IRM Energy Limited has submitted to the Exchange, the Standalone and Consolidated Financial Results for the period ended June 30, 2025 and outcome on other agenda items.
IRMENERGY · price
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IRM Energy reported Q1 FY26 consolidated revenue from operations of Rs. 2,854.78 million, up about 17% year-on-year from Rs. 2,438.93 million, driven by a 14% rise in total gas sales volumes (CNG volumes grew ~21%). However, consolidated profit after tax fell to Rs. 139.21 million from Rs. 187.03 million a year earlier (~26% decline), and standalone PAT slipped to Rs. 142.77 million from Rs. 187.65 million. EBITDA margin compressed sharply to 13% from 18% a year ago, mainly because APM gas allocation for the CNG segment dropped to about 36% from 60%, pushing up blended gas costs. The company took a one-time impairment of Rs. 37.52 million on loans and receivables from its joint venture Ni-Hon Cylinders, and wrote off its Rs. 0.35 million investment in subsidiary Ski Clean Energy which is being struck off. The board also declared a Rs. 1.50 per share dividend (record date September 18, 2025), gave in-principle approval to merge with Enertech Distribution Management Private Limited (EDMPL), and reclassified an EVP as Senior Management Personnel effective August 1, 2025.
Revenue and volume growth are healthy, but weaker gas allocation and higher input costs have hurt near-term margins and profits, which may weigh on the stock in the short term. Investors should watch progress on the proposed EDMPL merger and the AGM dividend, which is subject to shareholder approval.