Motilal Oswal's research report on EPL
EPL reported a revenue of INR12b (+11% YoY) in 2QFY26, in line with estimates. This was driven by revenue growth across the Americas/EAP (up 27%/11%), while AMESA declined 1% to INR3.9b during the quarter. Further, Europe recorded only 2.8% growth, impacted by temporary softness from a few large customers
Outlook
With a focus on improving market share across geographies in the BNC segment and an expected recovery in Europe, we expect a CAGR of 10%/12%/19% in revenue/EBITDA/adjusted PAT over FY25-28. We value the stock at 15x Sept’27E EPS to arrive at our TP of INR260. Reiterate BUY.
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