NSE மற்றும் BSE-யின் ஒவ்வொரு கார்ப்பரேட் அறிவிப்பும், AI-யால் சில நிமிடங்களில் படிக்கப்பட்டு விளக்கப்படுகிறது — தாக்கம், முக்கிய புள்ளிவிவரங்கள், குறுகிய/நீண்டகாலப் பார்வை, கவனிக்க வேண்டியவை.
நேரலைசமீபத்திய அறிவிப்பு: 5 நாட்களுக்கு முன்இன்று 0 பகுப்பாய்வு செய்யப்பட்டது
குறிப்பு: இவை NSE பொது அறிக்கைகளின் AI-உருவாக்கிய, கல்வி நோக்கச் சுருக்கங்கள் — ஒவ்வொரு ஆவணத்தையும் ஆதாரமாகக் கொண்டவை, ஆனால் முதலீட்டு ஆலோசனை அல்ல, மேலும் முழுமையற்றதாகவும் இருக்கலாம். அசல் அறிக்கையுடன் சரிபார்க்கவும், செயல்படுவதற்கு முன் SEBI-பதிவு பெற்ற முதலீட்டு ஆலோசகரை அணுகவும்.
Epigral Q2 FY27 Earnings Call: Revenue Up 28% to ₹752 Cr, Reaffirms ₹5,000 Cr FY31 Revenue Target
Epigral released its Q2 FY27 earnings call transcript, highlighting a 28% YoY revenue growth to ₹752 crore, driven by a 6% increase in sales volume and improved realizations. EBITDA rose 3% YoY to ₹136 crore with margins contracting to 18% due to elevated raw material and energy costs linked to West Asia disruptions, while PAT increased 26% YoY to ₹64 crore. Management guided that CPVC and Epichlorohydrin (ECH) capacity expansions are in final trial runs and will commission within a quarter. Furthermore, the company outlined a gross block expansion path from ₹3,000 crore to ₹4,100-4,200 crore to support its ₹5,000 crore revenue target by FY31.
உச்சம் நம்பிக்கை
என்ன மாறியதுSubmission of the verbatim transcript of the Q2 FY27 analyst conference call held on November 02, 2026.
ஏன் இது முக்கியம்Provides detailed management commentary on input cost pressures (coal/gas), shifting caustic-chlorine realization dynamics, and long-term revenue visibility toward ₹5,000 crore by FY31.
Q2 FY27 Revenue: INR752 கோடிQ2 FY27 EBITDA: INR136 கோடிQ2 FY27 PAT: INR64 கோடிDerivatives & Specialty Share: 57%Net Debt as of Sep 30, 2026: INR514 கோடிFY31 Revenue Target: around INR5,000 crores to INR5,100 crores
📅 குறுகிய காலம்Margins remain compressed at 18% in Q2 due to energy cost lags, but management expects a seasonally stronger H2 FY27 and commissioning of CPVC/ECH plants within a quarter.
📈 நீண்ட காலம்Structural transformation toward high-value downstream derivatives (target 50%+ captive chlorine use, epoxy launch by FY28/29) provides line of sight to ₹5,000 crore revenue by FY31.
⚠ அபாய எச்சரிக்கைகள்
Volatile feedstock and energy costs (coal/gas) squeezing margins
Geopolitical disruptions and freight rate hikes from the West Asia crisis
Execution and stabilization risks in commissioning the expanded CPVC and ECH lines
👀 கவனிக்க வேண்டியவை
Track the commercial commissioning and ramp-up of the doubled CPVC and ECH facilities over the next quarter, along with margin recovery as feedstock price swings normalize.
Epigral Q2 FY27: Revenue Up 28% to ₹752 Cr; PAT Grows 26% to ₹64 Cr Amid RM Margin Headwinds
Epigral reported a 28% YoY growth in Q2 FY27 consolidated revenue to ₹752 crore, driven by a 6% increase in sales volume and improved realizations. EBITDA rose modestly by 3% YoY to ₹136 crore as margins compressed to 18% (down from 23% in Q2 FY26) due to high raw material costs, while PAT grew 26% YoY to ₹64 crore. Derivatives and Specialty chemicals contributed 57% of revenue compared to 50% in the prior-year period. CPVC (75 KTPA expansion) and Epichlorohydrin (50 KTPA expansion) are in trial runs and slated for commissioning in Q3 FY27.
உச்சம் நம்பிக்கை
என்ன மாறியதுEpigral published its Q2 FY27 investor presentation highlighting financial results, higher share of specialty chemicals (57%), and commissioning status of ongoing capex.
ஏன் இது முக்கியம்Demonstrates healthy top-line resilience and volume growth despite volatile input costs, with major capacity additions coming online in Q3 FY27 to support medium-term volumes.
📅 குறுகிய காலம்Margins remain pressured under higher input costs at 18%, but management expectations of a traditionally stronger H2 should guide market sentiment.
📈 நீண்ட காலம்Doubling of CPVC (to 150 KTPA) and ECH (to 100 KTPA) alongside newly approved Epoxy Resin (125 KTPA by H2 FY28) structurally shifts mix toward higher-margin specialty derivatives.
⚠ அபாய எச்சரிக்கைகள்
Raw material cost inflation compressing EBITDA margins
Execution delays in the final leg of commissioning for CPVC and ECH expansions
👀 கவனிக்க வேண்டியவை
Track the commercial commissioning and capacity ramp-up of the CPVC and ECH expansions scheduled for Q3 FY27, along with gross margin recovery in H2.
Epigral Limited's Board of Directors met on November 2, 2026, and approved the un-audited standalone and consolidated financial results for Q2 and H1 ended September 30, 2026. The statutory auditors, M/s. S R B C & CO LLP, issued a Limited Review Report on the results. Detailed financial tables and performance figures were omitted from this filing extract. In the prior quarter (Jun 2026), Epigral reported revenue of Rs 705.36 crore and net profit of Rs 99.74 crore.
நடுத்தரம் நம்பிக்கை
என்ன மாறியதுEpigral formally adopted and submitted its un-audited financial results for the quarter and half-year ended September 30, 2026.
ஏன் இது முக்கியம்Provides updated operational and financial performance data for Q2 FY27 against the company's TTM revenue of Rs 2,626 crore.
Period ended: 30th செப்டம்பர், 2026Meeting duration: 12:00 Noon to 01:40 p.m.TTM Revenue (Context): Rs 2626 கோடி
📅 குறுகிய காலம்Market response will be determined by the full P&L metrics once reviewed relative to consensus expectations.
📈 நீண்ட காலம்Growth prospects remain dependent on capacity expansion execution in CPVC, ECH, and Chlorotoluene derivatives.
⚠ அபாய எச்சரிக்கைகள்
Volatile caustic soda realizations
Underlying tables not attached in filing extract
👀 கவனிக்க வேண்டியவை
Review the full detailed financial statements and notes to evaluate revenue growth and margin trends against the prior quarters (Jun 2026 PAT of Rs 99.74 Cr).
CRISIL Assigns CRISIL AA/Stable & CRISIL A1+ to Epigral's Rs 1,050 Cr Bank Facilities
CRISIL Ratings has issued revised ratings for Epigral Limited's bank loan facilities totaling Rs 1,050 crore on October 28, 2026. The agency assigned a long-term rating of 'CRISIL AA/Stable' and a short-term rating of 'CRISIL A1+'. The total rated bank facility of Rs 1,050 crore represents roughly 47% of the company's net worth (Rs 2,221 crore) and 184% of its total balance sheet debt of Rs 572 crore. The affirmation of a high-grade investment rating underscores the company's comfortable balance sheet despite ongoing capex in CPVC and ECH expansions.
உச்சம் நம்பிக்கை
என்ன மாறியதுCRISIL revised/assigned ratings of CRISIL AA/Stable (Long Term) and CRISIL A1+ (Short Term) on Epigral's Rs 1,050 crore bank facilities.
ஏன் இது முக்கியம்A strong AA rating profile reinforces Epigral's access to competitive debt financing as it funds downstream capacity expansions in CPVC and ECH.
Total Bank Loan Facilities Rated: Rs. 1050 CroreRated facilities vs Total Debt (Rs 572 Cr): ~183.6%Rated facilities vs Net Worth (Rs 2221 Cr): ~47.3%
📅 குறுகிய காலம்Neutral to mildly positive sentiment as credit profile validation assures low default risk, though debt ratings are largely anticipated by markets.
📈 நீண்ட காலம்Supports lower weighted average cost of capital while executing capital expenditure programs targeted through FY2027.
⚠ அபாய எச்சரிக்கைகள்
Cyclicality in chlor-alkali realizations impacting operating cash flows
👀 கவனிக்க வேண்டியவை
Monitor any change in borrowing costs in upcoming quarterly finance costs, alongside progress on the ongoing CPVC and ECH capacity expansions.
Epigral Q1 FY27: Revenue Up 15% to ₹709 Cr; Announces 125,000 TPA Epoxy Resin Expansion
Epigral reported a resilient Q1 FY27 with revenue growing 15% YoY to ₹709 Cr and adjusted PAT rising 25% to ₹99 Cr, despite logistical headwinds from the West Asia conflict. The company announced a major strategic forward integration into Epoxy Resins with a 125,000 TPA capacity, which will consume 50% of its in-house Epichlorohydrin (ECH) production. Management also highlighted that the Chlorotoluene value chain, including a new multipurpose plant, is expected to reach a top-line of ₹700-800 Cr at peak utilization. EBITDA margins saw a slight compression to 25% from 27% YoY due to volatile raw material costs.
உச்சம் நம்பிக்கை
என்ன மாறியதுEpigral has transitioned from a specialty chemical producer to a forward-integrated Advanced Materials player by entering the Epoxy Resin segment.
ஏன் இது முக்கியம்The move secures captive consumption for 50% of its ECH capacity and targets high-growth sectors like wind energy and electronics, strengthening its integrated manufacturing moat and reducing commodity cyclicality.
📅 குறுகிய காலம்The stock may see positive sentiment following resilient earnings and a clear growth roadmap through high-value forward integration.
📈 நீண்ட காலம்Structural growth is supported by doubling capacities in CPVC/ECH by H1 FY27 and the subsequent entry into Epoxy resins, potentially re-rating the business as a specialty materials player.
⚠ அபாய எச்சரிக்கைகள்
Volatility in raw material prices (Methanol, Gas) due to geopolitical conflicts
Potential short-term oversupply in the domestic CPVC market
Gestation period of 1.5-2 years for new plants to reach optimum utilization
👀 கவனிக்க வேண்டியவை
Watch for the commissioning of the pilot facility for Epoxy and MPP in Q2 FY27 to validate product quality. Monitor the ramp-up of the Chlorotoluene plant and the impact of methanol/gas price volatility on margins in upcoming quarters.
📊 கடந்த 7 நாட்கள் — உணர்வு அடிப்படையில் பகுப்பாய்வு செய்யப்பட்ட அறிவிப்புகள்
Epigral Q1 FY27 PAT Rises 25% to ₹99 Cr; Board Approves 1.25 Lakh TPA Epoxy Resin Expansion
Epigral reported a strong Q1 FY27 with revenue growing 15% YoY to ₹709 Cr, supported by 5% volume growth and improved realizations. Adjusted PAT (excluding one-time tax benefits in the base year) rose 25% to ₹99 Cr, while EBITDA margins remained robust at 25%. The company announced a major strategic expansion into Epoxy Resins (1,25,000 TPA) and a Multi-Purpose Plant (MPP) for H2 FY28. Meanwhile, existing expansions in CPVC and ECH are on track for commissioning in Q2 FY27, which will double their respective capacities.
உச்சம் நம்பிக்கை
என்ன மாறியதுEpigral has moved from the planning stage to board approval for a massive new specialty chemical value chain (Epoxy Resins) while maintaining strong double-digit earnings growth.
ஏன் இது முக்கியம்The expansion into Epoxy Resins and MPP allows the company to consume its own raw materials (ECH and Caustic Soda), reducing commodity price risk and shifting the portfolio toward higher-margin specialty chemicals.
Q1 FY27 Revenue: ₹709 கோடிAdjusted PAT Growth (YoY): 25%New Epoxy Capacity: 1,25,000 TPANet Debt/EBITDA: 0.8xQ1 வருவாய் vs TTM வருவாய்: ~28%
📅 குறுகிய காலம்The stock may react positively to the earnings beat and the clarity provided on the next leg of growth through the Epoxy Resin capex.
📈 நீண்ட காலம்Structural transformation from a Chlor-Alkali player to a diversified specialty chemical major is accelerating, which could lead to margin expansion and valuation re-rating over the next 2-3 years.
⚠ அபாய எச்சரிக்கைகள்
Execution risk for large-scale greenfield/brownfield projects
Volatility in global freight costs and raw material prices
👀 கவனிக்க வேண்டியவை
Investors should monitor the successful commissioning and ramp-up of the CPVC and ECH expansions in Q2 FY27, as these are immediate growth drivers. The long-term focus remains on the execution of the newly announced Epoxy Resin project, which deepens vertical integration.
Rs 600 Cr Capex: Epigral to Enter Epoxy Resin Segment with 1.25 Lakh TPA Facility
Epigral has announced a major strategic diversification into Epoxy Resins and a Multi-Purpose Plant (MPP) at its Dahej site with an investment of Rs 600 Cr. The proposed Epoxy Resin capacity is 1,25,000 TPA, with a targeted completion by H2 FY2028. This investment is significant, representing approximately 23.7% of the company's TTM revenue and 27% of its Net Worth. The project will be funded through a mix of debt and internal accruals, supported by a healthy current Debt/Equity ratio of 0.26.
உச்சம் நம்பிக்கை
என்ன மாறியதுEpigral is officially diversifying into the Epoxy Resin value chain, moving further downstream from its core Chlor-Alkali and Chlorine derivative business.
ஏன் இது முக்கியம்This move allows for better vertical integration by utilizing captive Epichlorohydrin (ECH) production. It shifts the revenue mix toward specialty chemicals, potentially reducing the impact of commodity price volatility in the Caustic Soda segment.
Total Investment: Rs 600 கோடிProposed Epoxy Capacity: 1,25,000 TPACapex vs TTM Revenue: ~23.7%Capex vs Net Worth: ~27.0%Target Completion: H2 FY2028
📅 குறுகிய காலம்The announcement is likely to be viewed positively by the market as it signals a clear growth path and value-addition strategy, though immediate earnings impact is nil.
📈 நீண்ட காலம்This is a structural shift towards becoming a more diversified specialty chemical player. Successful commissioning by FY2028 could significantly scale the top line and improve operating margins through integration.
⚠ அபாய எச்சரிக்கைகள்
Execution risk associated with large-scale greenfield/brownfield projects
Potential increase in interest costs if debt component is high
👀 கவனிக்க வேண்டியவை
Monitor the execution timeline and the impact on the debt-to-equity ratio as the Rs 600 Cr capex is deployed. Investors should also track the commissioning of the ECH expansion in H1 FY2027, as ECH is a critical raw material for Epoxy Resins.
Epigral Q1 FY27: PBT Grows 25% YoY to ₹133.7 Cr; Finance Costs Drop 69%
Epigral reported a solid operational performance for Q1 FY27 with revenue growing 16.3% YoY to ₹705.36 Cr, despite a 4.2% sequential dip. Profit Before Tax (PBT) rose 25% YoY to ₹133.74 Cr, significantly aided by a 69% reduction in finance costs to ₹7.22 Cr. While reported PAT fell 38% YoY to ₹99.74 Cr, this is purely due to a high base in Q1 FY26 which included a one-time deferred tax credit of ₹80.87 Cr. The company also announced the incorporation of a new subsidiary, Epigral Advanced Material Limited, on July 7, 2026.
உச்சம் நம்பிக்கை
என்ன மாறியதுRelease of Q1 FY27 financial results and the formation of a new subsidiary for advanced materials.
ஏன் இது முக்கியம்The results demonstrate strong operational efficiency and significant deleveraging (lower interest costs), which helps offset the volatility in commodity chemical realizations.
📅 குறுகிய காலம்The market is likely to view the strong PBT growth and interest cost savings positively, despite the optically lower YoY PAT caused by tax adjustments.
📈 நீண்ட காலம்The shift towards specialty derivatives and captive power generation supports a structural improvement in margins and reduces dependence on the cyclical Chlor-Alkali market.
⚠ அபாய எச்சரிக்கைகள்
Volatility in Caustic Soda realizations
Raw material price fluctuations
Execution risk for the new advanced materials subsidiary
👀 கவனிக்க வேண்டியவை
Investors should monitor the ramp-up of the Chlorotoluene value chain and the commissioning of the 19.80 MW hybrid power plant to see if energy cost savings further boost margins.
Epigral Reaffirmed at CRISIL AA/Stable for Rs 1050 Crore Bank Facilities
CRISIL Ratings has reaffirmed Epigral Limited's long-term rating at 'CRISIL AA/Stable' and short-term rating at 'CRISIL A1+'. The rating covers total bank loan facilities of Rs 1050 crore, representing approximately 41.5% of the company's TTM revenue. This reaffirmation indicates a stable credit profile despite a 39.6% decline in share price over the last 12 months and a drop in plant utilization to 78% in Q2 FY2026. The company continues to focus on its expansion strategy, aiming to double CPVC and ECH capacities by H1 FY2027.
உச்சம் நம்பிக்கை
என்ன மாறியதுCRISIL has completed its periodic review and maintained the existing credit ratings for Epigral's bank loan facilities without any upgrades or downgrades.
ஏன் இது முக்கியம்A stable 'AA' rating confirms the company's strong creditworthiness and ability to access capital at competitive rates, which is essential for its ongoing capital-intensive expansion into specialty chemical derivatives.
Total Bank Loan Facilities Rated: Rs 1050 CroreLong Term Rating: CRISIL AA/StableShort Term Rating: CRISIL A1+Rated Facilities vs TTM Revenue: 41.55%Current Debt: Rs 572 கோடி
📅 குறுகிய காலம்The stock is likely to react neutrally as the rating reaffirmation was expected and represents no change in the company's fundamental credit risk profile.
📈 நீண்ட காலம்The maintenance of a high credit rating supports the company's long-term structural shift from commodity Chlor-Alkali to high-margin specialty derivatives, providing financial flexibility for future growth phases.
⚠ அபாய எச்சரிக்கைகள்
Volatility in Caustic Soda realizations
Decline in plant utilization (78% in Q2 FY2026 vs 83% in Q2 FY2025)
👀 கவனிக்க வேண்டியவை
Monitor the execution and ramp-up of the CPVC and ECH capacity expansions scheduled for H1 FY2027, as these are critical for maintaining the 'Stable' outlook amidst volatile caustic soda realizations.
Epigral Limited 19th AGM: Final Dividend of ₹5.00 Per Share Approved
Epigral Limited conducted its 19th Annual General Meeting on June 08, 2026, where the management confirmed a final dividend of ₹5.00 per equity share for FY 2025-26. The Chairman highlighted the company's focus on capital expenditure and expansion plans to drive future growth in the multi-product chemical sector. Shareholders discussed the company's R&D initiatives and business performance in the context of the current geopolitical environment. Voting results for all six resolutions, including director re-appointments, will be finalized by June 10, 2026.
முக்கிய அம்சங்கள்
Declared a final dividend of ₹5.00 (50%) per equity share of ₹10 each for FY 2025-26.Management outlined strategic capital expenditure and expansion plans to sustain long-term growth.Proposed the re-appointment of Mr. Ankit Patel and Mr. Karana Patel as Directors retiring by rotation.Ratified M/s. S R B C & Co LLP as Statutory Auditors and M/s K V Melwani & Associates as Cost Auditors for FY 2026-27.The meeting concluded with a positive outlook on the company's transition into a respected multi-product chemical entity.
👀 கவனிக்க வேண்டியவை
Investors should track the official voting results due by June 10, 2026, and monitor the execution of the mentioned capex plans which are key to future valuation.
Epigral Reaffirms CRISIL AA/Stable and A1+ Ratings for Rs 1050 Crore Bank Facilities
CRISIL Ratings has reaffirmed the credit ratings for Epigral Limited's bank loan facilities totaling Rs. 1,050 Crore. The long-term rating is maintained at 'CRISIL AA/Stable', while the short-term rating remains at 'CRISIL A1+', the highest possible rating for short-term instruments. This reaffirmation signifies the company's strong credit profile and its ability to meet financial obligations consistently. The stable outlook indicates that the company's credit risk profile is expected to remain steady in the medium term.
முக்கிய அம்சங்கள்
CRISIL reaffirmed the Long Term Rating at 'CRISIL AA/Stable' for bank facilities.CRISIL reaffirmed the Short Term Rating at 'CRISIL A1+' for bank facilities.The ratings cover total bank loan facilities amounting to Rs. 1,050 Crore.The reaffirmation reflects the company's sustained financial health and operational stability.
👀 கவனிக்க வேண்டியவை
Investors can take confidence in the company's high creditworthiness, which ensures access to low-cost capital and reflects strong management of debt obligations.
Epigral Shareholders Approve Re-appointment of Three Independent Directors for 5-Year Terms
Epigral Limited has announced the successful passage of three special resolutions via postal ballot for the re-appointment of Independent Directors Sanjay Asher, Kanubhai Patel, and Raju Swamy. All three directors have been appointed for a second term of five consecutive years starting May 20, 2026. While the resolutions passed with a requisite majority, there was notable dissent from public institutions regarding Mr. Asher and Mr. Swamy. The overall voter turnout stood at 66.59% of the total outstanding shares.
முக்கிய அம்சங்கள்
Re-appointment of three Independent Directors for a second 5-year term effective May 20, 2026.Mr. Kanubhai Patel received the highest approval with 99.98% of total votes in favor.Mr. Sanjay Asher's re-appointment passed with 95.35% total favor, despite 55.52% institutional votes against.Mr. Raju Swamy's re-appointment passed with 96.09% total favor, with 46.57% institutional votes against.Total votes polled represented 28.73 million shares out of 43.14 million outstanding shares (66.59%).
👀 கவனிக்க வேண்டியவை
Investors should view this as a sign of leadership continuity and stability; however, the significant institutional dissent on two directors suggests a need to monitor future governance and board independence closely.
Epigral FY26 Revenue at ₹2,542 Cr; Dividend Record Date Set for June 1, 2026
Epigral Limited reported a flat revenue of ₹2,542 Cr for FY 2025-26, with EBITDA declining 20% to ₹567 Cr due to volatile raw material prices and lower utilization. The company's Net Profit stood at ₹333 Cr, which includes a one-time deferred tax benefit of ₹81 Cr. Despite margin pressure, the company maintained a healthy Net Debt/EBITDA of 0.9x and is proceeding with major expansions in CPVC and Epichlorohydrin. The Board has fixed June 1, 2026, as the record date for the FY26 dividend.
முக்கிய அம்சங்கள்
Revenue stood at ₹2,542 Cr with EBITDA margins compressing from 28% to 22% YoY.Net Profit of ₹333 Cr includes a ₹81 Cr tax benefit; adjusted PAT would be ₹252 Cr.CPVC capacity expansion planned to double from 75,000 TPA to 150,000 TPA.RoCE declined to 16% from 25% due to lower utilization and high capital work-in-progress.Dividend record date fixed for June 01, 2026, with the AGM scheduled for June 08, 2026.
👀 கவனிக்க வேண்டியவை
Investors should focus on the commissioning timelines of the CPVC and ECH expansions which are critical for future growth. While short-term margins are under pressure, the low leverage and shift toward specialty derivatives provide long-term structural strength.
Epigral FY26 Revenue at ₹2,542 Cr; Plans Major CPVC Expansion to 150,000 TPA
Epigral reported a slight revenue decline of 1% to ₹2,542 Cr for FY 2025-26, while EBITDA fell 20% to ₹567 Cr due to higher raw material costs and compressed realizations. Despite the margin pressure, the company maintained a strong balance sheet with a Net Debt/EBITDA of 0.9x and a 17% increase in Net Worth to ₹2,221 Cr. The management is aggressively pursuing capacity-led expansion, including doubling CPVC resin capacity to 150,000 TPA and increasing bio-based Epichlorohydrin capacity to 100,000 TPA. A dividend for FY26 has been proposed with a record date of June 01, 2026.
முக்கிய அம்சங்கள்
Revenue for FY26 stood at ₹2,542 Cr with a 10-year CAGR of 20%, despite a 1% YoY dip.EBITDA margin compressed to 22% from 28% in the previous year due to volatile input costs.Net Profit of ₹333 Cr includes a ₹81 Cr one-time deferred tax benefit; adjusted PAT stands at ₹252 Cr.Proposed CPVC expansion from 75,000 TPA to 150,000 TPA to make Epigral one of the world's largest producers.Maintained strong credit ratings of CRISIL AA/Stable and CRISIL A1+ with low leverage of 0.9x Net Debt/EBITDA.
👀 கவனிக்க வேண்டியவை
Investors should monitor the execution of the CPVC and ECH capacity expansions as they are critical for margin recovery and value diversification. The stock remains a long-term play on the shift from commodity Chlor-Alkali to high-value specialty derivatives.
Epigral Sets June 1, 2026, as Record Date for Final Dividend and 19th AGM
Epigral Limited has designated June 1, 2026, as the record date for its final dividend for the financial year 2025-26. The dividend is contingent upon shareholder approval at the company's 19th Annual General Meeting (AGM) scheduled for June 8, 2026. This date also serves as the cut-off for e-voting eligibility for the AGM proceedings. The announcement follows the completion of the fiscal year ending March 31, 2026.
முக்கிய அம்சங்கள்
Record date for final dividend and AGM participation is fixed for June 1, 202619th Annual General Meeting (AGM) scheduled to be held on June 8, 2026Dividend pertains to the financial year ended March 31, 2026The AGM will be conducted through Video Conferencing (VC) or Other Audio Visual Means (OAVM)
👀 கவனிக்க வேண்டியவை
Investors interested in the dividend should ensure they hold the shares before the ex-dividend date. Monitor the AGM outcomes for the final approval of the dividend amount and management commentary.
Epigral Q4 FY26: PAT at ₹81.9 Cr, Recommends ₹5 Final Dividend
Epigral reported a revenue of ₹736.16 crore for Q4 FY26, representing a 17.3% growth year-on-year, although full-year revenue remained flat at ₹2,527.18 crore. Net profit for the quarter stood at ₹81.93 crore, a slight decline from ₹86.62 crore in the corresponding quarter of the previous year. The Board has recommended a final dividend of ₹5 per share, representing 50% of the face value. A significant jump in Capital Work in Progress to ₹450.83 crore indicates aggressive capacity expansion currently underway.
முக்கிய அம்சங்கள்
Recommended a final dividend of ₹5.00 per equity share for the financial year 2025-26.Q4 FY26 Revenue from operations grew to ₹736.16 Cr from ₹627.63 Cr in Q4 FY25.Full-year FY26 Profit After Tax (PAT) decreased to ₹333.01 Cr compared to ₹356.70 Cr in FY25.Capital Work in Progress (CWIP) surged to ₹450.83 Cr from ₹63.89 Cr, signaling major expansion projects.Annual Earnings Per Share (EPS) for FY26 stood at ₹77.19, down from ₹84.45 in the previous year.
👀 கவனிக்க வேண்டியவை
Investors should focus on the execution and commissioning of the ₹450 crore expansion projects which are key to future revenue growth. While the dividend provides a steady return, the slight compression in annual margins suggests monitoring raw material and power costs.
Epigral Reports Record Q4 Revenue of ₹736 Cr, Up 17% YoY; Proposes ₹5 Dividend
Epigral delivered its highest-ever quarterly revenue of ₹736 crore in Q4FY26, marking a 17% YoY and 22% QoQ growth. While full-year FY26 revenue saw a marginal 1% dip to ₹2,542 crore, the company showed strong sequential recovery with PAT jumping 109% QoQ to ₹82 crore. The board has recommended a final dividend of ₹5 per share, reflecting confidence in the recovery. Significant capex of ₹394 crore was deployed during the year to double CPVC and Epichlorohydrin capacities, which are expected to drive future growth.
முக்கிய அம்சங்கள்
Record Q4 revenue of ₹736 Cr (+17% YoY) and sequential PAT growth of 109% to ₹82 CrEBITDA margins improved significantly to 23% in Q4 from 17% in the previous quarterDerivatives & Specialty business contribution increased to 54% of total revenue in Q4Proposed final dividend of ₹5 per share (50% of face value) for FY2026Ongoing capex to double CPVC capacity to 1,50,000 TPA and ECH capacity to 1,00,000 TPA
👀 கவனிக்க வேண்டியவை
Investors should note the strong sequential margin recovery and the shift towards high-margin specialty chemicals. The upcoming capacity expansions in CPVC and ECH are key triggers for growth in FY27.
Epigral Q4 FY26 PAT Jumps 109% QoQ to ₹82 Cr; Board Proposes ₹5 Dividend
Epigral reported a strong sequential recovery in Q4 FY26 with record quarterly revenue of ₹736 crore, up 22% QoQ, driven by 15% volume growth. While full-year FY26 revenue remained flat at ₹2,542 crore and EBITDA margins compressed to 22% from 28% YoY, the quarterly performance indicates a sharp rebound in utilization and demand. The company is aggressively expanding its high-margin Derivatives & Specialty segment, which now contributes 54% of Q4 revenue. Significant capex projects for CPVC and Epichlorohydrin are on track for H1FY27 commissioning, positioning the company for future growth.
முக்கிய அம்சங்கள்
Q4 FY26 revenue reached a record ₹736 crore, growing 22% QoQ with plant utilization exceeding 80%.Quarterly PAT surged 109% QoQ to ₹82 crore, while EBITDA margins improved to 23% from 17% in Q3.Derivatives & Specialty segment contribution rose to 54% in Q4 FY26, highlighting a shift towards value-added products.Board proposed a final dividend of ₹5 per share (50% of face value) for FY2026.Major capacity expansions for CPVC (to 150 KTPA) and ECH (to 100 KTPA) are scheduled for commissioning in Q2 FY27.
👀 கவனிக்க வேண்டியவை
Investors should focus on the strong sequential recovery and the upcoming commissioning of world-class capacities in H1FY27. The shift towards specialty chemicals and manageable leverage (Net Debt/EBITDA of 0.9x) makes it a strong candidate for long-term growth portfolios.
Epigral Q3 FY26: Revenue Grows 2% to ₹603 Cr; EBITDA Margins Contract to 17% Amid Cost Pressures
Epigral reported a marginal 2% sequential revenue growth to ₹603 crores in Q3 FY26, though EBITDA fell 22% to ₹103 crores due to lower realizations and higher raw material costs. The Derivatives and Specialty segment now contributes 52% of total revenue, aligning with the company's long-term target of 70%. Management highlighted a volume recovery starting mid-November 2025 and expects significant contributions from the chlorotoluene value chain starting FY27. Despite current margin pressure, the company maintains a healthy net debt to EBITDA ratio of 1.0x.
முக்கிய அம்சங்கள்
Revenue grew 2% QoQ to ₹603 crores; EBITDA margins contracted to 17% from 22% in 9M FY26.Derivatives and Specialty business contribution increased to 52% of total revenue.Net debt remains stable at ₹557 crores with a comfortable Net Debt/EBITDA ratio of 1.0x.Chlorotoluene value chain and CPVC capacity doubling on track for significant FY27 impact.ECU realizations remained steady at approximately ₹29,000 to ₹30,000 per unit.
👀 கவனிக்க வேண்டியவை
Investors should monitor the recovery in realizations and the ramp-up of the chlorotoluene plant in FY27. The shift toward high-margin specialty derivatives provides a long-term cushion against commodity price volatility.
Epigral Q3 FY26 Revenue at ₹603 Cr; PAT Drops 62% YoY to ₹39 Cr Amid Margin Pressure
Epigral reported a weak Q3 FY26 with PAT falling 62% YoY to ₹39 Crore, primarily due to lower realizations and higher raw material costs. Revenue declined 7% YoY to ₹603 Crore, though it showed a marginal 2% sequential growth. EBITDA margins contracted significantly to 17% from 23% in the previous quarter. Despite short-term headwinds from an extended monsoon, management expects a recovery in Q4 FY26 and remains focused on its massive expansion projects in CPVC and Epichlorohydrin set for FY27.
முக்கிய அம்சங்கள்
Revenue stood at ₹603 Cr, down 7% YoY but up 2% QoQ, with 52% contribution from Derivatives & Specialty segment.PAT declined significantly to ₹39 Cr from ₹104 Cr in Q3FY25 and ₹51 Cr in Q2FY26.EBITDA margins compressed to 17% due to softer product realizations and elevated input costs.Net Debt increased to ₹557 Cr with a Net Debt/EBITDA ratio of 1.0x as of December 2025.Major capex of ₹337 Cr spent in 9MFY26 on doubling CPVC and Epichlorohydrin capacities.
👀 கவனிக்க வேண்டியவை
Investors should monitor the recovery in realizations and margin stabilization in Q4 as guided by management. While current earnings are under pressure, the long-term growth depends on the successful commissioning of high-value specialty chemical capacities in FY27.
⚠️இந்தத் தளம் எவ்வாறு உருவாக்கப்படுகிறது: சந்தைத் தரவுப் பக்கங்கள் NSE/BSE வெளியீடுகள் மற்றும் நிறுவனங்களின் தாக்கல்களிலிருந்து தானாகக் கணக்கிடப்படுகின்றன; செய்திக் கட்டுரைகளும் அறிவிப்புப் பகுப்பாய்வுகளும் AI உதவியுடன் எழுதப்படுகின்றன, மனித மேற்பார்வையுடன்: AI உருவாக்குவதை எங்கள் ஆசிரியர்கள் மதிப்பாய்வு செய்கின்றனர். இரண்டிலும் பிழைகள் இருக்கலாம். எந்தவொரு முதலீட்டு முடிவுக்கு முன்பும் அசல் மூலங்களில் சரிபார்க்கவும். முதலீட்டு ஆலோசனை அல்ல; Flash Finance SEBI-பதிவு பெற்றது அல்ல. நாங்கள் AI-ஐ எவ்வாறு பயன்படுத்துகிறோம்
🎁 ஆரம்பகால ஆதரவாளர்களுக்கு மட்டும் · குறுகிய கால சலுகை
எங்கள் AI பங்குச் சந்தை பகுப்பாய்வு: டெலிகிராம், வாட்ஸ்அப்பில் இலவசம்
⚡ 3500+ நிறுவனங்களை நாங்கள் உடனுக்குடன் கண்காணிக்கிறோம். NSE-யில் ஒரு நிறுவன அறிவிப்பு வெளியானதுமே, எங்கள் AI அதைப் படித்து, சுருக்கி, அதன் தாக்கத்தைச் சில நொடிகளில் உங்களுக்குச் சொல்கிறது.
இதுபோன்ற AI பகுப்பாய்வுக்குக் கட்டணத் தளங்கள் ஆண்டுக்கு ₹1,00,000-க்கும் மேல் வசூலிக்கின்றன. எங்கள் சேனல்களில் இது இலவசம்.
