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Size Ellenbarrie Industrial Gases (ELLEN.NS) is an India Materials company (Chemicals: Specialty) with a market value of $434M, the 902nd largest of 1,058 India companies the cockpit tracks. Shares closed at ₹290.10 on 6 Nov 2026.
Performance Over six months the shares fell 0.5%, against -17.0% for the median peer and 0.0% for the India market (cap-weighted) — 7th highest of 21 in its peer set.
Growth Revenue grew 289.1% over the last twelve months (peer median +5.8%); the operating margin is 27.8% (peer median 5.3%).
Valuation It trades at 25.3× forward earnings against a peer median of 12.3× (2nd most expensive of 9).
Price implies For today's price to make sense, revenue must grow about 43% a year for seven years (Req g). Recent delivered growth is +14%, so the hurdle is +29 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 8.3 points below its cost of capital (15.5% WACC).
Next results Next results expected around 3 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₹3.82B | ₹3.42B | ₹3.12B | ₹2.69B | ₹2.05B |
| Revenue growth | — | +9% | +16% | +31% | — |
| Gross profit | ₹1.95B | ₹1.57B | ₹1.35B | ₹977M | ₹665M |
| EBITDA | ₹1.30B | ₹1.21B | ₹1.11B | ₹626M | ₹346M |
| Net income | ₹1.20B | ₹1.04B | ₹833M | ₹453M | ₹281M |
| Free cash flow | n/a | ₹26.7M | -₹539M | -₹351M | -₹508M |
| Capital expenditure | n/a | ₹1.58B | ₹692M | ₹2.44B | ₹1.99B |
| Total debt | ₹1.43B | ₹1.84B | ₹2.47B | ₹1.78B | ₹1.03B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | ELLEN.NS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -20.7% | -10.1% | 3rd lowest of 21 |
| 6-month return | -0.5% | -17.0% | 7th highest of 21 |
| Distance from 52-week high | -38.5% | -34.6% | 8th lowest of 21 |
| Revenue growth (TTM) | +289.1% | +5.8% | highest of 21 |
| Operating margin | 27.8% | 5.3% | 2nd highest of 21 |
| Forward P/E | 25.3× | 12.3× | 2nd most expensive of 9 |
| Growth the price implies (Req g, 7 yrs) | 43.5% | -2.1% | 2nd most demanding of 14 |
| Growth delivered (Del g) | +14.3% | +5.1% | 2nd highest of 14 |
| Hurdle (Req g minus delivered) | +29.2 pp | -8.0 pp | 3rd most demanding of 14 |
| ROIC minus cost of capital | -8.3 pp | -1.1 pp | 4th lowest of 21 |
| EV / EBITDA | 31.9× | 4.8× | most expensive of 8 |
| Net debt / EBITDA | 0.5× | 0.3× | 6th most indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Ellenbarrie Industrial Gases ELLEN.NS | India | $434M | 0% | +289% | 28% | 25.3× | 43.5% | +14.3% |
| Guangdong Delian 002666.SZ | China | $434M | -29% | +5% | 0% | n/a | n/a | n/a |
| Zhejiang Haisen Pharmaceutical 001367.SZ | China | $434M | -20% | +9% | 29% | n/a | -2.1% | +13.4% |
| Zhejiang Jianye Chemical 603948.SS | China | $436M | -35% | -5% | 12% | n/a | -4.5% | +3.5% |
| Dhanuka Agritech DHANUKA.NS | India | $429M | -17% | 0% | 16% | 14.7× | 15.6% | +7.3% |
| Baotou Dongbao Bio-Tech 300239.SZ | China | $429M | -12% | +7% | 7% | n/a | n/a | n/a |
| TKG Huchems 069260.KS | South Korea | $426M | -20% | +8% | 6% | 8.3× | -20.9% | +13.7% |
| Qingdao Copton Technology 603798.SS | China | $443M | -36% | -12% | 5% | n/a | 28.5% | +0.9% |
| Shenyang Chemical Industry 000698.SZ | China | $445M | -6% | +18% | 1% | n/a | n/a | n/a |
| UPC Technology 1313.TW | Taiwan | $445M | +4% | -1% | -23% | n/a | -2.6% | +2.5% |
| Renxin New Material 301395.SZ | China | $445M | -10% | +1% | -6% | n/a | n/a | n/a |
| Changhua Chemical Technology 301518.SZ | China | $452M | -45% | +17% | -2% | n/a | n/a | n/a |
| Koatsu Gas Kogyo 4097.T | Japan | $416M | +8% | +1% | 6% | n/a | -9.1% | +5.1% |
| Advansix ASIX | United States | $454M | -17% | +8% | -1% | 90.9× | 55.3% | +5.6% |
| Valhi VHI | United States | $456M | +11% | +3% | 1% | 4.6× | 32.2% | +2.3% |
| Braskem S.A. Sponsored ADR Pfd BAK | United States | $457M | -70% | -1% | 1% | 1.0× | n/a | n/a |
| Ho Tung Chemical 1714.TW | Taiwan | $459M | +67% | +36% | 10% | n/a | -17.3% | -1.5% |
| FuJian Nox Bellcow 300132.SZ | China | $459M | -37% | +18% | 7% | 17.9× | 3.1% | -10.5% |
| JSP 7942.T | Japan | $462M | +29% | +14% | 8% | 9.9× | -4.0% | +7.2% |
| Oriental Union Chemical 1710.TW | Taiwan | $406M | +22% | -13% | -4% | 16.0× | n/a | n/a |
| Nantong Jiangtian Chemical 300927.SZ | China | $463M | -29% | +51% | 5% | n/a | 18.0% | +29.0% |