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Revenue
₹1,149 Cr
verified against source
Revenue YoY
13.3%
reported change
EBITDA
Pending
latest reported figure
Source
screener in
record provenance
Actual signal trajectory
Where this quarter sits.
Quarter read
What the record says.
EPL delivered another strong quarter with 13.3% revenue growth, driven by broad-based double-digit expansion across three of four regions. The beauty & cosmetics segment continued to outperform, growing 26% YoY and now representing 53% of the portfolio. EBITDA margin held at 20.1%, within the target range, though down 20bps YoY due to Europe operational issues. PAT was flat due to a one-off base effect; excluding that, PAT grew 11%. ROCE improved 184bps to 18.7%. Management reiterated its long-term guidance of sustained double-digit revenue growth with EBITDA growth slightly ahead. Key risks include Europe margin recovery timing and potential commodity price volatility, though pass-through mechanisms have been strengthened.
Colored figures show movement against the previous available record.
Guidance to track
- Management reiterated long-term guidance of sustained double-digit revenue growth, with EBITDA growth slightly ahead.
- Management expects Europe margins to improve to mid-teen levels in coming quarters through operational initiatives.
- Beauty & cosmetics segment expected to continue growing in high teens, with significant headroom for market share gains.
- ROCE expected to improve year-on-year through multiple levers, though no specific year-level guidance provided.
Risks flagged
- Europe margins were impacted by short-term operational issues and adverse mix; recovery to mid-teens may take longer than expected.
- If polymer prices rise sharply, despite pass-through mechanisms, there is risk of margin compression if negotiations lag.
- Thailand plant only commercialized in November; scale-up is organic without an anchor customer, so revenue contribution may be slow.
- Oral care segment is dominated by a few large customers; any slowdown or inventory correction could impact growth.
Key quotes
- The best is yet to come.
- Our long-term guidance remains unchanged which is double-digit revenue growth.
- We are confident of returning to targeted mid-teen margins in the coming quarters.
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