Ellenbarrie Industrial Gases Limited has informed the Exchange about Investor Presentation
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Ellenbarrie Industrial Gases shared its Q1FY26 investor presentation ahead of its August 7, 2025 analyst call. Q1FY26 revenue grew 24.2% year-on-year to ₹836 million, while EBITDA surged 40.2% YoY to ₹307 million, with EBITDA margin expanding to 36.7% (from 32.5% in Q1FY25) on better plant utilization and cost rationalization. Profit after tax rose 15.6% YoY to ₹187 million at a 22.4% margin, with ROCE at 15.2% and ROE at 14.6%. The company disclosed the all-cash acquisition of Bengaluru-based Truair Industrial Gases for ₹5.40 crore to build retail presence in Bangalore. Management noted IPO proceeds have been used to reduce debt, taking the company to a net cash position, and outlined capacity additions of 220 TPD in North India (December 2025) and 250 TPD in West Bengal (October 2025).
Strong margin expansion, a net cash balance sheet, and a visible capacity ramp-up pipeline are positive signals for shareholders; the small acquisition adds incremental distribution muscle but is not material to overall scale. Watch the August 7 analyst call for clarity on margin sustainability and capex execution.