EPL Limited — PPTs, 17-06-2025: Investor Presentation

1. Financial Highlights:

EPL reported revenue of INR 4,313 Cr in FY25, with EBITDA at INR 840.0 Cr, reflecting a margin expansion to 19.9% from 18.2% in the prior year. PAT grew to INR 363 Cr, up significantly, supporting a strong ROCE improvement to 32.5%. The company demonstrated consistent margin improvements across regions, with EBITDA margins reaching up to 21.1% in Europe and Americas.

2. Strategic Initiatives & Growth Drivers:

EPL is focusing on double-digit revenue growth led by aggressive expansion in the Beauty & Cosmetics (B&C) segment and scaling operations in Brazil and Thailand via Greenfield projects. Investments are ongoing in extrusion capabilities and front- and back-end capacities to cater to shorter lead times and smaller run sizes. The "Neo Seam" printing innovation is gaining strong market traction, enhancing product differentiation.

3. Business Developments:

New capacity installations and expansions in India, China, Europe, and Thailand are underway to support B&C growth. The company has also increased its hunting organization by 20% and is pursuing targeted M&A opportunities along with geographical expansion into Southeast Asia to capture market share.

4. Market Position & Competitive Advantage:

EPL remains the world’s #1 specialty packaging company with ~20% global market share in tubes. It boasts a robust global footprint with 21 plants across 11 countries, integrated manufacturing, and a strong pipeline of patented innovations. Its sustainability leadership, reflected in top EcoVadis ratings and 85% recyclable tube capacity, positions it well amid rising customer demand for eco-friendly packaging.

5. Investor Implications:

EPL’s clearly defined path to ROCE above 25% by FY29, combined with sustainability-driven innovation and geographic diversification, indicates positive growth potential. Execution of expansion projects and integration of new technologies are key areas to monitor for risk, but strong margin trends and capital discipline make the outlook robust for retail investors.