IRM Energy Q3FY26: PAT up about 38% YoY on strong CNG volumes

Pat Growth 25pctEmphasis Of MatterResults View source PDF Explain this filing

IRMENERGY · price

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

+5.5%Reaction day

₹237.00

prior close

₹244.00

announcement price

After-mkt

timing

Nifty Microcap 250market · in no size index; the smallest one is used+1.3%+4.2% vs market

LPG/CNG/PNG/LNG Supplier peers, median of 6sector+0.9%+4.6% vs sector

On the reaction day the stock moved 4.2 pts more than Nifty Microcap 250 and 4.6 pts more 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

+4.2

10m

+4.5

15m

+3.7

30m

+2.7

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+5.5+1.3+4.2+0.9+4.6

Next day

+5.6+0.3+5.3+0.0+5.5

+4.4-0.5+4.9+0.1+4.3

+6.8+2.1+4.7+1.6+5.2

+8.4+3.1+5.3+2.2+6.2

+7.4+2.6+4.8+2.0+5.4

+3.3+0.6+2.7-0.8+4.1

15d

-1.7-1.4-0.3-0.7-1.1

-6.4-6.9+0.6-5.5-0.9

-23.5-7.7-15.8-10.9-12.6

+42.3+7.0+35.3+1.8+40.4

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 reported Q3FY26 consolidated revenue of Rs 2,886.93 million (up 5.6% YoY) and PAT of Rs 139.78 million (up 38% YoY). Standalone PAT was Rs 151.87 million (up 41% YoY). CNG volumes grew 21% YoY while PNG-industrial fell 14%. EBITDA margin held at 14%. Auditor flagged overdue preference share redemptions of Rs 22.35 million from JV Venuka Polymers and Rs 15.90 million from associate Farm Gas. Board appointed Vivek Wathodkar as Independent Director for 5 years.

Likely market impact

Strong CNG volume growth drove about 38% PAT jump YoY. Watch overdue recoveries from JV and associate flagged by auditor.