Isgec Heavy Engineering Limited — Investor Meet, 16-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

ISGEC reported a strong Q3 FY26 with standalone income up 21% to INR1,365 Cr and consolidated PBT from continuing operations up 72% to INR150 Cr. The consolidated order book surged 19% YoY to INR8,709 Cr, fueled by a strategic shift towards private sector and export orders. Management is investing over INR350 Cr in new capex for machine building and a Dahej skids facility, targeting substantial revenue growth. Efficiency and capacity utilization are key focus areas. The Cavite Biofuel plant is operational, but a buyer is still being sought. The company holds a confident outlook on diversified growth.