Ellenbarrie Industrial Gases (ELLEN) — concall transcript

📢 Key Event
Ellenbarrie Industrial Gases reported Q1 FY27 results with 18% revenue growth and 87% PAT increase, driven by new plant ramp-ups and operational efficiency gains.

🔄 What Changed
87% PAT growth, 39% EBITDA margin, ₹2,500 million FY27 capex, 320 TPD East India plant commissioning in Q2 FY27, and 3-year payback period for new capacity.

🔮 What's Next
Management targets EBITDA margins of 40% or higher long-term and plans to commission two additional 450-500 TPD merchant plants in North and West India by FY28.

💡 Investor Takeaway
Shareholders should note that new capacity expansion is underway with strong demand tailwinds, but margin pressure from argon pricing volatility could persist despite structural strength.

Ellenbarrie Industrial Gases reported strong Q1 FY27 growth with revenue up 18% to ₹987 crores and PAT surging 87% to ₹350 crores, driven by new plant ramp-ups and operational efficiency. Management highlighted commissioning of a 320 TPD East India facility in Q2 FY27, ₹2,500 million FY27 capex, and long-term margin targets above 40%. Argon pricing volatility remains a risk, but structural demand strength supports outlook. The company is expanding capacity to 1,100 TPD by FY28 with balanced merchant and on-site growth, targeting non-steel sectors that now represent 66% of revenue. Utilization is full across legacy assets, and new plants offer higher value-added production with ~3-year payback periods.

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About Ellenbarrie Industrial Gases Ltd (ELLEN)

Chemicals · Chemicals · Listed on BSE

Market Cap: ₹4,448.63 Cr P/E: 36.9 ROE: 24.4% ROCE: 21.8%

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"What is the expected revenue contribution from the new 320 TPD East India plant in FY27?" "How will argon pricing volatility impact margins beyond this quarter?" "When will the two new 450-500 TPD merchant plants become operational and contribute to revenue?"

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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