| Management target | Revenue 20.0% FY29 |
|---|
| Revenue growth | 27.4% YoY consolidated revenue growth to ₹441.9 crore. |
|---|---|
| Margins | EBITDA margins expanded to 13.3% from 8.3% YoY. |
| Order book | LOIs from Nike and global sports brands for recycled resin. |
| Demand visibility | Strong domestic and export demand recovery for BOPET films. |
| Management confidence | Confident, highlighting structural tailwinds and recycling segment potential. |
Growth
Consolidated revenue grew 27.4% YoY; EBITDA more than doubled as operating leverage kicked in across segments.
Outlook
Management targets ₹2000-2200cr revenue in 2-3 years and 20% CAGR in Specialty Polymers.
Risks
One-time forex/investment gains (₹10cr) inflated PAT; specialty polymer demand faces temporary pressure in high-margin products.
Last quarter's promises, checked
Delivered
- Guided 20% growth in Specialty Polymers → delivered 21% volume growth (= BEAT)
- Guided ₹85cr debt repayment → delivered ₹100cr planned/on-track (= BEAT)
- Guided BOPET margin recovery → delivered EBITDA margin expansion to 13.3% (= BEAT)
Partly delivered
- Guided ₹70cr total capex → delivered ₹15cr for new projects (= PARTIAL)
Earnings Call Transcript 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.
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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 Investor Presentation: Key Takeaways
Ester Industries delivered a strong turnaround in Q1 FY27, with consolidated revenue rising 27% and PAT turning positive at ₹18.6 crore, driven by improved business mix and realizations.
- Call
- Guides 20% growth