Ester Industries Ltd
Ester Industries Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management said on revenue, margins and capex.
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Ester Industries Ltd Q4 FY25 key numbers
- Revenue
- Specialty polymers expected to grow 25%-30%, reaching Rs. 220-230 crores in FY’26 from Rs. 175 crores in FY’25.
As stated in Ester Industries Ltd's Q4 FY25 earnings call transcript · published 30 May 2026. Reported figures, not investment advice.
The short version
Ester Industries targets a 25% CAGR growth in specialty polymers annually. - FY’25 consolidated revenue was approximately Rs. FY'26 consolidated revenue guidance: Rs.
From Ester Industries Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Ester Industries targets a 25% CAGR growth in specialty polymers annually.
- FY’25 consolidated revenue was approximately Rs. 1,300 crores; guidance for FY’26 is around Rs. 1,500 crores (about 15% growth).
- Specialty polymers expected to grow 25%-30%, reaching Rs. 220-230 crores in FY’26 from Rs. 175 crores in FY’25.
- Polyester film business growth will contribute the balance to total revenue increase, with better capacity utilization moving from 70% to over 85%.
- Value-added specialty film sales targeted to increase from 23% of film production in FY’25 to around 27%-30% in FY’26.
- Domestic market for polyester film is growing at 10%-12% annually; global growth around 4%-5%.
2 more points from Ester Industries Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- No major new capacity expansions planned for FY'26; CAPEX mainly for sustenance, maintenance, and quality improvements.
- Total CAPEX for FY'26 estimated at Rs. 110-120 crores, including Rs. 50 crores for rPET plant commissioning in Hyderabad (expected August).
- Specialty polymer business and value-added specialty film portfolio underpin strategic growth instead of capacity expansion.
- A 50:50 Joint Venture with Loop Industries (Canada) named Ester Loop Infinite Technologies Pvt Ltd is progressing, targeting a new plant in Gujarat, with total CAPEX of about $175-180 million.
2 more points from Ester Industries Ltd's call on capex
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Top-ranked in Industrial Products
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
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Ester Industries Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹344 Cr, net profit ₹8 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Ester Industries's management said in earlier quarters
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on management's own guidance
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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 Ester Industries Ltd Q4 FY25 results?
Ester Industries targets a 25% CAGR growth in specialty polymers annually. - FY’25 consolidated revenue was approximately Rs. FY'26 consolidated revenue guidance: Rs.
What is Ester Industries Ltd share price analysis?
Ester Industries Ltd currently shows a neutral. The stock trades at a P/E of N/A with a market cap of ₹918 Cr. Investors should review the full earnings analysis for detailed insights.
Is Ester Industries Ltd planning capital expenditure?
No major new capacity expansions planned for FY'26; CAPEX mainly for sustenance, maintenance, and quality improvements.
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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.