Epl - Europe and the Americas Continue to Drive Operating Performance
We broadly maintain our estimates for FY25/FY26/FY27 and value the stock at 18x FY27E EPS to arrive at our TP of INR300. Reiterate BUY.
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Epl - Europe and the Americas Propel Operating Performance
EPLL reported a healthy operating performance in 2QFY25. EBITDA grew 22% YoY, led by Europe (up 2.1x YoY), followed by the Americas (up 59% YoY;...
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EPL: Unpacking Sustainable Growth Despite Interim Hiccups
We believe EPL with its new management under Blackstone is destined for long-term growth, driven by: a) growing revenue contribution from Personal...
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EPL Ltd: High Input Cost Inflation Weighs on Margins
EPL is the world’s largest manufacturer of laminated plastic tubes (~8 billion tubes annually) catering to the FMCG and pharma space.
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Volatile RM prices impacts profitability
Factoring in its 2QFY22 performance, we decrease our FY22E/FY23E earnings estimate by 20%/8% due to higher RM prices and expenses on account of...
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