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EPL Limited strategy deck summary

NSE: EPL · BSE: 500135

Strategy deck of 29 Mar 2026, summarised by AI from the filing.

EPL board approved merger of Indovida with EPL on 29 March 2026, creating a consumer packaging platform with ~$1bn revenue

Key takeaways

  1. Merger EPL board approved merger of Indovida with EPL on 29 March 2026, creating a consumer packaging platform with ~$1bn revenue
  2. Valuation Transaction values EPL at ₹339 per share, ~70% higher than the last closing price; Indovida at ~35% discount to EPL multiple
  3. Emerging markets ~75% of MergeCo revenue expected from emerging markets, which are growing at ~2x developed economies
  4. Approvals Transaction closure expected in ~12 months subject to regulatory approvals including SEBI, CCI, NCLT and stock exchanges

Original filing on BSE

EPL Limited Q1 FY27 results

As filed: Revenue ₹1,388 cr (+25% year on year), EBITDA ₹261 cr (+15% year on year), PAT ₹101 cr (0% year on year), EBITDA margin 18.8% (−167 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹1,301 cr (+18% year on year), EBITDA ₹256 cr (+12% year on year), PAT ₹103 cr (+7% year on year), EBITDA margin 19.7% (−101 bps). Score 42 of 100, In line with trend. Revenue growth was well above the company's own trend; EBITDA and profit before exceptional items growth were well below it. EBITDA margin fell 101 bps year on year. Tax rate 11%. Share price after the results: −2.0% in 29 days (Nifty 500: −0.1%).
  • Q3 FY26: Revenue ₹1,149 cr (+13% year on year), EBITDA ₹231 cr (+15% year on year), PAT ₹83.1 cr (+19% year on year), EBITDA margin 20.1% (+27 bps). Score 41 of 100, In line with trend. Revenue growth was well above the company's own trend; EBITDA and profit before exceptional items growth were below it. EBITDA margin rose 27 bps year on year. Consolidated profit -12% but standalone +187%. Revenue fell 5% from last quarter. Share price after the results: −15.5% in 28 days (Nifty 500: −8.2%).
  • Q2 FY26: Revenue ₹1,206 cr (+11% year on year), EBITDA ₹252 cr (+15% year on year), PAT ₹106 cr (+20% year on year), EBITDA margin 20.9% (+64 bps). Score 48 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA and profit growth were below it. EBITDA margin rose 64 bps year on year. Share price after the results: +9.0% in 30 days (Nifty 500: −0.2%).
  • Q1 FY26: Revenue ₹1,108 cr (+10% year on year), EBITDA ₹227 cr (+22% year on year), PAT ₹101 cr (+53% year on year), EBITDA margin 20.5% (+202 bps). Score 63 of 100, In line with trend. Revenue and EBITDA growth were above the company's own trend; profit growth was in line with it. EBITDA margin rose 202 bps year on year. Tax rate 13%. Consolidated profit +53% but standalone -18%. Profit lagged EBITDA because of depreciation, interest or other income, not the business. Profit fell 13% from last quarter. Profit rose ₹35.0 cr on a year ago, more than the ₹10.0 cr it added the year before. Share price after the results: +5.0% in 30 days (Nifty 500: +0.1%).
  • Q4 FY25: Revenue ₹1,105 cr (+7% year on year), EBITDA ₹229 cr (+20% year on year), PAT ₹116 cr (+300% year on year), EBITDA margin 20.7% (+216 bps). Score 62 of 100, In line with trend. Revenue and EBITDA growth were in line with the company's own trend; profit growth was well above it. EBITDA margin rose 216 bps year on year. Tax rate 6%. Share price after the results: +20.6% in 29 days (Nifty 500: +6.1%).
  • Q3 FY25: Revenue ₹1,014 cr (+4% year on year), EBITDA ₹201 cr (+10% year on year), PAT ₹94.0 cr (+8% year on year), EBITDA margin 19.8% (+105 bps). Score 32 of 100, Below trend. Revenue growth was below the company's own trend; EBITDA growth was well below it; profit growth was in line with it. EBITDA margin rose 105 bps year on year. Tax rate 7%. Revenue fell 7% from last quarter.
  • Q2 FY25: Revenue ₹1,086 cr (+8% year on year), EBITDA ₹220 cr (+22% year on year), PAT ₹88.0 cr (+69% year on year), EBITDA margin 20.3% (+219 bps). Score 70 of 100, Above trend. EBITDA margin rose 219 bps year on year. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

EPL Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.