Ellenbarrie Industrial Gases Limited — PPTs, 07-08-2026: Investor Presentation

Ellenbarrie Industrial Gases reported a strong Q1 FY27. Revenue from operations climbed 18% year-on-year to ₹98.7 Cr, primarily fueled by the successful ramp-up of its Kurnool and Uluberia 2 merchant plants. EBITDA rose 21% year-on-year to ₹38.7 Cr, with margins improving to 39%, supported by operational efficiencies and cost control. Profit After Tax (PAT) surged 87% year-on-year to ₹35.0 Cr, also benefiting from lower finance costs and tax rates.

The company is strategically expanding, planning new merchant plants in North and West/Central India while optimizing existing capacity. Diversification into high-value products like Argon and exploring Green Energy applications are key growth areas. The new onsite plant in East India is being commissioned and is expected to contribute revenue from Q2 FY27. Management anticipates strengthened momentum in H2 FY27 as recently commissioned plants further ramp up and renewable energy initiatives boost margins. Capex guidance stands at ₹250 Cr for FY27 and ₹200 Cr for FY28.