.
Despite strong performance, the company acknowledges that further margin improvement opportunities exist in select geographies.
The company is cautious about the impact of US tariffs, although it expects minimal impact due to local manufacturing and contractual pass-through of duties.

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

EPLI.NS - EPL Ltd
Q4 2025 EPL Ltd Earnings Call
May 08, 2025 / 01:00PM 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 the Q4 F5 25 EPL Limited earnings conference call hosted by Systematics Institutional equities. 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 then 0 on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Pratik Toa.

Thank you and over to you, sir.

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Unidentified_2 [2]
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