EPL Limited — PPTs, 11-02-2025: Investor Presentation

**Financial Highlights:** EPL Limited reported a strong EBITDA margin of 20.3%, marking a 152 basis points increase year-over-year. Adjusted PAT surged by 33.8%, with absolute EBITDA growth of 12.4% YoY. Revenue growth was modest at 4%, with significant contributions from the Americas and Europe but slower expansion in EAP and AMESA regions. The net debt/EBITDA ratio improved to 0.72x from 0.94x YoY, while ROCE rose to 16.9%.

**Strategic Initiatives and Growth Drivers:** The company is initiating a greenfield expansion in Thailand, aiming to capture growth opportunities in the region. The Beauty and Cosmetics sector showed strong momentum, contributing to the overall growth strategy.

**Business Developments:** EPL continues to see robust expansion in Brazil, with capacity ramp-up underway to meet increasing demand. The company's sustainable packaging offerings are also gaining traction.

**Market Position and Competitive Advantage:** EPL maintains a dominant position in the oral care market and is recognized for its innovative products. The company's commitment to sustainability has been validated by its EcoVadis Gold rating, placing it among the top 2% globally.

**Investor Implications:** With ongoing expansion initiatives and positive growth trajectories, there appears to be a favorable outlook for EPL. Investors should watch developments in international markets, particularly in sustainability-oriented innovations, as these could bolster long-term growth prospects significantly.