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IFGL Refractories Limited Q1 FY27 earnings call summary

NSE: IFGLEXPOR · BSE: 540774

Earnings call of 11 Aug 2026, summarised by AI from the filing.

Management trying to achieve double-digit consolidated EBITDA margin, depending on geopolitical situation and overseas demand.

Key takeaways

  1. Margin guidance Management trying to achieve double-digit consolidated EBITDA margin, depending on geopolitical situation and overseas demand.
  2. Margin pressure Standalone EBITDA down 17% year-on-year to ₹31 cr on higher raw material and LPG costs.
  3. Growth driver Overseas subsidiaries Monocon and Sheffield Refractories grew double-digit year-on-year, led by Americas.
  4. Key risk Higher raw material costs from geopolitical uncertainties and supply chain disruptions, with time lag in passing on costs.

Original filing on BSE

IFGL Refractories Limited Q1 FY27 results

As filed: Revenue ₹512 cr (+13% year on year), EBITDA ₹37.0 cr (+3% year on year), PAT ₹17.1 cr (+55% year on year), EBITDA margin 7.2% (−71 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹483 cr (+8% year on year), EBITDA ₹38.9 cr (+18% year on year), PAT ₹14.3 cr (+79% year on year), EBITDA margin 8.1% (+71 bps). Score 57 of 100, In line with trend. Revenue growth was in line with the company's own trend; EBITDA growth was above it; profit growth was well above it. EBITDA margin rose 71 bps year on year. Consolidated profit +78% but standalone -25%. Share price after the results: +1.9% in 30 days (Nifty 500: +1.5%).
  • Q3 FY26: Revenue ₹469 cr (+24% year on year), EBITDA ₹23.1 cr (+36% year on year), PAT −₹3.1 cr, EBITDA margin 4.9% (+44 bps). Score 76 of 100, Above trend. Revenue growth was well above the company's own trend; EBITDA growth was above it. EBITDA margin rose 44 bps year on year. Revenue fell 4% from last quarter. Share price after the results: −24.2% in 30 days (Nifty 500: −7.8%).
  • Q2 FY26: Revenue ₹489 cr (+19% year on year), EBITDA ₹39.0 cr (+22% year on year), PAT ₹13.0 cr (+8% year on year), EBITDA margin 8.0% (+19 bps). Score 68 of 100, Above trend. Revenue growth was well above the company's own trend; EBITDA growth was above it; profit growth was in line with it. EBITDA margin rose 19 bps year on year. Share price after the results: −18.2% in 30 days (Nifty 500: 0.0%).
  • Q1 FY26: Revenue ₹454 cr (+9% year on year), EBITDA ₹36.0 cr (−22% year on year), PAT ₹11.0 cr (−56% year on year), EBITDA margin 7.9% (−315 bps). Score 46 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA and profit growth were below it. EBITDA margin fell 315 bps year on year. Share price after the results: +7.5% in 30 days (Nifty 500: +1.9%).
  • Q4 FY25: Revenue ₹449 cr (+14% year on year), EBITDA ₹33.0 cr (−3% year on year), PAT ₹8.0 cr (−38% year on year), EBITDA margin 7.4% (−128 bps). Score 40 of 100, Below trend. Revenue growth was well above the company's own trend; EBITDA growth was in line with it; profit growth was below it. EBITDA margin fell 128 bps year on year. Other income 31% of PBT. Tax rate 38%. Consolidated profit -38% but standalone +6%. Share price after the results: −0.2% in 30 days (Nifty 500: +1.0%).
  • Q3 FY25: Revenue ₹379 cr (+4% year on year), EBITDA ₹17.0 cr, PAT −₹2.0 cr (−200% year on year), EBITDA margin 4.5% (+531 bps). Score 20 of 100, Below trend. Revenue growth was in line with the company's own trend; profit growth was well below it. EBITDA margin rose 531 bps year on year. Revenue fell 8% from last quarter.
  • Q2 FY25: Revenue ₹411 cr (−10% year on year), EBITDA ₹32.0 cr (−53% year on year), PAT ₹12.0 cr (−68% year on year), EBITDA margin 7.8% (−713 bps). Score 0 of 100, Below trend. EBITDA margin fell 713 bps year on year. Other income 27% of PBT. Not enough history for a trend yet: scored on growth alone. Profit fell 52% from last quarter.

Past price moves after results do not indicate future moves. Not a recommendation.

IFGL Refractories Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.