INOXINDIANSEINOX India LimitedMediumNeutral
Announced Tue, 12 May · 19:45 IST

INOX India Limited has informed the Exchange about Investor Presentation

Order Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

INOXINDIA · price

Loading chart…

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

Price reaction · full curve 14 horizons · vs prior close
+0.4%1-day move
₹1425.00
prior close
₹1385.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+1.1-0.6-0.2+2.3+0.4+0.7-1.2-0.3+2.3+0.9+5.5+26.1+32.7
Up moveDown movePending
AI summary

INOX India reported its highest ever FY26 revenue of ₹1,632 Cr, up 21.2% YoY, with adjusted EBITDA of ₹388 Cr and adjusted PAT of ₹261 Cr. Q4FY26 saw record revenue of ₹475 Cr, record order booking of ₹504 Cr, and record export revenue of ₹291 Cr. The order backlog stands at ₹1,514 Cr, up 11.6% from last year. However, EBITDA margin compressed slightly to 23.8% from 24.0% LY due to higher material costs (43.9% in Q4 vs 40.9% in Q4FY25) and increased employee costs (up 29.9% YoY). The new Savli cryo tank manufacturing facility is under productivity stabilization, contributing to higher depreciation (up 34.1%). The company remains net debt free with ~₹257 Cr free cash. Key wins include a high-value order from a US space company, marine fuel tank order from Cochin Shipyard, and the Bahamas Mini LNG Terminal project.

Likely market impact

Strong revenue growth and record order backlog are positives, but margin compression due to new facility ramp-up costs and higher input costs may concern short-term investors. The net debt-free status and robust order book support long-term confidence.