Indian Metals & Ferro Alloys
Q2 and H1 FY27 volumes and prices rose YoY on KNR1 ramp-up, but margins are tightening (~₹28,000/t EBITDA) and cost guidance was withheld. FY27 production guided at 380,000 t.
ALFA Concalls
Every earnings call, live and summarised
Earnings calls
Every Indian Metals & Ferro Alloys earnings call we streamed: the live audio and our summary of what management said.
Q2 and H1 FY27 volumes and prices rose YoY on KNR1 ramp-up, but margins are tightening (~₹28,000/t EBITDA) and cost guidance was withheld. FY27 production guided at 380,000 t.
Q2 and H1 FY27 volumes and prices rose YoY on KNR1 ramp-up, but margins are tightening (~₹28,000/t EBITDA) and cost guidance was withheld. FY27 production guided at 380,000 t.
FY27 production guided at 380,000 t (cut slightly); ore raising target 1 Mt; FY28 volume 475,000 t; ₹375 Cr Mahagiri capex.
IMFA delivered a record breakthrough quarter driven by firm pricing and volumes from the KNR-2 acquisition. Management is cautiously optimistic but reduced FY27 volume guidance due to technical constraints at newly acquired assets.
IMFA reported strong Q4 FY26 results with PAT jumping to ₹103 crores from ₹47 crores YoY, driven by higher realizations and the strategic KNR 2 acquisition.
IMFA delivered a strong Q4 FY26 with PAT doubling YoY, driven by higher realizations and the strategic integration of KNR2.
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