ALFA Finder| Revenue growth | 11% YoY for Q4 FY26; 10% for full year FY26. |
|---|---|
| Margins | PBDIT margin 5.5% in Q4. Aiming for 17-18% EBITDA in Engineering. |
| Order book | Engineering new order wins ₹153cr in FY26; target ₹350cr for FY27. |
| Demand visibility | Strong buoyancy in market share; first 2 months of Q1 FY27 positive. |
| Management confidence | Bullish on revenue recovery via portfolio simplification and distribution expansion. |
Growth
Q4 revenue grew 11%; PBDIT rose 16.3% to ₹80.7 crore. Engineering business CAGR is 13% over five years.
Outlook
Targeting 20-25% growth in Engineering and Home Appliances. Planned cost savings of ₹150 crore; Engineering EBITDA margin target 17-18%.
Risks
Significant impact from volatile forex (₹52cr) and commodity costs (₹32cr). Muted growth in Air Conditioners due to early monsoons.
Last quarter's promises, checked
Delivered
- Revenue growth target 12% → delivered 11% (= BEAT)
- Engineering growth target 20%+ → delivered 20% CAGR (= BEAT)
- Launch 12kg/13kg washers by Sep → delivered 13kg/14kg launch (= BEAT)
Partly delivered
- Logistics cost savings target ₹150cr → activity started/impact pending (= PARTIAL)
- AC market share target 10% → current 3.5% (= PARTIAL)
- Engineering capex target ₹200-300cr → FY26 spent ₹63cr (= PARTIAL)
Missed
- Material cost reduction target ₹79cr → delivered ₹32cr impact (= MISS)
- Engineering EBITDA target 17-18% → delivered 14.5% (= MISS)
- Appliance margin target 10% → delivered 5.5% (= 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.