ALFA Finder| Management target | Revenue 20.0% FY27 |
|---|
| Revenue growth | Revenue +14.04% YoY to ₹1,512 Cr; Q2 appliances slowed to 10.5%, Diwali-shift hit. |
|---|---|
| Margins | PBDIT margin 6.01% vs 7.73%; 10% appliance EBITDA target not intact. |
| Order book | Engineering orders ₹220 Cr versus ₹500 Cr target, per analyst slide reference. |
| Demand visibility | Good Q3 presumed on festive season; no forward guidance given. |
| Management confidence | Defensive on margins; calls 20% growth 'aspirational'; evasive on rent queries. |
Growth
Revenue +14.04% YoY, but PBDIT -11.3% and PAT -20.5%. Q2 appliance growth slowed to 10.5% on Diwali timing shift.
Outlook
20% FY27 appliance growth called 'aspirational'; ₹103 Cr Gujarat EV capex; no margin guidance given.
Risks
Unrecovered commodity/forex (BOM +4.3%); associate loss rose to ₹6.23 Cr; lease principal outflow up to ₹57 Cr.
Last quarter's promises, checked
Partly delivered
- Guided ₹120–150 Cr FY27 cost savings (₹42–43 Cr in Q1) → Q2 savings not disclosed; PBDIT -11.3% (= PARTIAL)
- Guided ~₹110 Cr FY27 capex → Gujarat EV capex ₹103 Cr, scope unverified (= PARTIAL)
Missed
- Guided ~20% growth, same rate as Q1 (+18%) → revenue +14.04%, appliances +10.5% (= MISS)
- Guided PBDIT 'early double digit' → PBDIT margin 6.01% (= MISS)
- Guided ~₹250 Cr+ OEM engineering business near closure → order book ₹220 Cr (= MISS)
Earnings Call Transcript 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 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.
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