Epigral Limited — Investor Meet, 03-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Epigral's Q3 FY26 revenue rose 2% QoQ to INR 603 Cr, but EBITDA dipped 22% to INR 103 Cr (17% margin) due to lower realizations, higher raw material, and inventory costs. For 9M FY26, EBITDA margin stood at 22%. Management expects performance to improve from Q4 onwards, driven by recovering demand and increased utilization. Key capacity expansion projects for CPVC and ECH are on schedule, with the chlorotoluene value chain set for significant contribution from FY27. The company is finalizing plans for new capex and anticipates an announcement soon, supporting long-term growth and diversification.