Ellenbarrie Industrial Gases Limited — Investor Meet, 13-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Ellenbarrie Industrial Gases delivered a strong Q1 FY27: Revenue at 98.7 Cr (+18% YoY), EBITDA at 38.7 Cr (+21% YoY, 39% margin), and PAT at 35.0 Cr (+87% YoY). Operational efficiency and cost control drove performance. Kurnool & Uluberia 2 plants are ramping up well, with East India's 320 TPD on-site plant contributing from Q2 FY27. FY27/FY28 capex is 250 Cr/200 Cr for new merchant plants (450-500 TPD) in North & West Central India. Management aims for 40%+ long-term EBITDA margins, confident in new capacities and favorable argon market trends, supported by a strong inquiry pipeline across diverse industries.