Ester Industries Limited has informed the Exchange about Investor Presentation
ESTER · price
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Ester Industries shared an investor presentation detailing its FY25 results, which marked a significant turnaround. Consolidated total income grew 19% YoY to Rs 1,298 Cr, while EBITDA jumped 4,735% to Rs 164 Cr with margins expanding 1,231 basis points to 13%. The company swung from a Rs 121 Cr loss in FY24 to a Rs 14 Cr profit, with EPS at Rs 1.46 versus negative Rs 14.49 earlier. The Polyester Films segment (85% of revenue) turned profitable with 15% revenue growth on better demand-supply dynamics, while the Specialty Polymers segment (15% of revenue) saw revenue rise 72% and EBIT grow 164%, driven by strong demand for products like MB03 and Innovative PBT. The company highlighted its 50:50 JV with Loop Industries for chemical recycling (commercial production targeted H2 CY 2027) and capacity expansion in rPET (from 8 KTPA to 20 KTPA by August 2025).
Positive for shareholders — the presentation confirms a full turnaround with both business segments returning to profitability, margin expansion, and reduced borrowings (long-term and short-term debt down by ~Rs 112 Cr combined). Key forward catalysts include the Plastic Waste Management Rules mandating 10% PCR content from April 2025, the Loop Industries JV, and rPET capacity ramp-up, which could support continued earnings growth.