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

INOX India posted record Q2 FY26 total income of ₹371 Cr (+16% YoY) and PAT of ₹62 Cr (+22.9% YoY), alongside record H1 earnings. Order backlog hit an all-time high of ₹1,485 Cr (63% exports), signaling strong revenue visibility. Key wins include large cryogenic vessels for US aerospace and satellite LNG power stations. The company is bullish on scaling beverage kegs with major brewery bids and expanding LNG drill tank production 10x. Management is confident in achieving yearly targets, driven by strong execution, diverse portfolio, and growing global demand in new sectors like hydrogen and semiconductors.