| Management target | Revenue 20.0% 3-5 years |
|---|
| Revenue growth | 27.4% YoY consolidated; 38% growth in Film segment. |
|---|---|
| Margins | Consolidated EBITDA margin expanded to 13.3% from 8.3% YoY. |
| Order book | ELITe JV secured LOI for 15,000 MT annually. |
| Demand visibility | Strong structural tailwinds from circular economy and plastic waste rules. |
| Management confidence | High; citing sustainable earnings for next 6-8 quarters. |
Growth
Consolidated revenue grew 27.4% to INR 441.9 Cr; PAT turned positive at INR 18.6 Cr from YoY loss.
Outlook
Targeting 20% CAGR in Specialty Polymers over 3-5 years. Deleveraging by INR 100 Cr this year.
Risks
Demand pressure in specific high-margin specialty products; inherent cyclicity in commodity BOPET film markets.
Last quarter's promises, checked
Delivered
- Guided 20% Specialty Polymer growth → delivered 21% (= BEAT)
- Guided 15.5% EBITDA margin (adj) → delivered 13.3% (= PARTIAL)
- Guided INR 85 Cr debt repayment → delivered INR 100 Cr target (= BEAT)
Partly delivered
- Guided 25% VAS volume mix → delivered 25% (= PARTIAL)
- Guided 6-8 quarters of margin sustenance → delivered 1st quarter growth (= PARTIAL)
Missed
- Guided INR 200 Cr Specialty Polymer revenue → delivered INR 179.3 Cr (= MISS)
Investor Presentation 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
All →Ester Industries Credit Rating
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- Value
- ₹523.9 Cr
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.
Ester Industries Annual Report
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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.
- 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