Century Enka Limited — Investor Meet, 07-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Century Enka's Q1 FY26 operating revenue declined 24% to INR402 Cr, with PAT at INR15 Cr (down 37%) and EBITDA margin at 4.96%. Volumes were hit by lower Tyre Cord demand due to imports and auto slowdown, plus a Feb fire at the Bharuch Filament Yarn plant, which resumed full operations in June. Management noted record-low raw material prices pressured margins. They expect Q2 demand to improve from inventory corrections, focusing on value-added products and new Polyester Tyre Cord capacity (estimated INR100-120 Cr revenue at full capacity). The company is seeking government action on imports and exploring other technical textiles.