What the business is, and whether it's a good one at a fair price.
Manufactures polyester (BOPET) films, polyester chips, specialty polymers and recycled PET (rPET) for packaging and industrial buyers. The business reports two segments: Polyester chips and film, which contributed 82.2% of segment revenue at Rs. 859.16 crore in the period, and Speciality polymers at 17.8% and Rs. 185.97 crore. In Q4 FY26, the Films segment sold 19,656 MT of BOPET film with EBIT margin of 13%; value-added (VAS) films were 25% of film sales, targeted to reach 60%+ within 2-3 years. Specialty Polymers delivered FY26 revenue of Rs. 179.3 crore (+16% YoY) with 32.7% EBIT margins on volumes of 3,836 MT, while rPET volumes surged 258% YoY to 5,325 MT following commissioning of a 20,000 MTPA extruder in Hyderabad. FY26 consolidated revenue stood at Rs. 1,375.19 crore with an EBITDA margin of 8.04%, and materials were the dominant cost at 65.7% of revenue. Management guides to INR200 crore of specialty polymer revenue and Rs. 70 crore of capex in FY27, alongside debt reduction, and points to a Q4 CY28 chemical-recycling joint venture targeting ~USD 150 million revenue at 40-45% EBITDA margins.
Measured from the filed financials, judged against its Packaging peers · as of FY26 — not investment advice
How has the market priced it — with filings on the timeline?
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
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Quarterly & annual P&L, balance sheet, cash flow, ratios and segments.
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Answered from ESTER INDUSTRIES LTD's filed financials and exchange disclosures
ESTER INDUSTRIES LTD is a Industrial Products company listed on NSE and BSE, trading under the symbol ESTER.
No. Over the trailing twelve months ESTER INDUSTRIES LTD reported a net loss of ₹2 Cr on revenue of ₹1,469 Cr.
Yes. The dividend yield is 0.63% at the current price.
No. Debt stands at 0.93× equity, and it carries net debt of ₹728 Cr. That is lower than 19% of its 66 Packaging peers.
On a typical session ESTER INDUSTRIES LTD moves 1.15% — that is the median absolute close-to-close move across its last 268 trading days. Announcement days are routinely larger.
Every NSE and BSE filing by ESTER INDUSTRIES LTD appears on this page, AI-summarised, alongside the price reaction that followed it. Follow the company to get each new filing on WhatsApp within minutes.
Figures are as last reported and may lag the latest filing. Not investment advice.
