Indian Metals & Ferro Alloys Adverse Business Impact

Indian Metals & Ferro Alloys Earnings Call Transcript: Key Takeaways

Q2 and H1 FY27 volumes and prices rose YoY on KNR1 ramp-up, but margins are tightening (~₹28,000/t EBITDA) and cost guidance was withheld. FY27 production guided at 380,000 t.

Indian Metals & Ferro Alloys Acquisition Worth ₹2.5 Cr

Indian Metals & Ferro Alloys Limited will invest Rs. 2.50 Crore in its wholly owned subsidiary, Metallix Aviation Private Limited. The acquisition via rights issue aligns aviation assets with core business operations.

Value

₹2.50 Cr

Indian Metals & Ferro Alloys Dividend

Indian Metals & Ferro Alloys declared an interim dividend of Rs 5 per share for FY 2026-27. Record date is 12 November 2026.

Indian Metals & Ferro Alloys Q2 FY27 Results: Net Profit ₹147.8 Cr, Up 51.4% YoY

Indian Metals & Ferro Alloys Ltd reported revenue from operations of ₹968.2 Cr (+34.7% YoY) and net profit of ₹147.8 Cr (+51.4% YoY) for Q2 FY27.

Key figure

Net profit ₹147.8 Cr · +51.4% YoY

Indian Metals & Ferro Alloys Acquisition Worth ₹25.61 Cr

IMFA allotted 2,56,14,000 shares of JSW Renew Energy Twelve for Rs.25.61 Crore, its second tranche. This lifts IMFA's stake in JRETL to 26%.

Value

₹25.61 Cr

Indian Metals & Ferro Alloys Board Meeting Date

IMFA intimated that its Board meets 04/11/2026 to consider Q1/H1 results and any interim dividend. Only proposed items are listed, with no decision announced yet.

GRE Renew Enertech Adverse Business Impact

GRE Renew Enertech received Urjasol Energy's request to cancel a solar EPC purchase order. The company acknowledged the cancellation on 7 November 2026.

From

Urjasol Energy Private Limited

Aster DM Quality Care Adverse Business Impact

Aster DM Quality Care terminated its O&M and Medical Services agreements with DM Education and Research Foundation, ceasing related hospital operations. The Aster Wayanad hospital contributed 1.20% of turnover; no consideration was received.

Andhra Sugars Adverse Business Impact

The Andhra Sugars closed its Bhimadole sugar unit and Kovvur sulphuric acid unit, effective 1 October 2026. Board approved closures on 7 November 2026, citing plant age and cane unavailability.

Lancer Container Lines Adverse Business Impact

Lancer Container Lines disclosed a cyber fraud at its wholly owned UAE subsidiary, Lancia Shipping LLC. The estimated impact is USD 100,000, about Rs.0.94 Crore.

Value

₹0.94 Cr

Oil India Adverse Business Impact

Oil India reported a fire at an Indirect Bath Heater at its ITF-Tengakhat facility on 6 November 2026. One O&M contractor worker died and six were injured, and the fire was extinguished by 12:30 PM.

Goa Carbon Adverse Business Impact

Goa Carbon temporarily shut its Bilaspur unit from 6 November 2026 for maintenance work. The shutdown may temporarily affect production at the plant.

Execution

Temporary shutdown from 6 November 2026, duration not stated