EPL Ltd

- EPL Limited is actively seeking acquisitions and has a very strong balance sheet post-merger with Indovida, which is debt-free. - The company’s low debt-to-EBITDA ratios and robust balance sheet give it the capability to do acquisitions without immediate fundraising. - There is no indication that dividend policy or fundraising decisions are currently influenced by the dividend payout hiatus due to the merger. - Cash management involves organic funding of capex; if excess cash is available, it will be used to pay down debt. - No specific plans for new fundraising through debt or equity have been disclosed; acquisitions will be pursued if they meet growth and margin accretive criteria. - Post-merger, the company is expected to have increased financial capacity but no explicit announcement of new fundraising has been made at this time.

- Capex largely driven by Beauty & Cosmetics (B&C) investments due to 30% growth in the category. - Investments focus on capacity, innovation, and flexibility to capture market opportunities and gain market share. - FY27 capex expected to remain at a slightly elevated level to support growth. - Greenfield investment in Thailand plant: approximately $5 million. - Continued investment planned ahead of growth curve to avoid resource constraints. - Thailand plant volumes expected to start scaling up in FY27 over next few quarters. - Management actively seeking acquisitions to enter new geographies or gain new capabilities, especially in B&C. - Post-merger balance sheet strength enhances acquisition capability. - Merger-related expenses largely booked in the recent quarter.

- EPL Limited guides for consistent long-term revenue growth in the range of 11% to 13%, focusing on low double-digit growth. - The company expects EBITDA growth to slightly outpace revenue growth. - Beauty & Cosmetics (B&C) segment is driving significant growth, with 30% growth in FY26 and continued strong market share gains expected. - Oral Care, which accounts for 47% of business, is forecast to deliver steady growth around 10%. - New capacity expansions, including the Thailand plant, are expected to contribute meaningful volume growth starting FY27. - Growth will be supported by strategic investments in innovation, capacity, and expansion in high-growth markets like Brazil and Thailand. - EPL is actively seeking acquisitions to drive additional growth, with a strong balance sheet supporting this strategy. - Company remains confident of recovering cost inflation impacts without compromising growth momentum.

- EPL Limited guides for consistent long-term revenue growth in the range of 11% to 13%. - EBITDA growth is expected to slightly outpace revenue growth, indicating margin expansion. - Full-year FY26 showed a 13% revenue growth and 15.8% EBITDA growth, with a 20.4% EBITDA margin. - EBIT grew 18%, with margin expanding by 50 basis points to 12.3%, indicating improving operating profits. - The company anticipates steady double-digit growth sustained by strong Beauty & Cosmetics (B&C) segment growth (~30%) and recovery in Oral Care (~10% growth). - Capex remains elevated in FY27 to support growth opportunities, particularly in B&C and new markets like Thailand. - Inflationary cost pressures are expected but fully recoverable through proactive price increases, protecting margins. - Absolute EBITDA growth is expected to remain robust despite inflation. - No significant lag in cost pass-through is expected, supporting earnings stability. - Overall, the company remains optimistic about sustaining healthy earnings and margin growth with disciplined execution.

The transcript does not explicitly mention the current or expected order book or pending orders for EPL Limited. However, related insights include: - The company is actively investing in capacity and innovation, particularly in Beauty & Cosmetics (B&C) and Oral Care segments. - The Thailand plant, set up in November, is in the process of customer validation and certification, expected to contribute volume starting in FY27. - There is optimistic growth expected from the Thailand plant and the Brazil market, which have shown strong order momentum. - The company is focused on scaling market share and capturing growth opportunities, indicating a healthy and growing order pipeline. - Management regularly reviews customer-specific gross contribution and pricing to manage margins and ensure contract renewals, reflecting active order book management. No explicit quantification of order book or pending orders is provided in the document.