| Revenue growth | FY26 consolidated revenue up 14% YoY to ₹1,904 crore. |
|---|---|
| Margins | EBITDA margins moderated to 7.7% due to product mix and costs. |
| Order book | Order book activity improving in UK and European operations. |
| Demand visibility | Strong domestic steel demand; gradual recovery expected in Europe and USA. |
| Management confidence | Balanced tone focusing on domestic stability and international turnarounds. |
Growth
Revenue grew 14% YoY in FY26, primarily driven by 20% domestic growth, despite a 11% decline in exports.
Outlook
Targeting double-digit volume growth for FY27; aiming for Monocon break-even by Q4 FY27.
Risks
Persistent pressure from elevated raw material and shipping costs; high dependence on imported natural minerals.
Earnings Call filed with BSE, 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 reported FY26 consolidated revenue growth of 14% to ₹1,904 cr, driven by strong domestic and US performance, despite margin compression from elevated input costs.