| 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
- ₹1,225.20
- 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 delivered strong Q4 FY26 performance with 11% revenue growth and 51% PAT growth. Management is focused on premiumization and product portfolio rationalization across Home Appliances and Engineering divisions.
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