| Management target | Revenue 25.0% FY27 |
|---|
| Revenue growth | 24% YoY growth reaching 326 crore INR. |
|---|---|
| Margins | EBITDA margin hit 19%; expected to stabilize at 7-8 INR/SCM. |
| Demand visibility | Strong, specifically in CNG and PNG-Commercial segments. |
| Management confidence | Confident, highlighting sourcing agility and record profitability. |
Growth
Revenue grew 24% YoY; EBITDA surged 139% YoY with margins hitting 19% due to HPSDP gas sourcing.
Outlook
Management targets 20-25% revenue CAGR over 5 years and expects FY27 EBITDA around 7-8 INR/SCM.
Risks
Supply disruptions in West Asia and regulatory-driven gas allocation cuts to industrial segments pose volume risks.
Last quarter's promises, checked
Delivered
- Guided 150 CNG stations → delivered 150 (= BEAT)
- Guided 9% volume growth → delivered 9% (= BEAT)
- Guided debt reduction from 140cr → delivered 72cr (= BEAT)
Earnings Call Transcript filed with BSE, NSE: IRMENERGY. Summary written with AI assistance from the document.
IRM Energy Ltd: key numbers
- Share price
- ₹260.70
- Market cap
- ₹1,070 Cr
- Revenue (annual)
- ₹1,067 Cr
- Net profit (annual)
- ₹53.21 Cr
- P/E (TTM)
- 14.6×Sector 24.7×
- Promoter holding
- 50.74%+0.67% QoQ
- FII holding
- 1.59%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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- Value
- ₹700.0 Cr
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