BSECompany Update11 Aug 2026 · 11 Aug 2026, 05:01 pm
The Investor Presentation on the Unaudited Standalone and Consolidated Financial Results of the Company for the quarter ended on June 30, 2026, is enclosed herewith.
EPL Ltd · 500135
✦ AI Summary▲ PositiveResults
EPL Ltd reported a strong Q1FY27 with 25.3% revenue growth and 15.2% EBITDA growth, driven by broad-based momentum across categories and regions, and inflation-led pricing. The company's underlying EBITDA stood at 19.6% with 15.2% growth, and PAT delivery was in line with estimates, on track to deliver double-digit growth in full year.
Analysis Scores
Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact8/10
Market Sentiment8/10
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Full Announcement
EPL Ltd - 500135 - Announcement under Regulation 30 (LODR)-Investor Presentation
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August 11, 2026
BSE Limited National Stock Exchange of India Limited
Phiroze Jeejeebhoy Towers, Exchange Plaza, C/1, Block G,
Dalal Street, Mumbai - 400001 Bandra-Kurla Complex, Bandra (E), Mumbai - 400051
Scrip Code: 500135 Trading Symbol: EPL
Sub. : Investor Presentation - EPL Limited (“Company”)
Ref. : 1. Regulation 30 of the Securities and Exchange Board of India (Listing Obligations
and Disclosure Requirements) Regulations, 2015 (as amended) (“SEBI LODR
Regulations”)
2. ISIN: INE255A01020
Sir/ Madam,
In terms of the above referred provisions of the SEBI LODR Regulations and in furtherance of
our intimation dated August 4, 2026 with respect to the Conference call for Analysts/
Investors scheduled to be held on August 11, 2026, please find enclosed herewith, the
Investor Presentation on the Unaudited Standalone and Consolidated Financial Results of the
Company for the quarter ended on June 30, 2026.
The said Investor Presentation will also be available on the website of the Company i.e.
https://www.eplglobal.com/.
This is for your information and records.
Thanking you.
Yours faithfully,
For EPL Limited
Onkar Ghangurde
Head - Legal, Company Secretary & Compliance Officer
ICSI Membership No. A30636
Encl.: As above
Safe Harbour
Certain statements in this presentation concerning our future growth prospects are forward-looking statements. The Company cautions
that, by their nature, forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from
thoseinsuchforward-lookingstatements.Therisksanduncertaintiesrelatingtothesestatementsinclude,butarenotlimitedto,risksand
uncertainties regarding fluctuations in earnings, our ability to manage growth, intense competition in packaging industry including those
factors which may affect our cost advantage, wage increases, our ability to attract and retain highly skilled professionals, time and cost
overruns on fixed-price, fixed-time frame contracts, client concentration, industry segment concentration, our ability to manage our
operations, reduced demand for packaging products in our key focus areas, our ability to successfully complete and integrate potential
acquisitions, liability for damages on our service contracts, the success of the companies in which is EPL(FormerlyknownasEsselPropack
Limited) has made strategic investments, withdrawal of governmental fiscal incentives, political instability and regional conflicts, legal
restrictions on raising capital or acquiring companies,and unauthorized use of our intellectual property and general economic conditions
affectingourindustry.TheCompanydoesnotundertaketoupdateanyforward-lookingstatementsthatmaybemadefromtimetotimeby
oronbehalfoftheCompany.
EPL Limited 2 2
Q1FY27 Earnings Presentation
Key topics
• Q1FY27 Highlights and Financial Performance
• Update on Key Initiatives
• Growth Drivers
• Sustainability: Product, Process, People
• Awards and Recognition
• Looking Ahead
• Appendix
EPL Limited 3
Q1FY27 Earnings Presentation
Q1FY27: Strong Quarter with 25.3% Revenue Growth and 15.2% EBITDA growth
Delivered strong revenue growth of 25.3% driven by broad based momentum across categories and regions. The growth was
also aided by inflation led pricing. Excluding commodity pass-through pricing, underlying revenue growth was 20%, reflecting
stronggrowthacceleration.
2 Underlying EBITDA stood at 19.6% with 15.2% growth, however, due to commodity inflation led pricing-pass-through actual
EBITDA is at 18.8%.
3 PAT delivery in line with estimates and on track to deliver double digit growth in full year. Q1 PAT declined by 1.4% while our
PBT increased by10%. The dropis because we are lappinga verylow base yearETR* andwill get corrected on fullyear basis.
4 Return on Capital Employed (‘ROCE’) continues to be strong at 18.5%; with marginal decline of 37 bps vs PY, primarily due to
aheadof thecurvecapex investments.
EPL Limited 4
Q1FY27 Earnings Presentation *ETR was lower in PY primarily on account of Inter Company Dividend phasing.
Our Investments are reflecting in growth acceleration
Stepped Up Investments… ..resulting in double digit revenue growth over last 5 quarters
Underlying
1 Ahead of the curve CAPEX investment in new technologies/capabilities
15000 growth of ~20%30%
13,879
14000
13,005
25.3%
13000
12,059 20%
12000 11,488
Extrusion Lines Printing Lines New Tooling Investment 11,079 17.6% 15%
11000
13.3%
10000 11.0%
2 Opexinvestment in building differentiated capabilities 10.0%
9000
8000 0%
Q1 FY 26 Q2 FY 26 Q3 FY 26 Q4 FY 26 Q1 FY 27
• Acquiring new customer in B&C (80+ customers)
Value-Added Processes
Innovation CoE Hunting Manpower (Metalization) • Wallet share gain in Oral with MNC’s
EPL Limited 5
Q1FY27 Earnings Presentation
Middle East Crisis driving input cost inflation; Ensuring supply security while protecting profitability
Key Guiding Principles to manage the crisis
Significant increase in Material Prices
Polymer INR/kg
Supply Security
180 Leverage supplier relationships and manage inventory to secure adequate
safety stocks
Margin Protection
Full pass-through of cost inflation; protecting robust absolute EBITDA growth
Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Market Share Gains
LLDPE HDPE
Superior supply chain reliability helping us win new business and gain wallet
share
Source –ICIS M LLDPE and HDPE Index
CBIC Exchange rate
EPL Limited
Q1FY27 Earnings Presentation 6 6
Q1FY27 Consolidated Financial Highlights
(INR million)
Revenue from Operations EBITDA and EBITDA Margins1 EBIT and EBIT Margins
13,879 20.5% 18.8% 12.4% 10.9%
11,079
1,518
2,268 2,612 1,372
25.3% 15.2% 10.6%
Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27
PAT and EPS Net Debt and Net Debt/ LTM EBITDA ROCE
3.13 3.08 0.45x 0.58x 18.9% 18.5%
5,806
1,000 986 -37 bps
3,898
-1.4%.
Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27
Revenuegrowthbyregion– AMESA(+17%),India(+19.9%),EAP(+34.3%),Americas(+29.4%),Europe(+20.2%)
UnderlyingEBITDAmargin@19.6%.ReportedEBITDA@18.8% duetocommodityinflationledpricingincludedinrevenue.
PATinlinewiththeestimatesandontracktodeliverdoubledigitgrowthfortheyear.Q1PATdeclinedby1.4%whileourPBTincreased
by10%.ThedropisbecausewearelappingaverylowbaseyearETRandwillgetcorrectedonfullyearbasis
EPL Limited Netdebtincreaseduetoaheadofthecurvecapexinvestmentsandhigherworkingcapitalduetomiddleeastcrisis.
Q1FY27 Earnings Presentation 7 7
1EBITDA is excluding Fxgain/(loss). In the publication Fxgain is included in Other income and Fxlosses are part of Other Expenses.
Key Growth and Capital Efficiency KPIs
(INR million)
Q1FY26 Q1FY27 Growth
Revenue 11,079 13,879 25.3%
Growth
EBITDA 2,268 2,612 15.2%
EPS (INR) 3.13 3.08 -1.6%
As of Jun’25 As of Jun’26
ROCE 18.9% 18.5%
Capital
Net Debt 3,898 5,806
Efficiency
Q1FY26 Q1FY27
Capex 857 1,083
EPL Limited
Q1FY27Earnings Presentation 8
Consistent Mid-teens EBITDA growth; Underlying Margin at 19.6%
EBITDA: 5,991Mn EBITDA: 7,143Mn EBITDA: 8,396Mn EBITDA: 9,724Mn
Margin: 16.2% Margin: 18.2% Margin: 19.9% Margin: 20.4%
2,632 2,612
22.0% 2,516 Underlying
2,308
2,246 2268 2,50E0 BITDA margin
21.0% 2,167 2,062
19.6%
20.0% 1,834 1,909 1,921 20.5% 20.9%
1,566 1,639 1,590 1,810 20.3% 20.3% 20.1% 20.2% 2,000
19.0% 1,530
20.0%
1,256 18.8% 18.8% 1,500
18.0% 18.5% 19.1%
18.1%
17.0% 17.5% 1,000
16.9%
16.0% 16.6%
16.1%
15.0% 15.1%
14.0% -
Q1 FY23 Q2 FY23 Q3 FY23 Q4 FY23 Q1 FY24 Q2 FY24 Q3 FY24 Q4 FY24 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27
EBITDA Growth
-13.3% -4.0% 12. 9% 21.1% 26.6% 18.3% 17.1% 16.5% 20.8% 19.7% 12.4% 17.7% 18.1% 16.1% 11.9% 17.2% 15.2%
FY24 EBITDA Growth +19.2% FY25 EBITDA Growth +17.5% FY26 EBITDA Growth +15.8%
EPL Limited
Q1FY27 Earnings Presentation 9 9
*EBITDA is excluding Fxgain/(loss). In the publication Fxgain is included in Other income and Fxlosses are part of Other Expenses.
Key topics
• Q1FY27 Highlights and Financial Performance
• Update on Key Initiatives
• Growth Drivers
• Sustainability: Product, Process, Peopl
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