| 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
- ₹368.50
- Market cap
- ₹5,193 Cr
- Revenue (annual)
- ₹341.6 Cr
- Net profit (annual)
- ₹104.4 Cr
- P/E (TTM)
- 43.0×Sector 53.6×
- Promoter holding
- 77.15%+0.00% QoQ
- FII holding
- 1.08%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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