| Revenue growth | Consolidated: 14% FY26; Standalone: 10% FY26. |
|---|---|
| Margins | EBITDA margins down; FY26 Consolidated at 7.7% vs 8.7% YoY. |
| Demand visibility | Positive outlook for global steel demand and infrastructure investments. |
| Management confidence | Confident in domestic growth and recovering international markets for FY27. |
Growth
FY26 Consolidated Revenue up 14%, EBITDA flat (0% growth) at ₹146 cr. Standalone Revenue up 10% YoY.
Outlook
Planned capex of ₹600-650 cr for Greenfield projects in Odisha and Gujarat; target operational by FY28-29.
Risks
Margins impacted by elevated raw material costs, higher employee expenses, and subdued export demand due to geopolitics.
Earnings Call filed with NSE, NSE: IFGLEXPOR. Summary written with AI assistance from the document.
IFGL Refractories Ltd: key numbers
- Share price
- ₹197.45
- Market cap
- ₹1,423 Cr
- Revenue (annual)
- ₹1,894 Cr
- Net profit (annual)
- ₹34.70 Cr
- P/E (TTM)
- 34.8×Sector 53.6×
- Promoter holding
- 72.43%+0.00% QoQ
- FII holding
- 0.03%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from IFGL Refractories Ltd
All →IFGL Refractories Other Announcement
IFGL Refractories sent reminders to shareholders holding physical shares, urging them to update mandatory PAN, KYC, and nomination details as per SEBI circulars.
IFGL Refractories Annual General Meeting
IFGL Refractories Ltd issued a Postal Ballot Notice to seek shareholder approval for the appointment of Mr. Mukesh Harshadrai Rawal as Whole-time Director and CEO.
IFGL Refractories Q1 FY27 Results: Net Profit ₹17.1 Cr, Up 58.3% YoY
IFGL Refractories Ltd reported revenue from operations of ₹512.4 Cr (+12.9% YoY) and net profit of ₹17.1 Cr (+58.3% YoY) for Q1 FY27.
- Key figure
- Net profit ₹17.1 Cr · +58.3% YoY
IFGL Refractories Earnings Call Transcript: Key Takeaways
IFGL is navigating a messy transition with leadership shifts and margin pressure from geopolitical disruptions, partially offset by strong domestic volume and US growth.
- Call
- Guides 10% growth
IFGL Refractories Earnings Call: Key Takeaways
IFGL reported healthy FY26 consolidated revenue growth of 14% at ₹1,904cr, driven by strong 20% domestic growth. Management is refocusing on the Indian market while turnaround initiatives continue for European subsidiaries.
IFGL Refractories Earnings Call: Key Takeaways
IFGL is pivoting aggressively toward the domestic Indian steel growth story to offset stagnant European markets, utilizing technology transfers from UK subsidiaries to capture high-margin specialized segments.