ICEMAKENSEIce Make Refrigeration LimitedMediumNeutral
Announced Sat, 30 May · 16:53 IST

Ice Make Refrigeration Limited has informed the Exchange about Investor Update for the Fourth Quarter and Financial Year ended March 31, 2026

Business Updates View source PDF

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Price reaction · full curve 14 horizons · vs prior close
-4.3%1-day move
₹805.00
prior close
₹820.00
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AI summary

Ice Make Refrigeration reported record Q4 FY26 revenue of ₹255.85 crore, up 41.8% YoY, with full-year FY26 revenue surging 39.3% to ₹668.20 crore from ₹479.52 crore in FY25. However, profitability declined significantly — EBITDA margin contracted to 8.5% in Q4 (from 12.1% a year ago) and full-year EBITDA margin fell to 6.9% (from 9.1%), while PAT dropped to ₹12.13 crore from ₹22.90 crore. The company attributed the margin pressure to one-time and growth-oriented investments including capacity expansion, new Labour Code implementation, Energy Label transition, BIS compliance, warehouse expansion, and brand building. The Board recommended a dividend of ₹2.25 per share. New product categories such as Continuous Panels, Chest Freezers, and Visi Coolers showed strong market traction.

Likely market impact

Strong top-line growth of 39% is offset by a sharp 47% decline in full-year PAT, indicating that near-term profitability is being sacrificed for long-term growth investments. The stock may see mixed reaction — positive revenue momentum versus concerns over margin compression and earnings decline.