Thematic Report : Packaging Sector Is Back with Bang: What’s Fueling Revival?
Packaging sector sees resurgence in Q1FY25 with rising material costs, promoter and investor interest, despite pricing pressure and demand-supply...
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The Beat Ideas: What Makes Polyplex a Comfortable Bet at the Bottom of Packaging Material Cycle
The Beat Ideas: Polyplex Corporation being an integrated packaging player is the right bet on the packaging sector revival where players are seeing...
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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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