IRM Energy Ltd Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book
Published 25 Aug 2026 | Gas | Market Cap: ₹1.2K Cr
IRM Energy targets a 20-25% revenue growth CAGR over the next five years. IRM Energy expects a 20-25% revenue growth CAGR over the next five years (Page 4).
From IRM Energy Ltd's Q1 FY27 earnings-call transcript · updated 25 Aug 2026.
Price
₹280
Market Cap
₹1.2K Cr
P/E Ratio
16.5
Revenue Rank
Margin Rank
How does IRM Energy Ltd rank in Gas?
Compare IRM Energy Ltd against every Gas company this quarter on revenue, margins and earnings-call signals.
IRM Energy Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹280 Cr, net profit ₹13 Cr.
Full financials →📊 Revenue & Sales Performance
Rank 2- →IRM Energy targets a 20-25% revenue growth CAGR over the next five years.
- →For FY27, the company expects approximately 25% top-line/revenue growth YoY.
- →Volume growth is anticipated at around 10-12% annually.
- →Specifically, Namakkal & Trichy volumes are expected to grow significantly from 14.2 MMSCM in FY26 to 25-30 MMSCM in FY27.
- →CNG sales are expanding rapidly, contributing 67% of total volumes in Q1 FY27 with notable growth in commercial volumes (75% YoY).
- →The company aims to deepen PNG customer penetration with ongoing infrastructure expansion.
- →CAPEX of about INR 150 crore planned for FY27, primarily for Namakkal and Trichy to support volume growth.
- →Long-term contracts and new supply sources support margin sustainability and stable volumes.
- →EBITDA per SCM guidance for next three quarters stands at INR 7-8 per SCM.
📈 Profitability & Margins
Rank 3- →IRM Energy expects a 20-25% revenue growth CAGR over the next five years (Page 4).
- →For FY27, revenue growth guidance is around 24-25% YoY (Pages 7, 9).
- →EBITDA per SCM is expected at INR 7-8 for the next three quarters in FY27, compared to INR 10 reported in Q1 (Pages 7, 8).
- →PAT margin improved to 10.5% in Q1 with PAT growth of 140% YoY; management is optimistic but cautious about maintaining similar PAT levels each quarter (Page 4, 17).
- →Volume growth is projected at 10-12% for FY27, driving earnings growth (Pages 6, 9).
- →Management highlighted tight cost controls, optimized sourcing contracts, and an expanding infrastructure network as key drivers for sustained EBITDA and profitability growth (Pages 4, 13, 17).
- →No explicit EPS guidance mentioned, but overall profitability and operational metrics indicate positive earnings momentum ahead.
🏗️ Capital Expenditure Plans
Yes- →FY27 CapEx plan of approximately INR 150 crore, primarily allocated for Namakkal and Trichy (NT) geographical areas.
- →Additional investments planned: INR 50 crore each for Banaskantha (BK), and combined INR 100 crore for Diu & Gir Somnath and Fatehgarh.
- →Focus on infrastructure rollout to support volume growth, including transitioning CNG stations to more profitable online models.
- →CapEx aimed at lowering operational costs, expanding domestic and commercial PNG connections, and tapping industrial market potentials.
- →Strategic investments include setting up fast-fueling dispensers and establishing fueling infrastructure within Tamil Nadu State Transport Corporation depots.
- →IPO proceeds utilized to the tune of INR 337 crore (~68%), mainly for City Gas Distribution network development in Namakkal and Trichy.
- →Reinforcement of the management team with experienced industry leaders to support execution of growth and operational excellence.
💰 Fundraising & Capital Structure
No information- →There is no explicit mention in the transcript about any current or future fundraising plans through debt or equity.
- →The management highlighted that they are aggressively investing IPO proceeds and ploughed-back profits for CAPEX, indicating no immediate need for fresh fund raising.
- →The focus is on using internal accruals and IPO money for expansion and infrastructure rollout across the geographical areas.
- →The CAPEX for FY27 is planned around INR 150 crore, primarily funded from existing resources.
- →Management expressed strong confidence in their balance sheet and capital discipline without referring to additional fundraising plans.
📋 Order Book & Pipeline
No informationKey Metrics
Revenue
Margin
Capex
Fundraise
Order Book
Frequently Asked Questions
What were IRM Energy Ltd Q1 FY27 results?
IRM Energy targets a 20-25% revenue growth CAGR over the next five years. IRM Energy expects a 20-25% revenue growth CAGR over the next five years (Page 4).
What is IRM Energy Ltd share price analysis?
IRM Energy Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 16.5 with a market cap of ₹1,208 Cr. Investors should review the full earnings analysis for detailed insights.
Is IRM Energy Ltd planning capital expenditure?
FY27 CapEx plan of approximately INR 150 crore, primarily allocated for Namakkal and Trichy (NT) geographical areas.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.