EPL Ltd
EPL Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
EPL Limited aims for sustained double-digit revenue growth, as indicated over multiple quarters. EPL Limited expects sustained double-digit revenue growth driven by geographical expansion and organic growth in existing countries. - Growth in the Beauty & Cosmetics segment is a key engine, showing strong momentum and significant headroom for further expansion. - Thailand plant startup is seen as a new growth driver with low overhead costs and quick breakeven potential. - The company aims for gradual improvement in EBITDA margins and expects EBITDA to grow faster than revenue. - Margins in Europe, currently under pressure due to de-stocking by a major customer, are expected to recover to mid-teens levels. - Effective tax rate guidance remains stable at around 20-22%. - Earnings per share (EPS) showed improvement last quarter (INR 3.26 vs.
From EPL Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- EPL Limited aims for sustained double-digit revenue growth, as indicated over multiple quarters.
- Strong momentum in Beauty & Cosmetics is a key driver, with substantial headroom for further expansion.
- Americas region expected to continue delivering higher-than-global-average double-digit growth, supported by broad-based country contributions.
- Emerging markets like Thailand, with its new plant operational from Q3, present new growth opportunities and potential capacity expansions underway.
- Oral Care volumes are expected to recover, complementing the strong growth from Beauty & Cosmetics.
- Investments in sales capabilities, particularly in Beauty & Cosmetics, suggest plans for expanding market reach and innovation-led growth.
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Profitability & Margins
See what EPL Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Thailand plant: Recently commissioned, built in just 9 months, currently operating with low overhead and limited indirect manning costs; plans for quick expansion with a modular setup to a second production line based on order pipeline.
- Brazil plant: Already undergone one phase of expansion with production started from new line 3-4 months ago; no immediate new capex planned but proactive future investment based on volume growth expected.
- Focus on capital efficiency and margin expansion initiatives continuing to improve ROCE, targeting 25%+ by FY '29.
- No specific country-wise capex numbers disclosed due to complexity; overall capacity utilization between 60%-70%, with modular capacity additions to maintain optimal utilization.
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Top-ranked in Industrial Products
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what EPL Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The transcript does not explicitly mention the current or expected order book or pending orders for EPL Limited.
- However, it indicates a strong business development pipeline, especially highlighted for the Thailand plant, with plans to expand capacity as orders build.
- The management expresses confidence in growth opportunities, particularly in Beauty & Cosmetics and regions like Brazil and EAP, implying a robust and growing order pipeline.
- No specific order book values or pending order quantities are disclosed in the provided transcript.
EPL Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹1.3K Cr, net profit ₹103 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What EPL Ltd's management said in earlier quarters
Others in Industrial Products this season
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Revenue from Operations for H1 FY26: ₹2,190 lakhs, up 138.04% YoY (from ₹920 lakhs in H1 FY25) (Page 19) . Key investor presentation takeaways from Lead Reclaim
- Shubhshree Biofuels Energy Ltd (Q2 FY26)
Revenue from operations for H1 FY26: ₹9,604.6 Lakhs . Key investor presentation takeaways from Shubhshree Biofuels Energy Ltd's Q2 FY26 investor presentation —
- De Neers Tools (Q2 FY26)
H1FY26 Net Sales:** ₹670.4 Mn . Key investor presentation takeaways from De Neers Tools's Q2 FY26 investor presentation — and how it ranks against sector peers.
- WOL 3D India Ltd (Q2 FY26)
Revenue from Operations for H1FY26 is Rs 415 Mn, up 82% YoY from Rs 227 Mn in H1FY25 (Page 9, Page 5). Key investor presentation takeaways from WOL 3D India Ltd
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Frequently Asked Questions
What were EPL Ltd Q2 FY26 results?
EPL Limited aims for sustained double-digit revenue growth, as indicated over multiple quarters. EPL Limited expects sustained double-digit revenue growth driven by geographical expansion and organic growth in existing countries. - Growth in the Beauty & Cosmetics segment is a key engine, showing strong momentum and significant headroom for further expansion. - Thailand plant startup is seen as a new growth driver with low overhead costs and quick breakeven potential. - The company aims for gradual improvement in EBITDA margins and expects EBITDA to grow faster than revenue. - Margins in Europe, currently under pressure due to de-stocking by a major customer, are expected to recover to mid-teens levels. - Effective tax rate guidance remains stable at around 20-22%. - Earnings per share (EPS) showed improvement last quarter (INR 3.26 vs.
What is EPL Ltd share price analysis?
EPL Ltd currently shows a neutral. The stock trades at a P/E of 17.9 with a market cap of ₹7,363 Cr. Investors should review the full earnings analysis for detailed insights.
Is EPL Ltd planning capital expenditure?
Thailand plant: Recently commissioned, built in just 9 months, currently operating with low overhead and limited indirect manning costs; plans for quick expansion with a modular setup to a second production line based on order pipeline.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.