ESTERBSEEster Industries LtdMediumNeutral
Announced Thu, 14 May · 17:29 IST

Revised Press Release on Audited Financial Results for the quarter and financial year ended 31st March 2026.

Pat NegativeEbitda Margin CompressionRevenue Growth 20pctExceptional ItemResults View source PDF

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AI summary

Ester Industries reported mixed FY26 results with consolidated revenue growing 7.2% YoY to Rs. 1,392.7 crore, driven by Specialty Polymers and rPET segments. However, full-year EBITDA declined 32.5% to Rs. 110.6 crore with margins compressing 470 bps to 7.9%, and consolidated PAT turned negative at Rs. (27.5) crore versus Rs. 13.7 crore profit in FY25 — a sharp 89.2% standalone decline. Q4 FY26 showed strong sequential recovery: consolidated PAT of Rs. 7.87 crore (vs Rs. 1.96 crore in Q4 FY25), revenue up 7.2%, and EBITDA margins improved to 12.6% aided by anti-dumping duties on BOPET film imports and rising global prices. rPET volumes surged 258% to 5,325 MT. The company raised Rs. 165.25 crore via a share warrant issue and proposed a dividend of Rs. 0.25 per share.

Likely market impact

While Q4 showed encouraging recovery, the full-year PAT swing to a loss and significant EBITDA margin compression signal continued stress from raw material costs and adverse market conditions, though recent regulatory tailwinds (DGTR anti-dumping duties, PWMR rules) may support margins going forward.