Investor Presentation for Q4 FY26.
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Indag Rubber shared its FY26 investor presentation with strong margin recovery despite weak topline. Full-year revenue fell 5% to ₹224.8 crores due to softer Q1 volumes from State Transport Undertakings, but EBITDA jumped 36% to ₹22.4 crores with margins expanding 300bps to 10%. PAT grew 47% to ₹12.4 crores, operating cash flow tripled to ₹19.7 crores, and the company declared a total dividend of ₹2.40/share. Q4 FY26 was particularly strong: revenue up 9% to ₹63.2 crores and EBITDA up 81% to ₹6.3 crores. Management flagged that the 2026 West Asia conflict has sharply raised input costs heading into early FY27, and is being tackled via price pass-through, supplier diversification, and product-mix changes. Subsidiary Millenium Manufacturing secured its first commercial serial order for Battery Energy Storage Systems power conversion equipment, with execution in FY27.
Margin expansion and cash flow improvement signal operational strength, but the FY27 input-cost headwind from the West Asia escalation is a near-term watchpoint. Investors may view the cost-pass-through plan and the new BESS order win as positives for diversified future earnings.