Century Enka Ltd (BOM:500280)

Q1 2027 Century Enka Ltd Earnings Call Transcript

Jul 29, 2026 / 06:30 AM GMT

Release Date Price: ₹611.5 (+2.01%)

Transcript

Key Points

Positve

Record revenue growth of 38% year-on-year and 15% quarter-on-quarter, driven by healthy volume growth across all business verticals.
EBITDA surged 331% year-on-year to Rs. 86 crores, with EBITDA margin expanding by 1,050 basis points to 15.46%.
Profit after tax grew 301% year-on-year to Rs. 62 crores, with PAT margin strengthening by 729 basis points to 11.13%.
Robust demand in the tire-cord business, supported by GST cuts on tires and automobiles, driving strong OEM demand.
Renewable power share exceeded 40% during the quarter, with further expansion expected in H2 FY27, reducing energy costs structurally.

Negative

One-time inventory gains of Rs. 46.24 crores boosted profitability, and margins are expected to normalize as higher-cost inventory is consumed.
Evolving geopolitical developments, volatile crude oil prices, and persistent inflation pose risks to demand growth in coming quarters.
Cheap imports of commodity filament yarn from China continue at very low prices, with anti-dumping duties not yet notified despite favorable findings.
Management expects normalized EBITDA margins of 7% to 10%, suggesting current elevated margins are not sustainable.
Capacity utilization is already high at 85-90%, and no significant volume growth is expected in FY27 as focus shifts to value-added products rather than capacity expansion.

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

CNTE.NS - Century Enka Ltd
Q1 2027 Century Enka Ltd Earnings Call
Jul 29, 2026 / 06:30AM 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 Century & Co Ltd Q1 NFI 27 Earning Conference Call. As a reminder, all participant line will be in the listen-only mode and there will opportunity for you to ask question after the presentation conclude. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touch tone phone.

I now hand the conference over to Ms. Purvangi Jain from Valoram Advisors.

Thank you and over to you.

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Unidentified_2 [2]
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Thank you. Good afternoon everyone and

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