View Future GrowthEPL 過去の業績過去 基準チェック /56EPLは、平均年間12.2%の収益成長を遂げていますが、 Packaging業界の収益は、年間 成長しています。収益は、平均年間13.2% 7.8%収益成長率で 成長しています。 EPLの自己資本利益率は15.4%であり、純利益率は8.8%です。主要情報12.22%収益成長率11.90%EPS成長率Packaging 業界の成長19.13%収益成長率7.77%株主資本利益率15.44%ネット・マージン8.76%次回の業績アップデート14 May 2026最近の業績更新お知らせ • May 07EPL Limited to Report Q4, 2026 Results on May 14, 2026EPL Limited announced that they will report Q4, 2026 results on May 14, 2026Reported Earnings • Feb 15Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: ₹2.55 (down from ₹2.93 in 3Q 2025). Revenue: ₹11.6b (up 15% from 3Q 2025). Net income: ₹817.0m (down 13% from 3Q 2025). Profit margin: 7.0% (down from 9.2% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 06EPL Limited to Report Q3, 2026 Results on Feb 13, 2026EPL Limited announced that they will report Q3, 2026 results on Feb 13, 2026Reported Earnings • Nov 12Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: ₹3.26 (up from ₹2.73 in 2Q 2025). Revenue: ₹12.2b (up 12% from 2Q 2025). Net income: ₹1.04b (up 20% from 2Q 2025). Profit margin: 8.6% (up from 8.0% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 7.1%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 04EPL Limited to Report Q2, 2026 Results on Nov 11, 2025EPL Limited announced that they will report Q2, 2026 results on Nov 11, 2025Reported Earnings • Aug 06First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: ₹3.13 (up from ₹2.02 in 1Q 2025). Revenue: ₹11.2b (up 11% from 1Q 2025). Net income: ₹1.00b (up 56% from 1Q 2025). Profit margin: 9.0% (up from 6.4% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.6%. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.すべての更新を表示Recent updatesお知らせ • May 07EPL Limited to Report Q4, 2026 Results on May 14, 2026EPL Limited announced that they will report Q4, 2026 results on May 14, 2026お知らせ • Mar 30Indovida India Private Limited executed a Merger Implementation Agreement to acquire EPL Limited (BSE:500135) for INR 36.7 billion in a reverse merger transaction.Indovida India Private Limited executed a Merger Implementation Agreement to acquire EPL Limited (BSE:500135) for INR 36.7 billion in a reverse merger transaction on March 29, 2026. The consideration consists of INR 36.72 billion based on 184.73 million common equity of EPL Limited at a ratio of 0.0286 per common equity of Indovida India Private Limited. As part of consideration, INR 36.72 billion is paid towards common equity of EPL Limited. Upon completion, Indorama Netherlands B.V. will hold 51.8% stake in EPL Limited. The merger is subject to necessary statutory and regulatory approvals under applicable laws, including approvals from the BSE Limited and the National Stock Exchange of India Limited, the Securities and Exchange Board of India, the requisite majority of shareholders and creditors of both the EPL Limited and Indovida India Private Limited, the National Company Law Tribunal, the Competition Commission of India, and any other statutory and regulatory authorities as required. The deal has been approved by the board of EPL Limited. The transaction is expected to close in the next ~12 months. The merger is expected to be EPS, EBIT margin, and RoCE accretive from the first full year of operations. As of March 30, 2026, the Conference Call was held to discuss about the Scheme of Amalgamation of Indovida India Private Limited with EPL Limited and their respective shareholders. Goldman Sachs acted as financial advisor for EPL Limited. Khaitan & Co., Chandhiok & Mahajan and Trilegal acted as legal advisor for EPL Limited. acted as legal advisor for EPL Limited. EY and KPMG India Services LLP acted as financial and tax due diligence provider for EPL Limited. Ernst & Young Merchant Banking Services Private Limited acted as fairness opinion provider for EPL Limited.分析記事 • Feb 18EPL Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowEPL Limited ( NSE:EPL ) last week reported its latest third-quarter results, which makes it a good time for investors...Reported Earnings • Feb 15Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: ₹2.55 (down from ₹2.93 in 3Q 2025). Revenue: ₹11.6b (up 15% from 3Q 2025). Net income: ₹817.0m (down 13% from 3Q 2025). Profit margin: 7.0% (down from 9.2% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 06EPL Limited to Report Q3, 2026 Results on Feb 13, 2026EPL Limited announced that they will report Q3, 2026 results on Feb 13, 2026分析記事 • Dec 13EPL Limited's (NSE:EPL) Business And Shares Still Trailing The MarketWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") above 26x, you may consider EPL...Declared Dividend • Nov 13First half dividend of ₹2.50 announcedShareholders will receive a dividend of ₹2.50. Ex-date: 17th November 2025 Payment date: 11th December 2025 Dividend yield will be 2.4%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 12Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: ₹3.26 (up from ₹2.73 in 2Q 2025). Revenue: ₹12.2b (up 12% from 2Q 2025). Net income: ₹1.04b (up 20% from 2Q 2025). Profit margin: 8.6% (up from 8.0% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 7.1%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 04EPL Limited to Report Q2, 2026 Results on Nov 11, 2025EPL Limited announced that they will report Q2, 2026 results on Nov 11, 2025お知らせ • Oct 17+ 1 more updateEPL Announces Appoints Hemant Bakshi as Global CEO, Effective January 1, 2026EPL announced that Hemant Bakshi has been appointed as the MD and Global CEO of EPL, effective January 1, 2026. Hemant Bakshi comes after helming several leadership roles across regions in Unilever. He was with Unilever for 15 years and his last position was as EVP Unilever Marketplace. The current MD & Global CEO, Anand Kripalu, will continue to lead the company through the interim period to ensure a smooth transition, before retiring and passing the baton to Bakshi. He will thereafter remain on the Board of EPL to guide the Company's next phase of growth.Buy Or Sell Opportunity • Sep 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.8% to ₹222. The fair value is estimated to be ₹280, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 28% in the next 2 years.Upcoming Dividend • Aug 26Upcoming dividend of ₹2.50 per shareEligible shareholders must have bought the stock before 02 September 2025. Payment date: 09 October 2025. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.2%. Within top quartile of Indian dividend payers (1.3%). Higher than average of industry peers (0.9%).お知らせ • Aug 18EPL Limited, Annual General Meeting, Sep 09, 2025EPL Limited, Annual General Meeting, Sep 09, 2025, at 11:00 Indian Standard Time.分析記事 • Aug 08EPL Limited Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearEPL Limited ( NSE:EPL ) last week reported its latest first-quarter results, which makes it a good time for investors...Reported Earnings • Aug 06First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: ₹3.13 (up from ₹2.02 in 1Q 2025). Revenue: ₹11.2b (up 11% from 1Q 2025). Net income: ₹1.00b (up 56% from 1Q 2025). Profit margin: 9.0% (up from 6.4% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.6%. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 29EPL Limited to Report Q1, 2026 Results on Aug 05, 2025EPL Limited announced that they will report Q1, 2026 results on Aug 05, 2025分析記事 • Jul 29Here's Why EPL (NSE:EPL) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Board Change • Jun 12Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Shashank Sinha was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • May 29EPL Limited's (NSE:EPL) Share Price Boosted 26% But Its Business Prospects Need A Lift TooEPL Limited ( NSE:EPL ) shareholders have had their patience rewarded with a 26% share price jump in the last month...お知らせ • May 28Indorama Netherlands B.V. acquired 24.90% stake in EPL Limited (BSE:500135) from Blackstone Inc. (NYSE:BX) for INR 19.1 billion.Indorama Netherlands B.V. agreed to acquire 24.90% stake in EPL Limited (BSE:500135) from Blackstone Inc. (NYSE:BX) for INR 19.1 billion on February 24, 2025. A cash consideration of INR 19.08 billion valued at INR 240 per share will be paid by Indorama Netherlands B.V. As part of consideration, INR 19.08 billion is paid towards common equity of EPL Limited. The transaction is subject to approval of Competition Commission of India and other anti-trust approvals in the identified jurisdiction. The transaction is subject to approval of merger agreement by target board. The deal has been approved by the board. As of May 27, 2025, The board of EPL Limited has approved the transaction on May 27, 2025. Morgan Stanley acted as financial advisor for Blackstone Inc. Simpson Thacher & Bartlett LLP acted as legal advisor for Blackstone Inc. Trilegal acted as legal advisor for Blackstone Inc. Chandhiok & Mahajan acted as legal advisor for Indorama Netherlands B.V. Khaitan & Co. acted as legal advisor for Indorama Netherlands B.V. The Goldman Sachs Group, Inc. acted as financial advisor for Indorama Netherlands B.V. Indorama Netherlands B.V. completed the acquisition of 24.90% stake in EPL Limited (BSE:500135) from Blackstone Inc. (NYSE:BX) for INR 19.1 billion on May 27, 2025. Epsilon Bidco Pte. Ltd. have transferred 7,94,94,085 equity shares of EPL Limited on May 27, 2025 to Indorama Neatherlands B.V. The Competition Commission of India has approved the proposed acquisition of shareholding in EPL Limited by Indorama Netherlands B.V. on May 13, 2025.Reported Earnings • May 13Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₹11.27 (up from ₹6.70 in FY 2024). Revenue: ₹42.1b (up 7.6% from FY 2024). Net income: ₹3.59b (up 68% from FY 2024). Profit margin: 8.5% (up from 5.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.4%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 15% per year and the company’s share price has also increased by 15% per year.Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹231, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Packaging industry in India. Total returns to shareholders of 62% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹218 per share.分析記事 • May 10An Intrinsic Calculation For EPL Limited (NSE:EPL) Suggests It's 34% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, EPL fair value estimate is ₹314 EPL's ₹208 share price signals...お知らせ • May 01EPL Limited to Report Q4, 2025 Results on May 08, 2025EPL Limited announced that they will report Q4, 2025 results on May 08, 2025Buy Or Sell Opportunity • Apr 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to ₹198. The fair value is estimated to be ₹251, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 8.3%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 80% in the next 2 years.分析記事 • Mar 15Take Care Before Jumping Onto EPL Limited (NSE:EPL) Even Though It's 27% CheaperUnfortunately for some shareholders, the EPL Limited ( NSE:EPL ) share price has dived 27% in the last thirty days...Buy Or Sell Opportunity • Mar 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 32% to ₹189. The fair value is estimated to be ₹240, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 8.3%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 80% in the next 2 years.Valuation Update With 7 Day Price Move • Feb 28Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₹196, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Packaging industry in India. Total returns to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹235 per share.分析記事 • Feb 14EPL Limited Just Recorded A 8.1% EPS Beat: Here's What Analysts Are Forecasting NextIt's been a good week for EPL Limited ( NSE:EPL ) shareholders, because the company has just released its latest...Reported Earnings • Feb 12Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: ₹2.93 (up from ₹2.71 in 3Q 2024). Revenue: ₹10.1b (up 4.0% from 3Q 2024). Net income: ₹935.0m (up 8.6% from 3Q 2024). Profit margin: 9.2% (up from 8.8% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.9%. Earnings per share (EPS) exceeded analyst estimates by 8.1%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Feb 10Returns At EPL (NSE:EPL) Appear To Be Weighed DownIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...お知らせ • Feb 04EPL Limited to Report Q3, 2025 Results on Feb 11, 2025EPL Limited announced that they will report Q3, 2025 results on Feb 11, 2025分析記事 • Jan 25Is EPL Limited (NSE:EPL) Trading At A 22% Discount?Key Insights EPL's estimated fair value is ₹275 based on 2 Stage Free Cash Flow to Equity Current share price of ₹215...Buy Or Sell Opportunity • Jan 24Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to ₹215. The fair value is estimated to be ₹276, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years. Earnings per share has grown by 5.3%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 78% in the next 2 years.分析記事 • Jan 10EPL (NSE:EPL) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Dec 24Cautious Investors Not Rewarding EPL Limited's (NSE:EPL) Performance CompletelyIt's not a stretch to say that EPL Limited's ( NSE:EPL ) price-to-earnings (or "P/E") ratio of 32.4x right now seems...分析記事 • Nov 15EPL Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsShareholders might have noticed that EPL Limited ( NSE:EPL ) filed its second-quarter result this time last week. The...分析記事 • Nov 14EPL (NSE:EPL) Has Announced That It Will Be Increasing Its Dividend To ₹2.50EPL Limited ( NSE:EPL ) will increase its dividend from last year's comparable payment on the 11th of December to...Declared Dividend • Nov 13First half dividend of ₹2.50 announcedShareholders will receive a dividend of ₹2.50. Ex-date: 22nd November 2024 Payment date: 11th December 2024 Dividend yield will be 1.8%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 97% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Nov 12Price target increased by 7.6% to ₹304Up from ₹283, the current price target is an average from 8 analysts. New target price is 15% above last closing price of ₹264. Stock is up 36% over the past year. The company is forecast to post earnings per share of ₹10.43 for next year compared to ₹6.70 last year.Reported Earnings • Nov 12Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: EPS: ₹2.73 (up from ₹1.58 in 2Q 2024). Revenue: ₹11.0b (up 9.8% from 2Q 2024). Net income: ₹870.0m (up 72% from 2Q 2024). Profit margin: 7.9% (up from 5.0% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) exceeded analyst estimates by 11%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 8% per year.お知らせ • Nov 04EPL Limited to Report Q2, 2025 Results on Nov 11, 2024EPL Limited announced that they will report Q2, 2025 results on Nov 11, 2024分析記事 • Oct 26Estimating The Intrinsic Value Of EPL Limited (NSE:EPL)Key Insights EPL's estimated fair value is ₹235 based on 2 Stage Free Cash Flow to Equity EPL's ₹253 share price...Board Change • Sep 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. Independent Director Shashank Sinha was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Aug 22EPL Limited Approves Final Dividend for the Financial Year Ended on March 31, 2024EPL Limited at the AGM held on August 21, 2024 approved to declare a final dividend of INR 2.30 per equity share of the face value of INR 2 each for the financial year ended on March 31, 2024.Valuation Update With 7 Day Price Move • Aug 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹251, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 22x in the Packaging industry in India. Total returns to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹237 per share.Price Target Changed • Aug 16Price target increased by 8.3% to ₹278Up from ₹256, the current price target is an average from 8 analysts. New target price is 11% above last closing price of ₹250. Stock is up 27% over the past year. The company is forecast to post earnings per share of ₹10.47 for next year compared to ₹6.70 last year.分析記事 • Aug 16EPL Limited Just Missed EPS By 20%: Here's What Analysts Think Will Happen NextAs you might know, EPL Limited ( NSE:EPL ) last week released its latest first-quarter, and things did not turn out so...分析記事 • Aug 15Here's Why Shareholders May Want To Be Cautious With Increasing EPL Limited's (NSE:EPL) CEO Pay PacketKey Insights EPL's Annual General Meeting to take place on 21st of August CEO Anand Kripalu's total compensation...分析記事 • Aug 08EPL (NSE:EPL) Is Paying Out A Larger Dividend Than Last YearEPL Limited ( NSE:EPL ) will increase its dividend from last year's comparable payment on the 19th of September to...お知らせ • Aug 07EPL Limited to Report Q1, 2025 Results on Aug 13, 2024EPL Limited announced that they will report Q1, 2025 results on Aug 13, 2024Declared Dividend • Aug 02Final dividend increased to ₹2.30Dividend of ₹2.30 is 7.0% higher than last year. Ex-date: 14th August 2024 Payment date: 19th September 2024 Dividend yield will be 2.0%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (69% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 102% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 01Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: ₹6.70 (down from ₹7.15 in FY 2023). Revenue: ₹39.2b (up 6.0% from FY 2023). Net income: ₹2.13b (down 6.0% from FY 2023). Profit margin: 5.4% (down from 6.1% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 3% per year.お知らせ • Jul 31EPL Limited, Annual General Meeting, Aug 21, 2024EPL Limited, Annual General Meeting, Aug 21, 2024, at 15:00 Indian Standard Time.分析記事 • Jul 04A Piece Of The Puzzle Missing From EPL Limited's (NSE:EPL) 25% Share Price ClimbEPL Limited ( NSE:EPL ) shareholders have had their patience rewarded with a 25% share price jump in the last month...Valuation Update With 7 Day Price Move • Jul 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹228, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 15x in the Packaging industry in Asia. Total loss to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹105 per share.分析記事 • Jul 03Return Trends At EPL (NSE:EPL) Aren't AppealingIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Jun 05There May Be Some Bright Spots In EPL's (NSE:EPL) EarningsThe market for EPL Limited's ( NSE:EPL ) shares didn't move much after it posted weak earnings recently. Our analysis...お知らせ • May 30EPL Limited Recommends the Final Dividend for the Financial Year Ended March 31, 2024EPL Limited recommended the final dividend of INR 2.30/- per equity share of INR 2/- each for the financial year ended March 31, 2024, for approval of the Shareholders, at the up coming Annual General Meeting.分析記事 • May 30Is EPL (NSE:EPL) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Reported Earnings • May 29Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: ₹6.70 (down from ₹7.15 in FY 2023). Revenue: ₹39.8b (up 7.6% from FY 2023). Net income: ₹2.13b (down 6.0% from FY 2023). Profit margin: 5.4% (down from 6.1% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to grow 9.8% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • May 23EPL Limited to Report Q4, 2024 Results on May 28, 2024EPL Limited announced that they will report Q4, 2024 results on May 28, 2024分析記事 • Feb 10Results: EPL Limited Exceeded Expectations And The Consensus Has Updated Its EstimatesThe quarterly results for EPL Limited ( NSE:EPL ) were released last week, making it a good time to revisit its...Reported Earnings • Feb 08Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: ₹2.71 (up from ₹1.98 in 3Q 2023). Revenue: ₹9.99b (up 5.7% from 3Q 2023). Net income: ₹861.0m (up 37% from 3Q 2023). Profit margin: 8.6% (up from 6.6% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 5.6%. Earnings per share (EPS) exceeded analyst estimates by 17%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 4% per year.お知らせ • Jan 31EPL Limited to Report Q3, 2024 Results on Feb 07, 2024EPL Limited announced that they will report Q3, 2024 results on Feb 07, 2024Upcoming Dividend • Nov 14Upcoming dividend of ₹2.15 per share at 2.2% yieldEligible shareholders must have bought the stock before 21 November 2023. Payment date: 08 December 2023. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.2%. Within top quartile of Indian dividend payers (1.3%). Higher than average of industry peers (0.9%).分析記事 • Nov 11EPL (NSE:EPL) Is Paying Out A Dividend Of ₹2.15EPL Limited ( NSE:EPL ) has announced that it will pay a dividend of ₹2.15 per share on the 8th of December. Based on...Reported Earnings • Nov 09Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: ₹1.58 (up from ₹1.46 in 2Q 2023). Revenue: ₹10.0b (up 5.6% from 2Q 2023). Net income: ₹505.0m (up 9.3% from 2Q 2023). Profit margin: 5.0% (up from 4.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 8% per year, which means it is performing significantly worse than earnings.お知らせ • Nov 09EPL Limited Approves Interim DividendEPL Limited announced that the Board of Directors of the Company has, at its meeting held on November 8, 2023 inter alia considered and approved declaration of an interim dividend of INR 2.15 per Equity Share of face value of INR 2 each. Further, please note that on, November 21, 2023, has been fixed as the record date for the purpose of determining the entitlement of the Shareholders for the purpose of interim dividend.お知らせ • Nov 02EPL Limited to Report Q2, 2024 Results on Nov 08, 2023EPL Limited announced that they will report Q2, 2024 results on Nov 08, 2023分析記事 • Oct 26Estimating The Fair Value Of EPL Limited (NSE:EPL)Key Insights The projected fair value for EPL is ₹158 based on 2 Stage Free Cash Flow to Equity With ₹182 share price...Board Change • Sep 09Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Non-Independent & Non-Executive Director Dhaval Buch was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Sep 05+ 1 more updateEpl Limited Appoints Onkar Ghangurde as Company Secretary & Compliance OfficerEPL Limited announced appointment of Mr. Onkar Ghangurde (ACS 30636) as the Company Secretary & Compliance Officer, also being one of the Key Managerial Personnel of the Company, with effect from September 4, 2023; Mr. Onkar Ghangurde is an Associate Member of the Institute of Company Secretaries of India and a law graduate from ILS Law College, Pune. He has an overall experience of ~14 years in Legal, Compliance, Governance and Secretarial Matters, for both Equity and High Value Debt Listed entities. In past, he has been associated with Aditya Birla Fashion & Retail (ABFRL), Kansai Nerolac Paints and Tata International (TIL), where he has handled entire gamut of Corporate Secretarial & Legal activities including strategic matters such as Corporate Restructuring, Joint Venture, Fund Raising (both Equity and Debt) etc. During his last stint, he led the Global Secretarial Operations for TIL, where he was responsible for the Corporate Secretarial Operations for TIL and its Indian as well as global subsidiaries. In the year 2022, for recognising his contribution to the Global Secretarial function at TIL, he was awarded with the `ACES Award'. He was also recognised as a Young Achiever, during his stint with ABFRL.分析記事 • Aug 17EPL (NSE:EPL) Will Want To Turn Around Its Return TrendsIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...お知らせ • Aug 12EPL Limited Approves Final DividendEPL Limited at its AGM held on August 11, 2023 approved final dividend of INR 2.15 per equity share on existing fully paid up equity shares of INR 2 each.お知らせ • Aug 03+ 2 more updatesEPL Limited Announces Appointment of Deepak Goyal as Chief Financial Officer, Effective from 19 August 2023EPL Limited informed that Board of Directors at its meeting held on 2 August 2023 appointed Mr. Deepak Goyal as Chief Financial officer of the Company effective from 19 August 2023. Mr. Deepak Goyal brings in about 22 years of experience across various industries including Consumer, Financial services and Hospitality tech. In his earlier assignment, Mr. Deepak has served as the CFO of OYO Vacation Homes, one of the vacation home rental businesses in Europe. He successfully navigated the business through COVID-19 crisis, improved revenue realization, optimized cost structures, and enhanced overall profitability. Deepak also led multiple M&A initiatives for the company. Prior to OYO, Deepak had spent 15 years at PepsiCo across multiple roles including Strategy, FP&A, Controllership, Operations finance and Commercial finance. ln his last role at PepsiCo, Deepak was the Category & Commercial Finance Director where he spearheaded strategic initiative to gain market share in potato chips segment, while maintaining profitability.分析記事 • Aug 02EPL (NSE:EPL) Has Announced A Dividend Of ₹2.15EPL Limited's ( NSE:EPL ) investors are due to receive a payment of ₹2.15 per share on 10th of September. The dividend...お知らせ • Aug 01EPL Limited to Report Q1, 2024 Results on Aug 08, 2023EPL Limited announced that they will report Q1, 2024 results at 12:15 PM, Indian Standard Time on Aug 08, 2023Upcoming Dividend • Jul 28Upcoming dividend of ₹2.15 per share at 1.9% yieldEligible shareholders must have bought the stock before 04 August 2023. Payment date: 10 September 2023. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 1.9%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (1.0%).Reported Earnings • Jul 15Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: ₹7.15 (up from ₹6.79 in FY 2022). Revenue: ₹36.9b (up 7.6% from FY 2022). Net income: ₹2.27b (up 5.7% from FY 2022). Profit margin: 6.1% (down from 6.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.1%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.分析記事 • Jul 13EPL (NSE:EPL) Will Pay A Dividend Of ₹2.15The board of EPL Limited ( NSE:EPL ) has announced that it will pay a dividend on the 10th of September, with investors...お知らせ • Jun 27EPL Limited, Annual General Meeting, Aug 11, 2023EPL Limited, Annual General Meeting, Aug 11, 2023, at 11:00 Indian Standard Time.Price Target Changed • May 23Price target increased by 7.8% to ₹219Up from ₹203, the current price target is an average from 9 analysts. New target price is 13% above last closing price of ₹193. Stock is up 21% over the past year. The company is forecast to post earnings per share of ₹8.90 for next year compared to ₹7.15 last year.Reported Earnings • May 21Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: ₹7.15 (up from ₹6.79 in FY 2022). Revenue: ₹37.4b (up 8.8% from FY 2022). Net income: ₹2.27b (up 5.7% from FY 2022). Profit margin: 6.1% (down from 6.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.1%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • May 20EPL Limited Has Recommends Final Dividend for the 2023EPL Limited has recommended Final Dividend of INR 2.15 per equity share of face value of INR 2 each for the 2023, for approval at the ensuing Annual General Meeting.Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹199, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 18x in the Packaging industry in India. Total returns to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹151 per share.分析記事 • May 16Is EPL Limited (NSE:EPL) Worth ₹199 Based On Its Intrinsic Value?Key Insights EPL's estimated fair value is ₹148 based on 2 Stage Free Cash Flow to Equity EPL's ₹199 share price...お知らせ • May 12EPL Limited to Report Q4, 2023 Results on May 19, 2023EPL Limited announced that they will report Q4, 2023 results on May 19, 2023Reported Earnings • Feb 08Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: ₹1.98 (up from ₹1.81 in 3Q 2022). Revenue: ₹9.49b (up 7.4% from 3Q 2022). Net income: ₹628.0m (up 10.0% from 3Q 2022). Profit margin: 6.6% (up from 6.5% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) exceeded analyst estimates by 4.2%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 6% per year.お知らせ • Feb 01EPL Limited to Report Q3, 2023 Results on Feb 07, 2023EPL Limited announced that they will report Q3, 2023 results at 12:15 PM, Indian Standard Time on Feb 07, 2023Valuation Update With 7 Day Price Move • Dec 16Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹191, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 18x in the Packaging industry in India. Total returns to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹246 per share.Reported Earnings • Nov 07Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: ₹1.46 (down from ₹1.61 in 2Q 2022). Revenue: ₹9.48b (up 9.0% from 2Q 2022). Net income: ₹462.0m (down 8.9% from 2Q 2022). Profit margin: 4.9% (down from 5.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) missed analyst estimates by 2.7%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Price Target Changed • Oct 13Price target decreased to ₹218Down from ₹234, the current price target is an average from 9 analysts. New target price is 39% above last closing price of ₹157. Stock is down 33% over the past year. The company is forecast to post earnings per share of ₹8.38 for next year compared to ₹6.79 last year.Price Target Changed • Aug 20Price target decreased to ₹216Down from ₹234, the current price target is an average from 8 analysts. New target price is 32% above last closing price of ₹165. Stock is down 26% over the past year. The company is forecast to post earnings per share of ₹8.43 for next year compared to ₹6.79 last year.Upcoming Dividend • Jul 20Upcoming dividend of ₹2.15 per shareEligible shareholders must have bought the stock before 27 July 2022. Payment date: 03 September 2022. Payout ratio is a comfortable 63% but the company is paying out more than the cash it is generating. Trailing yield: 2.3%. Within top quartile of Indian dividend payers (1.8%). Higher than average of industry peers (1.3%).分析記事 • Jul 08EPL (NSE:EPL) Has Announced That It Will Be Increasing Its Dividend To ₹2.15EPL Limited ( NSE:EPL ) will increase its dividend on the 3rd of September to ₹2.15. This will take the dividend yield...収支内訳EPL の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NSEI:EPL 収益、費用、利益 ( )INR Millions日付収益収益G+A経費研究開発費31 Dec 2545,6804,0039,060030 Sep 2544,3354,1218,815030 Jun 2543,1383,9488,480031 Mar 2542,1333,5908,377031 Dec 2441,3712,6708,282030 Sep 2440,9792,5968,139030 Jun 2440,1332,2318,013031 Mar 2439,1612,1327,784031 Dec 2338,5622,7527,559030 Sep 2338,2602,5197,368030 Jun 2337,7252,4767,150031 Mar 2336,9412,2676,943031 Dec 2236,0501,9116,778030 Sep 2235,4351,8546,723030 Jun 2234,6551,8996,638031 Mar 2234,3282,1446,541031 Dec 2133,6282,2256,509030 Sep 2132,4802,3636,363030 Jun 2131,4922,5266,206031 Mar 2130,9162,3916,115031 Dec 2029,6782,3095,911030 Sep 2029,1162,2025,676030 Jun 2028,7172,1255,575031 Mar 2027,6142,0735,369031 Dec 1927,7342,1105,532030 Sep 1927,5411,9645,522030 Jun 1927,0951,9045,398031 Mar 1927,0691,9255,327031 Dec 1826,4371,8495,173030 Sep 1825,4741,7954,963030 Jun 1825,0291,7864,847031 Mar 1824,2731,7164,685031 Dec 1724,0811,7084,618030 Sep 1724,0111,6874,584030 Jun 1723,3501,8704,466031 Mar 1723,0231,9034,403031 Dec 1622,9581,9634,249030 Sep 1621,9471,9944,121030 Jun 1621,5261,8424,061031 Mar 1621,2751,7014,006031 Dec 1522,3481,8604,980030 Sep 1522,8521,7354,988030 Jun 1523,4581,5274,9580質の高い収益: EPLは 高品質の収益 を持っています。利益率の向上: EPLの現在の純利益率 (8.8%)は、昨年(6.5%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: EPLの収益は過去 5 年間で年間12.2%増加しました。成長の加速: EPLの過去 1 年間の収益成長率 ( 49.9% ) は、5 年間の平均 ( 年間12.2%を上回っています。収益対業界: EPLの過去 1 年間の収益成長率 ( 49.9% ) はPackaging業界15.3%を上回りました。株主資本利益率高いROE: EPLの 自己資本利益率 ( 15.4% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/11 16:58終値2026/05/11 00:00収益2025/12/31年間収益2025/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋EPL Limited 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14 アナリスト機関null nullAntique Stockbroking Ltd.null nullAsian Markets Securities Private LimitedDhananjay SinhaEmkay Global Financial Services Ltd.11 その他のアナリストを表示
お知らせ • May 07EPL Limited to Report Q4, 2026 Results on May 14, 2026EPL Limited announced that they will report Q4, 2026 results on May 14, 2026
Reported Earnings • Feb 15Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: ₹2.55 (down from ₹2.93 in 3Q 2025). Revenue: ₹11.6b (up 15% from 3Q 2025). Net income: ₹817.0m (down 13% from 3Q 2025). Profit margin: 7.0% (down from 9.2% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 06EPL Limited to Report Q3, 2026 Results on Feb 13, 2026EPL Limited announced that they will report Q3, 2026 results on Feb 13, 2026
Reported Earnings • Nov 12Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: ₹3.26 (up from ₹2.73 in 2Q 2025). Revenue: ₹12.2b (up 12% from 2Q 2025). Net income: ₹1.04b (up 20% from 2Q 2025). Profit margin: 8.6% (up from 8.0% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 7.1%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 04EPL Limited to Report Q2, 2026 Results on Nov 11, 2025EPL Limited announced that they will report Q2, 2026 results on Nov 11, 2025
Reported Earnings • Aug 06First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: ₹3.13 (up from ₹2.02 in 1Q 2025). Revenue: ₹11.2b (up 11% from 1Q 2025). Net income: ₹1.00b (up 56% from 1Q 2025). Profit margin: 9.0% (up from 6.4% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.6%. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • May 07EPL Limited to Report Q4, 2026 Results on May 14, 2026EPL Limited announced that they will report Q4, 2026 results on May 14, 2026
お知らせ • Mar 30Indovida India Private Limited executed a Merger Implementation Agreement to acquire EPL Limited (BSE:500135) for INR 36.7 billion in a reverse merger transaction.Indovida India Private Limited executed a Merger Implementation Agreement to acquire EPL Limited (BSE:500135) for INR 36.7 billion in a reverse merger transaction on March 29, 2026. The consideration consists of INR 36.72 billion based on 184.73 million common equity of EPL Limited at a ratio of 0.0286 per common equity of Indovida India Private Limited. As part of consideration, INR 36.72 billion is paid towards common equity of EPL Limited. Upon completion, Indorama Netherlands B.V. will hold 51.8% stake in EPL Limited. The merger is subject to necessary statutory and regulatory approvals under applicable laws, including approvals from the BSE Limited and the National Stock Exchange of India Limited, the Securities and Exchange Board of India, the requisite majority of shareholders and creditors of both the EPL Limited and Indovida India Private Limited, the National Company Law Tribunal, the Competition Commission of India, and any other statutory and regulatory authorities as required. The deal has been approved by the board of EPL Limited. The transaction is expected to close in the next ~12 months. The merger is expected to be EPS, EBIT margin, and RoCE accretive from the first full year of operations. As of March 30, 2026, the Conference Call was held to discuss about the Scheme of Amalgamation of Indovida India Private Limited with EPL Limited and their respective shareholders. Goldman Sachs acted as financial advisor for EPL Limited. Khaitan & Co., Chandhiok & Mahajan and Trilegal acted as legal advisor for EPL Limited. acted as legal advisor for EPL Limited. EY and KPMG India Services LLP acted as financial and tax due diligence provider for EPL Limited. Ernst & Young Merchant Banking Services Private Limited acted as fairness opinion provider for EPL Limited.
分析記事 • Feb 18EPL Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowEPL Limited ( NSE:EPL ) last week reported its latest third-quarter results, which makes it a good time for investors...
Reported Earnings • Feb 15Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: ₹2.55 (down from ₹2.93 in 3Q 2025). Revenue: ₹11.6b (up 15% from 3Q 2025). Net income: ₹817.0m (down 13% from 3Q 2025). Profit margin: 7.0% (down from 9.2% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 06EPL Limited to Report Q3, 2026 Results on Feb 13, 2026EPL Limited announced that they will report Q3, 2026 results on Feb 13, 2026
分析記事 • Dec 13EPL Limited's (NSE:EPL) Business And Shares Still Trailing The MarketWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") above 26x, you may consider EPL...
Declared Dividend • Nov 13First half dividend of ₹2.50 announcedShareholders will receive a dividend of ₹2.50. Ex-date: 17th November 2025 Payment date: 11th December 2025 Dividend yield will be 2.4%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 12Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: ₹3.26 (up from ₹2.73 in 2Q 2025). Revenue: ₹12.2b (up 12% from 2Q 2025). Net income: ₹1.04b (up 20% from 2Q 2025). Profit margin: 8.6% (up from 8.0% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 7.1%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 04EPL Limited to Report Q2, 2026 Results on Nov 11, 2025EPL Limited announced that they will report Q2, 2026 results on Nov 11, 2025
お知らせ • Oct 17+ 1 more updateEPL Announces Appoints Hemant Bakshi as Global CEO, Effective January 1, 2026EPL announced that Hemant Bakshi has been appointed as the MD and Global CEO of EPL, effective January 1, 2026. Hemant Bakshi comes after helming several leadership roles across regions in Unilever. He was with Unilever for 15 years and his last position was as EVP Unilever Marketplace. The current MD & Global CEO, Anand Kripalu, will continue to lead the company through the interim period to ensure a smooth transition, before retiring and passing the baton to Bakshi. He will thereafter remain on the Board of EPL to guide the Company's next phase of growth.
Buy Or Sell Opportunity • Sep 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.8% to ₹222. The fair value is estimated to be ₹280, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 28% in the next 2 years.
Upcoming Dividend • Aug 26Upcoming dividend of ₹2.50 per shareEligible shareholders must have bought the stock before 02 September 2025. Payment date: 09 October 2025. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.2%. Within top quartile of Indian dividend payers (1.3%). Higher than average of industry peers (0.9%).
お知らせ • Aug 18EPL Limited, Annual General Meeting, Sep 09, 2025EPL Limited, Annual General Meeting, Sep 09, 2025, at 11:00 Indian Standard Time.
分析記事 • Aug 08EPL Limited Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearEPL Limited ( NSE:EPL ) last week reported its latest first-quarter results, which makes it a good time for investors...
Reported Earnings • Aug 06First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: ₹3.13 (up from ₹2.02 in 1Q 2025). Revenue: ₹11.2b (up 11% from 1Q 2025). Net income: ₹1.00b (up 56% from 1Q 2025). Profit margin: 9.0% (up from 6.4% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.6%. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 29EPL Limited to Report Q1, 2026 Results on Aug 05, 2025EPL Limited announced that they will report Q1, 2026 results on Aug 05, 2025
分析記事 • Jul 29Here's Why EPL (NSE:EPL) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Board Change • Jun 12Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Shashank Sinha was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • May 29EPL Limited's (NSE:EPL) Share Price Boosted 26% But Its Business Prospects Need A Lift TooEPL Limited ( NSE:EPL ) shareholders have had their patience rewarded with a 26% share price jump in the last month...
お知らせ • May 28Indorama Netherlands B.V. acquired 24.90% stake in EPL Limited (BSE:500135) from Blackstone Inc. (NYSE:BX) for INR 19.1 billion.Indorama Netherlands B.V. agreed to acquire 24.90% stake in EPL Limited (BSE:500135) from Blackstone Inc. (NYSE:BX) for INR 19.1 billion on February 24, 2025. A cash consideration of INR 19.08 billion valued at INR 240 per share will be paid by Indorama Netherlands B.V. As part of consideration, INR 19.08 billion is paid towards common equity of EPL Limited. The transaction is subject to approval of Competition Commission of India and other anti-trust approvals in the identified jurisdiction. The transaction is subject to approval of merger agreement by target board. The deal has been approved by the board. As of May 27, 2025, The board of EPL Limited has approved the transaction on May 27, 2025. Morgan Stanley acted as financial advisor for Blackstone Inc. Simpson Thacher & Bartlett LLP acted as legal advisor for Blackstone Inc. Trilegal acted as legal advisor for Blackstone Inc. Chandhiok & Mahajan acted as legal advisor for Indorama Netherlands B.V. Khaitan & Co. acted as legal advisor for Indorama Netherlands B.V. The Goldman Sachs Group, Inc. acted as financial advisor for Indorama Netherlands B.V. Indorama Netherlands B.V. completed the acquisition of 24.90% stake in EPL Limited (BSE:500135) from Blackstone Inc. (NYSE:BX) for INR 19.1 billion on May 27, 2025. Epsilon Bidco Pte. Ltd. have transferred 7,94,94,085 equity shares of EPL Limited on May 27, 2025 to Indorama Neatherlands B.V. The Competition Commission of India has approved the proposed acquisition of shareholding in EPL Limited by Indorama Netherlands B.V. on May 13, 2025.
Reported Earnings • May 13Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₹11.27 (up from ₹6.70 in FY 2024). Revenue: ₹42.1b (up 7.6% from FY 2024). Net income: ₹3.59b (up 68% from FY 2024). Profit margin: 8.5% (up from 5.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.4%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 15% per year and the company’s share price has also increased by 15% per year.
Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹231, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Packaging industry in India. Total returns to shareholders of 62% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹218 per share.
分析記事 • May 10An Intrinsic Calculation For EPL Limited (NSE:EPL) Suggests It's 34% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, EPL fair value estimate is ₹314 EPL's ₹208 share price signals...
お知らせ • May 01EPL Limited to Report Q4, 2025 Results on May 08, 2025EPL Limited announced that they will report Q4, 2025 results on May 08, 2025
Buy Or Sell Opportunity • Apr 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to ₹198. The fair value is estimated to be ₹251, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 8.3%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 80% in the next 2 years.
分析記事 • Mar 15Take Care Before Jumping Onto EPL Limited (NSE:EPL) Even Though It's 27% CheaperUnfortunately for some shareholders, the EPL Limited ( NSE:EPL ) share price has dived 27% in the last thirty days...
Buy Or Sell Opportunity • Mar 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 32% to ₹189. The fair value is estimated to be ₹240, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 8.3%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 80% in the next 2 years.
Valuation Update With 7 Day Price Move • Feb 28Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₹196, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Packaging industry in India. Total returns to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹235 per share.
分析記事 • Feb 14EPL Limited Just Recorded A 8.1% EPS Beat: Here's What Analysts Are Forecasting NextIt's been a good week for EPL Limited ( NSE:EPL ) shareholders, because the company has just released its latest...
Reported Earnings • Feb 12Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: ₹2.93 (up from ₹2.71 in 3Q 2024). Revenue: ₹10.1b (up 4.0% from 3Q 2024). Net income: ₹935.0m (up 8.6% from 3Q 2024). Profit margin: 9.2% (up from 8.8% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.9%. Earnings per share (EPS) exceeded analyst estimates by 8.1%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Feb 10Returns At EPL (NSE:EPL) Appear To Be Weighed DownIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
お知らせ • Feb 04EPL Limited to Report Q3, 2025 Results on Feb 11, 2025EPL Limited announced that they will report Q3, 2025 results on Feb 11, 2025
分析記事 • Jan 25Is EPL Limited (NSE:EPL) Trading At A 22% Discount?Key Insights EPL's estimated fair value is ₹275 based on 2 Stage Free Cash Flow to Equity Current share price of ₹215...
Buy Or Sell Opportunity • Jan 24Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to ₹215. The fair value is estimated to be ₹276, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years. Earnings per share has grown by 5.3%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 78% in the next 2 years.
分析記事 • Jan 10EPL (NSE:EPL) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Dec 24Cautious Investors Not Rewarding EPL Limited's (NSE:EPL) Performance CompletelyIt's not a stretch to say that EPL Limited's ( NSE:EPL ) price-to-earnings (or "P/E") ratio of 32.4x right now seems...
分析記事 • Nov 15EPL Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsShareholders might have noticed that EPL Limited ( NSE:EPL ) filed its second-quarter result this time last week. The...
分析記事 • Nov 14EPL (NSE:EPL) Has Announced That It Will Be Increasing Its Dividend To ₹2.50EPL Limited ( NSE:EPL ) will increase its dividend from last year's comparable payment on the 11th of December to...
Declared Dividend • Nov 13First half dividend of ₹2.50 announcedShareholders will receive a dividend of ₹2.50. Ex-date: 22nd November 2024 Payment date: 11th December 2024 Dividend yield will be 1.8%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 97% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Nov 12Price target increased by 7.6% to ₹304Up from ₹283, the current price target is an average from 8 analysts. New target price is 15% above last closing price of ₹264. Stock is up 36% over the past year. The company is forecast to post earnings per share of ₹10.43 for next year compared to ₹6.70 last year.
Reported Earnings • Nov 12Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: EPS: ₹2.73 (up from ₹1.58 in 2Q 2024). Revenue: ₹11.0b (up 9.8% from 2Q 2024). Net income: ₹870.0m (up 72% from 2Q 2024). Profit margin: 7.9% (up from 5.0% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) exceeded analyst estimates by 11%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 8% per year.
お知らせ • Nov 04EPL Limited to Report Q2, 2025 Results on Nov 11, 2024EPL Limited announced that they will report Q2, 2025 results on Nov 11, 2024
分析記事 • Oct 26Estimating The Intrinsic Value Of EPL Limited (NSE:EPL)Key Insights EPL's estimated fair value is ₹235 based on 2 Stage Free Cash Flow to Equity EPL's ₹253 share price...
Board Change • Sep 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. Independent Director Shashank Sinha was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 22EPL Limited Approves Final Dividend for the Financial Year Ended on March 31, 2024EPL Limited at the AGM held on August 21, 2024 approved to declare a final dividend of INR 2.30 per equity share of the face value of INR 2 each for the financial year ended on March 31, 2024.
Valuation Update With 7 Day Price Move • Aug 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹251, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 22x in the Packaging industry in India. Total returns to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹237 per share.
Price Target Changed • Aug 16Price target increased by 8.3% to ₹278Up from ₹256, the current price target is an average from 8 analysts. New target price is 11% above last closing price of ₹250. Stock is up 27% over the past year. The company is forecast to post earnings per share of ₹10.47 for next year compared to ₹6.70 last year.
分析記事 • Aug 16EPL Limited Just Missed EPS By 20%: Here's What Analysts Think Will Happen NextAs you might know, EPL Limited ( NSE:EPL ) last week released its latest first-quarter, and things did not turn out so...
分析記事 • Aug 15Here's Why Shareholders May Want To Be Cautious With Increasing EPL Limited's (NSE:EPL) CEO Pay PacketKey Insights EPL's Annual General Meeting to take place on 21st of August CEO Anand Kripalu's total compensation...
分析記事 • Aug 08EPL (NSE:EPL) Is Paying Out A Larger Dividend Than Last YearEPL Limited ( NSE:EPL ) will increase its dividend from last year's comparable payment on the 19th of September to...
お知らせ • Aug 07EPL Limited to Report Q1, 2025 Results on Aug 13, 2024EPL Limited announced that they will report Q1, 2025 results on Aug 13, 2024
Declared Dividend • Aug 02Final dividend increased to ₹2.30Dividend of ₹2.30 is 7.0% higher than last year. Ex-date: 14th August 2024 Payment date: 19th September 2024 Dividend yield will be 2.0%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (69% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 102% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 01Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: ₹6.70 (down from ₹7.15 in FY 2023). Revenue: ₹39.2b (up 6.0% from FY 2023). Net income: ₹2.13b (down 6.0% from FY 2023). Profit margin: 5.4% (down from 6.1% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 3% per year.
お知らせ • Jul 31EPL Limited, Annual General Meeting, Aug 21, 2024EPL Limited, Annual General Meeting, Aug 21, 2024, at 15:00 Indian Standard Time.
分析記事 • Jul 04A Piece Of The Puzzle Missing From EPL Limited's (NSE:EPL) 25% Share Price ClimbEPL Limited ( NSE:EPL ) shareholders have had their patience rewarded with a 25% share price jump in the last month...
Valuation Update With 7 Day Price Move • Jul 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹228, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 15x in the Packaging industry in Asia. Total loss to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹105 per share.
分析記事 • Jul 03Return Trends At EPL (NSE:EPL) Aren't AppealingIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Jun 05There May Be Some Bright Spots In EPL's (NSE:EPL) EarningsThe market for EPL Limited's ( NSE:EPL ) shares didn't move much after it posted weak earnings recently. Our analysis...
お知らせ • May 30EPL Limited Recommends the Final Dividend for the Financial Year Ended March 31, 2024EPL Limited recommended the final dividend of INR 2.30/- per equity share of INR 2/- each for the financial year ended March 31, 2024, for approval of the Shareholders, at the up coming Annual General Meeting.
分析記事 • May 30Is EPL (NSE:EPL) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Reported Earnings • May 29Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: ₹6.70 (down from ₹7.15 in FY 2023). Revenue: ₹39.8b (up 7.6% from FY 2023). Net income: ₹2.13b (down 6.0% from FY 2023). Profit margin: 5.4% (down from 6.1% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to grow 9.8% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • May 23EPL Limited to Report Q4, 2024 Results on May 28, 2024EPL Limited announced that they will report Q4, 2024 results on May 28, 2024
分析記事 • Feb 10Results: EPL Limited Exceeded Expectations And The Consensus Has Updated Its EstimatesThe quarterly results for EPL Limited ( NSE:EPL ) were released last week, making it a good time to revisit its...
Reported Earnings • Feb 08Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: ₹2.71 (up from ₹1.98 in 3Q 2023). Revenue: ₹9.99b (up 5.7% from 3Q 2023). Net income: ₹861.0m (up 37% from 3Q 2023). Profit margin: 8.6% (up from 6.6% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 5.6%. Earnings per share (EPS) exceeded analyst estimates by 17%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 4% per year.
お知らせ • Jan 31EPL Limited to Report Q3, 2024 Results on Feb 07, 2024EPL Limited announced that they will report Q3, 2024 results on Feb 07, 2024
Upcoming Dividend • Nov 14Upcoming dividend of ₹2.15 per share at 2.2% yieldEligible shareholders must have bought the stock before 21 November 2023. Payment date: 08 December 2023. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.2%. Within top quartile of Indian dividend payers (1.3%). Higher than average of industry peers (0.9%).
分析記事 • Nov 11EPL (NSE:EPL) Is Paying Out A Dividend Of ₹2.15EPL Limited ( NSE:EPL ) has announced that it will pay a dividend of ₹2.15 per share on the 8th of December. Based on...
Reported Earnings • Nov 09Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: ₹1.58 (up from ₹1.46 in 2Q 2023). Revenue: ₹10.0b (up 5.6% from 2Q 2023). Net income: ₹505.0m (up 9.3% from 2Q 2023). Profit margin: 5.0% (up from 4.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 8% per year, which means it is performing significantly worse than earnings.
お知らせ • Nov 09EPL Limited Approves Interim DividendEPL Limited announced that the Board of Directors of the Company has, at its meeting held on November 8, 2023 inter alia considered and approved declaration of an interim dividend of INR 2.15 per Equity Share of face value of INR 2 each. Further, please note that on, November 21, 2023, has been fixed as the record date for the purpose of determining the entitlement of the Shareholders for the purpose of interim dividend.
お知らせ • Nov 02EPL Limited to Report Q2, 2024 Results on Nov 08, 2023EPL Limited announced that they will report Q2, 2024 results on Nov 08, 2023
分析記事 • Oct 26Estimating The Fair Value Of EPL Limited (NSE:EPL)Key Insights The projected fair value for EPL is ₹158 based on 2 Stage Free Cash Flow to Equity With ₹182 share price...
Board Change • Sep 09Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Non-Independent & Non-Executive Director Dhaval Buch was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 05+ 1 more updateEpl Limited Appoints Onkar Ghangurde as Company Secretary & Compliance OfficerEPL Limited announced appointment of Mr. Onkar Ghangurde (ACS 30636) as the Company Secretary & Compliance Officer, also being one of the Key Managerial Personnel of the Company, with effect from September 4, 2023; Mr. Onkar Ghangurde is an Associate Member of the Institute of Company Secretaries of India and a law graduate from ILS Law College, Pune. He has an overall experience of ~14 years in Legal, Compliance, Governance and Secretarial Matters, for both Equity and High Value Debt Listed entities. In past, he has been associated with Aditya Birla Fashion & Retail (ABFRL), Kansai Nerolac Paints and Tata International (TIL), where he has handled entire gamut of Corporate Secretarial & Legal activities including strategic matters such as Corporate Restructuring, Joint Venture, Fund Raising (both Equity and Debt) etc. During his last stint, he led the Global Secretarial Operations for TIL, where he was responsible for the Corporate Secretarial Operations for TIL and its Indian as well as global subsidiaries. In the year 2022, for recognising his contribution to the Global Secretarial function at TIL, he was awarded with the `ACES Award'. He was also recognised as a Young Achiever, during his stint with ABFRL.
分析記事 • Aug 17EPL (NSE:EPL) Will Want To Turn Around Its Return TrendsIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
お知らせ • Aug 12EPL Limited Approves Final DividendEPL Limited at its AGM held on August 11, 2023 approved final dividend of INR 2.15 per equity share on existing fully paid up equity shares of INR 2 each.
お知らせ • Aug 03+ 2 more updatesEPL Limited Announces Appointment of Deepak Goyal as Chief Financial Officer, Effective from 19 August 2023EPL Limited informed that Board of Directors at its meeting held on 2 August 2023 appointed Mr. Deepak Goyal as Chief Financial officer of the Company effective from 19 August 2023. Mr. Deepak Goyal brings in about 22 years of experience across various industries including Consumer, Financial services and Hospitality tech. In his earlier assignment, Mr. Deepak has served as the CFO of OYO Vacation Homes, one of the vacation home rental businesses in Europe. He successfully navigated the business through COVID-19 crisis, improved revenue realization, optimized cost structures, and enhanced overall profitability. Deepak also led multiple M&A initiatives for the company. Prior to OYO, Deepak had spent 15 years at PepsiCo across multiple roles including Strategy, FP&A, Controllership, Operations finance and Commercial finance. ln his last role at PepsiCo, Deepak was the Category & Commercial Finance Director where he spearheaded strategic initiative to gain market share in potato chips segment, while maintaining profitability.
分析記事 • Aug 02EPL (NSE:EPL) Has Announced A Dividend Of ₹2.15EPL Limited's ( NSE:EPL ) investors are due to receive a payment of ₹2.15 per share on 10th of September. The dividend...
お知らせ • Aug 01EPL Limited to Report Q1, 2024 Results on Aug 08, 2023EPL Limited announced that they will report Q1, 2024 results at 12:15 PM, Indian Standard Time on Aug 08, 2023
Upcoming Dividend • Jul 28Upcoming dividend of ₹2.15 per share at 1.9% yieldEligible shareholders must have bought the stock before 04 August 2023. Payment date: 10 September 2023. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 1.9%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (1.0%).
Reported Earnings • Jul 15Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: ₹7.15 (up from ₹6.79 in FY 2022). Revenue: ₹36.9b (up 7.6% from FY 2022). Net income: ₹2.27b (up 5.7% from FY 2022). Profit margin: 6.1% (down from 6.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.1%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
分析記事 • Jul 13EPL (NSE:EPL) Will Pay A Dividend Of ₹2.15The board of EPL Limited ( NSE:EPL ) has announced that it will pay a dividend on the 10th of September, with investors...
お知らせ • Jun 27EPL Limited, Annual General Meeting, Aug 11, 2023EPL Limited, Annual General Meeting, Aug 11, 2023, at 11:00 Indian Standard Time.
Price Target Changed • May 23Price target increased by 7.8% to ₹219Up from ₹203, the current price target is an average from 9 analysts. New target price is 13% above last closing price of ₹193. Stock is up 21% over the past year. The company is forecast to post earnings per share of ₹8.90 for next year compared to ₹7.15 last year.
Reported Earnings • May 21Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: ₹7.15 (up from ₹6.79 in FY 2022). Revenue: ₹37.4b (up 8.8% from FY 2022). Net income: ₹2.27b (up 5.7% from FY 2022). Profit margin: 6.1% (down from 6.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.1%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • May 20EPL Limited Has Recommends Final Dividend for the 2023EPL Limited has recommended Final Dividend of INR 2.15 per equity share of face value of INR 2 each for the 2023, for approval at the ensuing Annual General Meeting.
Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹199, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 18x in the Packaging industry in India. Total returns to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹151 per share.
分析記事 • May 16Is EPL Limited (NSE:EPL) Worth ₹199 Based On Its Intrinsic Value?Key Insights EPL's estimated fair value is ₹148 based on 2 Stage Free Cash Flow to Equity EPL's ₹199 share price...
お知らせ • May 12EPL Limited to Report Q4, 2023 Results on May 19, 2023EPL Limited announced that they will report Q4, 2023 results on May 19, 2023
Reported Earnings • Feb 08Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: ₹1.98 (up from ₹1.81 in 3Q 2022). Revenue: ₹9.49b (up 7.4% from 3Q 2022). Net income: ₹628.0m (up 10.0% from 3Q 2022). Profit margin: 6.6% (up from 6.5% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) exceeded analyst estimates by 4.2%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 6% per year.
お知らせ • Feb 01EPL Limited to Report Q3, 2023 Results on Feb 07, 2023EPL Limited announced that they will report Q3, 2023 results at 12:15 PM, Indian Standard Time on Feb 07, 2023
Valuation Update With 7 Day Price Move • Dec 16Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹191, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 18x in the Packaging industry in India. Total returns to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹246 per share.
Reported Earnings • Nov 07Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: ₹1.46 (down from ₹1.61 in 2Q 2022). Revenue: ₹9.48b (up 9.0% from 2Q 2022). Net income: ₹462.0m (down 8.9% from 2Q 2022). Profit margin: 4.9% (down from 5.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) missed analyst estimates by 2.7%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Packaging industry in India. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Price Target Changed • Oct 13Price target decreased to ₹218Down from ₹234, the current price target is an average from 9 analysts. New target price is 39% above last closing price of ₹157. Stock is down 33% over the past year. The company is forecast to post earnings per share of ₹8.38 for next year compared to ₹6.79 last year.
Price Target Changed • Aug 20Price target decreased to ₹216Down from ₹234, the current price target is an average from 8 analysts. New target price is 32% above last closing price of ₹165. Stock is down 26% over the past year. The company is forecast to post earnings per share of ₹8.43 for next year compared to ₹6.79 last year.
Upcoming Dividend • Jul 20Upcoming dividend of ₹2.15 per shareEligible shareholders must have bought the stock before 27 July 2022. Payment date: 03 September 2022. Payout ratio is a comfortable 63% but the company is paying out more than the cash it is generating. Trailing yield: 2.3%. Within top quartile of Indian dividend payers (1.8%). Higher than average of industry peers (1.3%).
分析記事 • Jul 08EPL (NSE:EPL) Has Announced That It Will Be Increasing Its Dividend To ₹2.15EPL Limited ( NSE:EPL ) will increase its dividend on the 3rd of September to ₹2.15. This will take the dividend yield...