Thread by @AnonymousInves7

EPL ltd (formerly known as Essel Propack) - Does a market leader in a mature industry has enough fuel left to grow?
Is there any changes taking place on qualitative basis of company?
Lets take a look

We all are aware about Colgate, one of the toothpaste we use to brush teeth.
EPL is into manufacturing the tubes in which Colgate comes.

EPL is not only into manufacturing of Oral Care tubes, they target multiple industry given below with examples.

Currently Company's Market Share in different industry they cater into:
-Market leader in Oral care tubes with global volume share of 35%
-Personal Care Market Share is 7-8%

Not only company has strong relation of 20+yrs with FMCG brands, but they also have the power to pass on the increase in cost to them (they have a clause)

One of the thing to ponder upon in company kept on increasing its product folio, in the below image you can see how company increased its number of products over years. This gives new revenue streams to company.

To get a clear picture where do company generate its revenue from, take a look at image below

AMESA: India, Egypt
EAP: China, Phillipines
Americas: USA, Mexico, Columbia
Europe: European Regions
Now lets see how the regional performance has been over years!

Company's vision is to improvise its market share in non oral care business. This can be the growth trigger as they have single high digit market share + improvising products based on ESG norms

Self disrupting companies or companies who keeps on improvising their products or procedure to work tend to stay in market longer than others, this is clearly visible in EPL

1 big change, Person in the Driving seat of company has changed.
“Promoters”, in 2019, Goel family sold their stake to Blackstone.

It wouldn’t make sense if blackstone didn’t have any experience in the same field
People from these businesses sit on Board of EPL Ltd.
This can help them to have a better vision for global markets

Let’s see, how things look over years on fundamental terms.

Compiling positive & negative points

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