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Earnings Call

Indian Metals & Ferro Alloys Earnings Call: Key Takeaways

IMFA delivered a strong Q4 FY26 with PAT doubling YoY, driven by higher realizations and the strategic integration of KNR2.

Highlights
Revenue growthPAT grew from ₹47cr to ₹103cr YoY; price realizations led growth.
MarginsMargins improving Q1 FY27; costs up slightly due to chrome ore royalty.
Demand visibilityStrong domestic stainless steel demand growing 2-3% globally, higher in India.
Management confidenceBalanced; confident in structural commodity upcycle and operational resilience.

Growth

Realizations jumped to ₹1,09,000/tonne from ₹87,000; production increased via KNR2 acquisition and mining ramp-up to 8 lakh tonnes.

Outlook

Targeting 400k tonnes production in FY27 and 500k in FY28; ₹450cr capex planned for FY27.

Risks

High power and logistics costs persist; South African special tariff shifts could pressure global ferrochrome pricing.

Source

Earnings Call filed with BSE, NSE: IMFA. Summary written with AI assistance from the document.

Read the document ↗

Indian Metals & Ferro Alloys Ltd: key numbers

Share price
₹1,230.40
Market cap
₹6,639 Cr
Revenue (annual)
₹2,826 Cr
Net profit (annual)
₹424.3 Cr
P/E (TTM)
12.7×Sector 19.0×
Promoter holding
58.69%+0.00% QoQ
FII holding
3.59%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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11:18 IST BSE
Other Announcement

Indian Metals & Ferro Alloys Other Announcement

Indian Metals & Ferro Alloys intimated loss of share certificates (10 shares) belonging to shareholder Anil Ramcahndra Shah. The company confirmed compliance with SEBI Regulation 39 for issuing a duplicate certificate.

20:19 IST BSE
Legal & Regulatory

Indian Metals & Ferro Alloys Legal & Regulatory

Indian Metals & Ferro Alloys Ltd received an Income Tax penalty order of ₹0.39 Crore. The company is contemplating an appeal against this order.

Value
₹0.39 Cr
18:42 IST BSE
Annual General Meeting

Indian Metals & Ferro Alloys Annual General Meeting

Indian Metals & Ferro Alloys Ltd successfully concluded its postal ballot process. Members approved the appointment of Dr. Deepak Kumar Mohanty and enhanced commission limits for Independent Directors.

19:34 IST BSE
Management Change

Indian Metals & Ferro Alloys Management Change

Indian Metals & Ferro Alloys Ltd has appointed Mr. Partha Satpathy as an Independent Director for a 3-year term. This appointment follows the required government security clearance.

13:49 IST BSE
Financial Results

Indian Metals & Ferro Alloys Q1 FY27 Results: Net Profit ₹192.6 Cr, Up 108.2% YoY

Indian Metals & Ferro Alloys Ltd reported revenue from operations of ₹960.5 Cr (+49.7% YoY) and net profit of ₹192.6 Cr (+108.2% YoY) for Q1 FY27.

Key figure
Net profit ₹192.6 Cr · +108.2% YoY