Strong Q1 FY27: EBITDA doubles, PAT swings to Rs 18.6 cr profit

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF Explain this filing

ESTER · price

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AI summary

Ester Industries reported strong Q1 FY27 results. Consolidated income rose 27.4% YoY to Rs 441.9 cr. EBITDA more than doubled to Rs 58.9 cr, with margins expanding 500bps to 13.3%. PAT swung to Rs 18.6 cr profit from a Rs 7.2 cr loss last year. Polyester Film revenue grew 37.7% YoY, driven by higher value-added products now at 29% of volumes. Capacity utilization improved to 84%. ELITe JV (with Loop Industries) secured a Letter of Intent from a leading global sports brand for up to 15,000 MT per annum offtake. Management targets 20% CAGR in specialty polymer revenue over 3-5 years and about 50% value-added share in films over 2-3 years.

Likely market impact

Strong turnaround with EBITDA doubling and profit swing to positive. New offtake commitment and margin guidance signal improving business momentum.