Century Enka Limited — PPTs, 08-02-2026: Investor Presentation

Century Enka reported strong Q3 profitability with a net profit of ₹23.7 Cr, up 69.3% YoY, despite revenue declining 16.6% YoY to ₹411.7 Cr. For the first nine months of FY26, net profit grew 2.8% to ₹61.4 Cr on revenues of ₹1,221.9 Cr. EBITDA margins expanded significantly to 9.93% in Q3 and 7.56% for 9M-FY26.

Volume for Reinforcement (Tyre Cord Fabric) improved post-GST cuts on tyres, with management optimistic about Q4 demand. Filament Yarn demand, though subdued in Q3, is also expected to pick up in Q4. New Mother Yarn and Value-Added Products (VAPs) are helping sustain margins.

The company's Polyester Tyre Cord Fabric (PTCF) approval process is advancing, with commercial sales targeted from FY27. Renewable energy initiatives at the Bharuch plant are lowering power costs, with more capacity expected in FY27. Challenges include pressure from cheap imports, but tariff developments with the USA and EU trade deals offer future demand upside. The company is actively focusing on efficiency improvements.