ALFA Finder| 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
- ₹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.