IFGL Refractories files Q4FY26 earnings call transcript

Mgmt Guided Margin ImprovementMgmt Guided Margin PressureOrder Pipeline DisclosedInvestor Communications View source PDF Explain this filing

IFGLEXPOR · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

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AI summary

IFGL Refractories filed Q4FY26 earnings call transcript. FY26 consolidated total income rose 14% to INR 1,904 crores; domestic revenue grew 20% to INR 864 crores while exports fell 11%. Consolidated EBITDA margin at 7.7%. US business grew 25% with high-teen margins. From FY27, INR 26.7 crores yearly goodwill amortization ends, boosting earnings. Rs 2.15 per share dividend recommended. Management targets double-digit domestic growth and Monocon breakeven by Q4 FY27.

Likely market impact

Positive: INR 26.7 cr yearly goodwill amortization ends from FY27, lifting reported earnings. Dividend declared. Margins under pressure in FY26 but US strong.