Isgec Heavy Eng Q3 FY26 earnings call
In brief
The recording, the transcript and our read of the call usually follow within a few days. Nothing beyond the invite is filed yet.
The numbers
The quarter, Q3 FY26
| This quarter | A year ago | Last quarter | Margin | |
|---|---|---|---|---|
| Revenue | ₹1,739 cr | +16.2% | +2.8% | |
| EBITDA (excl. other income) | ₹177 cr | +49.9% | +20.2% | 10.2% (7.9% a year ago) |
| Net profit | ₹69.8 cr | +247.7% | +58.8% | 4% (1.3% a year ago) |
| EPS (₹) | ₹9.49 | +247.6% | +58.7% |
From the company's filed results for the quarter ended 31 Dec 2025 (consolidated), not from the call. EBITDA here excludes other income, so it can differ from the figure management quotes.
Guidance
Guided on earlier calls, and what was filed
| What | For | Guided | Filed |
|---|---|---|---|
| Standalone revenue growth | FY25 | at least 15% (on the Q4 FY24 call) | 3.3%, below the range |
| Consolidated revenue growth FY26 | FY26 | 7–8% (on the Q2 FY26 call) | 6.1%, below the range |
| Consolidated profit growth FY26 | FY26 | 7–8% (on the Q2 FY26 call) | -4%, below the range |
Filed figures are summed from the company's own quarterly results for the whole period (EBITDA excludes other income); where one sits against what was guided is arithmetic, not a judgement.
Transcript
We have not transcribed this call's recording. Read the company's transcript (PDF).
The stock after the call
| After the call | Close | Stock | Nifty 50 |
|---|---|---|---|
| Next session Mon 16 Feb 2026 | ₹852.95 | −2.30% | +0.83% |
| 5 sessions Fri 20 Feb 2026 | ₹838.75 | −3.92% | +0.39% |
| 20 sessions Mon 16 Mar 2026 | ₹887.40 | +1.65% | −8.10% |
From the close of Fri 13 Feb 2026, ₹873.00: the close before the call day (the call's time is not on file). Adjusted daily closes; the move includes everything else that happened in those sessions.