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GST contingent liability of ₹352 crore
View Risks →Everest Kanto Cylinder Limited — Q1 FY26
Everest Kanto Cylinder delivered a strong Q1 FY26 with consolidated revenue of ₹386.9 crore (+12.9% YoY) and EBITDA of ₹61.3 crore (+47.8% YoY), driven by healthy demand across domestic and US operations.
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Everest Kanto Cylinder delivered a strong Q1 FY26 with consolidated revenue of ₹386.9 crore (+12.9% YoY) and EBITDA of ₹61.3 crore (+47.8% YoY), driven by healthy demand across domestic and US operations. PAT surged 84.9% YoY to ₹51.6 crore, including an exceptional gain of ₹12.6 crore from a US subsidiary retention credit. Standalone India revenue grew 20.9% YoY with margins improving to 17.2% from 9.4% last year. The US business also performed well with revenues up 21% YoY. Management guided for sustainable India margins of 13-14% and 10-15% revenue growth. New capacity in Mundra and Egypt is on track for commissioning by Q4 FY26 and H2 FY26 respectively, with combined capacity addition of 320,000 units. Risks include GST contingent liability of ₹352 crore and headwinds in the UAE business.
एवरेस्ट कांटो सिलिंडर ने पहली तिमाही (अप्रैल-जून 2025) में अच्छा प्रदर्शन किया। कंपनी की कुल कमाई ₹386.9 करोड़ रही, जो पिछले साल से 12.9% ज्यादा है। मुनाफा (EBITDA) ₹61.3 करोड़ रहा, जो 47.8% बढ़ा। इसकी वजह भारत और अमेरिका में मजबूत मांग है। शुद्ध मुनाफा (PAT) 84.9% बढ़कर ₹51.6 करोड़ हो गया, जिसमें अमेरिकी सब्सिडी से ₹12.6 करोड़ का एकमुश्त फायदा शामिल है। भारत में अकेले कारोबार की कमाई 20.9% बढ़ी और मुनाफा मार्जिन 9.4% से सुधरकर 17.2% हो गया। अमेरिका में भी कमाई 21% बढ़ी। कंपनी को भारत में 13-14% मार्जिन और 10-15% कमाई बढ़ोतरी की उम्मीद है। मुंद्रा और मिस्र में नई फैक्ट्री अगले साल तक तैयार हो जाएगी, जिससे 3.2 लाख सिलिंडर की अतिरिक्त क्षमता जुड़ेगी। जोखिमों में ₹352 करोड़ का जीएसटी विवाद और यूएई कारोबार में कमजोरी शामिल है।
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India Business Revenue
₹237 crore
+20.9% YoY
India standalone revenue grew 20.9% YoY to ₹237 crore, driven by strong demand and product mix.
US Business Revenue
₹109 crore
+21% YoY
US subsidiary revenue increased 21% YoY to ₹109 crore, with EBITDA up 83% YoY.
US Order Book
$70 million
N/A
US order book stands at $70 million, representing 1.5-2 years of planned production.
India Order Book
₹60 crore
N/A
India order book is steady at around ₹60 crore, with continuous order inflow.
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Guidance and risk preview
Management expects India EBITDA margins to be in the range of 13-14% on a conservative basis, though they strive for higher.
The company faces a GST dispute with a contingent liability of ₹352 crore, roughly 30% of net worth.
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