IFB Industries Limited — Investor Meet, 10-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

IFB Industries' Q3 FY26 revenue grew 12% to INR 1,382 Cr, but PAT fell to INR 24.51 Cr (1.8% margin), hit by a INR 13.38 Cr exceptional item, forex, commodity costs, and higher promotions. Management admits execution issues, now tackling them with consultants for cost and sales. A new CEO joins April 15, aiming for double-digit margins and over 20% CAGR in Home Appliances. Engineering plans INR 300-400 Cr capex for 20%+ growth in new automotive and chain projects. Sentiment is resolute, focused on aggressive restructuring and strategic initiatives for exponential growth and profitability.