Epigral Limited (EPIGRAL) Earnings Call Transcripts

Epigral Limited's Latest Earnings Call - Q4 FY2026

Epigral Limited reported its Q4 FY '26 results, achieving record revenue of INR 736 crores, a 22% increase from the previous quarter, driven by a 15% volume growth. EBITDA rose by 64% to INR 169 crores, with margins normalizing at 23%. The company highlighted a challenging environment due to geopolitical tensions, but its diversified product portfolio provided resilience. Management guided for a 10-12% volume growth in FY '27, with ongoing capacity expansions expected to support future growth. No specific EPS or net income guidance was provided.

Reported metrics

Guidance from management

Management expects a 10-12% volume growth in FY '27, driven by capacity expansions and demand for higher-value products. No specific EPS or net income guidance was provided.

What management said

Yes, you can think that way, Priyank. But see, the thing is war is still there. And definitely, it impacts in some of the other way. It's our product basket mix where we have set of chemicals in both the segments, and that's where we are more resilient even in this situation. So definitely, it looks good. But if the war does not escalate and it does not impact too much into the key raw materials, then we are confiden...

I would not have that number on hand, but that scheme -- this is a scheme, very good scheme from the government of Gujarat and many other states have implied. So I guess every company is trying to take a benefit of it. So right now, it will be on the lower side, but I'm sure that down the line, the usage of this will definitely increase.

What analysts pressed on

Analysts expressed concerns about the impact of geopolitical tensions on supply chains and raw material costs. Questions were raised about the sustainability of current pricing and the potential impact on future margins. There was also interest in the company's renewable energy strategy and its impact on cost structure.

Main topics on the call

• Record Revenue Achievement — Epigral achieved its highest-ever quarterly revenue of INR 736 crores, a 22% increase from the previous quarter, driven by a 15% volume growth. Management attributed this to improved plant utilization and demand recovery...
• EBITDA and Margin Improvement — EBITDA increased by 64% to INR 169 crores, with margins improving to 23% due to normalized raw material costs and better plant utilization. Management noted that inflationary pressures are expected to impact future quart...
• Geopolitical Impact — The ongoing conflict in West Asia has disrupted supply chains, affecting raw material availability and pricing. Management expects these pressures to persist but believes their diversified portfolio offers resilience.
• Capacity Expansion Plans — Epigral's capacity expansion projects for epichlorohydrin and CPVC are on track. These are expected to capture growing demand in India, with double-digit CAGR anticipated for these products.

Read the full Epigral Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 6 Epigral Limited earnings call transcripts on record, spanning January 24, 2024 to July 27, 2026. Based on this history, Epigral Limited reports semi-annually. The most recent call on file is dated July 27, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

EPIGRAL

Exchange

NSEI

Country

IN

Sector

Materials

Industry

Chemicals

Calls on record

6

First call

January 24, 2024

Most recent

July 27, 2026

Reporting cadence

semi-annually