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Investor Presentation

Inox India Investor Presentation: Key Takeaways

INOX India reported Q1FY27 revenue of ₹382 Cr, up 8.3% YoY, driven by Industrial Gas segment. Strategy focuses on LNG value chain, hydrogen, and fusion energy.

Highlights
Revenue growth8.3% YoY in Q1FY27
MarginsEBITDA margin at 23.5%; PAT margin at 15.9%
Order bookRecord ₹1686 Cr; Export backlog at ₹1140 Cr
Demand visibilityStrong order booking of ₹532 Cr in Q1FY27

Growth

Q1FY27 Revenue grew 8.3% YoY; EBITDA increased 1.4% to ₹90 Cr; PAT remained steady at ₹61 Cr.

Outlook

Order backlog reached record ₹1686 Cr. Targeting growth in semiconductor, aerospace, and long-duration energy storage sectors.

Risks

Logistics disruptions in Iran and the Gulf region impacted sales value; higher employee costs from new facility ramp-up.

Last quarter's promises, checked

Delivered

  • Guided 21-24% EBITDA margin → delivered 23.5% (= BEAT)
  • Guided record order booking run-rate → delivered record ₹532 Cr (= BEAT)
  • Targeted ₹1,200 Cr order book execution for FY27 → on track with ₹382 Cr Q1 (= BEAT)

Partly delivered

  • Guided logistics normalization → still impacted by Iran/Gulf disruptions (= PARTIAL)

Missed

  • Guided 18-20% revenue growth → delivered 8.3% (= MISS)
Source

Investor Presentation filed with BSE, NSE: INOXINDIA. Summary written with AI assistance from the document.

Read the document ↗

Inox India Ltd: key numbers

Share price
₹2,156.80
Market cap
₹19,610 Cr
Revenue (annual)
₹1,587 Cr
Net profit (annual)
₹257.9 Cr
P/E (TTM)
77.0×Sector 53.6×
Promoter holding
74.86%-0.14% QoQ
FII holding
6.86%Current quarter

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

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Inox India received listing and trading approval for 1,58,959 equity shares allotted under its 2022 Employee Stock Option Plan.

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Value
₹0.03 Cr