Q1 2026 Ester Industries Ltd Earnings Call Transcript
Key Points
- Ester Industries Ltd (BOM:500136) reported a 19% year-on-year revenue growth for the quarter.
- The company's EBITDA margin improved by 240 basis points, reflecting strong operational performance.
- Recycled PET revenue surged significantly, indicating a successful expansion in sustainable product categories.
- Capacity utilization in the polyester film business improved to 82% from 64% in the previous year.
- The specialty polymer business recorded a 4% volume growth year-on-year, maintaining a healthy EBITDA margin of 30-35%.
- The company faced adverse impacts from exchange rate fluctuations and mark-to-market losses on foreign currency loans.
- Ester Filmtech reported a negative EBITDA due to foreign exchange fluctuations, impacting overall profitability.
- The specialty polymer segment experienced a downward trend in EBITDA margin compared to the previous year.
- There is ongoing pressure from low-priced imports affecting margins in the polyester film segment.
- The company is facing challenges in ramping up capacity utilization at its Hyderabad unit, which is operating below optimal levels.
Ladies and gentlemen, good day and welcome to Q1 F 526 earnings conference call of Industries Limited. As a reminder, all participant lines will be in the listen-only mode, and there will 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 0 on your touchtone phone. Please note that this conference is being recorded.
I now hand the conference over to Mr. Amit Sharma from AFactors PR Investor relations team.
Thank you and over to you, sir.
Thank you, Ara.
Good evening everybody and a very warm welcome to you all.
Thank you everyone for participating in this earnings call of Industries Limited for the quarter ended June 30th, 2025.
Before we begin, please note that this conference call may contain forward-looking statements about the company.
Which are based on the beliefs, opinions and expectations of the company.
As on date of this call, the statements are not a
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