| 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
- ₹86.14
- Market cap
- ₹898.4 Cr
- Revenue (annual)
- ₹1,375 Cr
- Net profit (annual)
- ₹-27.47 Cr
- P/E (TTM)
- -529.1×Sector 41.4×
- Promoter holding
- 62.32%-0.39% QoQ
- FII holding
- 0.03%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Ester Industries Ltd
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Ester Industries Annual General Meeting
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Ester Industries Annual General Meeting
Ester Industries Limited issued a notice for its Annual General Meeting scheduled on September 24, 2026. The agenda includes financial statement adoption and dividend declaration.
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Ester Industries reported strong Q1 FY27 results with consolidated revenue up 27.4% and EBITDA surging 103.4% YoY. Strategy focuses on high-margin specialty polymers and VAS films.
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Ester Industries Earnings Call Transcript: Key Takeaways
Ester Industries returned to profitability in Q1 FY27, driven by a recovery in BOPET film spreads and high capacity utilization.
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