ALFA Finder| 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
- ₹88.85
- Market cap
- ₹926.7 Cr
- Revenue (annual)
- ₹1,375 Cr
- Net profit (annual)
- ₹-27.47 Cr
- P/E (TTM)
- 42.3×Sector 46.1×
- 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.