Century Enka Limited — PPTs, 21-05-2026: Investor Presentation

Century Enka, a leading producer of Nylon Filament Yarn (NFY) and Nylon Tyre Cord Fabric (NTCF), delivered robust performance in Q4 FY26.

1. **Business Performance:** The company reported Q4 revenue of INR 483.5 Cr, an 8.9% YoY increase. Net Profit jumped impressively by 479.4% YoY to INR 39.4 Cr. For the full year FY26, revenue stood at INR 1,705.4 Cr, with net profit growing 51.6% YoY to INR 100.8 Cr. Strong operational efficiency pushed Q4 EBITDA margins to 11.46% (up from 1.98% YoY), and full-year margins to 8.67%.

2. **Growth Drivers & Strategy:** Demand for NTCF was boosted by GST cuts on tyres and strong growth in the auto sector. The company successfully passed on raw material price hikes to customers. Strategic focus areas include new Mother Yarn and Value-Added Products (VAPs) to enhance margins. Efficiency improvements and expanding renewable energy capacity at its Bharuch plant are key for cost management.

3. **Recent Developments:** Century Enka's Polyester Tyre Cord Fabric (PTCF) is progressing, with commercial sales anticipated from FY27. Additional renewable power capacity is also expected to be operational in FY27.

4. **Key Financial Metrics:** Basic EPS for Q4 FY26 was INR 18.03, and for full-year FY26, it was INR 46.15.

5. **Management Commentary/Outlook:** Management noted robust demand in the quarter but flagged potential headwinds from geopolitical volatility, high crude prices, and inflation, which could affect future demand growth.