Ester Industries Limited — PPTs, 31-07-2025: Investor Presentation

Here is the summary of Ester Industries Limited's Q1FY26 performance:

**1. Financial Highlights:**

Ester Industries reported strong Q1FY26 results. Revenue rose 19% YoY to ₹346.85 Cr, with EBITDA up 67% to ₹28.96 Cr (8.35% margin). Net loss narrowed significantly to (₹7.16) Cr. This turnaround stemmed from robust volume growth in Films (20%) and Specialty Polymers (7%), notably rPET revenue surging to ₹14 Cr.

**2. Strategic Initiatives & Growth Drivers:**

Sustainability is a core focus. Ester's 50:50 JV with Loop Industries plans a ~US$180 Mn chemical recycling plant (H2 CY27 target). Mechanical rPET capacity expands to 20 KTPA in Hyderabad by Sept 2025. Value-added products target 30% of Film SBU volume by Q4 FY26.

**3. Business Developments:**

Consolidated BOPET Film capacity utilization improved to 82% (from 64% YoY). Value-added product volume grew 37%. Specialty Polymers saw an 86% jump in Innovative PBT sales. Hyderabad rPET expansion is on schedule.

**4. Market Position & Competitive Advantage:**

With a 4-decade legacy and global exports, Ester leverages 18+ patents in high-margin Specialty Polymers. Its strategic shift towards sustainable solutions (rPET, chemical recycling JV) and value-added films positions it strongly for growing market demand driven by recycled content.

**5. Investor Implications:**

Q1FY26 highlights operational improvement and a pivot towards high-margin, sustainable offerings. Investments in recycling and value-added products signal positive growth potential. Execution of key expansion and JV projects will be crucial to monitor.