EPL Limited Q4FY26 Revenue Up 17.6%, EBITDA Up 17.2%; Merger with Indovida Announced
EPL Limited reported a 17.6% increase in Q4FY26 revenue and a 17.2% increase in EBITDA, with margins above 20%. Beauty & Cosmetics grew 30% YoY. The company announced a merger with Indovida to expand its emerging market presence. The company is managing Middle East crisis impact through pass-through arrangements. Hemant Bakshi said it was a landmark quarter.
The announcement includes significant financial metrics, strategic decisions like the merger, and future guidance, all of which have a high potential impact on the company's performance and market perception.
The announcement highlights strong financial performance, including significant revenue and EBITDA growth. The proposed merger with Indovida is also a positive development, expected to enhance the company's market position.
EPL Limited announced the transcript of its conference call held on 14 May 2026 to discuss the audited standalone and consolidated financial results for the quarter and financial year ended 31 March 2026. The company's revenue for the quarter grew by 17.6%, with EBITDA growing by 17.2% and margins sustained above 20%. This was the highest ever revenue growth in the last 5 years and the fourth consecutive quarter of double-digit revenue growth. Beauty & Cosmetics led the momentum with a record 30% year-on-year growth, while Oral Care showed a healthy recovery, growing 10% year-on-year. All four regions delivered double-digit performance, with EAP and the Americas leading the way, growing 25% and 24.1%, respectively. Europe also delivered a robust performance, growing 15.5%, AMESA grew by 10.4%, while India stand-alone recorded a healthy 11.5% growth. EBITDA margin stood at 20.2%. PAT for the quarter, excluding exceptional items, marginally increased by 1%. For the full year, revenue grew by 13%, and EBITDA increased by 15.8% with margins at 20.4%. Sustainable tube formats contributed 38% of total sales during the quarter. The company also achieved the EcoVadis Platinum rating this year, placing it among the top 1% of companies globally on ESG performance. The company announced its proposed merger with Indovida, a transformational move that will significantly enhance its scale and strengthen its position as a leading player in emerging markets.
The company is proactively navigating the Middle East crisis, prioritizing supply security for customers and ensuring cost impact gets fully passed on. Nearly 50% of the business is covered under contractual pass-through arrangements. Priorities for the future include sustaining growth momentum in Beauty & Cosmetics, scaling in high-growth emerging markets, and focusing on margin discipline and capital efficiency. The company is strengthening its presence and capabilities in Thailand and exploring new markets. FY26 has been a defining year for EPL, marked by consistent double-digit growth, resilient margins, and a transformative strategic milestone with the announcement of its proposed merger.
According to Hemant Bakshi, this has been a landmark quarter for EPL. The company announced its proposed merger with Indovida, a transformational move that will significantly enhance its scale and strengthen its position as a leading player in emerging markets. At the same time, the company has delivered exceptional operating performance in a dynamic and challenging macro-economic environment, reflecting the resilience of its business model and the strength of its execution.
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EPL Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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