INOX India Limited — Investor Meet, 11-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

INOX India posted strong Q1 FY26 results: Revenue up 16.2% to INR 352 Cr, EBITDA up 19.4% to INR 89 Cr, PAT up 18.9% to INR 61 Cr. Order backlog is INR 1,457 Cr (63% exports). Key Q1 inflows include India's first ultra-high purity ammonia ISO containers and a CO2 battery storage order. A major INR 145 Cr Cryostat Thermal Shield order for ITER was secured. LNG fuel tank production is expanding, targeting 5,000-6,000 units annually. Beverage kegs received global approval from Heineken, with Q2 orders of INR 28,000 crores from a German company. Management is confident of 18-20% revenue growth for FY26.