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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Lower margins across regions, except AMESA
EPL Ltd. (EPLL) reported a weak operating performance in 1QFY22 on the back of higher other expenses due to an increase in freight costs and...
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EPL: The management has guided for double digit revenue growth in FY21-23E (we estimate ~10%) led...
The management has guided for double digit revenue growth in FY21-23E (we estimate ~10%) led by 8%, 12% revenue CAGR in the oral and personal care...
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