Isgec Heavy Engineering Limited has informed the Exchange about Investor Presentation
ISGEC · price
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Isgec Heavy Engineering submitted its Q1FY26 investor presentation to the exchanges, reporting a weak quarter on a consolidated basis. Total income from continuing operations fell 12.2% year-on-year to Rs. 13,588 million, EBITDA dropped 13% to Rs. 1,380 million (margin at 8.9% vs 10.2% a year ago), and profit after tax from continuing operations declined 32.9% to Rs. 639 million. All three segments — Machinery & Equipment (-12.3%), Industrial Projects (-18.2%), and Sugar & Ethanol (-4.4%) — saw revenue declines. The company did not organise an investor or conference call to discuss the results. On the positive side, the consolidated order book stood at a robust Rs. 90,120 million as of June 30, 2025 (up from Rs. 80,770 million at FY25-end), with Rs. 20,740 million of fresh orders booked in the quarter, and 78% of the book is domestic. The company also reiterated that the sale of its Philippines ethanol subsidiary (CBPI) for about Rs. 865 million is still pending completion due to buyer-side delays.
The double-digit drop in profits and the decision to skip an investor call may weigh on sentiment in the near term, as the Q1FY26 results point to a broad-based slowdown across all segments. However, the strong and growing order book of over Rs. 90 billion provides revenue visibility and could limit the downside for the stock.