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Earnings Call

Inflame Appliances Earnings Call: Key Takeaways

Inflame Appliances reported FY26 revenue growth of 41-42% with EBITDA up 55% and PAT up 85%. Management is pivoting toward import substitution for BLDC motors and electronics via a new JV.

Why this was an Alfa AlertManagement explicitly guides to >50% YoY growth for the next single year (FY27) on a primary metric (Revenue).
Highlights
Revenue growthFY26 growth 41-42%; FY27 target 50% growth.
MarginsMargins expected to rise with volume as fixed manpower costs stabilize.
Order bookComfortable position; more orders than planned growth.
Demand visibilityRecovered post-Q4; 2-3 months order position looks good.
Management confidenceHigh; capacity expansion and order book visibility supporting 50% growth target.

Growth

FY26 revenue up 41-42%, EPS grew 85%, and chimney production reached 270,000 units (up 38% YoY).

Outlook

Guidance of 50% revenue growth for FY27 targeting 400,000 chimneys; long-term target of ₹500cr revenue by FY28/29.

Risks

Softening demand in Q4 due to geopolitical issues in the Gulf; raw material price volatility and rupee depreciation.

Last quarter's promises, checked

Delivered

  • Guided 40%+ growth in H1 → delivered 41-42% growth (= BEAT)
  • Targeted 28-30% gross margins → delivered 29.8% (70.2% RM cost) (= BEAT)
  • Guided Panchkula expansion to 35k units/mo → delivered 35k-40k capacity (= BEAT)

Partly delivered

  • Targeted 30-35% non-chimney revenue mix by 2027 → delivered 15-20% (= PARTIAL)

Missed

  • Guided Hyderabad plant to 80-90% utilization → delivered 50% (= MISS)
Source

Earnings Call filed with BSE, BSE: 541083. Summary written with AI assistance from the document.

Read the document ↗

Inflame Appliances Ltd: key numbers

Share price
₹236.85
Market cap
₹177.4 Cr
Revenue (annual)
₹150.2 Cr
Net profit (annual)
₹5.88 Cr
P/E (TTM)
30.2×Sector 45.9×
Promoter holding
44.72%
FII holding
0.19%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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