In continuation of our earlier Intimations dated November 11, 2025, November 15, 2025, and pursuant to Regulation 30 0f SEBI (LODR) Regulations, 2015, please find enclosed the transcript ....
Price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Inflame Appliances reported over 40% revenue growth in H1 FY26 with gross margins reaching the targeted 28-30% band (raw material cost at 70.2% of consumption). The Panchkula plant is running near full capacity at 21,000-22,000 chimneys/month, while Hyderabad is at ~50% utilization serving premium clients like Crompton, IRB, and KAFF. Management announced a Rs 9-10 crore capex for a multi-storey expansion at Panchkula (already sanctioned as bank debt), targeted to be operational by April 1, 2026, raising monthly chimney capacity to 35,000-40,000 units. The company plans to launch 2-3 first-in-India products (currently imported from China) over the next 2-3 months, with an exchange chimney prototype ready by December. Order visibility for November stands at 38,000-45,000 units vs. a current run rate of 30,000-32,000, and management targets 30%+ market share in the next couple of years with 15% year-on-year revenue growth.
Positive for shareholders — strong order pipeline, margin recovery, capacity expansion, and BIS-led tailwinds (especially for hobs) point to sustained growth, though the Rs 9-10 crore debt-funded capex adds modest near-term interest cost pressure. CEO declined to give specific PAT margin or revenue targets, leaving some visibility gaps.