EPL Ltd
EPL Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
EPL Limited expects sustained double-digit revenue growth over the next 5 years. EPL Limited expects sustained double-digit revenue growth over the next 5 years (Page 16).
From EPL Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- EPL Limited expects sustained double-digit revenue growth over the next 5 years.
- Beauty & Cosmetics segment is targeted to grow at a high teen percentage rate, reflecting significant headroom and strategic focus.
- Oral care and pharma segments are expected to grow steadily but at a comparatively moderate pace.
- Continuous investments in innovation, extruded capacity, and front-end/back-end capabilities support this growth trajectory.
- Emerging markets like Thailand and Brazil are key growth drivers, with organic scaling expected in Thailand.
- The company remains open to M&A opportunities that extend geographic reach or build new capabilities aligned with growth and margin accretion.
2 more points management made on revenue & sales performance
Profitability & Margins
See what EPL Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- EPL Limited is actively investing in extruded capacity, particularly in the Beauty & Cosmetics (B&C) segment, to support high growth.
- A new manufacturing plant in Thailand was commercialized recently (November of the reported quarter) and is currently scaling up.
- The company follows an investment philosophy of aligning capital expenditure with depreciation, ensuring depreciation growth remains lower than revenue growth.
- They continue to make capital investments that support sustainable double-digit revenue growth and margin expansion.
- EPL is building front-end and back-end capabilities, including a center of excellence in Mumbai focused on innovation, proofing, and sampling.
2 more points management made on capital expenditure plans
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 provide specific details on the current or expected order book or pending orders for EPL Limited.
- However, Hemant Bakshi mentioned a "really strong and healthy pipeline" of business in Thailand, indicating promising future orders in that geography.
- The company is focused on scaling up operations in new markets like Thailand, though commercial operations there started recently.
- The management highlighted ongoing efforts to acquire and retain customers, especially in the Beauty & Cosmetics segment, which has many more customers compared to Oral care.
2 more points management made on order book & pipeline
EPL Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: 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
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Frequently Asked Questions
What were EPL Ltd Q3 FY26 results?
EPL Limited expects sustained double-digit revenue growth over the next 5 years. EPL Limited expects sustained double-digit revenue growth over the next 5 years (Page 16).
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?
EPL Limited is actively investing in extruded capacity, particularly in the Beauty & Cosmetics (B&C) segment, to support high growth.
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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.
