ALFA Finder| Management target | Revenue 200.0% 3 years |
|---|
| Revenue growth | 17% YoY |
|---|---|
| Margins | Margins impacted by commodity costs and forex. |
| Order book | Engineering target ₹500Cr; bookings ₹31Cr. |
| Demand visibility | Strong cooling demand; washing machine volumes subdued. |
| Management confidence | High |
Growth
Revenue grew 17%, PBDIT 26% (margin 5.79%), and PAT 50% YoY, driven by strong Home Appliance and Engineering performance.
Outlook
Targeting 3X revenue growth in Commercial Laundry over three years; expanding Gujarat stamping facility; focus on EV-neutral engineering modules.
Risks
Commodity price inflation, adverse forex movements, and BIS restrictions impacting aftermarket materials.
Last quarter's promises, checked
Delivered
- Guided 20% revenue growth for Q1 FY27 → delivered 17% (= MISS)
- Guided 13kg/14kg washer launch in FY27 → delivered Upcoming launch (= DELIVERED)
- Guided net debt zero → delivered Net debt zero (= BEAT)
Partly delivered
- Guided SKU rationalization → delivered RAC models reduced from 41 to 16 (= PARTIAL)
- Guided ₹350Cr new order pipeline FY27 → delivered ₹31Cr bookings in Q1 (= PARTIAL)
Missed
- Guided ₹150Cr cost initiative impact → delivered Not fully recovered in Q1 (= MISS)
- Guided 20-25% Engineering growth → delivered 17.34% (= MISS)
Investor Presentation filed with BSE, 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.