Announced Thu, 13 Aug · 14:50 IST
Ellenbarrie Q1 FY27 transcript: revenue up 18%, EBITDA margin 39%
Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDFExplain this filing
ELLEN · price
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AI summary
Ellenbarrie Q1 FY27 transcript: revenue 987M, up 18% YoY, EBITDA margin 39%. Management guided 40% or higher EBITDA margins over the longer term. PAT grew 87% YoY to 350M. Kurnool and Uluberia 2 plants ramping up well. East India 320 TPD on-site plant begins revenue in Q2 FY27. Capex guidance: 250 crore FY27 and 200 crore FY28 for two merchant plants of about 450 to 500 TPD combined in North and West Central India. Argon prices recovering but still below H1 FY26.
Likely market impact
Strong quarter with management margin guidance and capacity expansion. Capex and new plants expected to drive the next leg of growth.