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Earnings Call

ISGEC Heavy Engineering Earnings Call: Key Takeaways

Isgec reported a 16% revenue growth in Q4FY26 but missed its full-year 7-8% guidance by 4.2% due to Philippines reclassification and project delays.

Why this was an Alfa AlertNot a filter event. Full-year revenue growth of 4.2% missed the guided 7-8% range.
Highlights
Revenue growth4.2% standalone FY26 growth; missed 7-8% guidance.
MarginsManufacturing margins steady at 12-13%; project margins improving.
Order book₹7,000 crore order book; ₹1,400 crore new bookings in Q1.
Demand visibilityStrong inquiry pipeline in sugar, power, and oil sectors.
Management confidenceBalanced; optimistic on manufacturing but cautious on geopolitical uncertainties.

Growth

Standalone revenue grew 4.2% FY26; manufacturing margins remained stable at 12.46% while projects lagged at 4.58%.

Outlook

FY27 guidance targets 10-12% standalone revenue growth with an order book of ₹7,000 crore.

Risks

Philippines ethanol plant depreciation and reclassification impacted consolidated PAT, while rising input costs and logistics times remain headwinds.

Source

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

Read the document ↗

ISGEC Heavy Engineering Ltd: key numbers

Share price
₹890.55
Market cap
₹6,548 Cr
Revenue (annual)
₹6,789 Cr
Net profit (annual)
₹108.9 Cr
P/E (TTM)
33.4×Sector 53.6×
Promoter holding
62.43%+0.00% QoQ
FII holding
3.76%Current quarter

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

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