EPL Ltd (Packaging - FMCG/Consumers) — fundamental analysis, earnings data, and key metrics. PE: 15.4. ROE: 16.3%. This stock is not currently in the Nifty 500 momentum outperformers list.
Based on Q3 FY26 earnings • Updated Feb 22, 2026
What: 26% YoY growth in Beauty & Cosmetics segment with four consecutive quarters of >20% growth
Impact: +₹175 Cr revenue
“Management stated: 'The strategy to accelerate Beauty & Cosmetics (B&C) growth is gaining traction, with the segment delivering 26% year-on-year growth'”
What: Resolution of operational issues to return to mid-teen margins
Impact: +₹50 Cr revenue
“Management stated: 'We are confident of returning to targeted mid-teen margins in the coming quarters'”
What: 38% of sales from sustainable formats commanding 5-7% price premium
Impact: +₹85 Cr revenue
“Management stated: 'Sustainable tube formats contributed 38% of sales during the quarter'”
Earnings deceleration risks from management commentary
Trigger: If unresolved by Q4 FY26
Impact: -250 bps margin impact
Management view: Management acknowledged: 'Our challenges were adverse customer mix... impacted by short term operational challenges which are in the nature of higher write off, higher outsourcing and some production issues'.
Monitor: European segment margins
Trigger: If RM prices increase >15% without pass-through
Impact: -125 bps margin impact
Management view: CFO noted: '50% of business is on a pass-through basis for raw materials, and the company has strengthened its processes to ensure margins are not impacted'
Monitor: Raw material cost trends
Key quotes from recent conference calls
“The strategy to accelerate Beauty & Cosmetics (B&C) growth is gaining traction, with the segment delivering 26% year-on-year growth — Hemant Bakshi”
“50% of business is on a pass-through basis for raw materials, and the company has strengthened its processes to ensure margins are not impacted by commodity price fluctuations — Deepak Goyal”
“All regions delivered nearly 20% growth materially outperforming the market and highlighting accelerating market share gains — Hemant Bakshi”
“Our long-term guidance remains unchanged which is double-digit revenue growth. We've delivered it now consistently for the last few quarters and we are confident that you know we will continue to deliver to our strategy — Hemant Bakshi”
Forward-looking targets from management for next 2-4 quarters
Revenue Growth Target
10%
Implied PAT Growth
12%
OPM Guidance
14.5%
Capex Plan
₹400 Cr
Key Milestones
• Return to mid-teen margins in Europe
• Sustain >20% growth in B&C segment
• Expand ROCE to 20%
The above analysis is parsed from publicly available earnings call transcripts. This is educational research only — not investment advice. Last updated Feb 22, 2026.
Based on publicly available financial data. This is educational research, not investment advice.
EPL Ltd's latest quarterly results (Dec 2025) show
EPL Ltd's current PE ratio is 15.4x.
EPL Ltd's price-to-book ratio is 2.4x.
EPL Ltd's fundamental strength based on key financial ratios
EPL Ltd has a debt-to-equity ratio of N/A.
EPL Ltd's return ratios over recent years
EPL Ltd's operating cash flow is positive (FY2025).
EPL Ltd's current dividend yield is 2.52%.
EPL Ltd's shareholding pattern (Dec 2025)
EPL Ltd's promoter holding has decreased recently.
EPL Ltd is an established outperformer with 1 weeks of consecutive Nifty 500 outperformance.
EPL Ltd has 3 key growth catalysts identified from recent earnings analysis
EPL Ltd has 2 key risks worth monitoring
In Q3 FY26, EPL Ltd's management highlighted
EPL Ltd's management has provided the following forward guidance for next 2-4 quarters
Based on quantitative research signals, here is why EPL Ltd may be worth studying
EPL Ltd investment thesis summary:
EPL Ltd's forward outlook based on current data signals
The above FAQs are generated from publicly available earnings data and conference call transcripts. This is educational research only. Sector Alpha is not SEBI registered and does not provide investment advice.
