Reported Earnings • May 15
Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2026 results: EPS: ₹12.15 (up from ₹11.27 in FY 2025). Revenue: ₹48.1b (up 14% from FY 2025). Net income: ₹3.89b (up 8.3% from FY 2025). Profit margin: 8.1% (down from 8.5% in FY 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 5.8%. 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 22% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Tillkännagivande • May 07
EPL Limited to Report Q4, 2026 Results on May 14, 2026 EPL Limited announced that they will report Q4, 2026 results on May 14, 2026 Tillkännagivande • Mar 30
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. 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. Reported Earnings • Feb 15
Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behind Third 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. Tillkännagivande • Feb 06
EPL Limited to Report Q3, 2026 Results on Feb 13, 2026 EPL Limited announced that they will report Q3, 2026 results on Feb 13, 2026 Declared Dividend • Nov 13
First half dividend of ₹2.50 announced Shareholders 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 12
Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behind Second 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. Tillkännagivande • Nov 04
EPL Limited to Report Q2, 2026 Results on Nov 11, 2025 EPL Limited announced that they will report Q2, 2026 results on Nov 11, 2025 Buy Or Sell Opportunity • Sep 02
Now 21% undervalued after recent price drop Over 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 26
Upcoming dividend of ₹2.50 per share Eligible 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%). Tillkännagivande • Aug 18
EPL Limited, Annual General Meeting, Sep 09, 2025 EPL Limited, Annual General Meeting, Sep 09, 2025, at 11:00 Indian Standard Time. Reported Earnings • Aug 06
First quarter 2026 earnings: EPS exceeds analyst expectations First 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. Tillkännagivande • Jul 29
EPL Limited to Report Q1, 2026 Results on Aug 05, 2025 EPL Limited announced that they will report Q1, 2026 results on Aug 05, 2025 Board Change • Jun 12
Less than half of directors are independent Following 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. Tillkännagivande • May 28
Indorama 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 13
Full year 2025 earnings: EPS exceeds analyst expectations Full 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 12
Investor 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. Tillkännagivande • May 01
EPL Limited to Report Q4, 2025 Results on May 08, 2025 EPL Limited announced that they will report Q4, 2025 results on May 08, 2025 Buy Or Sell Opportunity • Apr 02
Now 21% undervalued after recent price drop Over 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. Buy Or Sell Opportunity • Mar 13
Now 21% undervalued after recent price drop Over 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 28
Investor 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. Reported Earnings • Feb 12
Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behind Third 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. Tillkännagivande • Feb 04
EPL Limited to Report Q3, 2025 Results on Feb 11, 2025 EPL Limited announced that they will report Q3, 2025 results on Feb 11, 2025 Buy Or Sell Opportunity • Jan 24
Now 22% undervalued after recent price drop Over 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. Declared Dividend • Nov 13
First half dividend of ₹2.50 announced Shareholders 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 12
Price target increased by 7.6% to ₹304 Up 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 12
Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behind Second 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. Tillkännagivande • Nov 04
EPL Limited to Report Q2, 2025 Results on Nov 11, 2024 EPL Limited announced that they will report Q2, 2025 results on Nov 11, 2024 Board Change • Sep 01
Insufficient new directors There 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. Tillkännagivande • Aug 22
EPL Limited Approves Final Dividend for the Financial Year Ended on March 31, 2024 EPL 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 20
Investor 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 16
Price target increased by 8.3% to ₹278 Up 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. Tillkännagivande • Aug 07
EPL Limited to Report Q1, 2025 Results on Aug 13, 2024 EPL Limited announced that they will report Q1, 2025 results on Aug 13, 2024 Declared Dividend • Aug 02
Final dividend increased to ₹2.30 Dividend 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 01
Full year 2024 earnings: EPS and revenues miss analyst expectations Full 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. Tillkännagivande • Jul 31
EPL Limited, Annual General Meeting, Aug 21, 2024 EPL Limited, Annual General Meeting, Aug 21, 2024, at 15:00 Indian Standard Time. Valuation Update With 7 Day Price Move • Jul 04
Investor 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. Tillkännagivande • May 30
EPL Limited Recommends the Final Dividend for the Financial Year Ended March 31, 2024 EPL 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. Reported Earnings • May 29
Full year 2024 earnings: EPS and revenues miss analyst expectations Full 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. Tillkännagivande • May 23
EPL Limited to Report Q4, 2024 Results on May 28, 2024 EPL Limited announced that they will report Q4, 2024 results on May 28, 2024 Reported Earnings • Feb 08
Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behind Third 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. Tillkännagivande • Jan 31
EPL Limited to Report Q3, 2024 Results on Feb 07, 2024 EPL Limited announced that they will report Q3, 2024 results on Feb 07, 2024 Upcoming Dividend • Nov 14
Upcoming dividend of ₹2.15 per share at 2.2% yield Eligible 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%). Reported Earnings • Nov 09
Second quarter 2024 earnings: EPS and revenues miss analyst expectations Second 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. Tillkännagivande • Nov 09
EPL Limited Approves Interim Dividend EPL 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. Tillkännagivande • Nov 02
EPL Limited to Report Q2, 2024 Results on Nov 08, 2023 EPL Limited announced that they will report Q2, 2024 results on Nov 08, 2023 Board Change • Sep 09
Less than half of directors are independent Following 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. Tillkännagivande • Aug 12
EPL Limited Approves Final Dividend EPL 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. Tillkännagivande • Aug 01
EPL Limited to Report Q1, 2024 Results on Aug 08, 2023 EPL Limited announced that they will report Q1, 2024 results at 12:15 PM, Indian Standard Time on Aug 08, 2023 Upcoming Dividend • Jul 28
Upcoming dividend of ₹2.15 per share at 1.9% yield Eligible 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 15
Full year 2023 earnings: EPS exceeds analyst expectations Full 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. Tillkännagivande • Jun 27
EPL Limited, Annual General Meeting, Aug 11, 2023 EPL Limited, Annual General Meeting, Aug 11, 2023, at 11:00 Indian Standard Time. Price Target Changed • May 23
Price target increased by 7.8% to ₹219 Up 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 21
Full year 2023 earnings: EPS exceeds analyst expectations Full 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. Tillkännagivande • May 20
EPL Limited Has Recommends Final Dividend for the 2023 EPL 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 16
Investor 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. Tillkännagivande • May 12
EPL Limited to Report Q4, 2023 Results on May 19, 2023 EPL Limited announced that they will report Q4, 2023 results on May 19, 2023 Reported Earnings • Feb 08
Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behind Third 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. Tillkännagivande • Feb 01
EPL Limited to Report Q3, 2023 Results on Feb 07, 2023 EPL 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 16
Investor sentiment improved over the past week After 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 07
Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behind Second 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 13
Price target decreased to ₹218 Down 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 20
Price target decreased to ₹216 Down 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 20
Upcoming dividend of ₹2.15 per share Eligible 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%).