IRMENERGYNSEIRM Energy LimitedMediumNeutral
Announced Thu, 14 May · 11:53 IST

IRM Energy Limited has informed the Exchange about Transcript of earnings conference call for the quarter and year ended March 31, 2026

Mgmt Guided Margin ImprovementCfo Debt Reduction RoadmapInvestor Communications View source PDF

IRMENERGY · price

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AI summary

IRM Energy Limited reported FY26 revenue of INR 1066.66 crore (9% YoY), EBITDA of INR 112.25 crore (17% YoY), and PAT of INR 56.89 crore (21% YoY). Total volume reached 223.67 MMSCM with 9% growth, supported by CNG (61% of revenue) and PNG segments. The company expanded its CNG station network to 150 stations (26% YoY growth from 111 stations). Management highlighted a strong debt-light balance sheet with total debt reduced to INR 72 crore from INR 140 crore, and net cash position of INR 170 crore. Gross margins are maintained at 25-26% range. New initiatives include MOU with Tamil Nadu State Transport Corporation for PNG buses, first LNG dispensing facility in Rasipuram, and CBG-CGD Synchronization Scheme. Management guided for FY27 volume of 250+ MMSCM (30%+ growth) and EBITDA per SCM improvement of 10-15%.

Likely market impact

IRM Energy delivered strong operational performance with volume growth, margin improvement, and significant debt reduction. The guided double-digit volume growth and margin expansion for FY27, combined with aggressive CapEx plans (INR 150-180 crore for Namakkal & Trichy alone), signals robust expansion. The net cash position of INR 170 crore provides financial flexibility for growth without external funding.