Century Enka Ltd — earnings calls

Century Enka reported operating revenue of Rs. 554 crores for Q1 FY27, up 38% year-on-year, with EBITDA of Rs. 86 crores and PAT of Rs. 62 crores. Management attributed the growth to volume increases across business verticals, pricing actions passing on raw material costs, and a one-time inventory gain of Rs. 46.24 crores from low-cost opening stock. Management said margins are expected to normalize in future quarters as the higher-cost inventory gets consumed, and discussed progress on the PTCF approval, renewable power capacity additions, and capital expenditure plans.

Century Enka reported Q4 FY26 operating revenue of Rs 484 crores, up 9% year-on-year and 17% quarter-on-quarter, with EBITDA rising 530% year-on-year to Rs 55 crores and EBITDA margin expanding to 11.46%. Management attributed the improvement to higher sales volumes and effective pass-through of raw material cost increases following the Iran conflict, along with consumption of older, lower-priced raw material inventory. For the full financial year, operating revenue declined 15% year-on-year to Rs 1,705 crores while EBITDA grew 29% year-on-year to Rs 148 crores and net profit rose 52% to Rs 101 crores.