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Ester Industries Limited (IN:ESTER)
:ESTER
India Market
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Ester Industries Limited (ESTER) AI Stock Analysis

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IN:ESTER

Ester Industries Limited

(ESTER)

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Neutral 49 (OpenAI - Gpt-5.6Sol)
Rating:49Neutral
Price Target:
₹90.00
▼(-10.36% Downside)
Action:Reiterated
Date:08/11/26
The score is held back primarily by weak financial performance—volatile profitability and poor/unstable free cash flow. Technicals are supportive with the stock above major moving averages, but momentum looks stretched with an elevated RSI. Valuation is also constrained by negative earnings and a low dividend yield.
Positive Factors
Revenue rebound
The sharp FY2026 revenue rebound indicates the company can regain sales momentum after a downturn. If sustained through improved volumes or mix, stronger revenue would support better capacity utilization and provide a larger base for restoring profitability over the next several quarters.
Negative Factors
Profitability deterioration
The move to a negative net margin and compressed EBITDA margin shows that revenue recovery has not translated into operating earnings. Persistent pressure on pricing, costs, or product mix would weaken internal funding capacity and leave profits highly sensitive to industry conditions.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue rebound
The sharp FY2026 revenue rebound indicates the company can regain sales momentum after a downturn. If sustained through improved volumes or mix, stronger revenue would support better capacity utilization and provide a larger base for restoring profitability over the next several quarters.
Read all positive factors

Ester Industries Limited (ESTER) vs. iShares MSCI India ETF (INDA)

Ester Industries Limited Business Overview & Revenue Model

Company Description
Ester Industries Ltd. engages in the production and sale of polyester, polymers, and other plastic compounds. It operates through the following segments: Polyester Film and Engineering Plastics. The Polyester Film segment is involved in the manufa...
How the Company Makes Money
Ester Industries Limited primarily makes money by manufacturing and selling polyester-based products to business customers. Its key revenue streams generally include: (1) BOPET (polyester) films: revenue from the sale of biaxially oriented polyest...

Ester Industries Limited Financial Statement Overview

Summary
Financials are weak and inconsistent. Despite a strong FY2026 revenue rebound, profitability deteriorated (net margin turned negative and EBITDA margin compressed). Balance sheet risk is moderate with improved but still meaningful leverage, while cash flow quality is the main concern with negative FY2026 free cash flow and a history of uneven cash generation.
Income Statement
44
Neutral
Balance Sheet
56
Neutral
Cash Flow
37
Negative
BreakdownTTMMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue14.69B13.75B12.82B10.57B11.08B11.08B
Gross Profit3.99B3.38B4.87B1.41B2.61B2.99B
EBITDA1.31B1.11B1.47B33.88M1.04B1.80B
Net Income-16.98M-274.71M136.98M-1.21B1.37B1.37B
Balance Sheet
Total Assets0.0016.74B15.73B16.43B17.15B14.28B
Cash, Cash Equivalents and Short-Term Investments1.59B1.59B1.26B1.84B2.05B604.02M
Total Debt0.007.29B6.60B7.73B8.16B6.39B
Total Liabilities-7.83B8.91B8.00B9.26B9.71B8.06B
Stockholders Equity7.83B7.83B7.73B7.18B7.43B6.22B
Cash Flow
Free Cash Flow-242.84M-222.01M811.91M-296.84M-1.99B-3.52B
Operating Cash Flow256.77M392.40M1.12B437.81M577.38M618.74M
Investing Cash Flow-774.70M-1.24B-564.84M417.14M-1.99B-3.92B
Financing Cash Flow654.35M631.24M-1.33B-138.83M1.14B3.84B

Ester Industries Limited Technical Analysis

Technical Analysis Sentiment
Negative
Last Price100.40
Price Trends
50DMA
92.10
Negative
100DMA
92.47
Negative
200DMA
95.18
Negative
Market Momentum
MACD
-0.45
Positive
RSI
43.18
Neutral
STOCH
15.36
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For IN:ESTER, the sentiment is Negative. The current price of 100.4 is above the 20-day moving average (MA) of 94.33, above the 50-day MA of 92.10, and above the 200-day MA of 95.18, indicating a bearish trend. The MACD of -0.45 indicates Positive momentum. The RSI at 43.18 is Neutral, neither overbought nor oversold. The STOCH value of 15.36 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IN:ESTER.

Ester Industries 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
70
Neutral
₹157.78B36.600.21%7.26%5.73%
68
Neutral
₹81.16B22.520.98%27.05%16.13%
62
Neutral
₹35.87B0.540.10%10.71%2756.39%
57
Neutral
₹25.07B16.510.11%19.47%11.49%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
49
Neutral
₹9.47B-377.250.66%10.11%-109.80%
42
Neutral
₹19.97B398.350.47%8.40%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IN:ESTER
Ester Industries Limited
90.76
-25.44
-21.89%
IN:CAMLINFINE
Camlin Fine Sciences Limited
103.60
-121.25
-53.92%
IN:FINEORG
Fine Organic Industries Ltd.
5,157.05
389.97
8.18%
IN:GALAXYSURF
Galaxy Surfactants Ltd.
2,252.35
-104.92
-4.45%
IN:KIRIINDUS
Kiri Industries Limited
522.95
-62.40
-10.66%
IN:ROSSARI
Rossari Biotech Ltd
450.85
-175.74
-28.05%

Ester Industries Limited Corporate Events

Ester Industries Publishes AGM and E-Voting Notice for Shareholders
Sep 3, 2026
Ester Industries Limited has notified the stock exchanges that it has published a newspaper notice regarding its 40th Annual General Meeting and related e-voting arrangements, in line with Regulation 47 of SEBI’s Listing Obligations and Disc...
Ester Industries publishes Q1 FY27 earnings call transcript for investors
Aug 24, 2026
Ester Industries Limited has released the official transcript of its Q1 FY27 earnings conference call, held on 18 August 2026, and made it available to investors and analysts on the company’s website. The disclosure, filed with both BSE and ...
Ester Industries Clears Q1 FY26 Results, Sets Key AGM and Dividend Dates
Aug 11, 2026
Ester Industries Limited has approved its unaudited quarterly standalone and consolidated financial results for the period ended June 30, 2026, which have undergone a limited review by its statutory auditors in line with SEBI listing obligations. ...
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: Aug 11, 2026