Epigral Limited — PPTs, 27-01-2025: Investor Presentation

**Q3 FY2025 Investor Presentation Summary**

**Financial Highlights:**

Epigral reported a robust Q3FY25 with revenue reaching ₹649 crore, marking a 37% year-on-year increase, driven primarily by an 11% rise in sales volume from the Derivatives & Specialty business. EBITDA surged 49% to ₹183 crore, with a margin improvement to 28%. The profit after tax (PAT) more than doubled, climbing 110% to ₹104 crore, resulting in a PAT margin of 16%.

**Strategic Initiatives and Growth Drivers:**

The company affirmed its strategic focus on enhancing its Derivatives & Specialty segment, with its revenue contribution rising to 50%. The ongoing expansion of CPVC Resin and Epichlorohydrin capacities is expected to further bolster revenue growth, anticipated to reach 1,50,000 TPA and 1,00,000 TPA, respectively, by H1FY27.

**Business Developments:**

A significant ₹333 crore was raised through a Qualified Institutional Placement (QIP) to support growth initiatives. The commencement of new capacities aligns with improving market demand, particularly in the specialty chemicals sector.

**Market Position and Competitive Advantage:**

Epigral continues to enhance its positioning as a leader in the Indian chemical market, with a diversified portfolio catering to a broad array of industries. The expansion towards high-value products is expected to strengthen its competitive edge in a growing market.

**Investor Implications:**

The strong quarterly performance and strategic capacity expansions suggest a positive outlook for Epigral, providing retail investors with opportunities for growth. The company’s initiatives reflect its commitment to long-term value creation and market leadership in specialty chemicals.