| Management target | EBITDA Margin 40.0% FY27 |
|---|
| Revenue growth | 18% YoY, 13% sequential |
|---|---|
| Margins | Improving towards 40% due to power efficiency and better mix |
| Order book | Multiple inquiries for >600 TPD on-site plants |
| Demand visibility | Strong pipeline for on-site plants; robust steel and manufacturing demand |
| Management confidence | High, citing strong execution and utilization momentum |
Growth
Revenue rose 18% YoY to ₹987M; PAT surged 87% YoY to ₹350M. EBITDA grew 21% to ₹387M.
Outlook
Capex guidance: ₹2,500M for FY27 and ₹2,000M for FY28. Target EBITDA margin 40%+ driven by efficiency.
Risks
Energy costs remain a critical variable. Argon price volatility impacts quarterly margins despite structural long-term uptrend.
Last quarter's promises, checked
Delivered
- Commission East India on-site plant in Q1/Q2 → Delivered 320 TPD plant (= BEAT)
- Target 20% long-term revenue CAGR → Delivered 18% YoY growth (= BEAT)
- Improve margins toward 40% → Delivered 39% EBITDA margin (= BEAT)
Partly delivered
- Utilize ₹250 Cr FY26 capex → Current call shows ₹450 Cr total for FY27-28 (= PARTIAL)
Investor Presentation filed with BSE, 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.
More from Ellenbarrie Industrial Gases Ltd
All →Ellenbarrie Industrial Gases Annual General Meeting
Ellenbarrie Industrial Gases Limited held its 52nd Annual General Meeting on September 26, 2026. The meeting discussed financial adoption, director re-appointment, and cost auditor remuneration ratification.
Ellenbarrie Industrial Gases Production Started
Ellenbarrie Industrial Gases commissioned a 325 TPD Air Separation Unit in Durgapur, West Bengal. The plant operates under a 15-year onsite supply agreement with Jai Balaji Industries.
- From
- Jai Balaji Industries Limited
- Execution
- 15 years
- air separation capacity
- 325.0 TPD
Ellenbarrie Industrial Gases Annual Report
Ellenbarrie Industrial Gases Limited has released its Annual Report for the financial year 2026. The report details the company's business performance, financial highlights, and strategic outlook.
- Total Capacity
- 1610.0 TPD
Ellenbarrie Industrial Gases Annual General Meeting
Ellenbarrie Industrial Gases Limited has issued a notice for its Annual General Meeting scheduled for September 26, 2026. The meeting agenda includes adoption of financial statements and re-appointment of directors.
- Value
- ₹0.01 Cr
Ellenbarrie Industrial Gases Annual General Meeting
Ellenbarrie Industrial Gases Limited has issued the notice for its 52nd Annual General Meeting. The meeting is scheduled to be held on September 26, 2026.
Ellenbarrie Industrial Gases Q1 FY27 Results: Net Profit ₹35 Cr, Up 87.2% YoY
Ellenbarrie Industrial Gases Ltd reported revenue from operations of ₹98.7 Cr (+18.1% YoY) and net profit of ₹35 Cr (+87.2% YoY) for Q1 FY27.
- Key figure
- Net profit ₹35 Cr · +87.2% YoY