IRM Energy Q2 FY26 results: PAT up, new CFO named, merger plan approved

Emphasis of matterEBITDA margin compressionResults View source PDF Explain this filing

IRMENERGY · price

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Price reactionminutes from the announcement price · days from the prior close

-5.7%Reaction day

₹331.80

prior close

₹329.80

announcement price

After-mkt

timing

Nifty Microcap 250market · in no size index; the smallest one is used-0.1%-5.6% vs market

LPG/CNG/PNG/LNG Supplier peers, median of 6sector+0.1%-5.8% vs sector

On the reaction day the stock moved 5.6 pts less than Nifty Microcap 250 and 5.8 pts less than its LPG/CNG/PNG/LNG Supplier peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

-2.2

10m

-2.2

15m

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30m

-0.9

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-5.7-0.1-5.6+0.1-5.8

Next day

-4.9-0.2-4.7+0.1-4.9

-6.1+0.4-6.5+0.3-6.5

-3.6-0.4-3.2-0.9-2.7

-6.2-0.6-5.6-1.6-4.6

-6.5-0.9-5.6-2.1-4.4

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15d

-11.7-3.9-7.9-5.0-6.8

-14.4-4.8-9.6-6.6-7.8

-17.4-7.8-9.6-11.9-5.5

-26.2-7.2-19.0-13.0-13.2

UpDownMarket · Nifty Microcap 250Sector · LPG/CNG/PNG/LNG Supplier peers, median of 6Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

IRM Energy Q2 FY26 results: standalone PAT Rs 142.04 million (vs Rs 129.43 million YoY) and consolidated PAT Rs 125.57 million (vs Rs 120.12 million YoY). Net revenue rose 12% YoY to Rs 2,594.40 million on 10% volume growth, with CNG volumes up 20%. Board appointed Mr. Arunkumar Saluru as new CFO. Also approved merger of Enertech Distribution Management (a 21.12% shareholder) into IRM Energy; shareholding will not change as the same number of shares will be issued back. Auditor flagged Rs 11 million overdue preference share redemption and Rs 122.82 million advances from associate Farm Gas Private Limited.

Likely market impact

Positive CNG volume and revenue momentum, but EBITDA margin compressed from 15% to 12% YoY and FGPL recovery risk remains a watch item.