Investor Presentation Q4-FY26/FY26 attached.
CENTENKA · price
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Century Enka reported FY26 revenue of INR 17,054 Mn (down 14.8% YoY) but a significant improvement in profitability with PAT of INR 1,008 Mn (up 51.6%) and EBITDA margin expanding to 8.67% from 5.73%. Q4-FY26 was exceptional with EBITDA margin jumping to 11.46% vs just 1.98% in Q4-FY25, with PAT at INR 394 Mn (up 479% YoY). The company is the largest producer of Nylon Filament Yarn and Nylon Tyre Cord Fabric in India with two manufacturing facilities and ~92,000 MTPA capacity. Management credited margin improvement to raw material price pass-through discussions with customers and operational efficiency. The company flagged uncertainty from geopolitical tensions and crude price inflation for future quarters. PTCF commercial sales expected from FY27.
Strong margin recovery in Q4 despite lower revenue signals operational efficiency gains and pricing power. However, declining revenue trend and management's cautious outlook on geopolitical risks suggest caution. Shareholders should note the improved profitability metrics but watch for demand headwinds.