IFGL Refractories Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
IFGL Refractories reported consolidated total income growth of 13% year-on-year to INR515 crores in Q1 FY27, with standalone revenue up 8% to INR297 crores. Consolidated EBITDA rose 2% year-on-year to INR40 crores while standalone EBITDA declined 17% to INR31 crores due to higher raw material and LPG costs. Management said price increases were being implemented to offset input cost pressure and discussed progress at overseas subsidiaries including Monocon, Sheffield Refractories, and the US business.
IFGL Refractories reported Q4 FY26 standalone revenue of Rs 276 crore, up 2% year-on-year, and FY26 revenue of Rs 1,904 crore on a consolidated basis, up 14% over the previous year. Domestic business grew 20% for the full year while export revenue declined 11% due to geopolitical uncertainties, and consolidated EBITDA margin was 7.7% for FY26. Management also announced a leadership transition with Mukesh Rawal moving to India as Director and CEO India Operations and Manoj Rakhecha taking over as CEO International Operations.