Essen Speciality share price & results
- Sept 2026
- Sept 2026
Rajkot-based manufacturer and exporter of specialty plastic home-furnishing and lifestyle products — shower curtains, shelf liners, yoga mats and artificial plants — for global retailers including IKEA, Walmart and Home Depot.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 28.9 | −40.2% YoY | Quarterly, as filed | Quarter to Sept 2026 | Revenue from operations as filed. |
| Operating margin | 2.0 | −17.5 pts YoY | Operating profit / revenue | Quarter to Sept 2026 | For the quarter; a change is in percentage points. |
| Net profit | -0.28 | −105.4% YoY | Quarterly, as filed | Quarter to Sept 2026 | Profit after tax as filed. |
| Return on equity | +9.3 pts | Trailing twelve months | TTM · period unavailable | Not in the analysed materials. No older figure is substituted. | |
| Free cash flow margin | +31.3 pts | Fiscal year | FY · period unavailable | Not in the analysed materials. No older figure is substituted. | |
| Revenue growth (YoY) | −20.2 pts | Trailing twelve months | TTM · period unavailable | Not in the analysed materials. No older figure is substituted. |
Price
Performance −55.0% 1Y
1Y: ₹230.55 on 24 Oct 2025 → ₹103.85. High ₹242.15 (17 Nov 2025), low ₹103.85 (27 Oct 2026).
- Previous close
- ₹106.4
- Market cap
- ₹258 Cr
- 52-week range
- ₹103.85 – ₹242.15
- One year
- −52.60%
Overview
- Symbol
- NSE:ESFL
- Sector
- Consumer Durables
- Industry
- Consumer Discretionary
- Exchange
- NSE
- Currency
- INR
What Essen Speciality does
Based on the company's own presentations, annual report and earnings calls.
Essen Speciality Films Limited manufactures and exports specialty plastic and foam-based home-furnishing and lifestyle products — including PEVA shower curtains and liners, non-adhesive shelf liners, yoga mats, interlocking foam tiles, artificial plants and flowers, chopping boards and table covers, and outdoor tarpaulins — from a single fully-integrated, ISO 9001:2015-certified plant in Rajkot, Gujarat. Part of the Rajoo Group, it sells to Fortune 500 retailers and OEMs such as IKEA (an exclusive global supplier, twice named IKEA's 'Best Supplier of the Year'), Walmart, The Home Depot and Kroger across 24 countries, with exports contributing over 60% of turnover. The company describes itself as the world's second-largest manufacturer of non-adhesive shelf liners and third-largest manufacturer of PEVA shower curtains and liners.
Segments
- Bath Area
- Kitchen & Dining
- Storage & Organization
- Fitness & Lifestyle
- Home Décor
- Outdoor & Utility
- Manufacturing plant
- 1 fully-integrated, ISO 9001:2015-certified plant (Veraval/Shapar, Rajkot, Gujarat)
- Total installed capacity
- 9,450 MTPA
- Employees
- 1,195 (FY25)
- Export countries
- 24
- Global market position
- World's 2nd-largest manufacturer of non-adhesive shelf liners; 3rd-largest manufacturer of PEVA shower curtains & liners
- Product categories
- 6 (Bath Area, Kitchen & Dining, Storage & Organization, Fitness & Lifestyle, Home Décor, Outdoor & Utility)
Fundamentals
Ratios, each with its period
Current values with the period they cover; the trend reads across the 3 fiscal years held (Mar 2021 to Mar 2023).
Financials
What the filings say
Net profit, year on year: −105% (quarter to sept 2026 against sept 2025).
| Line item | Dec 2024 | Mar 2025 | Jun 2025 | Sept 2025 | Dec 2025 | Mar 2026 | Jun 2026 | Sept 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 47 | 45 | 41 | 48 | 41 | 32 | 32 | 29 |
| Expenses | 35 | 49 | 38 | 39 | 43 | 44 | 31 | 28 |
| Operating profit | 12 | -4 | 4 | 9 | -1 | -11 | 1 | 1 |
| Operating margin | 26.2% | −9.5% | 8.6% | 19.5% | −2.7% | −35.5% | 1.8% | 2.0% |
| Other income | 1 | 1 | 1 | 0 | -0 | 1 | 1 | 0 |
| Interest | 1 | 1 | 0 | 0 | 1 | 1 | 1 | 1 |
| Depreciation | 1 | 2 | 2 | 2 | 2 | -0 | 1 | 1 |
| Profit before tax | 10 | -6 | 2 | 8 | -4 | -10 | -0 | -1 |
| Tax rate | 27.3% | −18.6% | 21.9% | 31.6% | −41.5% | −15.0% | −200.0% | −67.1% |
| Net profit | 7 | -5 | 2 | 5 | -2 | -9 | 0 | -0 |
| EPS (₹ per share) | 3.01 | -1.83 | 0.72 | 2.09 | -0.89 | -3.54 | 0.14 | -0.11 |
| Line item | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|
| Sales | 119 | 143 | 173 | 163 |
| Expenses | 99 | 119 | 153 | 163 |
| Operating profit | 20 | 24 | 20 | 0 |
| Other income | 2 | 2 | 4 | 1 |
| Interest | 3 | 2 | 2 | 2 |
| Depreciation | 4 | 5 | 6 | 4 |
| Profit before tax | 15 | 19 | 16 | -4 |
| Net profit | 14 | 14 | 12 | -4 |
| Line item | Mar 2023 | Mar 2024 | Mar 2025 | Sept 2025 | Mar 2026 | Sept 2026 |
|---|---|---|---|---|---|---|
| Equity capital | 16 | 21 | 25 | 25 | 25 | 25 |
| Reserves | 70 | 122 | 128 | 133 | 122 | 122 |
| Borrowings | 7 | 0 | 17 | 26 | 47 | 60 |
| Other liabilities | 18 | 10 | 21 | 48 | 14 | 30 |
| Total liabilities | 110 | 153 | 192 | 232 | 207 | 237 |
| Fixed assets | 43 | 41 | 44 | 43 | 44 | 42 |
| Capital work in progress | 0 | 0 | 0 | 4 | 33 | 45 |
| Investments | 0 | 1 | 2 | 2 | 2 | 2 |
| Other assets | 66 | 110 | 145 | 182 | 128 | 148 |
| Total assets | 110 | 153 | 192 | 232 | 207 | 237 |
| Line item | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|
| Cash from operations | 15 | -7 | 25 | -3 | -19 | 1 |
| Cash from investing | -23 | -3 | -3 | -28 | 0 | -25 |
| Cash from financing | 8 | 8 | -22 | 35 | 14 | 25 |
| Net cash flow | 0 | -2 | 0 | 4 | -4 | 0 |
| Free cash flow | 8 | -14 | 23 | -3 | -27 | -36 |
| Line item | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|
| Debtor days | 53 | 45 | 52 | 49 | 50 | 26 |
| Inventory days | 104 | 165 | 190 | 194 | 262 | 326 |
| Days payable | 82 | 65 | 65 | 21 | 35 | 27 |
| Cash conversion cycle | 75 | 146 | 177 | 222 | 277 | 325 |
| Working capital days | 72 | 95 | 125 | 159 | 170 | 160 |
| Return on capital employed | 18.0% | 11.0% | 17.0% | 18.0% | 12.0% | −1.0% |
| Dividend payout | 21.0% | 0.0% | 0.0% | 11.0% | 22.0% | 0.0% |
Ownership
Who owns it
Promoters hold 71.34% as of Sept 2026; institutions added 0.00 pts since Jun 2026.
- Promoters 71.34%
- Foreign institutions 0.00%
- Domestic institutions 0.00%
- Public 28.66%
Who bought this quarter
since Jun 2026
Disclosed holders that added to a position or appeared on the register for the first time, biggest addition first.
- +0.48 pp 2.27% held
The same filing shows 0 holders trimming and 0 off the list — both are in the register beside this.
Who is on the register
Named in the Sep 2026 filing
Every holder of Essen Speciality above SEBI's 1% disclosure line, and what changed since Jun 2026.
| Holder | Stake | Change |
|---|---|---|
| 14.88% | unchanged | |
| 9.66% | unchanged | |
| 9.47% | unchanged | |
| 9.28% | unchanged | |
| 7.15% | unchanged | |
| 6.57% | unchanged | |
| 4.64% | unchanged | |
| 3.50% | unchanged | |
| 2.90% | unchanged | |
| 2.27% | +0.48 pp | |
| 0.31% | unchanged | |
| 0.28% | unchanged |
A holder disappearing from this list has fallen below the 1% line — it is not necessarily a sale. Percentages are of total shares, as disclosed in the company's own filing. Who was buying across the market this quarter.
Your own record
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