ESTER

What Ester Industries promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 21 tracked 0 delivered 5 missed 16 open
  • Specialty Polymers FY25 Revenue went quiet said Q3 FY25 Promised: ₹200 crore top line Q1 FY27: Historical promise, not mentioned.
  • Value-Added & Specialty (VAS) Films Volume Share diluted said Q4 FY26 Promised: 60% plus in next 2 to 3 years Q1 FY27: VAS share increased to 29% from 24% YoY. However, long-term guidance was revised down from '60% plus' to '50% to 60%' over the next 2-3 years.
  • ELITe JV Commercial Operations Start on track said Q3 FY25 Promised: Second quarter of calendar year 2027 Q1 FY27: Management reiterated that the facility is targeted to become operational in CY 2028.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 21 tracked commitments for Ester Industries — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens