IFB Industries Limited — PPTs, 01-02-2025: Investor Presentation

**Updates:**

IFB Industries has showcased a solid upward trend in financial performance for the quarter ending December 31, 2024, primarily driven by robust demand for its air conditioning units. Revenue for Q3 FY25 grew by 8% year-on-year to ₹1,232 crore, while EBITDA surged by 27% to ₹89.65 crore. However, revenue stagnated in November and December, influenced by seasonal factors. Nevertheless, the company has strategically positioned itself with new product launches slated for Q1 FY26, enabling potential growth in competitive segments. Inventory levels showed a healthy increase of 33% compared to last year, indicating strong demand anticipation. Moving forward, investors should monitor the company's strategies around cost optimization and inventory management, which will be crucial for maintaining margins and profitability in fluctuating market conditions.

**Financial Highlights (Q3 FY25):**

- Revenue: ₹1,232 crore (+8%)

- EBITDA: ₹89.65 crore (+27%)

- PAT: ₹34.36 crore (+45%)

- ROCE: 19.26% (YoY growth)

**Investor Implications:**

Positive sentiment around the air conditioning segment coupled with anticipated product launches forms a constructive outlook. Attention should be given to inventory management as the company capitalizes on seasonal demand, potentially driving earnings further.