| 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
- ₹1,230.40
- 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.
More from Indian Metals & Ferro Alloys Ltd
All →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.
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
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.
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.
Indian Metals & Ferro Alloys Earnings Call Transcript: Key Takeaways
IMFA delivered a record breakthrough quarter driven by firm pricing and volumes from the KNR-2 acquisition. Management is cautiously optimistic but reduced FY27 volume guidance due to technical constraints at newly acquired assets.
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