| Management target | Revenue 20.0% FY27 |
|---|
| Revenue growth | 8.3% YoY growth; ₹32-35 Cr revenue deferred due to shipping delays. |
|---|---|
| Margins | EBITDA margin at 23.5%, within historical 22-24% range. |
| Order book | Record-high ₹1,686 Cr; export orders exceed ₹1,140 Cr. |
| Demand visibility | Strong across aerospace, semiconductor, and LNG sectors globally. |
| Management confidence | High; management emphasized record order inflows and strong global demand visibility. |
Growth
Revenue grew 8.3% YoY to ₹382 Cr, driven by strong execution in Industrial Gas and LNG solutions.
Outlook
Management reiterated 18-20% annual growth guidance for FY27, backed by ₹1,686 Cr order book.
Risks
Logistics disruptions and rising freight rates delayed ₹32-35 Cr in shipments, impacting reported Q1 margins.
Last quarter's promises, checked
Delivered
- Guided 21-24% EBITDA margin → delivered 23.5% (= BEAT)
- Guided 18-20% revenue growth for FY27 → current call reiterates target (= BEAT)
- Guided Kandla facility commission in 9-10 months → current call confirms Jan 2027 operational (= BEAT)
Partly delivered
- Guided ₹450-500 Cr quarterly order inflow → delivered ₹532 Cr (= BEAT)
- Guided ₹32-35 Cr shipment backlog clearance → revenue deferred to future quarters (= PARTIAL)
Missed
- Guided 18-20% growth run-rate → delivered 8.3% YoY revenue growth (= MISS)
Earnings Call Transcript filed with BSE, NSE: INOXINDIA. Summary written with AI assistance from 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.
More from Inox India Ltd
All →Inox India Employee Stock Options
Inox India received listing and trading approval for 1,58,959 equity shares allotted under its 2022 Employee Stock Option Plan.
Inox India Employee Stock Options
Inox India Limited has allotted equity shares under its ESOP/ESPS scheme. This issuance increases the company's total paid-up share capital.
Inox India Employee Stock Options
Inox India allotted 1,58,959 equity shares under its Employee Stock Option Plan 2022. The exercise price for these shares is Rs. 2 per share.
- Value
- ₹0.03 Cr
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.
Inox India Q1 FY27 Results: Net Profit ₹58.1 Cr, Down 4.9% YoY
Inox India Ltd reported revenue from operations of ₹370.8 Cr (+9.2% YoY) and net profit of ₹58.1 Cr (-4.9% YoY) for Q1 FY27.
- Key figure
- Net profit ₹58.1 Cr · -4.9% YoY
Inox India Earnings Call: Key Takeaways
INOX India reported strong Q4 FY26 results with record quarterly revenue, driven by Industrial Gas and LNG solutions. Focus remains on high-value engineering products and global expansion.