ALFA Finder| 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
- ₹1,138.40
- Market cap
- ₹4,613 Cr
- Revenue (annual)
- ₹5,619 Cr
- Net profit (annual)
- ₹143.6 Cr
- P/E (TTM)
- 31.2×Sector 44.3×
- Promoter holding
- 74.96%+0.00% QoQ
- FII holding
- 0.75%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 Earnings Call Transcript: Key Takeaways
Q2 revenue rose 14% to ₹1,512 Cr, but PBDIT margin fell to 6.01% from 7.73%. Management dropped its 10% appliance EBITDA target, and PAT fell about 20%.
- Call
- Guides 20% growth
IFB Industries Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹1,513 Cr (+14%), PBDIT ₹91 Cr (-11%), PAT ₹39.6 Cr (-20%); commodity and forex costs compress margins.
IFB Industries Q2 FY27 Results: Net Profit ₹38.3 Cr, Down 24.6% YoY
IFB Industries Ltd reported revenue from operations of ₹1,677 Cr (+22.4% YoY) and net profit of ₹38.3 Cr (-24.6% YoY) for Q2 FY27.
- Key figure
- Net profit ₹38.3 Cr · -24.6% YoY
IFB Industries Credit Rating
CRISIL upgraded IFB Industries' NCDs to AA/Stable and reaffirmed its A1+ commercial paper rating. The NCD rating moved up from AA-/Positive.
IFB Industries Board Meeting Date
IFB Industries will hold a board meeting on October 27, 2026, to consider and approve its unaudited financial results for the quarter and half-year ended September 2026.
IFB Industries Other Announcement
IFB Industries Limited submitted a certificate under Regulation 74(5) of SEBI (Depositories and Participants) Regulations, 2018, regarding dematerialization of shares for the quarter ended September 2026.