Century Enka Limited — PPTs, 28-07-2026: Investor Presentation

Century Enka reported a strong Q1-FY27.

**Business Performance:** Revenue from operations surged to **INR 554.3 Cr**, marking a robust **38.1% YoY growth**. Net profit soared by **300.6% YoY to INR 61.7 Cr**, with EPS at **INR 28.24**. EBITDA margins significantly improved to 15.46%, driven by strong volumes and margins across all business segments.

**Growth Drivers & Strategy:** The company is focusing on higher-margin products, with new Mother Yarn and Value-Added Products (VAPs) contributing to margin improvement. New VAP investments are planned. Century Enka is also expanding into Polyester Tyre Cord Fabric (PTCF), with commercial sales expected in H2-FY27.

**Recent Developments:** Approvals for PTCF are progressing well. The company recently launched 'neunyl,' a new brand for chemically recycled yarn.

**Management Outlook:** Demand for Nylon Tyre Cord Fabric (NTCF) remains healthy, benefiting from robust auto sector growth. However, future demand could face headwinds from geopolitical developments, volatile crude prices, and inflation. Management notes Q1's high profitability included a one-time inventory gain, suggesting margins might normalize as high-cost inventory is consumed. The company continues to manage challenges from low-priced Chinese imports.