ALFA Finder| 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
- ₹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.