EPL Ltd Q4 FY25 Results & Concall Highlights: Revenue, Margins & Order Book

Published 4 Aug 2026 | Industrial Products | Market Cap: ₹7.4K Cr

The company is targeting double-digit revenue growth, primarily driven by significant momentum in the Beauty & Cosmetics segment which is expected to deliver mid to high teens growth. Management is confident of delivering double-digit revenue growth and margin growth ahead of revenue in FY '26 and beyond.

From EPL Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.

Price

₹266

Market Cap

₹7.4K Cr

P/E Ratio

17.9

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EPL Ltd — Quarterly revenue & net profit

Revenue Net Profit

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹1.3K Cr, net profit ₹103 Cr.

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📊 Revenue & Sales Performance

→The company is targeting double-digit revenue growth, primarily driven by significant momentum in the Beauty & Cosmetics segment which is expected to deliver mid to high teens growth.
→Growth in new geographies like Brazil (adding ~40 million tubes/year capacity) and Thailand (starting small with plans to scale rapidly) will support expansion.
→Expansion efforts include aggressive entry into new customer bases, especially in Beauty & Cosmetics and D2C brands in India.
→New product launches and innovations across tube delivery and printing technology aim to capture market share.
→Higher ASP and better margins in Beauty & Cosmetics provide leverage for revenue and margin growth.
→Continued growth in existing product share and conversions, such as shifting from bottles to tubes in Hair Care.
→Other regions like EAP, Europe, and Americas are expected to improve margins and contribute to growth, aided by restructurings and cost optimizations.
→M&A opportunities will be explored to further accelerate growth.

📈 Profitability & Margins

→Management is confident of delivering double-digit revenue growth and margin growth ahead of revenue in FY '26 and beyond.
→Strong momentum is seen in the Beauty & Cosmetics segment, anticipated to drive much of this growth with new customer wins and innovative product launches.
→Expansion in high-growth markets like Brazil and Thailand, with capacity additions that will boost volume and revenues.
→Margin improvement opportunities remain in select geographies (e.g., Americas, Europe, India) through restructuring and cost optimization.
→EBITDA growth is expected to come primarily from revenue growth now that margins have largely stabilized around 20-21%.
→EPS improved significantly, up 44% in FY '25, and is expected to continue improving alongside revenue and margin expansion.
→Continued strong cash flow generation and a prudent CAPEX policy support sustainable profit growth and ROCE expansion above 20%.

🏗️ Capital Expenditure Plans

→The company plans CAPEX in the ballpark of Rs. 360-Rs. 390 crore for FY '26, sufficient to fund double-digit growth ambitions, including Greenfield expansions.
→Brazil expansion: Adding capacity for Beauty & Cosmetics with approximately 40 million additional tubes per year.
→Thailand Greenfield project: Starting small but aiming for rapid scale-up with a rich pipeline of customer orders; expected to impact H2 FY '26 numbers positively.
→Investments in plant flexibility to handle larger tubes, more dies, smaller MOQs, mostly completed across all plants and regions.
→Selective investments in extruded tube capabilities to strengthen product offerings in the Beauty & Cosmetics segment.
→Focus on M&A activities is increasing, with plans to pursue opportunities more aggressively.
→Continuous CAPEX equal to depreciation policy to maintain asset base while supporting revenue and EBITDA growth.

💰 Fundraising & Capital Structure

→There is no explicit mention of any current or future plans for fundraising through debt or equity in the provided transcript.
→The company focuses on organic cash flow generation, having delivered more than Rs. 100 crores in FY '25 after paying for CAPEX and dividends.
→EPL has been investing in CAPEX equal to depreciation to support growth without expanding the net asset base.
→Management emphasizes strong cash flow, improved dividend payout, and aggressive M&A activity funded through internal resources.
→No direct references to raising funds via new debt or equity issuance were made during the call.

📋 Order Book & Pipeline

The transcript in the provided pages does not explicitly mention specific details about the current or expected order book or pending orders for EPL Limited. However, some insights related to order pipeline and growth prospects are as follows: - EPL is aggressively expanding its customer base, especially in the Beauty & Cosmetics segment, including targeting smaller and regional customers globally. - Management highlights a "reasonably rich pipeline" of customer orders, particularly in new markets like Thailand. - There is a strategic focus on accelerating Beauty & Cosmetics orders with no size of order being too small for the company. - New Greenfield expansions in Brazil and Thailand are expected to support volume growth by adding significant capacity (e.g., 40 million tubes/year in Brazil). - Management expresses confidence in delivering double-digit revenue growth driven by expanding customer orders and new product launches. No exact numeric value orquantitative order book details were disclosed explicitly in the transcript excerpts provided.

Key Metrics

What EPL Ltd's management said in earlier quarters

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Frequently Asked Questions

What were EPL Ltd Q4 FY25 results?

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?

The company plans CAPEX in the ballpark of Rs.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.