| 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
- ₹1,230.40
- 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 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
Indian Metals & Ferro Alloys Earnings Call: Key Takeaways
IMFA reported strong Q4 FY26 results with PAT jumping to ₹103 crores from ₹47 crores YoY, driven by higher realizations and the strategic KNR 2 acquisition.