EPL Ltd (EPL) Q2FY27 Concall Summary - Sep-2026 Qtr
Key Takeaways
- Management projects full-year FY27 capex at INR 625-700 crores, an aggressive, growth-focused investment primarily for the Beauty & Cosmetics segment.
- The proposed Indevida merger is on track to close by Q4 FY27, with expected synergies of USD 35-50 million over three years.
- Underlying EBITDA margin was a healthy 20.4%, with the company successfully passing on all raw material inflation via proactive pricing actions.
Performance Overview
- Delivered the highest ever quarterly revenue growth at 30%, driven by broad-based performance across all categories and geographies.
- Beauty & Cosmetics (B&C) segment achieved exceptional 42.9% growth, surpassing Oral Care in revenue for the month of September.
- EBITDA grew 17.6%, marking the 16th consecutive quarter of double-digit EBITDA growth.
- Successfully recovered the full impact of elevated raw material costs through pricing actions, maintaining underlying EBITDA margins above 20%.
- Progress on the proposed merger with Indevida continues, with key regulatory approvals secured and an application filed with the NCLT.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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Tone & Disclosure
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