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Earnings Call

IRM Energy Earnings Call: Key Takeaways

IRM Energy delivered disciplined FY26 execution with 21% PAT growth despite Q4 margin pressure from one-time bank and JV impairments. Management remains optimistic about Tamil Nadu expansion and gas sourcing insulation.

Highlights
Revenue growthFY26 revenue grew 9% YoY to ₹1066.66 crores.
MarginsEBITDA margins stable at ₹5.2-5.5 per SCM; target 10-15% improvement.
Demand visibilityStrong structural demand growth expected for FY27.
Management confidenceBalanced; focused on disciplined execution and geographic expansion.

Growth

FY26 revenue rose 9% to ₹1066.6cr; volume growth of 9% led by CNG (61% revenue share).

Outlook

FY27 volume guidance of 250+ MMSCM (double-digit growth); EBITDA margin expected to improve 10-15%.

Risks

One-time bank charges and JV impairments hit Q4 profitability; geopolitical sourcing volatility remains a lingering concern.

Source

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

Read the document ↗

IRM Energy Ltd: key numbers

Share price
₹268.25
Market cap
₹1,101 Cr
Revenue (annual)
₹1,160 Cr
Net profit (annual)
₹53.21 Cr
P/E (TTM)
15.1×Sector 25.1×
Promoter holding
50.74%+0.67% QoQ
FII holding
1.59%Current quarter

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

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