Epigral Limited — Investor Meet, 06-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Epigral's Q1 FY26 revenue declined 6% to INR 615 Cr due to plant maintenance, but EBITDA margin remained strong at 27%. PAT grew to INR 160 Cr, aided by a one-time tax credit. Management anticipates improved performance in H2 FY26 as maintenance concludes. Derivatives & Specialty revenue is 50%, targeting 70% by FY28. Major capex projects for CPVC, Epichlorohydrin, and a hybrid power plant are on schedule. Chlorotoluene is in customer approval, with sizable revenue expected from Q4 FY26. The company is evaluating new import-substitution projects for future growth, reflecting a confident long-term strategic outlook.