ALFA Finder| Revenue growth | 7.2% YoY for Q4 and FY26 |
|---|---|
| Margins | Core operational EBITDA margin at 15.5% excluding MTM losses |
| Demand visibility | Strong acceleration for BOPET with recycled content (PWMR mandate) |
| Management confidence | Highly optimistic on medium-to-long-term prospects |
Growth
Q4 FY26 revenue grew 7.2% YoY; PAT surged to ₹7.9 Cr from ₹1.96 Cr. FY26 revenue rose 7.2% to ₹1,392.7 Cr.
Outlook
Targeting 35% Value Added Product share by Q4 FY27; ₹0.25 dividend proposed; focus on sustainable packaging solutions (rPET).
Risks
Global 10% US tariffs; volatility in raw material prices; inflationary geopolitical situations; foreign currency liability mark-to-market losses.
Earnings Call filed with BSE, NSE: ESTER. Summary written with AI assistance from the document.
Ester Industries Ltd: key numbers
- Share price
- ₹91.91
- Market cap
- ₹958.6 Cr
- Revenue (annual)
- ₹1,375 Cr
- Net profit (annual)
- ₹-27.47 Cr
- P/E (TTM)
- 43.7×Sector 46.8×
- Promoter holding
- 62.31%-0.01% QoQ
- FII holding
- 0.12%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Ester Industries Ltd
All →Ester Industries Earnings Call Transcript: Key Takeaways
Consolidated Q2 profit turned positive (₹7.8 Cr vs ₹15.8 Cr loss), driven by film price pass-through. Specialty polymers revenue fell 49%. Working capital rose ₹66.7 Cr and borrowings rose to ₹748.8 Cr.
Ester Industries Results Update
Ester Industries posted Q2FY27 revenue of ₹449 Cr (up 26%) and EBITDA of ₹45 Cr (up 160% Y-o-Y). PAT swung to ₹7.8 Cr profit from a ₹15.8 Cr loss.
Ester Industries Investor Presentation: Key Takeaways
Q2 FY27 consolidated income ₹449 Cr (+25.7%), EBITDA ₹45.1 Cr (+160%), margin 10.0%, PAT ₹7.8 Cr vs prior loss. Film-led recovery; Specialty volumes down.
Ester Industries Other Announcement
Ester Industries filed its quarterly Monitoring Agency report for the convertible-warrants preferential issue. CRISIL confirmed the issue proceeds were utilised as per the offer document with no deviation.
Ester Industries Q2 FY27 Results: Turns Profitable, Net Profit ₹7.8 Cr
Ester Industries Ltd reported revenue from operations of ₹443.8 Cr (+25.3% YoY) and net profit of ₹7.8 Cr for Q2 FY27.
- Key figure
- Net profit ₹7.8 Cr
Ester Industries Board Meeting Date
Ester Industries informs that its Board will meet on 3 Nov 2026 to approve un-audited Q2/H1 results. No financial figures or other decisions are announced at this stage.