• Event Type: Q4 FY26 and Full Year FY26 Earnings Conference Call conducted on Friday, 22nd May 2026.
  • Date and Time: The call was conducted on Friday, 22nd May 2026 (specific time not mentioned in the transcript).
  • Purpose: Discussion of quarterly and annual financial results, operational highlights, and business outlook for Q4 FY26 and FY26 ended 2026.
  • Management Participants: Mr. Suresh Sodani (Managing Director) and Mr. Yogesh Shah (Chief Financial Officer). The call was moderated by Ms. Purvangi Jain from Valorem Advisors, representing the company's investor relations.
  • Availability of Materials: The transcript of the earnings call is available on the company's website at www.centuryenka.com. No mention of presentation decks or recordings being made available.
  • UPSI Statement: The document includes a standard cautionary statement about forward-looking statements being subject to risks and uncertainties, but does not explicitly state that no unpublished price sensitive information (UPSI) will be shared.
  • Financial Period Discussed: Q4 FY26 (January-March 2026) and Full Year FY26 (April 2025-March 2026) results.
  • Financial Highlights:
  • Q4 FY26 Operating Revenue: Rs. 484 crores (9% YoY growth, 17% QoQ growth)
  • Q4 FY26 EBITDA: Rs. 55 crores (530% YoY growth, 36% QoQ growth)
  • Q4 FY26 EBITDA Margin: 11.46% (948 bps YoY expansion, 153 bps QoQ expansion)
  • Q4 FY26 PAT: Rs. 39 crores (479% YoY growth, 66% QoQ growth)
  • Q4 FY26 PAT Margin: 8.15% (662 bps YoY expansion, 239 bps QoQ expansion)
  • Q4 FY26 Total Volume: 20,711 metric tons (14% YoY growth)
  • FY26 Operating Revenue: Rs. 1,705 crores (15% YoY decline)
  • FY26 EBITDA: Rs. 148 crores (29% YoY growth)
  • FY26 EBITDA Margin: 8.67% (294 bps expansion)
  • FY26 Net Profit: Rs. 101 crores (52% YoY growth)
  • FY26 PAT Margin: 5.91% (259 bps expansion)
  • FY26 Total Volume: 73,692 metric tons (6% YoY degrowth)
  • Strategic Updates:
  • PTCF (Polyester Tire Cord Fabric) approval process moved to Stage 2, with commercial sales expected from FY27 (likely H2 FY27)
  • Rs. 100 crore CAPEX planned for FY27 focusing on value-added products, Mother Yarn capacity expansion, power consumption reduction, and fire safety improvements
  • Renewable energy capacity expansion expected to increase renewable content from 36% to 48% of total power consumption
  • Operating margin guidance of 7-10% in normalized scenarios (not forward-looking but indicative)
  • Capacity addition of 2-2.5 KT through expansion projects

Additional Notes Section

  • Attachments: The regulatory filing includes the transcript of the earnings conference call as an enclosure.
  • Financial Data Disclosure: Significant financial data was disclosed in the transcript including revenue, EBITDA, PAT, margins, and volume metrics for both Q4 FY26 and full year FY26.
  • Compliance: The document was filed pursuant to Regulation 30 of the SEBI (Listing Obligations & Disclosure Requirements) Regulations, 2015.