Ester Industries Limited has informed the Exchange regarding a press release dated July 31, 2025, titled "Ester Industries reports Q1 FY26 results".
ESTER · price
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Awaiting price reaction for this filing.
Ester Industries reported a strong start to FY26. On a standalone basis, revenue grew 17% year-on-year to Rs. 285 crore, while EBITDA jumped 89% to Rs. 32 crore with margins expanding by 427 basis points to 11%. Standalone profit after tax from continuing operations turned positive at Rs. 10 crore versus a Rs. 2 crore loss in Q1 FY25. On a consolidated basis, revenue rose 19% to Rs. 347 crore and EBITDA grew 67% to Rs. 29 crore, though margins dipped sequentially. The Films business delivered 20% volume growth with capacity utilisation improving to 82%, and R-PET sales surged from Rs. 0.5 crore to Rs. 14 crore. A 20 KTPA capacity expansion in Hyderabad is on track for September 2025 commissioning, and the Loop Industries joint venture continues to progress as planned.
A robust quarter with sharp improvement in profitability signals operational turnaround, though the consolidated PAT remains in the red due to forex and MTM losses at the subsidiary. Investors may view the strong YoY growth, expanding margins, and upcoming capacity addition positively, but should watch for sustainability of margins given sequential softness and subsidiary-level headwinds.