| Revenue growth | 7.2% YoY growth for Q4 FY26 consolidated. |
|---|---|
| Margins | EBITDA margins expanded 40bps to 12.6% in Q4 FY26. |
| Demand visibility | Sustained BOPET margins expected for 18-24 months. |
| Management confidence | High optimism for medium-term recovery and FY27 margin improvement. |
Growth
FY26 consolidated revenue grew 7.2% to ₹1392.7cr. Specialty Polymers revenue grew 16% to ₹179.3cr.
Outlook
Targeting ₹2000-2200cr peak revenue from current assets; ₹70cr FY27 capex planned; ELITe project operational by end-2028.
Risks
Persistent global oversupply, volatile crude oil/raw material prices, and significant currency depreciation (Euro/Rupee).
Earnings Call filed with NSE, 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
All →Ester Industries Credit Rating
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Ester Industries Annual General Meeting
Ester Industries Limited held its 40th Annual General Meeting on September 24, 2026, where members adopted financial statements and approved the final dividend.
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.
Ester Industries Annual Report
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Ester Industries Investor Presentation: Key Takeaways
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.
- Call
- Guides 20% growth
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.
- Call
- Guides 20% growth