IFGL Refractories Limited has informed the Exchange about Investor Presentation
IFGLEXPOR · price
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IFGL Refractories shared its Q1FY26 investor presentation. Consolidated total income grew 8% YoY to ₹457 crores, while standalone total income rose 12% to ₹278 crores, its highest-ever quarterly revenue, helped by a 32% jump in domestic revenues to ₹213 crores. However, exports fell 22% to ₹63 crores due to global slowdowns. Standalone EBITDA declined 15% to ₹38 crores with margins contracting 435 bps to 13.5%, and consolidated EBITDA dropped 26% to ₹39 crores with margins at 8.5%. Standalone PAT fell 33% to ₹15 crores, and consolidated PAT fell 56% to ₹11 crores. Management attributed the pressure to elevated raw material costs, higher employee expenses, and weakness in overseas markets. The company inaugurated a new 60TPD tempering kiln at Vizag, announced greenfield capex projects at Khurdha (₹300-350 cr) and Gujarat JV (₹300 cr), and a new Australian subsidiary via its UK arm. A 1:1 bonus issue was completed in July 2025.
Mixed for shareholders — strong topline growth and aggressive capex expansion signal confidence, but sharp declines in EBITDA, margins, and PAT due to raw material and global headwinds may pressure the stock in the near term.