EPL Limited — Investor Meet, 17-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

EPL delivered strong Q2 FY26 results with 11% revenue growth, 16.1% EBITDA growth, and 19.9% PAT growth. EBITDA margin expanded to 20.9% and ROCE reached 18.7%. Beauty & Cosmetics surged 26.3%, now comprising 53% of revenue. Americas revenue jumped 27.4%, and East Asia Pacific grew 10.6% driven by innovation. Europe experienced temporary softness from one major customer's destocking. The Thailand plant is now operational, and Brazil continues strong growth. Management is confident in sustained double-digit growth, continued margin expansion, and targets 25%+ ROCE by FY29. An interim dividend of INR2.50 per share was declared.