Epigral Ltd (EPIGRAL) Growth Catalysts - Q1 FY27 (Jun-26)
11 growth catalysts flagged by management, 2 new in the recent quarters, 2 no longer discussed.
Reported base: Revenue INR709 crores, up 15% YoY; EBITDA INR179 crores, up 10%; EBITDA margin 25%; PAT INR99 crores, up 25% versus adjusted PAT.
Growth catalysts
Epoxy resin and formulations
125,000 TPA epoxy project covers LER, value-added products, and formulations. Combined epoxy and multipurpose projects carry peak revenue guidance of INR 1,300–1,500 cr; commissioning timeline remains undisclosed.
Quantum: INR1,300 crores to INR1,500 crores · Epoxy Resin & Formulations · New product
Discussed on the earnings calls of Jun-26.
Multipurpose plant derivatives
Multipurpose plant will produce downstream epichlorohydrin and chlorotoluene derivatives for pharma, agrochemical, and water-treatment applications, targeting ~INR 500 cr specialty revenue by FY29 or FY30.
Quantum: around INR500 crores · Timeline: FY29 or FY30 · Multipurpose plant · New product
Discussed on the earnings calls of Jun-26.
9 more growth catalysts on the Stocksigma ELITE plan.
Guidance & timelines
- Revenue CAGR: 15% to 20% CAGR (Timeline: next 5 years)
- Specialty portfolio revenue: Around INR500 crores (Timeline: FY29 or FY30)
9 more guidance items on ELITE.