ALFA Finder| Revenue growth | Record revenues driven by KNR-2 acquisition and firm pricing. |
|---|---|
| Margins | Strong EBITDA/tonne; expansion expected once KNR plants stabilize. |
| Demand visibility | Positive stainless steel trends; some short-term South African supply uncertainty. |
| Management confidence | Balanced; transparent about reducing volume guidance due to operational risks. |
Growth
Revenue and profitability reached all-time highs; volumes hit 80,000 tonnes versus 65,000 average.
Outlook
Volume target for FY27 lowered from 400,000 to 380,000 tonnes.
Risks
Reduced guidance due to transformer loading concerns and South African supply gluts.
Last quarter's promises, checked
Delivered
- KNR-2 acquisition closure → Closed Feb 27 (= BEAT)
- Production target ~68,500t → Delivered 68,500t (= BEAT)
- Renewable energy tie-up → 135MW portfolio secured (= BEAT)
Partly delivered
- KNR-1 furnace start July 10-15 → Delayed 10-15 days (= PARTIAL)
- Ethanol project March/April → Delayed to August (= PARTIAL)
Earnings Call Transcript 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.
Indian Metals & Ferro Alloys Acquisition Worth ₹2.5 Cr
Indian Metals & Ferro Alloys Limited will invest Rs. 2.50 Crore in its wholly owned subsidiary, Metallix Aviation Private Limited. The acquisition via rights issue aligns aviation assets with core business operations.
- Value
- ₹2.50 Cr
Indian Metals & Ferro Alloys Dividend
Indian Metals & Ferro Alloys declared an interim dividend of Rs 5 per share for FY 2026-27. Record date is 12 November 2026.
Indian Metals & Ferro Alloys Q2 FY27 Results: Net Profit ₹147.8 Cr, Up 51.4% YoY
Indian Metals & Ferro Alloys Ltd reported revenue from operations of ₹968.2 Cr (+34.7% YoY) and net profit of ₹147.8 Cr (+51.4% YoY) for Q2 FY27.
- Key figure
- Net profit ₹147.8 Cr · +51.4% YoY
Indian Metals & Ferro Alloys Acquisition Worth ₹25.61 Cr
IMFA allotted 2,56,14,000 shares of JSW Renew Energy Twelve for Rs.25.61 Crore, its second tranche. This lifts IMFA's stake in JRETL to 26%.
- Value
- ₹25.61 Cr
Indian Metals & Ferro Alloys Board Meeting Date
IMFA intimated that its Board meets 04/11/2026 to consider Q1/H1 results and any interim dividend. Only proposed items are listed, with no decision announced yet.