Q1 2025 EPL Ltd Earnings Call Transcript
Key Points
- EPL Ltd (BOM:500135) reported double-digit revenue growth of 10.7%, with EBITDA growth of 20.8% and PAT growth of 35.4%, excluding one-off items.
- The company's EBITDA margin expanded to 19.1%, marking an improvement of 160 basis points year-on-year.
- Strong performance across all major markets, with notable revenue growth in the Americas (18.9%), EAP region (13.9%), and Europe (9%).
- Significant progress in sustainability efforts, with sustainable tube offerings now representing 29% of total volume.
- Expansion efforts in Brazil are progressing well, with new customer acquisitions and high capacity utilization at the modular plant.
- India's margins decreased by 170 basis points due to investments in capability building and performance-driven incentives.
- Raw material prices are increasing, which may impact gross margins if not managed properly.
- There are concerns about potential economic softening in key markets like the U.S. and China, which could impact future growth.
- Interest costs have increased due to debt in Brazil, impacting overall financial performance.
- Supply chain issues in India affected the performance of the Personal Care segment, although these have now been resolved.
Ladies and gentlemen, good day, and welcome to the EPL Limited Q1 FY '25 earnings call hosted by Systematix Institutional Equities. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Pratik Tholiya from Systematix Institutional Equities. Thank you, and over to you, sir.
Yeah. Thanks Siddharth. Good evening, everyone. On behalf of Systematix Institutional Equities. I would like to welcome all the participants who've logged in for this conference call of EPL to discuss the Q1 FY '25 results. From the management team, we have Mr. Anand Kripalu, MD and Global CEO; Mr. M. R. Ramasamy, COO; Mr. Deepak Goyal, CFO; Shrihari K. Rao, President, AMESA Region; and Mr. Onkar Ghangurde, Head, Legal, CS and Compliance Officer.
As the outset, I'd like to thank the management for giving us the opportunity to host this call.
I would now like to welcome Mr. Anand Kripalu to start the proceedings by giving his opening remarks.
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