Risks
4 risks
Risk Intelligence
Europe margin recovery may be delayed
View Risks →
EPL Limited — Q3 FY26
EPL delivered another strong quarter with 13.3% revenue growth, driven by broad-based double-digit expansion across three of four regions.
bullish
high
✓ Verified against BSE filing
2-Minute Summary
✦ AI-Generated from Full Transcript
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.
Risks4 trackedTranscriptfull text
Research workspace
Focused Modules
Transcript
Full text
Call Transcript
Full transcript text is available on this route.
Read Transcript →Quarter Snapshot
Beauty & Cosmetics Growth
26%
+26% YoY
Beauty & cosmetics segment grew 26% YoY, outperforming overall growth and driving portfolio mix shift.
Non-Oral Share of Portfolio
53%
+?pp YoY
Non-oral (primarily beauty & cosmetics) now accounts for 53% of total portfolio, up from prior periods.
Sustainable Tube Sales Share
38%
flat YoY
Sustainable tube formats contributed 38% of sales, reflecting sustained customer adoption.
ROCE
18.7%
+184bps YoY
ROCE improved 184bps YoY to 18.7%, driven by margin discipline and capital efficiency.
Fast read
Guidance and risk preview
Management reiterated long-term guidance of sustained double-digit revenue growth, with EBITDA growth slightly ahead.
Europe margins were impacted by short-term operational issues and adverse mix; recovery to mid-teens may take longer than expected.
View Risks →