Ester Industries Limited — Investor Meet, 05-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Ester Industries reported strong Q1 FY26 results with consolidated revenue up 18.64% YoY to INR 346.85 Cr. EBITDA surged 66.53% to INR 28.96 Cr, with cash profit (EBDT excluding MTM losses) turning positive at INR 25.4 Cr. Polyester Films saw 20.7% revenue growth and 82% capacity utilization, driven by value-added products. Specialty Polymers grew volumes by 4% with robust margins and targets 20-25% annual growth. New rPET capacity in Hyderabad for sustainable films is expected by September 2025. Management expressed confidence in debt repayments, emphasizing minimal impact from US tariffs due to a strong specialty product focus.