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Earnings Call Transcript

ISGEC Heavy Engineering Earnings Call Transcript: Key Takeaways

Standalone performance surged 51% but consolidated numbers were dragged by heavy losses and low utilization in the Philippines ethanol business.

Guidance and delivery
Management target Revenue 11.0% FY27
Highlights
Revenue growthStandalone up 51% YoY; Consolidated up 45% despite sugar de-growth.
MarginsManufacturing margins stable at 12%; projects margins slightly improved at 5.25%.
Order bookRobust standalone order book at ₹7,727 Crore; Consolidated ₹8,958 Crore.
Demand visibilityStrong domestic market; healthy export inquiry base across segments.
Management confidenceBalanced standalone outlook; defensive regarding Philippines ethanol losses.

Growth

Standalone revenue grew 51% YoY, driven by execution and a large US export order.

Outlook

Management guides for 10-12% standalone revenue growth for FY27 with stable manufacturing margins.

Risks

Philippines ethanol plant losses (₹83Cr) and low 65% utilization remain a major consolidated drag.

Last quarter's promises, checked

Delivered

  • Manufacturing EBIT margin 12-13% → delivered 12.46% (= BEAT)
  • Commercialize Philippines ethanol plant → delivered 17 Dec 2025 (= BEAT)
  • Maintain export revenue levels → delivered INR 1,169 Cr vs 532 Cr (= BEAT)

Partly delivered

  • FGD retention money release INR 300 Cr → delivered >INR 200 Cr (= PARTIAL)

Missed

  • Standalone revenue growth 7-8% → delivered 4.2% (= MISS)
Source

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

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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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