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Earnings Call

ICE Make Refrigeration Earnings Call: Key Takeaways

Ice Make Refrigeration reported FY26 revenue of ₹668cr (+39.3% YoY) and PAT of ₹12.13cr. Management is prioritizing long-term growth and market expansion over short-term profitability.

Highlights
Revenue growthFY26 revenue up 39.3% YoY to ₹668cr plus.
MarginsFY26 EBITDA margin 6.9%; guiding 8-8.5% for FY27.
Order bookCurrent order book stands at approximately ₹230–237 crore.
Demand visibilityStrong visibility with ₹237cr order book and healthy enquiry pipeline.
Management confidenceHigh confidence in reaching ₹1,000cr top-line by FY28.

Growth

FY26 revenue grew 39.3% to ₹668cr; Q4 FY26 revenue rose 41.8% YoY to ₹255cr. EBITDA stood at ₹46.04cr.

Outlook

Targeting ₹830-850cr revenue in FY27 (25-30% growth) and ₹1,000cr by FY28. Guidance for FY27 EBITDA margins is 8-8.5%.

Risks

Geopolitical conflicts impacting raw material costs (compressors, chemicals) and supply chain logistics; inflationary pressures on imported components.

Last quarter's promises, checked

Delivered

  • Guided ₹480.42cr revenue for FY25 → delivered ₹480.42cr (= BEAT)
  • Guided January 2025 Bavla production start → delivered Commenced (= BEAT)
  • Guided 24+ export countries → delivered 24+ countries (= BEAT)

Partly delivered

  • Guided ₹1,000cr revenue by FY28 → delivered ₹668cr in FY26 (= PARTIAL)

Missed

  • Guided ~12.08% Q4 EBITDA margin → delivered 6.9% FY26 (= MISS)
  • Guided ₹14.51 EPS → delivered ₹12.13cr PAT/lower EPS (= MISS)
Source

Earnings Call filed with NSE, NSE: ICEMAKE. Summary written with AI assistance from the document.

Read the document ↗

ICE Make Refrigeration Ltd: key numbers

Share price
₹663.80
Market cap
₹1,205 Cr
Revenue (annual)
₹667.4 Cr
Net profit (annual)
₹10.89 Cr
P/E (TTM)
110.7×Sector 53.6×
Promoter holding
74.20%+0.00% QoQ
FII holding
0.31%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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17:56 IST NSE
Merger & Restructuring

ICE Make Refrigeration Merger & Restructuring Worth ₹35.27 Cr

Ice Make Refrigeration invested ₹35.27 Crore for a 40% stake in its new joint venture, Ice Make Horeca Private Limited, to expand commercial refrigeration offerings.

Value
₹35.27 Cr
Execution
5 months
12:27 IST NSE
Capital Structure Change

ICE Make Refrigeration Capital Structure Change

Board approved a preferential allotment raising ₹190 Crore at ₹802.51 per share. It also approved a ₹35.27 Crore investment in the Ice Make Horeca JV.

Value
₹190.0 Cr
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Annual General Meeting

ICE Make Refrigeration Annual General Meeting

Ice Make Refrigeration has issued the notice for its 17th Annual General Meeting to be held on September 30, 2026.

17:02 IST NSE
Annual Report

ICE Make Refrigeration Annual Report

Ice Make Refrigeration Limited filed its 17th Annual General Meeting notice and the Annual Report for FY 2025-26 with the exchange.