ALFA Finder| Revenue growth | Realizations up 25% YoY; volume stable with small acquisition contribution. |
|---|---|
| Margins | Expect EBITDA/ton savings of ₹3000-4000 once KNR units stabilize. |
| Order book | Strong interest from long-term international customers for additional tonnage. |
| Demand visibility | Positive on domestic stainless steel growth; 90% sales currently exported. |
| Management confidence | High; citing strong industry fundamentals and cost resilience. |
Growth
Realizations rose to ₹109,000/ton from ₹87,000/ton YoY. Production reached 68,500 tons including early KNR 2 output.
Outlook
Targeting 10 lakh tons mining output in FY27. Capex of ₹450cr planned for FY27. Targeting 60:40 export-domestic mix.
Risks
Higher freight costs and fuel prices due to West Asia crisis; rising chrome royalties and thermal coal costs.
Earnings Call filed with BSE, NSE: IMFA. Summary written with AI assistance from the document.
Indian Metals & Ferro Alloys Ltd: key numbers
- Share price
- ₹1,118.10
- Market cap
- ₹6,033 Cr
- Revenue (annual)
- ₹2,826 Cr
- Net profit (annual)
- ₹424.3 Cr
- P/E (TTM)
- 10.5×Sector 17.1×
- Promoter holding
- 58.69%+0.00% QoQ
- FII holding
- 2.88%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Indian Metals & Ferro Alloys Ltd
All →Indian Metals & Ferro Alloys Earnings Call Transcript: Key Takeaways
Q2 and H1 FY27 volumes and prices rose YoY on KNR1 ramp-up, but margins are tightening (~₹28,000/t EBITDA) and cost guidance was withheld. FY27 production guided at 380,000 t.
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- Value
- ₹2.50 Cr
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- Key figure
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- Value
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Indian Metals & Ferro Alloys Board Meeting Date
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