ESTER
1 call
Concalls & earnings callsEster Industries Limited
Every summarised call, newest first. Latest is Q1 FY27, held 18 Aug 2026.
Latest quarter
Q1 FY27 snapshot
Open full brief →The quarter was driven by a strong rebound in the BOPET film business due to improved industry pricing and capacity utilization, leading to a significant turnaround in consolidated profitability.
| Metric | This quarter | Change | Five-quarter trend |
|---|---|---|---|
| Consolidated Total Income | ₹441.9 Cr | 27.4% | |
| Consolidated EBITDA | ₹58.9 Cr | 103.4% | |
| Consolidated EBITDA Margin | 13.3% | — | |
| Consolidated PAT | ₹18.6 Cr | — |
Latest guidance
- Target proportion of VAS products at about 50% to 60% over the next 2 to 3 years
- Targeting growth at a CAGR of 20% over the next 3 to 5 years in the Specialty Polymer segment
- ELITe facility is targeted to become operational in CY 2028
- Expect to recover revenue growth in Specialty Polymers by the end of this financial year
Said on the Q1 FY27 call.
Filed results
Reported quarterly history
From filed quarterly results. YoY and QoQ compare each metric on the same accounting basis.
| Quarter | Revenue | Net profit (PAT) | Basic EPS |
|---|---|---|---|
| Q3 FY25 | ₹345.58 Cr+29.1% YoY+4.4% QoQ | ₹24.82 CrTurned profitable YoY+721.9% QoQ | ₹2.64Turned positive YoY+725% QoQ |
| Q2 FY25 | ₹331.16 Cr+26.7% YoY+15.7% QoQ | ₹3.02 CrTurned profitable YoYTurned profitable QoQ | ₹0.32Turned positive YoYTurned positive QoQ |
| Q1 FY25 | ₹286.15 Cr+11.1% YoY+3.4% QoQ | ₹-16.10 CrLoss narrowed YoYLoss narrowed QoQ | ₹-1.71Loss/share narrowed YoYLoss/share narrowed QoQ |
| Q4 FY24 | ₹276.73 Cr-6.1% YoY+3.4% QoQ | ₹-23.72 CrLoss widened YoYLoss narrowed QoQ | ₹-2.83Loss/share widened YoYLoss/share narrowed QoQ |
| Q3 FY24 | ₹267.76 Cr+38.9% YoY+2.4% QoQ | ₹-44.82 CrLoss widened YoYLoss widened QoQ | ₹-5.37Loss/share widened YoYLoss/share widened QoQ |
Call history
- Q1 FY27Positive tone
The quarter was driven by a strong rebound in the BOPET film business due to improved industry pricing and capacity utilization, leading to a significant turnaround in consolidated profitability.
- Consolidated Total Income
- ₹441.9 Cr27.4%
- Consolidated EBITDA
- ₹58.9 Cr103.4%