| Revenue growth | 11% YoY for Q4; 10% YoY for YTD FY26. |
|---|---|
| Margins | PBDIT margin improved to 5.54% from 5.29% in Q4. |
| Order book | Engineering division booked ₹153cr new business in FY26. |
| Demand visibility | Muted industry demand in appliances; strong momentum in premium segments. |
| Management confidence | High on premiumization and market share gains in dishwashers/washers. |
Growth
Q4 revenue grew 11% to ₹1,456.38cr; PAT jumped 51% to ₹33.72cr. Engineering revenue rose 12%.
Outlook
Targeting 3X revenue growth in Commercial Appliances in 3 years. Planning ₹350cr new Engineering order bookings.
Risks
Muted demand, margin compression from raw material costs, and INR depreciation. Geopolitical tensions impacting supply chains.
Last quarter's promises, checked
Delivered
- Targeting Q4 revenue growth → Delivered 11% YoY growth (= BEAT)
- Targeting material cost reduction of ₹79cr YTD → Delivered on track with ₹35cr achieved by Q3 (= BEAT)
- Targeting net debt zero status → Delivered net cash position of ₹344.5cr (= BEAT)
Partly delivered
- Targeting AC market share of 10% → Delivered 3.5% (current call shows price hikes to 10% but share remains low) (= PARTIAL)
Missed
- Targeting 20% Home Appliances growth → Delivered 10% YTD (= MISS)
- Targeting 17-18% Engineering EBITDA margin → Delivered 14.5% (= MISS)
Earnings Call filed with NSE, NSE: IFBIND. Summary written with AI assistance from the document.
IFB Industries Ltd: key numbers
- Share price
- ₹1,225.20
- Market cap
- ₹4,964 Cr
- Revenue (annual)
- ₹5,619 Cr
- Net profit (annual)
- ₹143.6 Cr
- P/E (TTM)
- 30.9×Sector 45.9×
- Promoter holding
- 74.96%+0.00% QoQ
- FII holding
- 0.79%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from IFB Industries Ltd
All →IFB Industries Investor Presentation: Key Takeaways
IFB reported Q1 FY27 revenue growth of 17% YoY to ₹1529Cr, with PAT surging 50% to ₹38.06Cr. Strategy focuses on SKU rationalization and premium product mix expansion.
- Call
- Guides 200% growth
IFB Industries Q1 FY27 Results: Net Profit ₹43 Cr, Up 64.1% YoY
IFB Industries Ltd reported revenue from operations of ₹1,585 Cr (+18.4% YoY) and net profit of ₹43 Cr (+64.1% YoY) for Q1 FY27.
- Key figure
- Net profit ₹43 Cr · +64.1% YoY
IFB Industries Earnings Call: Key Takeaways
IFB Industries reported Q4 FY26 revenue of ₹1,456 crore, up 11% YoY. Management is prioritizing product portfolio rationalization and cost optimization to counter forex and commodity headwinds.
IFB Industries Q4 FY26 Results: Net Profit ₹42.7 Cr, Up 125.9% YoY
IFB Industries Ltd reported revenue from operations of ₹1,498 Cr (+12.3% YoY) and net profit of ₹42.7 Cr (+125.9% YoY) for Q4 FY26.
- Key figure
- Net profit ₹42.7 Cr · +125.9% YoY