Ellenbarrie Industrial Gases Limited has informed the Exchange about Transcript

Ellenbarrie Industrial Gases posted a strong Q1 FY26 with revenue up 24% year-on-year and EBITDA up 40%, taking EBITDA margins to 37% (from 30% a year ago). Growth was driven by ramp-up of new Kurnool and Tata Steel Metaliks facilities, in-house Argon production (now 9% of revenue vs 7% earlier), and volume growth. Management guided for 25%+ revenue growth for the next 2-3 years and said the 37% margin is sustainable with potential upside as Argon share rises toward 15%. Capacity is set to expand from 1,370 tons/day (FY25) to 1,910 tons/day (FY26) and 2,130 tons/day (FY27), with ~INR250 crores of capex committed over the next 1.5 years. The company also completed a small INR5.5 crore acquisition of cylinder-filling assets in Bangalore and is evaluating inorganic entry into West India.