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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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 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.
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 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.
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%.
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.
IMFA issued a Postal Ballot Notice to appoint Mr Partha Satpathy as Independent Director for three years. E-voting runs 14 October to 12 November 2026.
IMFA's board approved a draft postal ballot notice for appointing Partha Satpathy as Independent Director. No material transaction or monetary value is involved in this procedural step.
The company has filed its quarterly shareholding pattern as per SEBI regulations. This is a routine compliance disclosure.
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 Ltd received an Income Tax penalty order of ₹0.39 Crore. The company is contemplating an appeal against this order.
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 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 Ltd commenced production at the first furnace of its Kalinganagar greenfield ferro chrome expansion project.
Indian Metals & Ferro Alloys Limited has informed the exchange regarding the loss of share certificates by its shareholders.
IMFA disclosed receiving an administrative warning letter from SEBI regarding insider trading regulation violations by certain middle-management employees. No fines or financial penalties were imposed.
Indian Metals & Ferro Alloys Limited convened its 64th Annual General Meeting on August 4, 2026, via video conferencing. The summary proceedings and required disclosures were provided.
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 has appointed Sanjaya Kumar Satapathy as CHRO and G V Rakesh as Senior General Manager-Manufacturing.
Indian Metals & Ferro Alloys reported record Q1 FY27 revenue of ₹960.45 crore and PAT of ₹191.49 crore. A greenfield expansion and 120 kLD ethanol project are nearing completion.
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.
Indian Metals & Ferro Alloys Ltd scheduled a board meeting for August 4, 2026. The meeting will consider unaudited financial results for the quarter ended June 30, 2026.
Indian Metals & Ferro Alloys Ltd obtained the Consent to Operate for its Kalinganagar ferro chrome expansion. First furnace switching is planned for next week.
Indian Metals & Ferro Alloys Limited received intimation regarding the loss of share certificates for one shareholder. Duplicate certificates or letters of confirmation are being processed.
Indian Metals & Ferro Alloys released its FY 2025-26 Annual Report. The company reported revenue of Rs.2,826.31 Crore and advanced its Kalinganagar greenfield expansion project.
Indian Metals & Ferro Alloys convened its 64th AGM for August 4, 2026. Key agenda includes dividend declaration and a ₹1.67 Crore remuneration proposal.
Indian Metals & Ferro Alloys announced its 64th AGM for August 4, 2026. The agenda includes final dividend approval and adoption of FY2025-26 audited results.
Indian Metals & Ferro Alloys appointed Dr Deepak Kumar Mohanty as an Additional Independent Director. The appointment is effective from June 30, 2026.
Indian Metals & Ferro Alloys Limited reported the loss of share certificates for multiple shareholders. This routine administrative disclosure has no material impact on company operations.
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.