Century Enka Ltd (BOM:500280)

Q2 2026 Century Enka Ltd Earnings Call Transcript

Nov 9, 2025 / 05:30 AM GMT

Release Date Price: ₹453.9 (+0.03%)

Transcript

Key Points

Positve

Century Enka Ltd (BOM:500280) is seeing early signs of recovery in demand due to recent GST reductions on tires and an improving outlook for the auto industry.
The company's renewable energy initiatives at the Baruch plant have helped control power costs and improve cost efficiency.
Recent investments in value-added products have contributed to better margin realization during the quarter.
The approval process for PTCF is progressing well and remains on schedule, with commercial supplies expected to start in Q4.
The company maintains a strong cash position and limited debt, with plans to deploy surplus cash towards new projects for sustainable growth.

Negative

Revenue declined by 24% year on year for the quarter, with operating revenue standing at INR409 crores.
Margins remain under pressure due to low-cost imports from China, particularly in the tire fabric and commodity product segments.
The industry is facing significant challenges from geopolitical and trade tensions, along with tariff-related uncertainties.
Total volume for H1 FY26 declined by 14% year on year to 34,992 metric tons.
The company is experiencing increased competition from Chinese imports, with imports accounting for a significant portion of the domestic market demand.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CNTE.NS - Century Enka Ltd
Q2 2026 Century Enka Ltd Earnings Call
Nov 10, 2025 / 05:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Century Inca Limited Q2 and H1 FY26 earnings conference call hosted by Ventura Securities Limited. As a reminder, all participant lines will be in the less on the mode, and there'll be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing and then 0 on your touchtone phone.

Please note that this conference is being recorded.

Before we begin, I would like to point out this conference call may contain forwardlooking statements about the company which are based on the beliefs, opinions, and expectation of the company as and date of this call. These statements do not

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