Indian Metals & Ferro Alloys Ltd
Indian Metals & Ferro Alloys Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #3 of 9 in Ferrous Metals
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The short version
FY '27 sales volume expected to increase to about 400,000 tons from 265,000 tons in FY '26. The company has strong conviction on elevated commodity prices due to cost pressures and underinvestment in new capacity, supporting improved earnings in the medium term. - Q1 FY '27 is expected to be better than Q4 FY '26 with increased sales (~80,000 tons vs.
From Indian Metals & Ferro Alloys Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY '27 sales volume expected to increase to about 400,000 tons from 265,000 tons in FY '26.
- FY '28 volume anticipated to further increase to 475,000–500,000 tons.
- Q1 FY '27 expected sales volume around 80,000 tons due to additional output from KNR 2.
- Annualized rate of 500,000 tons targeted by Nov-Dec 2026.
- Export vs domestic sales mix planned to shift from 90-10 to 60-40 by next year.
- Long-term contracts to cover approximately 70-75% of sales, with the balance via spot sales to repeat customers.
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Profitability & Margins
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Capital Expenditure Plans
- FY '27 capex planned at approx. INR 450 crores for balance Kalinganagar & Ethanol projects and underground mines in Sukinda, funded mainly through internal accruals and partly through unutilized term loan of INR 170 crores.
- FY '28 capex expected to include major portion of mining expansion (~INR 700 crores), exact amount TBD.
- Investment of close to INR 1,000 crores planned to sustain underground mining output at 12 lakh tons per annum, shifting from open cast to underground mining.
- Completion of partially built 33 MVA furnace at KNR 2 targeted by June 2027 adding 50,000 tons capacity, pending environmental clearances.
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Top-ranked in Ferrous Metals
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
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Indian Metals & Ferro Alloys Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹763 Cr, net profit ₹103 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Indian Metals & Ferro Alloys Ltd's management said in earlier quarters
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Indian Metals & Ferro Alloys Ltd Q4 FY26 results?
FY '27 sales volume expected to increase to about 400,000 tons from 265,000 tons in FY '26. The company has strong conviction on elevated commodity prices due to cost pressures and underinvestment in new capacity, supporting improved earnings in the medium term. - Q1 FY '27 is expected to be better than Q4 FY '26 with increased sales (~80,000 tons vs.
What is Indian Metals & Ferro Alloys Ltd share price analysis?
Indian Metals & Ferro Alloys Ltd currently shows a neutral. The stock trades at a P/E of 15.3 with a market cap of ₹8,039 Cr. Investors should review the full earnings analysis for detailed insights.
Is Indian Metals & Ferro Alloys Ltd planning capital expenditure?
FY '27 capex planned at approx.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.