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View Promises →Everest Kanto Cylinder Limited — Q4 FY26
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%.
bullish
medium
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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.
एवरेस्ट कांटो सिलेंडर ने वित्त वर्ष 2026 की चौथी तिमाही में अच्छा प्रदर्शन किया। कंपनी की कुल कमाई 358.2 करोड़ रुपये रही। कमाई पर खर्च का अनुपात (EBITDA मार्जिन) पिछले साल से 2.1% बढ़कर 11.1% हो गया, यानी कंपनी ने ज्यादा मुनाफा कमाया। शुद्ध लाभ (PAT) 45.7 करोड़ रुपये रहा, जो अच्छे उत्पाद मिश्रण और कुशल संचालन से मिला। पूरे साल की कुल कमाई 1,470.6 करोड़ रुपये और EBITDA 203 करोड़ रुपये रही। भारत में CNG और औद्योगिक गैस की मांग मजबूत रही, खासकर सेमीकंडक्टर और रक्षा क्षेत्रों में। अमेरिका में 75 मिलियन डॉलर के ऑर्डर मिले। कंपनी मुंद्रा और मिस्र में नए प्लांट जल्द शुरू करेगी। जोखिमों में ईंधन की कीमतों में उतार-चढ़ाव और मिडिल ईस्ट में भू-राजनीतिक समस्याएं शामिल हैं।
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Fuel price volatility impacting CNG demand
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Read Transcript →Quarter Snapshot
US Order Book
$75M
N/A
Order book for USA subsidiary, executable over 18-24 months.
CNG Share in PV Sales
22%
N/A
CNG accounts for 22% of passenger vehicle sales in FY26, second largest fuel type.
Mundra Facility Ramp-up Target
80%
N/A
Target utilization of 80% after initial 40% ramp-up within 6 months.
Egypt Facility Commencement
End of month
N/A
Egypt facility expected to commence operations by end of May 2026.
What Changed vs Last Quarter
NEW
Mundra facility ramp-up to 80% utilization
Mundra facility has started production; ramp-up to 80% of target capacity expected within 6 months.
NEW
Egypt facility operational by end of month
Egypt facility expected to commence operations by end of May 2026, with ramp-up starting after 6 months.
NEW
GST case resolution in 6-12 months
Management expects GST classification clarification from GST council within 6 months to a year, which could resolve the case.
DROPPED
Consolidated EBITDA margin sustainable at 15-17%
Management expects consolidated EBITDA margins to remain in the 15-17% range going forward, supported by product mix and cost discipline.
DROPPED
Revenue growth target of 15-20% for FY27
The company targets 15-20% revenue growth in FY27, driven by new capacities and demand recovery.
DROPPED
Egypt facility to commence operations by May 2026
The Egypt plant is expected to start production by May 2026, with first-year revenue potential of ₹50-60 crore.
DROPPED
US capacity expansion to add ₹100 crore revenue by FY28
A $5.5 million capex in the US subsidiary, backed by customer contracts, is expected to generate incremental revenue of ~₹100 crore by FY28.
NEW RISK
Fuel price volatility impacting CNG demand
Near-term fuel price volatility remains a factor to monitor; CNG price increases could affect adoption if petrol prices do not rise in tandem.
NEW RISK
Geopolitical challenges in Middle East affecting Dubai business
Dubai business continues under pressure due to geopolitical situation; shipment difficulties persist despite improving order book.
NEW RISK
LNG supply constraints and higher costs
Petronet LNG terminals operating at ~60% utilization, leading to constrained supply and higher pricing, which may impact input costs.
RISK GONE
UAE business recovery may be slower than expected
UAE operations remain subdued; management expects break-even only at 10% higher revenue, with no clear timeline for recovery.
RISK GONE
Product mix volatility could impact margins
Margins are influenced by product mix each quarter; a shift toward lower-margin products could compress profitability.
RISK GONE
GST case outcome uncertain
The company has an ongoing GST case in India with no update or timeline for resolution, posing potential financial risk.
🤫 Topics management stopped discussing
Mentioned in Q1 FY26, Q2 FY26
The Egypt facility is expected to begin trial production by January 2026.
Mentioned in Q1 FY26, Q3 FY26
The company targets 15-20% revenue growth in FY27, driven by new capacities and demand recovery.
Mentioned in Q1 FY26, Q3 FY26
UAE operations remain subdued; management expects break-even only at 10% higher revenue, with no clear timeline for recovery.
Fast read
Guidance and risk preview
Mundra facility has started production; ramp-up to 80% of target capacity expected within 6 months.
Near-term fuel price volatility remains a factor to monitor; CNG price increases could affect adoption if petrol prices do not rise in tandem.
View Risks →