Indian Metals & Ferro Alloys Capacity Expansion

Earnings Call

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.

Acquisition

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

Dividend

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.

Financial Results

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

Acquisition

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

Board Meeting Date

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.

Capacity ExpansionJungle Camps India Ltd 544304

Jungle Camps India Capacity Expansion: ₹0.08 Cr Investment

Jungle Camps India leased the 14-room Kuno Palpur Jungle Camp resort in Sheopur, MP, for 4 years 11 months from 05 November 2026. An Rs.8 lakh refundable security deposit is payable under the lease.

Value

₹0.08 Cr

Execution

4 years 11 months (05 November 2026 to 04 October 2031)

resort rooms

14.0 rooms

Capacity ExpansionJungle Camps India Ltd 544304

Jungle Camps India Capacity Expansion

Jungle Camps India leased a 14-room resort in Madhya Pradesh, which it will operate itself. The lease runs to October 2031 with no change in control.

Execution

4 years 11 months, 05 November 2026 to 04 October 2031

resort rooms

14.0 rooms

Capacity ExpansionB.R.Goyal Infrastructure Ltd 544335

B.R.Goyal Infrastructure Capacity Expansion

B.R.Goyal will set up a 2 lakh cubic metre per annum RMC plant in Indore by March 2027. The plant is relocated from Maharashtra and needs nil investment.

Execution

By the quarter ending March 2027

RMC production capacity

200000.0 cubic metres per annum

Capacity ExpansionHappy Forgings Ltd HAPPYFORGEAlfa AlertAn Alfa Alert is ALFA Finder's top-priority alert: filings that can move a stock, such as orders, fund raises and approvals, sent to subscribers on Telegram within seconds of reaching the exchange.

Happy Forgings Capacity Expansion: ₹500 Cr Investment

Happy Forgings plans to add about 24,000 MT forging and 14,000 MT machining capacity by FY29. The ₹500 Crore investment is funded through internal accruals and debt.

Value

₹500.0 Cr

Execution

FY28 and FY29, phased

forging capacity

24000.0 MTPA

Capacity ExpansionConnplex Cinemas Ltd CONNPLEXAlfa AlertAn Alfa Alert is ALFA Finder's top-priority alert: filings that can move a stock, such as orders, fund raises and approvals, sent to subscribers on Telegram within seconds of reaching the exchange.

Connplex Cinemas Capacity Expansion

Connplex Cinemas reported its expanded exhibition network: 54 properties, 152 screens and 12,930 Ultra Comfort seats across 39 cities. Footprint growth continues.

total screens

152.0 screens

Capacity ExpansionSC Agrotech Ltd SCAGRO

SC Agrotech Capacity Expansion

SC Agrotech Ltd informed BSE that the MCA incorporated its wholly owned subsidiary SC Cropwise Agritech Private Limited on 04 November 2026. The company holds 100% initial shareholding, with no monetary consideration disclosed.