EPL Limited — Investor Meet, 11-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

EPL Ltd. delivered a strong Q1 FY26 with double-digit revenue, EBITDA, and PAT growth, expanding EBITDA margins to 20.5%. Europe, Americas, and EAP led regional performance, while AMESA's modest growth is expected to improve with oral care recovery in H2. Beauty & Cosmetics remains a key driver, showing significant growth fueled by new customer acquisition and innovation. Operational highlights include ahead-of-plan Brazil capacity expansion and H2 contribution from Thailand's new facility. Sustainable tube formats now comprise 38% of sales. Management projects continued growth and improved returns, actively pursuing M&A to strengthen its Beauty & Cosmetics presence.