ISGECNSEIsgec Heavy Engineering LimitedMediumNeutral
Announced Fri, 29 May · 11:45 IST

Isgec Heavy Engineering Limited has informed the Exchange about Investor Presentation

Order Pipeline DisclosedInvestor Communications View source PDF

ISGEC · price

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Price reaction · full curve 14 horizons · vs prior close
-12.3%1-day move
₹1030.00
prior close
₹971.60
base price
In-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.1-0.2+0.5-0.1-12.3-13.0-11.8-10.9-10.2-12.7-9.9-10.3
Up moveDown movePending
AI summary

Isgec Heavy Engineering reported consolidated total income of Rs. 69,223 Mn for FY26, up 7% from Rs. 64,644 Mn in FY25. However, consolidated PAT declined 25% to Rs. 1,540 Mn from Rs. 2,044 Mn, with PAT margin contracting from 3.2% to 2.2%. Q4FY26 showed stronger sequential recovery with PAT jumping 361% YoY to Rs. 432 Mn. Manufacturing segment (37% of revenue) delivered 13.8% EBIT margin in FY26, up from 11.7% in FY25, while Industrial Projects (50% of revenue) maintained flat margins at 4.7%. The order book stands robust at Rs. 79,840 Mn as of March 2026. Philippines subsidiary CBPI has been reclassified back to continuing operations due to uncertain sale timeline from Gulf War-related business environment; ethanol production began in December 2025.

Likely market impact

The FY26 full-year PAT decline despite revenue growth signals margin pressure from higher input costs or unfavorable product mix. However, strong Q4 recovery and improved manufacturing segment margins indicate operational efficiency gains. The robust Rs. 79,840 Mn order book provides revenue visibility for FY27.