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Investor Presentation

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.

Highlights
Revenue growthStandalone +14.0% Q2; +15.3% YTD.
MarginsConsolidated PBDIT margin 5.79% vs 7.62%; HAD margin 4.28%.
Order bookEngineering: ₹220 Cr booked vs ₹500 Cr target; ₹274 Cr RFQs.
Demand visibilityEarly AC demand indicators strong; H2 season expected potentially strong.

Growth

YTD revenue +15.3% to ₹3,042 Cr; YTD PAT +3.3% to ₹77.6 Cr. Engineering revenue +24%, GAAL +46%.

Outlook

Engineering ₹500 Cr order target (₹220 Cr booked); presses, Gujarat plant, chain line by Mar'27; AC motors H2 FY27.

Risks

Commodity inflation, adverse forex, high material cost; HAD PBDIT margin 4.28%; Motors PBDIT negative.

Last quarter's promises, checked

Delivered

  • Guided ~17% Engineering growth (Q1 run-rate) → delivered +24% (= BEAT)

Partly delivered

  • Guided ₹250 Cr+ Engineering OEM business near closure → ₹220 Cr booked (= PARTIAL)

Missed

  • Guided ~20% HAD growth (Q1 18%) → delivered +10.7% (= MISS)
  • Guided HAD PBDIT 'early double digit' → delivered HAD PBDIT margin 4.28% (= MISS)
Source

Investor Presentation filed with NSE, NSE: IFBIND. Summary written with AI assistance from the document.

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IFB Industries Ltd: key numbers

Share price
₹1,056.20
Market cap
₹4,280 Cr
Revenue (annual)
₹5,619 Cr
Net profit (annual)
₹143.6 Cr
P/E (TTM)
28.9×Sector 40.5×
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.

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