BOPET film margins to sustain for 18-24 months
Management expects sustained margin improvement in BOPET films for at least 6-8 quarters due to favorable supply-demand dynamics and anti-dumping duties.
ESTER / guidance tracker
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Ester Industries · forward-looking guidance across the available source record.
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margins
Value-added film mix target of 60%+ in 2-3 years
The company aims to increase the share of value-added films from current 25% to over 60% in the next 2-3 years.
Specialty polymer revenue target of ₹200 crore in FY27
Management expressed confidence in achieving ₹200 crore revenue from specialty polymers in FY27, implying ~12% growth over FY26.
Capex of ₹70 crore in FY27 with debt reduction
Planned capex of ₹70 crore (₹15 crore new projects, balance sustenance) with annual debt repayment of ₹85 crore, targeting net debt reduction.