ESTERNSEQ4 & FY26March 31, 2026

Ester Industries Limited

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Key numbers — 40 extracted
10%
ve been rejected by Supreme Court of USA. However, USA government has now imposed global tariff of 10%. The Directorate General of Trade Remedies (DGTR) has imposed anti-dumping duties on BOPET Film i
7.2%
y accelerated our financial recovery and growth in Q4 FY26. Consolidated income for Q4 FY26 grew by 7.2% year-on-year to ₹345.1 crores. EBITDA increased by 10.7% to ₹43.3 crores, delivering a 12.5% margi
₹345.1 crore
ncial recovery and growth in Q4 FY26. Consolidated income for Q4 FY26 grew by 7.2% year-on-year to ₹345.1 crores. EBITDA increased by 10.7% to ₹43.3 crores, delivering a 12.5% margin. Excluding non-cash mark-to-
10.7%
6. Consolidated income for Q4 FY26 grew by 7.2% year-on-year to ₹345.1 crores. EBITDA increased by 10.7% to ₹43.3 crores, delivering a 12.5% margin. Excluding non-cash mark-to-market losses on foreign cu
₹43.3 crore
idated income for Q4 FY26 grew by 7.2% year-on-year to ₹345.1 crores. EBITDA increased by 10.7% to ₹43.3 crores, delivering a 12.5% margin. Excluding non-cash mark-to-market losses on foreign currency liabilit
12.5%
rew by 7.2% year-on-year to ₹345.1 crores. EBITDA increased by 10.7% to ₹43.3 crores, delivering a 12.5% margin. Excluding non-cash mark-to-market losses on foreign currency liabilities, core operational
15.5%
-market losses on foreign currency liabilities, core operational EBITDA margins stood at a healthy 15.5%. Profit After Tax (PAT) surged to ₹7.87 crores, representing a strong recovery from the ₹1.96 cror
₹7.87 crore
ilities, core operational EBITDA margins stood at a healthy 15.5%. Profit After Tax (PAT) surged to ₹7.87 crores, representing a strong recovery from the ₹1.96 crores recorded in Q4 FY25. For the FY 2026, conso
₹1.96 crore
lthy 15.5%. Profit After Tax (PAT) surged to ₹7.87 crores, representing a strong recovery from the ₹1.96 crores recorded in Q4 FY25. For the FY 2026, consolidated income rose 7.2% to ₹1,392.7 crores, driven by
₹1,392.7 crore
overy from the ₹1.96 crores recorded in Q4 FY25. For the FY 2026, consolidated income rose 7.2% to ₹1,392.7 crores, driven by robust growth in Specialty Polymers and rPET. Capacity utilization of BOPET film impro
78%
en by robust growth in Specialty Polymers and rPET. Capacity utilization of BOPET film improved to 78%. The Board of Directors have proposed a dividend of ₹0.25 per share for FY26 to the shareholders o
₹0.25
city utilization of BOPET film improved to 78%. The Board of Directors have proposed a dividend of ₹0.25 per share for FY26 to the shareholders of Ester Industries Limited. Mr. Arvind Singhania Chairman
Guidance — 1 items
Strategic Focus - Film Segment
opening
His core areas of expertise include mergers and acquisitions, working capital management, corporate financing, direct and indirect taxation, capital budgeting, project appraisal, and regulatory compliance.
Risks & concerns — 2 flagged
At present he is responsible for Internal Audit, Insurance, Risk Management, Strategy & Growth, Business restructuring, Investor Relation, Internal system and process etc.
Strategic Focus - Film Segment
Improved global prices due to increase in Chinese origin prices and impact of recent geo-political situation.
Strategic Focus - Film Segment
Speaking time
Strategic Focus - Film Segment
1
Promoting Education
1
Upgrading Healthcare Facilities
1
Action for Autism
1
Sports
1
For more information contact
1
Opening remarks
Strategic Focus - Film Segment
Ester is leveraging its R & D enhance capabilities proportion of Value Added & Specialty products within Film segment. to 19 Way Ahead Focus on developing new Value Added products Aiming towards increasing the share of Value Added Products on consolidated basis to ~35% by last quarter of FY27 to mitigate cyclicality Committed to improve production efficiency and operating leverage to improve profitability over the long term Balanced mix of domestic and exports Sustainability - achieve resource efficiencies and reduce the impact of business operations on environment 20 Corporate Structure Ester Industries Ltd Ester Filmtech Ltd Wholly owned subsidiary Ester Loop Infinite Technologies Pvt Ltd 50:50 JV with Loop Industries, Canada 21 Experienced Management Team Mr. Arvind Singhania Chairman Mr. Singhania, co-founder of Ester, has been actively associated with the company since its inception in the year 1985. His vision and passion have been integral to Ester’s success and he has taken the
Promoting Education
Providing Free Education, Books, Uniform and Transport to the underprivileged and economic weaker section students living in or around Khatima in Sarf public School under Ester Navsrijan program.
Upgrading Healthcare Facilities
Installation of water Coolers with RO in Police station and Government Hospital, Khatima installation of solar lights near Ester Factory Khatima, Charubeta.
Action for Autism
Providing Vocational Skills in Permaculture and Food Processing for Autistic Youth at Ananda - The Assisted Living Facility at Gurugram. fruit and vegetable dehydrator, food processor, tilling machine Permaculture Specialist. includes cost of salary and of It Training to promote Rural
Sports
Construction of a shed on the school sports facilitate grounds activities—particularly for Mallakhamb training for the children in Nosegay Public School, Khatima. rural to 41
For more information contact
Pradeep Kumar Rustagi Executive Director - Corporate Affairs Ester Industries Ltd. Tel: +91 124 2656 100 E-mail: pradeep.rustagi@ester.in Investor Relations Advisors Adfactors Investor Relations Mr. Tejpal Singh +91 93517 45014 Tejpal.singh@adfactorspr.com Mr. Yash Sanghavi +91 8369881109 yash.sanghavi@adfactorspr.com 42
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