Investor Presentation Q - 2
INVPRECQ · price
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Investment & Precision Castings Ltd (IPCL) submitted its Q2 FY2025-26 corporate presentation to the BSE, reporting revenue from operations of Rs 4,502.23 lakhs, up 7.5% year-on-year, while net profit nearly doubled to Rs 303.32 lakhs, a 97.1% jump over the same quarter last year. Profit before tax rose 105.5% YoY to Rs 426.03 lakhs, supported by lower material costs, reduced finance costs, and disciplined expense management. Management attributed the strong showing to GST 2.0 reforms reviving demand and a robust inflow of orders from defense-sector customers, including recognition from Hindustan Aeronautics Limited (HAL) and the SIDM Champions Award. The company highlighted it is currently using only 1,500 tons of its 3,060-ton annual capacity, leaving substantial headroom for growth, and noted a solar plant under construction that should benefit cash flows once operational. EPS for the quarter stood at Rs 3.03, up 97.1% YoY, with a 1:1 bonus share issue completed in June 2025.
Sharp profit growth, margin expansion, and a strong defense order pipeline are positive for shareholder sentiment, though the small absolute scale of earnings means stock impact may be limited. The bonus issue and available spare capacity provide room for further upside if order inflows sustain.