ALFA Concalls
Every earnings call, live and summarised
Earnings calls
Every Ellenbarrie Industrial Gases earnings call we streamed: the live audio and our summary of what management said.
Revenue rose 28% YoY to ₹1,143 Cr, but consolidated EBITDA margin fell to about 36% from 39% on freight, power and staffing costs. Management says gases-segment margin rose to 39%.
Revenue rose 28% YoY to ₹1,143 Cr, but consolidated EBITDA margin fell to about 36% from 39% on freight, power and staffing costs. Management says gases-segment margin rose to 39%.
Capex ~₹450 Cr for FY27–28 on course; BHEL ₹480 Cr, 1,200 TPD ASU over 8 quarters; ~20% revenue growth guided.
Ellenbarrie reported healthy YoY growth but faced sequential headwinds due to a 25% crash in Argon prices and steel sector softness, leading to margin contraction to 31%.
Ellenbarrie reported core gas revenue growth of 9% QoQ in Q4FY26. Management is targeting 20% revenue CAGR and 40% EBITDA margins long-term.
Ellenbarrie delivered 9% YoY revenue growth (₹3,416 mn) and 25% PAT growth (₹1,044 mn) in FY26. Performance driven by core gases segment while project engineering declined.
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.