ALFA Finder| 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
- ₹1,971.90
- Market cap
- ₹17,938 Cr
- Revenue (annual)
- ₹1,587 Cr
- Net profit (annual)
- ₹257.9 Cr
- P/E (TTM)
- 68.8×Sector 51.9×
- Promoter holding
- 74.73%-0.13% QoQ
- FII holding
- 6.63%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 Promoter Buying (Off-Market)
Shreyasi Goenka disclosed a Reg 10(1)(a)(i) inter-se gift of 18,18,449 INOX India shares (2.00%) from Pavan Kumar Jain, with no consideration. The transfer is among immediate promoter relatives, so no open offer is triggered.
- Promoter stake change
- +2.00%
Inox India Earnings Call Transcript: Key Takeaways
Record high order backlog and strong top-line growth driven by space and US export segments, though EBITDA margins faced temporary compression due to freight and strategic pricing.
- Call
- Guides 20% growth
Inox India Employee Stock Options
INOX India allotted 43,852 equity shares of Rs.2 each under its ESOP 2022 scheme to eligible employees. The allotment increased paid-up capital with no fresh investment value.
Inox India Investor Presentation: Key Takeaways
Q2FY27 consolidated total income ₹467 Cr (+26.6% YoY), PAT ₹66 Cr (+7.8%), EBITDA margin 21.3% (down 3ppt). Record order backlog ₹2,268 Cr; net debt-free.
Inox India Results Update
INOX India's press release reported Q2 FY27 revenue of Rs.467 Crore, up 26.6% year-on-year, and PAT of Rs.66 Crore. Order backlog reached Rs.2,268 Crore, a company record.
Inox India Q2 FY27 Results: Net Profit ₹66.6 Cr, Up 9.5% YoY
Inox India Ltd reported revenue from operations of ₹456.5 Cr (+27.4% YoY) and net profit of ₹66.6 Cr (+9.5% YoY) for Q2 FY27.
- Key figure
- Net profit ₹66.6 Cr · +9.5% YoY