ALFA Finder| Revenue growth | 9% sequential growth in core gases; targeting 20% long-term CAGR. |
|---|---|
| Margins | Targeting 40% EBITDA margin; driven by efficiency and argon recovery. |
| Order book | Long-term 15-year contracts for on-site plants provide stable visibility. |
| Demand visibility | Strong domestic demand across manufacturing, pharma, and new-age industrial sectors. |
| Management confidence | High; focusing on execution of newly commissioned and upcoming capacities. |
Growth
Core gas revenue grew 14.2% YoY in FY26. Adjusted gases segment EBITDA margins reached 40% in Q4FY26.
Outlook
FY27 capex target of ₹250 crores. New merchant and on-site capacities in North and West-Central India coming online.
Risks
One-off settlement costs, legacy impairments, and volatile argon pricing influenced by the steel sector and captive oversupply.
Earnings Call filed with NSE, NSE: ELLEN. Summary written with AI assistance from the document.
Ellenbarrie Industrial Gases Ltd: key numbers
- Share price
- ₹293.65
- Market cap
- ₹4,139 Cr
- Revenue (annual)
- ₹341.6 Cr
- Net profit (annual)
- ₹104.4 Cr
- P/E (TTM)
- 34.6×Sector 51.9×
- Promoter holding
- 77.15%+0.00% QoQ
- FII holding
- 0.65%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Ellenbarrie Industrial Gases Ltd
All →Ellenbarrie Industrial Gases Earnings Call Transcript: Key Takeaways
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%.
- Call
- Guides 20% growth
Ellenbarrie Industrial Gases Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹1,143 mn (+28% YoY), EBITDA ₹407 mn (+21%), PAT ₹356 mn (-3%) on Gases volume ramp-up. Margins compressed by power and transport costs; BHEL ₹4,807 mn ASU order won.
Ellenbarrie Industrial Gases Results Update
Ellenbarrie reported Q2 FY27 revenue up 28% to ₹114.3 crore; EBITDA rose 21% to ₹40.7 crore. PAT fell 3% to ₹35.6 crore against a prior-year tax credit.
Ellenbarrie Industrial Gases Q2 FY27 Results: Net Profit ₹35.6 Cr, Down 3.0% YoY
Ellenbarrie Industrial Gases Ltd reported revenue from operations of ₹114.3 Cr (+28.1% YoY) and net profit of ₹35.6 Cr (-3.0% YoY) for Q2 FY27.
- Key figure
- Net profit ₹35.6 Cr · -3.0% YoY
Ellenbarrie Industrial Gases Other Announcement
The company filed its quarterly shareholding pattern as of September 30, 2026, in compliance with SEBI Regulation 31(1)(b).
Ellenbarrie Industrial Gases Board Meeting Date
Ellenbarrie Industrial Gases Limited has scheduled a board meeting on 04-Nov-2026 to approve standalone half-yearly unaudited financial results.