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IRM Energy Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹286
Market cap₹1.2K Cr
P/E16.5
Updated23 Aug 2026
Read4 min read

The short version

Expecting double-digit volume growth in FY27 and beyond, with a target to cross 250 MMSCM from 223.67 MMSCM achieved previously. IRM Energy expects double-digit volume growth in FY27, targeting 250+ MMSCM, up from 223.67 MMSCM in FY26.

From IRM Energy Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • Expecting double-digit volume growth in FY27 and beyond, with a target to cross 250 MMSCM from 223.67 MMSCM achieved previously. (Page 12)
  • Planning a volume growth of 14-15% in the current year, with hopes to maintain or exceed 20%+ year-on-year growth across CNG, PNG commercial, and PNG industrial segments. (Page 21)
  • Industrial segment volume growth expected to be higher, potentially 23-24%, with growth supported by NGT order implementations. (Page 21)
  • Volume additions expected with new CNG stations: 36 stations planned for the current year following 150 stations added previously. (Page 22)

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Profitability & Margins

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Capital Expenditure Plans

  • Planned CapEx for Namakkal and Trichy for FY27 is around INR 150 crore to INR 180 crore, adding to the existing INR 257 crore investment in these GAs. (Page 8)
  • CapEx in other three GAs will be funded through internal accruals and an available term loan facility of INR 40-45 crores. (Page 28)
  • Investments in two companies, Venuka Polymers and Farm Gas, are part of a backward integration strategy. Farm Gas produces CBG, which IRM Energy is sourcing under a synchronization scheme via GAIL. (Page 26)

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Top-ranked in Gas

Ranked on what management guided this quarter

Guidance-ranked
1Aegis Logistics Ltd
Rev 2Mar 3
2GAIL (India)
Rev 3Mar 3
3
Rev 3Mar 3
4
Rev 3Mar 3
5
Rev 3Mar 3
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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

The transcript does not explicitly mention the current or expected order book or pending orders for IRM Energy Limited. However, relevant operational and expansion plans can be summarized: - The company successfully added 150 CNG stations last year. - For the current financial year, IRM Energy plans to add around 36 new stations. - There is ongoing focus on maintaining high-volume growth, targeting over 20% CAGR in all segments. - The business is executing robust project rollouts and planning phase-wise expansions. - The company maintains strong capital discipline supporting expansion with term loans sanctioned up to INR 45 crores.

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IRM Energy Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹280 Cr, net profit ₹13 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What IRM Energy Ltd's management said in earlier quarters

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Frequently Asked Questions

What were IRM Energy Ltd Q4 FY26 results?

Expecting double-digit volume growth in FY27 and beyond, with a target to cross 250 MMSCM from 223.67 MMSCM achieved previously. IRM Energy expects double-digit volume growth in FY27, targeting 250+ MMSCM, up from 223.67 MMSCM in FY26.

What is IRM Energy Ltd share price analysis?

IRM Energy Ltd currently shows a neutral. 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?

Planned CapEx for Namakkal and Trichy for FY27 is around INR 150 crore to INR 180 crore, adding to the existing INR 257 crore investment in these GAs.

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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.