EPL Limited (500135) Earnings Call Transcripts

EPL Limited's Latest Earnings Call - March 30, 2026

EPL Limited reported strong performance in Q1 FY2026, driven by a strategic merger with Indovida, which is expected to create a $1 billion revenue powerhouse. The merger is projected to double EPL's revenue to INR 8,300 crores and enhance EBITDA to approximately INR 1,750 crores. Management maintained guidance for double-digit revenue growth, indicating confidence in future performance despite geopolitical challenges affecting the sector.

Reported metrics

Guidance from management

Management maintained guidance for double-digit revenue growth, indicating confidence in the combined entity's ability to leverage synergies and expand into new markets.

What management said

Yes. On the first one, which is to speak any revalidation from customers, we should not have any need to do so. Since this merger this morning, we've now been in touch with all our customers. We've communicated with them. And I'm very happy to say that most of them have become and have given us really to do for building -- doing this transaction will be our scale. So I can assure you that our customers are really hap...

So Indovida generates as Hemant mentioned, a revenue of INR 3,800 crores, an EBITDA margin of 21.3%. So their EBITDA is INR 800 crores plus. If you look at the combined entity, in the last 12 months, PPL has delivered a profit of -- for EBITDA of about INR 940 crores. So combined entity will have an EBITDA of about INR 1,750 crores.

What analysts pressed on

Analysts expressed concerns regarding the potential need for regulatory approvals and the impact of geopolitical events on supply chains. There were also questions about the dividend policy and capital allocation strategy post-merger.

Main topics on the call

• Strategic Merger with Indovida — EPL announced a merger with Indovida, creating a combined entity focused on emerging markets. Management stated, "Together, we are creating a diversified multiformat packaging platform that doubles our combined revenue t...
• Revenue Growth and Guidance — EPL has delivered double-digit revenue growth for the last three quarters and expects this trend to continue. Management reiterated, "Our guidance on EPL remains unchanged of double-digit revenue growth in the future."
• Synergy Realization — Management identified potential synergies of $35 million to $50 million from the merger, primarily through geographic expansion and cost efficiencies. They emphasized that "footprint synergies are quite significant, and ...
• Debt-to-EBITDA Improvement — Post-merger, EPL's debt-to-EBITDA ratio is expected to improve significantly to 0.25 from 0.65, enhancing financial flexibility. Management noted, "As a result of this merger, our debt-to-EBITDA ratio will come down to 0...

Read the full EPL Limited transcript (March 30, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 31 EPL Limited earnings call transcripts on record, spanning February 7, 2020 to August 11, 2026. Based on this history, EPL Limited reports quarterly. The most recent call on file is dated August 11, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

500135

Exchange

BSE

Country

IN

Sector

Materials

Industry

Containers and Packaging

Calls on record

31

First call

February 7, 2020

Most recent

August 11, 2026

Reporting cadence

quarterly