Epigral Limited — Investor Meet, 08-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Epigral posted FY25 revenue of Rs.2,565 Cr, up 33% YoY, driven by 11% volume growth and a 54% revenue share from higher-value Derivatives & Specialty products. EBITDA grew 48% to Rs.711 Cr (28% margin), and PAT jumped 82% to Rs.357 Cr. Management plans ~70% revenue from Derivatives & Specialty by FY26 year-end, with 10%-15% volume growth guided, supported by capacity expansions and Rs.450 Cr CAPEX. Margins may stabilize amid softer CPVC pricing and declining hydrogen peroxide volumes. Long-term growth of 15%-20% CAGR is expected, with focus on downstream integration and import substitution. Tone is confident on growth and balance sheet strength.