Everest Kanto Cylinder Limited (EKC) Earnings Call Transcripts

Everest Kanto Cylinder Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY 2026, Everest Kanto Cylinder Limited (EKC) reported consolidated revenue of INR 358.2 crores, with a full-year revenue of INR 1,470.6 crores, reflecting a robust year-over-year growth. The company achieved a profit after tax of INR 45.7 crores for the quarter and INR 146.7 crores for the fiscal year, marking a significant 50.1% increase. Management highlighted improved profitability and margin expansion, with EBITDA margins rising to 13.8% for the year, and indicated a positive outlook for continued demand in both CNG and industrial gas applications, despite some geopolitical challenges in the Middle East.

Reported metrics

Guidance from management

Management indicated that they expect continued improvement in the Dubai business and anticipate ramp-up in the Mundra and Egypt facilities over the next six months, with initial utilization targets set at 40%.

What management said

And definitely, there will be improvement. We are already -- even in this difficult situation, we are working at around 50%. And the order book is improving. The order book is there. Only thing is that the Middle East situation on shipment and other things are difficult. So hopefully, that this year should be a better year.

maybe it's got disconnected a little. Okay, I'll answer the question. Yes. So continuing on the point of the CV sales, yes, we do not perceive that the demand may drop. But yes, we are hopeful on that.

What analysts pressed on

Analysts expressed concerns regarding the ongoing geopolitical pressures affecting the Dubai business and the impact of rising LNG costs on domestic demand. There were questions about the sustainability of CNG demand amid fluctuating fuel prices.

Main topics on the call

• Revenue Growth — EKC's consolidated revenue for FY 2026 reached INR 1,470.6 crores, showcasing a strong performance driven by a favorable product mix and operational efficiencies. Management stated, "this performance was supported by fav...
• Profitability Improvement — The company reported a profit after tax of INR 146.7 crores for FY 2026, up 50.1% year-on-year. EBITDA margins improved by 210 basis points to 13.8%, indicating effective cost management and operational enhancements.
• Geopolitical Challenges — Management acknowledged ongoing pressures in the Dubai business due to geopolitical issues but expressed optimism, stating, "the order book is improving" and that they expect a better year ahead.
• Capacity Expansion — The Mundra facility has commenced operations, with a ramp-up expected in six months. The Egypt facility is on track to begin operations shortly, with management targeting 40% utilization initially.

Read the full Everest Kanto Cylinder Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 5 Everest Kanto Cylinder Limited earnings call transcripts on record, spanning November 27, 2024 to June 3, 2026. Based on this history, Everest Kanto Cylinder Limited reports semi-annually. The most recent call on file is dated June 3, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

EKC

Exchange

NSEI

Country

IN

Sector

Materials

Industry

Containers and Packaging

Calls on record

5

First call

November 27, 2024

Most recent

June 3, 2026

Reporting cadence

semi-annually