| Revenue growth | 11% YoY for Q4 FY26; 10% for full year FY26. |
|---|---|
| Margins | PBDIT margin 5.5% in Q4. Aiming for 17-18% EBITDA in Engineering. |
| Order book | Engineering new order wins ₹153cr in FY26; target ₹350cr for FY27. |
| Demand visibility | Strong buoyancy in market share; first 2 months of Q1 FY27 positive. |
| Management confidence | Bullish on revenue recovery via portfolio simplification and distribution expansion. |
Growth
Q4 revenue grew 11%; PBDIT rose 16.3% to ₹80.7 crore. Engineering business CAGR is 13% over five years.
Outlook
Targeting 20-25% growth in Engineering and Home Appliances. Planned cost savings of ₹150 crore; Engineering EBITDA margin target 17-18%.
Risks
Significant impact from volatile forex (₹52cr) and commodity costs (₹32cr). Muted growth in Air Conditioners due to early monsoons.
Last quarter's promises, checked
Delivered
- Revenue growth target 12% → delivered 11% (= BEAT)
- Engineering growth target 20%+ → delivered 20% CAGR (= BEAT)
- Launch 12kg/13kg washers by Sep → delivered 13kg/14kg launch (= BEAT)
Partly delivered
- Logistics cost savings target ₹150cr → activity started/impact pending (= PARTIAL)
- AC market share target 10% → current 3.5% (= PARTIAL)
- Engineering capex target ₹200-300cr → FY26 spent ₹63cr (= PARTIAL)
Missed
- Material cost reduction target ₹79cr → delivered ₹32cr impact (= MISS)
- Engineering EBITDA target 17-18% → delivered 14.5% (= MISS)
- Appliance margin target 10% → delivered 5.5% (= MISS)
Earnings Call filed with NSE, NSE: IFBIND. Summary written with AI assistance from the document.
IFB Industries Ltd: key numbers
- Share price
- ₹1,216.00
- Market cap
- ₹4,927 Cr
- Revenue (annual)
- ₹5,619 Cr
- Net profit (annual)
- ₹143.6 Cr
- P/E (TTM)
- 30.7×Sector 45.6×
- Promoter holding
- 74.96%+0.00% QoQ
- FII holding
- 0.79%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from IFB Industries Ltd
All →IFB Industries Investor Presentation: Key Takeaways
IFB reported Q1 FY27 revenue growth of 17% YoY to ₹1529Cr, with PAT surging 50% to ₹38.06Cr. Strategy focuses on SKU rationalization and premium product mix expansion.
- Call
- Guides 200% growth
IFB Industries Other Announcement
IFB Industries Limited has reconstituted its Audit, Stakeholders Relationship, Corporate Social Responsibility, and Project Review Committees following its Board meeting on August 6, 2026.
IFB Industries Q1 FY27 Results: Net Profit ₹43 Cr, Up 64.1% YoY
IFB Industries Ltd reported revenue from operations of ₹1,585 Cr (+18.4% YoY) and net profit of ₹43 Cr (+64.1% YoY) for Q1 FY27.
- Key figure
- Net profit ₹43 Cr · +64.1% YoY
IFB Industries Management Change
IFB Industries Limited reported the demise of Non-Executive Director Mr. Ashok Bhandari on August 3, 2026. He subsequently ceases to be a director on the company's board.
IFB Industries Annual General Meeting
IFB Industries Limited conducted its 50th Annual General Meeting on July 29, 2026. All resolutions proposed in the notice were passed with the requisite majority.
IFB Industries Board Meeting Date
IFB Industries Limited has rescheduled its board meeting, originally planned for July 28, 2026, to August 6, 2026, due to unavoidable circumstances.