INOX India Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
INOX India reported Q1 FY27 total income of Rs 382 crore, up about 8.3% year-on-year, with EBITDA of Rs 90 crore and profit after tax of Rs 61 crore flat year-on-year. Management highlighted a record quarterly order inflow of approximately Rs 532 crore, taking the total order book to around Rs 1,686 crore, including export orders exceeding Rs 1,140 crore. Management attributed the revenue shortfall versus its internal target to logistics disruptions that delayed dispatches, and discussed order momentum across aerospace, semiconductor, LNG, cryo-scientific and beverage keg businesses.
INOX India reported Q4 FY26 total income of INR475 crores, up approximately 24.2% year-on-year, and full-year FY26 revenue of INR1,632 crores, up approximately 21.2% over FY25. Management said adjusted EBITDA margin for the full year was 23.8%, with growth attributed to the Industrial Gas, LNG, Cryo-Scientific and Kegs divisions. The order book stood at INR1,514 crores as of March 31, 2026, with 63% from exports, and management discussed new orders including an aerospace order worth approximately INR200 crores, a Cochin Shipyard LNG tank order worth approximately INR85 crores, and progress on a new manufacturing facility at Kandla.