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EPL LimitedEPL.NSCompetitor analysis, valuation and peers

India · INR·Materials›Containers/Packaging
Momentum neutral 47
Mkt cap
$752M
US dollars, full cap
Free float
69%
of shares outstanding
$/day
$2.32M
20-day average traded
Fwd P/E
15.7×
forward earnings
ROIC−WACC
+1.5 pp
WACC 14.0%
Hurdle
+7 pp
Req g minus delivered
Next earnings
96 days
10 Feb 2027
Close · INR₹221.31
1D-3.6%
1W+2.1%
1M-6.6%
3M-3.4%
6M-5.6%
YTD+2.8%
1Y+9.8%
ATR %3.8%
Beta1.00
52w lowhigh19.2% off high

What EPL does

Employees: 1,411

EPL at a glance

Size EPL (EPL.NS) is an India Materials company (Containers/Packaging) with a market value of $752M, the 696th largest of 1,058 India companies the cockpit tracks. Shares closed at ₹221.31 on 6 Nov 2026.

Performance Over six months the shares fell 5.6%, against -14.9% for the median peer and 0.0% for the India market (cap-weighted) — 9th highest of 21 in its peer set.

Growth Revenue grew 16.9% over the last twelve months (peer median +3.4%); the operating margin is 11.8% (peer median 6.3%).

Valuation It trades at 15.7× forward earnings against a peer median of 17.3× (5th cheapest of 14).

Price implies For today's price to make sense, revenue must grow about 16% a year for seven years (Req g). Recent delivered growth is +9%, so the hurdle is +7 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 1.5 points above its cost of capital (14.0% WACC).

Next results Next results expected around 10 Feb 2027 (exchange calendar; dates can move).

Relative performance

9010011011 May 202611 Aug 20266 Nov 2026EPL.NS 93Peer median 86
Six months, rebased to 100: EPL against the median of its 20 peers (local-currency closes).

EPL financials

Reported figures in INR; fiscal year ends 2026-03-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₹50.4B₹47.2B₹41.9B₹39.0B₹36.9B
Revenue growth—+13%+7%+6%—
Gross profit₹16.0B₹8.69B₹7.53B₹6.40B₹5.69B
EBITDA₹10.0B₹9.28B₹8.16B₹6.99B₹5.96B
Net income₹3.88B₹3.89B₹3.59B₹2.13B₹2.27B
Free cash flown/a₹1.46B₹3.33B₹1.18B₹1.64B
Capital expendituren/a₹4.82B₹3.63B₹3.75B₹3.87B
Total debtn/a₹9.62B₹8.03B₹9.12B₹8.89B

Quarterly statements and history in the cockpit →

EPL competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-50%0%+50%-40%-20%0%00275206133005663000576019681904OI9907601515603499KRT0025225122251970TIMETECHNO7504ZV688020002303EPL.NS6-month return →1-month return →
Up and to the right = strong over both horizons. EPL is the large dot.

Fundamentals: revenue growth against valuation

-10%0%+10%+20%+30%20×40×60×0027523005663000576019681904OI9907KRT251970TIMETECHNO7504EPL.NSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. EPL is the large dot.

Capital: growth delivered against growth the price implies

0%+10%+20%+30%0%20%00275230056619049907603499KRT002522002263251970ZV002303EPL.NSGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. EPL is the large dot.

EPL competitors and peer comparison

How EPL compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

EPL against its 20 peers (data as of 6 Nov 2026)
MeasureEPL.NSPeer medianRank in peer set
1-month return-6.6%-7.7%9th highest of 21
6-month return-5.6%-14.9%9th highest of 21
Distance from 52-week high-19.2%-39.9%5th highest of 21
Revenue growth (TTM)+16.9%+3.4%2nd highest of 21
Operating margin11.8%6.3%4th highest of 21
Forward P/E15.7×17.3×5th cheapest of 14
Growth the price implies (Req g, 7 yrs)16.0%4.9%3rd most demanding of 12
Growth delivered (Del g)+8.8%+8.4%5th highest of 12
Hurdle (Req g minus delivered)+7.1 pp+1.6 pp4th most demanding of 12
ROIC minus cost of capital+1.5 pp+0.1 pp6th highest of 21
EV / EBITDA7.1×8.5×2nd cheapest of 10
Net debt / EBITDA0.8×0.2×4th most indebted of 10

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
EPL EPL.NSIndia$752M-6%+17%12%15.7×16.0%+8.8%
Sunrise 002752.SZChina$766M-29%+8%6%11.1×-5.7%+17.2%
Planetree International Development 0613.HKHong Kong$733M+151%-62%1,735%n/an/an/a
Ningbo Exciton Technology 300566.SZChina$730M-2%-2%9%17.9×8.4%+8.4%
Shantou Wanshun New Material 300057.SZChina$784M-45%+29%1%66.5×n/an/a
Shanghai Baosteel Packaging 601968.SSChina$785M-19%+17%4%17.3×n/an/a
Cheng Loong 1904.TWTaiwan$788M+34%-3%6%61.8×3.9%+1.4%
O-I Glass OIUnited States$796M-44%-2%9%10.1×n/an/a
Ton Yi Industrial 9907.TWTaiwan$678M-19%-11%4%16.9×-6.3%+8.8%
Quzhou DFP New Material 601515.SSChina$843M-36%+13%-21%n/an/an/a
Shanghai Sunglow Packaging Technology 603499.SSChina$669M-29%+9%10%n/a24.1%+16.4%
Karat Packaging KRTUnited States$669M+19%+12%13%20.5×-2.4%+9.6%
Zhejiang Zhongcheng Packing Material 002522.SZChina$658M-24%+4%5%n/a14.5%+2.1%
Zhejiang Great Southeast 002263.SZChina$871M-23%+5%-1%n/a31.7%-4.0%
Okamoto Industries 5122.TJapan$648M+6%0%6%n/an/an/a
Pum-tech Korea 251970.KSSouth Korea$642M+70%+3%15%15.0×-4.2%+13.6%
Time Technoplast TIMETECHNO.NSIndia$891M-9%+16%11%11.0×n/an/a
Kohsoku 7504.TJapan$629M+75%+8%4%21.6×n/an/a
Zignago Vetro ZV.MIItaly$628M-10%0%8%16.8×12.7%+7.7%
Guangzhou Fangbang Electronics 688020.SSChina$900M-51%-2%-28%n/an/an/a
MYS 002303.SZChina$909M+26%+1%8%18.6×4.9%+3.4%

Questions

Which companies are EPL's closest peers?
The cockpit's peer set: Sunrise (002752.SZ), Planetree International Development (0613.HK), Ningbo Exciton Technology (300566.SZ), Shantou Wanshun New Material (300057.SZ), Shanghai Baosteel Packaging (601968.SS), Cheng Loong (1904.TW), O-I Glass (OI), Ton Yi Industrial (9907.TW).
Is EPL expensive compared with its peers?
On forward p/e it trades at 15.7× against a peer median of 17.3×, 5th cheapest of 14 in its peer set. For today's price to make sense, revenue must grow about 16% a year for seven years (Req g). Recent delivered growth is +9%, so the hurdle is +7 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has EPL stock performed?
Over six months to 6 Nov 2026 the shares returned -5.6% against -14.9% for the median peer; over one year +9.8%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.