Ester Industries Limited — PPTs, 06-02-2025: Investor Presentation

**Investor Presentation Summary: Q3 & 9M FY25 Financial Results**

1. **Financial Highlights:** Q3 FY25 reported total income of Rs. 277 crore, up 31.2% YoY, with an EBITDA of Rs. 44 crore, reflecting an EBITDA margin of 15.9%. For 9M FY25, total income reached Rs. 1,318 crore, while PAT was at Rs. 19 crore, illustrating a positive financial trajectory.

2. **Strategic Initiatives and Growth Drivers:** The joint venture with Loop Industries is progressing well, aiming to establish a facility to produce recycled Dimethyl Terephthalate (rDMT) and Mono-Ethylene Glycol (rMEG) in India. This will enhance sustainability efforts and align with growing market demands for eco-friendly products.

3. **Business Developments:** Specialty Polymers segment achieved significant revenue growth of 55% YoY to Rs. 34 crore in Q3 FY25, boosted by increased export volumes. The Film segment also saw robust performance with BOPET film sales reaching 13,530 MT.

4. **Market Position and Competitive Advantage:** Ester Industries benefits from a diversified portfolio, a strong manufacturing base, and patented products, positioning itself well against competitors in the specialty chemicals sector.

5. **Investor Implications:** With sustained business momentum and a strong product pipeline, Ester Industries presents a favorable outlook for growth. Risks include potential market fluctuations and competition, which investors should monitor closely.