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

IRM Energy's Q3 FY26 revenue grew 6% YoY to INR 265 crore, with EBITDA up 34% to INR 30 crore. CNG, contributing 61% of revenue, continues strong volume growth. 11 new CNG stations were added in Q3, targeting over 150 by March-end. Management forecasts 10-12% volume growth this fiscal, with 12-15% next year, propelled by INR 250 crore CapEx over 1.5 years in Namakkal and Trichy. Gas sourcing is optimized given reducing APM allocation. Industrial volumes in Fatehgarh Sahib face challenges, awaiting regulatory support. The company's new, professional management team is focused on efficiency and strategic expansion.