INOX India Limited — PPTs, 12-02-2026: Investor Presentation

Here's a concise summary for INOX India Ltd's Q3FY26 Investor Presentation:

1. **Business Performance:** INOX India delivered a strong Q3FY26 with record revenue of ₹436 Cr, up 27.4% year-on-year. Adjusted PAT surged 32.3% to ₹68 Cr. Exports were a key growth driver, contributing a record ₹271 Cr, or 62% of total revenue, with significant growth in the LNG segment.

2. **Growth Drivers or Strategy:** The company is strategically focused on the clean energy transition, providing solutions for Liquid Hydrogen, LNG infrastructure, and critical equipment for Fusion energy projects like ITER. Expansion into small-scale LNG and cryogenic fuel tanks for the burgeoning LNG-fuelled transport sector are key initiatives.

3. **Recent Developments:** Notable achievements include manufacturing India's first LNG-powered cryogenic tanker, securing additional orders from ITER, and receiving approvals and first orders from global breweries like Heineken and Molson Coors. A large 1000 M3 tank order from a US space company was also received.

4. **Key Financial Metrics:** Adjusted EBITDA for Q3FY26 increased 34.2% YoY to ₹102 Cr. For the first nine months of FY26, revenue grew 20% to ₹1157 Cr, and Adjusted PAT rose 23.7% to ₹189 Cr. The order backlog remains robust at ₹1457 Cr.

5. **Management Commentary / Outlook:** Management emphasizes a strong, net debt-free balance sheet with approximately ₹160 Cr in free cash, supporting aggressive growth plans. Investments in a new Cryo tank manufacturing facility and working capital for large, long-lead projects reflect confidence in future demand from the clean energy and aerospace sectors.