INOXINDIANSEINOX India LimitedMediumNeutral
Announced Wed, 21 May · 17:28 IST

INOX India Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

INOXINDIA · price

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

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

INOX India reported strong Q4 FY'25 results with revenue of INR383 crores (up 33% YoY), EBITDA of INR95 crores (up 52%), and PAT of INR66 crores (up 55%). Full-year FY'25 revenue stood at INR1,354 crores (up 16.2% YoY) with PAT of INR224 crores (up 15.4%), supported by a robust order book of INR1,356 crores (64% from exports). The company ended FY'25 debt-free with a net cash surplus of INR261 crores and commissioned its Savli plant which crossed INR200 crore turnover in its first year. Management guided FY'26 revenue growth of 18-20%, EBITDA margins of 22-24%, and PAT margins of 15-18%, driven by semiconductor orders, LNG expansion, beer keg certifications (ABInBev, Heineken), and new IMO container wins from the U.S. and Australia.

Likely market impact

Strong earnings, zero debt, positive margin guidance, and a healthy order pipeline signal sustained growth momentum for shareholders. The company is well-positioned in high-potential segments like semiconductors, LNG, and beer kegs, though a slight miss on the earlier INR400 crore Q4 revenue target (attributed to U.S. tariff disruptions) is a minor watchpoint.