Sustained double-digit revenue growth
Management reiterated long-term guidance of sustained double-digit revenue growth, with EBITDA growth slightly ahead.
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EPL · forward-looking guidance across the available source record.
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What management said would happen.
growth
Europe margins to return to mid-teens
Management expects Europe margins to improve to mid-teen levels in coming quarters through operational initiatives.
Beauty & cosmetics to grow in high teens
Beauty & cosmetics segment expected to continue growing in high teens, with significant headroom for market share gains.
Gradual ROCE improvement
ROCE expected to improve year-on-year through multiple levers, though no specific year-level guidance provided.
Revenue growth guidance of 11-13%
Long-term low double-digit revenue growth guidance maintained; FY26 full-year growth was 13%.
EBITDA growth to be slightly ahead of revenue
Management expects EBITDA growth to outpace revenue growth over the long term.
Merger completion expected by Q4 FY27
Proposed merger with Indova expected to complete in about 12 months from announcement (end of March 2026).
Capex to remain elevated for B&C growth
Investments in beauty & cosmetics capacity and innovation will keep capex above depreciation in FY27.