| Management target | Revenue 25.0% FY27 |
|---|
| Revenue growth | 24% YoY growth reaching 326 crore INR. |
|---|---|
| Margins | EBITDA margin hit 19%; expected to stabilize at 7-8 INR/SCM. |
| Demand visibility | Strong, specifically in CNG and PNG-Commercial segments. |
| Management confidence | Confident, highlighting sourcing agility and record profitability. |
Growth
Revenue grew 24% YoY; EBITDA surged 139% YoY with margins hitting 19% due to HPSDP gas sourcing.
Outlook
Management targets 20-25% revenue CAGR over 5 years and expects FY27 EBITDA around 7-8 INR/SCM.
Risks
Supply disruptions in West Asia and regulatory-driven gas allocation cuts to industrial segments pose volume risks.
Last quarter's promises, checked
Delivered
- Guided 150 CNG stations → delivered 150 (= BEAT)
- Guided 9% volume growth → delivered 9% (= BEAT)
- Guided debt reduction from 140cr → delivered 72cr (= BEAT)
Earnings Call Transcript filed with BSE, NSE: IRMENERGY. Summary written with AI assistance from 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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IRM Energy Annual Report
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IRM Energy Credit Rating
CRISIL Ratings has reaffirmed the long-term credit rating as 'CRISIL AA-/Stable' and short-term rating as 'CRISIL A1+' for IRM Energy Limited's bank facilities.
IRM Energy Investor Presentation: Key Takeaways
IRM Energy reports record Q1FY27 performance with revenue up 24% YoY to ₹326 crore. Strategy focuses on aggressive CNG network expansion and deepening PNG penetration across 4 licensed areas.
IRM Energy Q1 FY27 Results: Net Profit ₹33.8 Cr, Up 143.2% YoY
IRM Energy Ltd reported revenue from operations of ₹354.7 Cr (+24.2% YoY) and net profit of ₹33.8 Cr (+143.2% YoY) for Q1 FY27.
- Key figure
- Net profit ₹33.8 Cr · +143.2% YoY