Century Enka Limited — Investor Meet, 10-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Century Enka posted Q4 revenues of Rs. 444 Cr, down 5% YoY, with EBITDA at Rs. 9 Cr (-74%) and PAT at Rs. 7 Cr (-67%). FY25 revenue rose 15% to Rs. 2,002 Cr, EBITDA grew 39% to Rs. 115 Cr, and PAT increased 55% to Rs. 66 Cr. Volume jumped ~50% to 78,425 MT. Management noted power cost savings and a Rs. 8 Cr insured fire repair impacting margins. Falling Caprolactam prices pressured margins but are expected to stabilize. Polyester Tyre Cord Fabric production is slated for Q4 FY26, supporting future growth. Value-added yarn aims to contribute 50-60% of revenue in 2–3 years, with steady EBITDA margins of 6-8% expected. Volume guidance for FY26 is 5-10%, amid cautious optimism on demand and margin recovery.