• Financial performance guidance: EPL delivered 17.6% revenue growth and 17.2% EBITDA growth in Q4 with a 20.1% EBITDA margin, aligning with its 13% full-year growth and long-term revenue guidance of 11% to 13%.
• Cost pass-through strategy: Supply is secured through July, and EPL expects to fully offset geopolitical and input cost pressures via automatic pass-throughs on its 50% contractual customer base and proactive price increases on the remainder.
• Beauty and cosmetics: The segment grew 30% YoY both in Q4 and the full year, driven by capacity expansion, innovation in extruded products, and market scale in India and China.
• Indovida merger synergies: The merger expands EPL's product categories into Southeast Asia and Africa, providing a margin-accretive, debt-free addition to the balance sheet to support future acquisitions.
• Capex expansion plans: Capital expenditures will remain elevated to build capacity ahead of the curve and support continued 30% growth in the beauty and cosmetics portfolio.