EPL Ltd (NSE:EPL)

Q2 2026 EPL Ltd Earnings Call Transcript

Nov 12, 2025 / 09:00 AM GMT

Release Date Price: ₹198.99 (+3.88%)

Transcript

Key Points

Positve

EPL Ltd (BOM:500135) reported a strong start to the financial year with a 10% increase in consolidated revenue and a 55.8% growth in PAT.
The company achieved a 20.5% EBITDA margin, marking the 12th consecutive quarter of margin expansion.
Significant growth was observed in the beauty and cosmetics segment, with a 35% year-on-year increase.
EPL Ltd (BOM:500135) improved its net debt to EBITDA ratio to 0.45, reflecting solid cash flow generation.
Sustainability efforts are paying off, with sustainable tube formats contributing 38% of total sales.

Negative

EBITDA growth was modest at 1.7% due to macroeconomic headwinds and sluggish FMCG demand.
The oral care segment showed softness, impacting overall growth in certain regions.
There is uncertainty regarding the recovery timeline for the oral care segment, which has been subdued for four consecutive quarters.
The tax rate is subject to fluctuations based on the mix of profits in various countries, which could impact financial predictability.
The Thailand expansion is starting small, and its contribution to revenue is not yet clearly defined.

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

EPLI.NS - EPL Ltd
Q2 2026 EPL Ltd Earnings Call
Nov 12, 2025 / 09:00AM 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 EPL Limited Q1 FY26 Annis conference call hosted by Thematic Group.

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 the conference call, please signal an operator by pressing, then 0 on attachton phone. Please note that this conference has been recorded. I now hand the con over to Mr. Prati Julia from Systematic Group for his opening remarks.

Thank you and over to you, sir.

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Unidentified_2 [2]
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