Ellenbarrie Industrial Gases Ltd
Ellenbarrie Industrial Gases Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #24 of 71 in Chemicals & Petrochemicals
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The short version
The company targets a long-term revenue CAGR of 20-25% over the next 4-5 years in its core gases business, based on the last full year financials. The company targets a long-term revenue CAGR of 20-25% over the next 4-5 years, based on core gases business (Page 20, 16, 4).
From Ellenbarrie Industrial Gases Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company targets a long-term revenue CAGR of 20-25% over the next 4-5 years in its core gases business, based on the last full year financials.
- Growth is expected to be driven by multiple capacity expansions, including three plants under construction and more in planning stages.
- New capacities are expected to come online by the end of the current financial year and the next, leading to stronger second-half performance.
- The total operated capacity will increase to 1910 tons per day by the end of this financial year and over 2100 tons per day by the end of the next.
- Growth will come from diversified sectors including steel, pharmaceuticals, chemicals, healthcare, semiconductors, green energy, and space research.
2 more points from Ellenbarrie Industrial Gases Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- Three plants are currently being constructed, with multiple more on the drawing board to be announced in future quarterly calls.
- The new 220 TPD plant is about to be commissioned, with a capex of around ₹160 crore, expected to generate annual revenue of ₹100+ crore.
- There is a strategic focus on entering Western India with plans for a merchant model plant; exact location to be disclosed later.
- Capacity expansion includes merchant and onsite plants in East India, planned commissioning by March 2026 and FY27.
2 more points from Ellenbarrie Industrial Gases Ltd's call on capex
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Top-ranked in Chemicals & Petrochemicals
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- It highlights a strong demand outlook with new capacities being commissioned soon, such as the merchant plant in East India expected to go live by end of November 2025 and an onsite plant planned for March 2026.
- Long-term growth guidance of 20-25% CAGR is based on expanding core gases business and capacity additions.
- The management is cautiously deploying capital only when confident of sales, indicating a healthy pipeline of opportunities.
- They are actively pursuing new plants across the country, including Western India, which suggests ongoing order activity.
Ellenbarrie Industrial Gases Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹87 Cr, net profit ₹23 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Ellenbarrie Industrial Gases Ltd's management said in earlier quarters
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Ellenbarrie Industrial Gases Ltd Q2 FY26 results?
The company targets a long-term revenue CAGR of 20-25% over the next 4-5 years in its core gases business, based on the last full year financials. The company targets a long-term revenue CAGR of 20-25% over the next 4-5 years, based on core gases business (Page 20, 16, 4).
What is Ellenbarrie Industrial Gases Ltd share price analysis?
Ellenbarrie Industrial Gases Ltd currently shows a neutral. The stock trades at a P/E of 37.9 with a market cap of ₹3,960 Cr. Investors should review the full earnings analysis for detailed insights.
Is Ellenbarrie Industrial Gases Ltd planning capital expenditure?
Three plants are currently being constructed, with multiple more on the drawing board to be announced in future quarterly calls.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.