Q3 2026 EPL Ltd Earnings Call Transcript
Key Points
- EPL Ltd (BOM:500135) reported a revenue growth of 13.3% and EBITDA growth of 12%, with an EBITDA margin of 20.1%.
- The company achieved a significant improvement in ROCE, which expanded by 182 basis points year-on-year to 18.7%.
- The Beauty & Cosmetics segment delivered a robust 26% year-on-year growth, highlighting the success of the company's strategic focus.
- Sustainable tube formats contributed 38% of sales, reflecting strong customer adoption and the company's commitment to sustainability.
- EPL Ltd (BOM:500135) received multiple awards for sustainability and innovation, including recognition on the CDP Climate & Water A List 2025 and the CII Sustainable Packaging Excellence Award.
- Growth in Europe was lower than expected at 8%, impacted by short-term operational issues and adverse customer mix.
- Profit after tax remained flat compared to the previous year due to a one-off benefit in the base period.
- The EBITDA margin was 20 basis points lower than the previous year, although still within the target operating range.
- The company faced challenges in Europe, including higher write-offs, outsourcing costs, and production issues.
- Net debt increased due to dividend payouts and accelerated CapEx spending, although this is expected to correct on a full-year basis.
Ladies and gentlemen, good day, and welcome to the EPL Limited Q3 FY26 earnings conference call hosted by Systematix Shares & Stocks Limited. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Pratik Tholiya of Systematix Shares & Stocks Limited. Thank you, and over to you, sir.
()-
Yes. Thanks, Anisha. Good evening, everyone. On behalf of Systematix Institutional Equities, I would like to welcome all the participants who have logged into this conference call of EPL for third quarter and nine months ending FY26 earnings call. From the management team, we have with us Mr. Anand Kripalu, MD and Global CEO; Mr. M. R. Ramasamy, COO; Mr. Deepak Goyal, CFO; Mr. Thomas Stephen, President, AMESA Region; and Mr. Onkar Ghangurde, Head, Legal, Company Secretary and Compliance Officer. At the outset, I would like to thank the management for giving us the opportunity to host this
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
