Essentra (ESNT) Q3 2026 TU earnings summary

Executive summary

• Q3 revenue rose 14.6% at constant currency on a working-day-adjusted basis; FY26 adjusted operating profit is expected toward the upper end of market expectations.

• Growth and Simplification execution is supporting commercial focus, with underlying performance improving and investment intended to support 2027 growth and margin delivery.

Financial highlights

• Q3 revenue growth comprised 10.8% like-for-like growth and a 3.8% contribution from Device Technologies and Boteco acquisitions.

• Full-year revenue growth is expected to exceed previous guidance, supported by higher volumes and disciplined pricing actions.

Outlook and guidance

• FY26 adjusted operating profit expected toward the upper end of the £32.3m–£34.3m company-compiled market expectations range as at 21 October 2026.

• Near-term margin target remains 14% in 2028; current investments are expected to support growth and margin delivery in 2027.