Ellenbarrie Industrial Gases Ltd
Ellenbarrie Industrial Gases Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #25 of 68 in Chemicals & Petrochemicals
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The short version
Company targets a long-term revenue growth rate of about 20-25% CAGR. Ellenbarrie Industrial Gases Ltd targets a long-term revenue CAGR of 20-25%, driven by new capacity additions across Eastern, Northern, and Western India over FY27-FY28.
From Ellenbarrie Industrial Gases Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Company targets a long-term revenue growth rate of about 20-25% CAGR.
- Growth will be lumpy, driven by step changes as new capacity plants are commissioned.
- New plants coming online: Uluberia 2 merchant plant recently commissioned; East India on-site plant expected Q1 FY27; North India bulk plant expected H2 FY27; Western India speciality gases unit targeted FY28.
- Uluberia 2 ramp-up expected to reach 85% capacity utilization faster than typical 18 months due to existing market presence.
- Expansion projects totaling around INR 450 crore capex over next couple of years.
- Long-term growth is tied to both organic capacity increase and entering speciality gases (e.g., solar industry).
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
- Ellenbarrie is undertaking three main projects with a total capex of about ₹450 crores over the next couple of years.
- Projects include an on-site plant in Eastern India, a merchant plant in Northern India, and a merchant plus specialty gases plant in Western India.
- The Eastern India on-site plant is expected to be commissioned in Q1 FY27.
- The Northern India merchant plant is targeted for commissioning in H2 FY27.
- The Western India specialty gases and merchant plant is expected by FY28.
- Capex guidance is ₹250 crores in FY26 and ₹200 crores in 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
- Ellenbarrie Industrial Gases Ltd has ordered new plants as part of their expansion.
- The North India merchant plant commissioning timeline is set for H2 FY27.
- Plant orders have been placed, with construction and civil work scheduled around equipment delivery.
- The company's growth focus includes three key projects: an on-site plant in Eastern India (expected Q1 FY27), a North India merchant plant (H2 FY27), and a Western India merchant plus specialty gases plant (target FY28).
2 more points from Ellenbarrie Industrial Gases Ltd's call on order book
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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 Ellen.Indl.Gas'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 Q3 FY26 results?
Company targets a long-term revenue growth rate of about 20-25% CAGR. Ellenbarrie Industrial Gases Ltd targets a long-term revenue CAGR of 20-25%, driven by new capacity additions across Eastern, Northern, and Western India over FY27-FY28.
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?
Ellenbarrie is undertaking three main projects with a total capex of about ₹450 crores over the next couple of years.
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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.