ALFA Finder| Revenue growth | 24% YoY growth in Q1FY27 |
|---|---|
| Margins | EBITDA margin expanded to 19.0% from 9.2% YoY |
| Order book | 86,590 Domestic, 589 Commercial, and 228 Industrial connections |
| Demand visibility | Strong growth in CNG (22% YoY) and PNG Commercial (75% YoY) |
| Management confidence | High; promoter increased stake by 0.67% citing long-term growth |
Growth
Q1FY27 EBITDA doubled to ₹62 crore (+139% YoY); PAT surged 140% to ₹34 crore. Total volume reached 58.9 mmscm.
Outlook
Undertook ₹67 crore capex in Q1. Focusing on volume ramp-up in Namakkal, Tiruchirappalli, and maintaining net-debt-free balance sheet.
Risks
Industrial PNG volumes declined 17% YoY. Profitability normalization expected as the network expands and gas sourcing mixes evolve.
Last quarter's promises, checked
Delivered
- Guided 250+ MMSCM annual volume → delivered 58.93 MMSCM in Q1 (on track for 235+)
- Guided double-digit volume growth → delivered 8% YoY volume growth (= PARTIAL)
- Guided 150 CNG stations landmark → delivered 150 stations (= BEAT)
Partly delivered
- Guided EBITDA/SCM improvement of 10-15% → delivered margin expansion to 19% (= BEAT)
- Guided capex of ₹150-180Cr for Namakkal/Trichy → delivered ₹67Cr total Q1 capex (= ON TRACK)
Missed
- Guided industrial volume recovery to 23-24% → delivered -17% YoY decline (= MISS)
Investor Presentation filed with NSE, NSE: IRMENERGY. Summary written with AI assistance from the document.
IRM Energy Ltd: key numbers
- Share price
- ₹258.86
- Market cap
- ₹1,063 Cr
- Revenue (annual)
- ₹1,067 Cr
- Net profit (annual)
- ₹53.21 Cr
- P/E (TTM)
- 12.4×Sector 21.7×
- Promoter holding
- 50.74%+0.00% QoQ
- FII holding
- 1.75%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from IRM Energy Ltd
All →IRM Energy Management Change
IRM Energy Limited disclosed the resignation of Mr. Prerit Gupta, DGM and GA Head (Banaskantha) and Senior Management Personnel, effective close of business on 2 November 2026. The resignation is for personal reasons.
IRM Energy Other Announcement
IRM Energy's Crisil monitoring agency report covers IPO proceeds utilisation for the quarter ended 30 September 2026. The report notes no deviation from the stated objects.
IRM Energy Earnings Call Transcript: Key Takeaways
Q2 standalone revenue rose 29%, EBITDA 77% and PAT more than doubled YoY. Management flagged a weaker Q3 from gas allocation cuts and volatile sourcing costs.
IRM Energy Q2 FY27 Results: Net Profit ₹25.4 Cr, Up 101.6% YoY
IRM Energy Ltd reported revenue from operations of ₹363.6 Cr (+29.0% YoY) and net profit of ₹25.4 Cr (+101.6% YoY) for Q2 FY27.
- Key figure
- Net profit ₹25.4 Cr · +101.6% YoY
IRM Energy Investor Presentation: Key Takeaways
Q2FY27 revenue ₹334 Cr (+29% YoY), EBITDA ₹47 Cr (+77%), PAT ₹25 Cr (+103%); record volumes of 61.2 mmscm; net-debt-free balance sheet.
IRM Energy Results Update
IRM Energy's press release reports Q2FY27 revenue of ₹333.91 crore, up 28.7% YoY, and PAT of ₹25.43 crore. H1FY27 revenue reached ₹659.76 crore with EBITDA of ₹109.10 crore.