Ester Industries

Ester Industries reported a decisive inflection point in Q4 FY26, with consolidated revenue of ₹345.1 croreCurrent reported value: ₹345.1 crore. No comparable prior figure is available in the source record. (+7.2Current reported value: 7.2. No comparable prior figure is available in the source record.% YoY) and EBITDA of ₹43.3 croreCurrent reported value: ₹43.3 crore. No comparable prior figure is available in the source record. (+10.7% YoY). The BOPET film segment saw margin expansion due to moderating Chinese dumping, US tariff relief, and anti-dumping duties. Film segment EBIT margins expanded 440 bpsCurrent reported value: 440 bps. No comparable prior figure is available in the source record. to 13%Current 13%. Reported change: +440 bps YoY.. The specialty polymer segment grew 21% in volume for the full year, while rPET volumes surged 258%Current reported value: 258%. No comparable prior figure is available in the source record. to 5,325 MTCurrent 5,325 MT. Reported change: +258% YoY.. Management guided for sustained margin improvement over the next 18-24 months, targeting 60%+ value-added film mix. The Elite chemical recycling JV is on track for operations by end-CY28. Key risk: demand softness in one marquee specialty product remains under assessment.