Ester Industries Limited has informed the Exchange about Investor Presentation
ESTER · price
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Awaiting price reaction for this filing.
Ester Industries reported a strong start to FY26, with consolidated revenue up 19% YoY at Rs 346.85 crore and EBITDA up 67% at Rs 28.96 crore (margin 8.35%, up 240 bps), though PAT remained negative at Rs (7.16) crore due to subsidiary Ester Filmtech losses and FX/MTM impacts. Standalone performance turned around with PAT of Rs 9.64 crore versus a loss last year. Polyester Films segment revenue grew 20% with capacity utilization improving to 82% and value-added products contributing 24% of volumes. rPET sales surged from Rs 0.5 crore to Rs 14 crore, driven by PWMR regulations effective April 2025. Specialty Polymers grew 7% in revenue with 31.7% EBIT margin. Additional 20 KTPA capacity at Hyderabad is on track for September 2025 commissioning, and the $180 million Loop Industries JV for chemical recycling is targeted for H2 CY 2027.
Positive for shareholders: revenue and EBITDA growth, capacity utilization gains, and rPET traction signal improving operating leverage. However, the consolidated loss and Ester Filmtech's continuing losses (Rs 16.5 crore) may weigh on near-term sentiment despite underlying operational improvements.