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Revenue
₹358.2 Cr
verified against source
Revenue YoY
—
reported change
EBITDA
₹39.66 Cr
latest reported figure
Source
screener in
record provenance
Actual signal trajectory
Where this quarter sits.
Quarter read
What the record says.
Everest Kanto Cylinder reported a healthy Q4 FY26 with consolidated revenue of ₹358.2 crore and EBITDA margin expanding 210 bps YoY to 11.1%. PAT stood at ₹45.7 crore, supported by favorable product mix and operational efficiencies. Full-year consolidated revenue reached ₹1,470.6 crore with EBITDA up 15.7% to ₹203 crore. The Indian business saw strong demand in CNG and industrial gas, with traction in semiconductor and defense segments. The US business maintained steady momentum with a $75 million order book. Management guided for ramp-up of Mundra facility within 6 months and Egypt facility commencing operations shortly. Risks include fuel price volatility and geopolitical challenges in the Middle East affecting the Dubai business.
Colored figures show movement against the previous available record.
Guidance to track
- Mundra facility has started production; ramp-up to 80% of target capacity expected within 6 months.
- Egypt facility expected to commence operations by end of May 2026, with ramp-up starting after 6 months.
- Management expects GST classification clarification from GST council within 6 months to a year, which could resolve the case.
Risks flagged
- Near-term fuel price volatility remains a factor to monitor; CNG price increases could affect adoption if petrol prices do not rise in tandem.
- Dubai business continues under pressure due to geopolitical situation; shipment difficulties persist despite improving order book.
- Petronet LNG terminals operating at ~60% utilization, leading to constrained supply and higher pricing, which may impact input costs.
Key quotes
- We are pleased to report a healthy performance for Q4 FY2026 marked by improved profitability and margin expansion and continued progress on strategic initiatives.
- The order book in USA is around 75 million USD and it'll be for the period between 18 months to 24 months.
- On Mundra we have already started production so the ramp up will happen maybe 6 months down the line because everything needs to stabilize.
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