Century Enka Limited (CENTENKA) Earnings Call Transcripts

Century Enka Limited's Latest Earnings Call - Q4 FY2026

Century Enka Limited reported strong financial results for Q4 and FY 2026, with significant growth in revenue and profits. Operating revenue for the quarter was INR 484 crores, up 9% YoY and 17% QoQ. EBITDA surged by 530% YoY to INR 55 crores, with an improved margin of 11.46%. PAT for the quarter increased by 479% YoY to INR 39 crores. For FY 2026, revenue declined by 15% YoY to INR 1,705 crores, but EBITDA grew by 29% YoY to INR 148 crores. Management did not provide specific guidance but indicated cautious optimism for demand growth.

Reported metrics

Guidance from management

Management remains cautiously optimistic about demand growth, with commercial sales of PTCF expected from FY '27. No specific margin or revenue guidance was provided.

What management said

So in the Phase 1, we had spent about INR 8.5 crores as our equity contribution to the hybrid project, which on total was about 16 megawatts in installed capacity, about 15 megawatts. And we, on an average, get about 6 to 7 megawatts per year depending on the weather and other conditions. And this will be in the similar lines for the Phase 2 as well.

So in the second half, H2 of FY '27, we expect this to commission because progress has already started in terms of ordering of the equipment and acquisition of land and other project-related activities. So we expect it to start in H2, most likely in quarter 3.

What analysts pressed on

Analysts questioned the impact of raw material price increases on future margins and sought clarity on CapEx allocation and potential shareholder returns given the company's cash reserves. Concerns were also raised about the impact of radialization on NTCF demand.

Main topics on the call

• Revenue and Profit Growth — The company reported a 9% YoY increase in Q4 revenue to INR 484 crores and a 530% YoY increase in EBITDA to INR 55 crores. Management attributed this to higher sales volumes and effective pass-through of raw material cos...
• Tyre Cord Business Performance — Demand in the Tyre Cord segment remained robust, supported by strong traction in the tractor and 2-wheeler segments. The reduction in GST rates on tyres and automobiles also boosted demand.
• Filament Yarn Segment — Sales volume in the Filament Yarn segment was strong, with a reduction in finished goods inventory. Management noted a favorable antidumping ruling from DGTR, awaiting final notification.
• Impact of Geopolitical Events — The Iran conflict led to a sharp rise in raw material prices, but the company managed to pass these costs to customers. Management remains cautiously optimistic about future demand.

Read the full Century Enka 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 9 Century Enka Limited earnings call transcripts on record, spanning January 24, 2024 to July 29, 2026. Based on this history, Century Enka Limited reports semi-annually. The most recent call on file is dated July 29, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

CENTENKA

Exchange

NSEI

Country

IN

Sector

Consumer Discretionary

Industry

Textiles, Apparel and Luxury Goods

Calls on record

9

First call

January 24, 2024

Most recent

July 29, 2026

Reporting cadence

semi-annually