Ellenbarrie Industrial Gases Ltd
Ellenbarrie Industrial Gases Q4 FY26 earnings call: Revenue & Margins
Q4 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
Ellenbarrie targets a 20% CAGR revenue growth over the next 2-3 years, supported by new capacities coming online. Ellenbarrie targets a long-term EBITDA margin aspiration of 40%, driven by efficient new capacities, reduced power costs through renewables, and operating leverage as new capacities ramp up.
From Ellenbarrie Industrial Gases Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Ellenbarrie targets a 20% CAGR revenue growth over the next 2-3 years, supported by new capacities coming online.
- Recent commissioning of the Uluberia 2 plant and expected commissioning of East India on-site plant in FY27 will contribute meaningfully to revenue growth.
- Ramp-up of merchant plants is expected to take about 18 months, with existing capacities fully utilized, indicating capacity additions will drive new growth.
- Expansion in merchant capacity from ~900 tons/day to about 1,350 tons/day and on-site capacity from ~700 to ~1,000 tons/day over the next 12 months.
- Growth supported by increasing demand across sectors such as steel, pharmaceuticals, solar manufacturing, electronics, and green energy.
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
- FY26 capex target is ₹250 crores, expected to be fully utilized gradually over the year (Page 12).
- New capacities added include a 220-ton merchant plant commissioned in Q4 FY26, with plans for another 220-ton plant in FY27 and a 250-ton plant early next financial year (Pages 16-17).
- On-site plant of 320 tons per day expected to commission next month (Page 17).
- Future capacity expansion aims to increase merchant capacity from ~900 tons to about 1,350 tons by FY28 (Page 17).
- Strategic investment includes a 26% stake acquisition for ₹70.8 million in a power company linked to a 25-year power purchase agreement to reduce power costs (Page 16).
2 more points from Ellenbarrie Industrial Gases Ltd's call on capex
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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 significant expansion plans involving new merchant and on-site plants to achieve 20% CAGR growth.
- Recently commissioned Uluberia 2 plant adds 220 tons capacity; another 220-ton plant expected this financial year, and a 250-ton plant early next year.
- Combined upcoming merchant capacity expansion of about 450-500 tons.
- One on-site plant of 320 tons per day expected to be commissioned next month.
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 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 Q4 FY26 results?
Ellenbarrie targets a 20% CAGR revenue growth over the next 2-3 years, supported by new capacities coming online. Ellenbarrie targets a long-term EBITDA margin aspiration of 40%, driven by efficient new capacities, reduced power costs through renewables, and operating leverage as new capacities ramp up.
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?
FY26 capex target is ₹250 crores, expected to be fully utilized gradually over the year (Page 12).
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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.