EPL - Innovation, Sustainability Remain The Key Focus Areas: Motilal Oswal

NDTV Profit’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer NDTV Profit’s subscribers an opportunity to expand their understanding of companies, sectors and the economy..Motilal Oswal Report.We expect EPL Ltd. to report a healthy sales growth coupled with margin expansion, fueled by cost rationalisation measures, margin improvement in Brazil, and operating leverage, thus boosting its earnings. We expect a revenue/Ebitda/adjusted profit after tax compound annual growth rate of 10%/17%/31% over FY24- 26. We value the stock at 18 times FY26E EPS to arrive at our target price of Rs 250. Reiterate Buy..EPL hosted the investing community, followed by a plant visit to its Vapi facility to showcase the technology, innovation, and processes used to improve its manufacturing efficiencies.At the Vapi plant, EPL manufactures caps, tubes, and carries out lamination printing. The key takeaways from the visit are as follows:Management demonstrated EPL’s manufacturing efficiencies that are driven by the implementation of automation across machinery. Automation has been the key focus area across processes for the company. The company highlighted its CNI capabilities through which it aims to explore incremental business from the Beauty and Cosmetics market across existing geographies, with a major focus on the EU – the largest market. CNI is focused on innovation and sustainability in developing new tubes. EPL aims to drive growth through its BNC segment and the Brazilian market, with margins improving gradually. The EU, the largest BNC market (13.8b tubes – 49% global share), prioritizes aesthetics and sustainability over pricing, thereby challenging low-cost conversion efforts. The company’s premium offerings by the CNI team target this market..Click on the attachment to read the full report:.Cipla - Classification Of Goa Inspection Remains Key: Motilal Oswal.DISCLAIMERThis report is authored by an external party. NDTV Profit does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of NDTV Profit..Users have no license to copy, modify, or distribute the content without permission of the Original Owner.

EPL - Innovation, Sustainability Remain The Key Focus Areas: Motilal Oswal

We value the stock at 18 times FY26E EPS to arrive at our target price of Rs 250. Reiterate Buy.

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EPL - Innovation, Sustainability Remain The Key Focus Areas: Motilal Oswal

We value the stock at 18 times FY26E EPS to arrive at our target price of Rs 250. Reiterate Buy.

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