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Ellenbarrie Industrial Gases Limited (IN:ELLEN)
:ELLEN
India Market
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Ellenbarrie Industrial Gases Limited (ELLEN) AI Stock Analysis

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IN:ELLEN

Ellenbarrie Industrial Gases Limited

(ELLEN)

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Neutral 69 (OpenAI - 5.2)
Rating:69Neutral
Price Target:
₹322.00
▼(-29.43% Downside)
Action:Reiterated
Date:07/11/26
The score is driven primarily by strong profitability and improved balance-sheet leverage, offset by weak and volatile free cash flow/cash conversion. Technicals are moderately positive (trading above key short-to-mid-term averages but below the 200-day), while valuation is a headwind due to the high P/E and no dividend support.
Positive Factors
Strong profitability
Sustained high gross and operating margins indicate durable unit economics and pricing power in gases. This supports reinvestment in capacity, absorbs input cost swings (e.g., electricity), and provides an earnings buffer versus cyclical industrial demand over the coming months.
Negative Factors
Volatile and weak free cash flow
Very low and sharply declining free cash flow limits the company's ability to self-fund growth, return capital, or build cash buffers. Persistent weak FCF increases reliance on external financing and heightens vulnerability if margins or working-capital needs worsen over the next several quarters.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong profitability
Sustained high gross and operating margins indicate durable unit economics and pricing power in gases. This supports reinvestment in capacity, absorbs input cost swings (e.g., electricity), and provides an earnings buffer versus cyclical industrial demand over the coming months.
Read all positive factors

Ellenbarrie Industrial Gases Limited (ELLEN) vs. iShares MSCI India ETF (INDA)

Ellenbarrie Industrial Gases Limited Business Overview & Revenue Model

Company Description
Founded in 1973 and based in Kolkata, India, Ellenbarrie Industrial Gases Limited manufactures and distributes a wide array of industrial gases, serving both the Indian domestic market and international clients. The company's operations are divide...
How the Company Makes Money
ELLEN makes money primarily by producing industrial and medical gases and selling them to customers through two main delivery modes: (1) bulk/tonnage supply, where gases (commonly oxygen and nitrogen, and sometimes argon) are delivered in liquid f...

Ellenbarrie Industrial Gases Limited Financial Statement Overview

Summary
Strong reported profitability (gross margin ~52%, operating margin ~28%, net margin ~31%) and improved leverage (debt ~0.19x equity) support a solid financial profile. The main drag is weak cash-flow quality: operating cash flow trails net income (~0.86x) and free cash flow is thin and volatile (FCF ~1.7% of net income; ~-77% decline), plus the unusually large revenue jump (~283%) raises sustainability/one-off risk.
Income Statement
86
Very Positive
Balance Sheet
83
Very Positive
Cash Flow
52
Neutral
BreakdownTTMMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue891.73M3.42B3.12B2.69B2.05B2.47B
Gross Profit807.77M1.79B1.35B976.56M665.45M1.15B
EBITDA460.91M1.66B1.45B823.34M522.57M752.20M
Net Income367.17M1.04B832.89M452.89M281.42M442.00M
Balance Sheet
Total Assets11.46B12.99B8.46B6.73B5.51B3.96B
Cash, Cash Equivalents and Short-Term Investments1.80B1.55B895.78M1.65B1.20B939.80M
Total Debt1.19B1.84B2.48B1.78B1.03B107.10M
Total Liabilities2.24B2.97B3.51B2.63B1.88B703.53M
Stockholders Equity9.22B9.77B4.93B4.10B3.63B3.26B
Cash Flow
Free Cash Flow117.24M26.67M-539.17M-351.33M-508.01M163.60M
Operating Cash Flow658.63M1.61B153.04M518.71M441.43M313.20M
Investing Cash Flow-3.02B-4.74B-836.22M-1.37B-1.23B-132.30M
Financing Cash Flow2.36B3.14B675.83M747.91M894.85M110.50M

Ellenbarrie Industrial Gases Limited Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
69
Neutral
₹40.45B38.30
64
Neutral
₹12.69B8.640.59%-1.91%49.92%
58
Neutral
₹3.68B-42.692.47%-78.92%-66.04%
57
Neutral
₹7.93B56.998.37%271.75%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
55
Neutral
₹7.02B169.15-8.65%429.73%
42
Neutral
₹347.10M-18.99-111.39%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IN:ELLEN
Ellenbarrie Industrial Gases Limited
287.00
-296.00
-50.77%
IN:EKC
Everest Kanto Cylinder Limited
113.10
-23.52
-17.22%
IN:HERCULES
Hercules Hoists Limited
114.95
-81.00
-41.34%
IN:KECL
Kirloskar Electric Co. Ltd.
119.35
-16.80
-12.34%
IN:LOKESHMACH
Lokesh Machines Ltd
329.55
118.45
56.11%
IN:TARAPUR
Tarapur Transformers Limited
17.80
-8.40
-32.06%

Ellenbarrie Industrial Gases Limited Corporate Events

Ellenbarrie Industrial Gases Releases Q4 and FY26 Investor Presentation
May 24, 2026
Ellenbarrie Industrial Gases Limited has released an investor presentation for its Q4 and FY26 performance and scheduled an investors and analysts call on May 25, 2026. The presentation, made available on the company’s website and filed with...
Ellenbarrie Industrial Gases Publishes FY 2026 Audited Results in Newspapers
May 24, 2026
Ellenbarrie Industrial Gases Limited has published its audited financial results for the fourth quarter and full financial year ended March 31, 2026 in leading newspapers Financial Express and Arthik Lipi, in compliance with SEBI’s Listing R...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 11, 2026