INOX India Limited — Investor Meet, 19-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

INOX India posted strong Q3 & 9M FY'26 results, with Q3 revenue at ₹436 Cr (up 27% YoY) and PAT at ₹68 Cr (up 32% YoY), both highest ever. Exports hit a record ₹271 Cr. The order backlog stands at ₹1,457 Cr.

The company secured significant orders: cryogenic tanks for a US aerospace firm, marine LNG tanks for Europe, and LNG terminal tanks for Africa. Demand for Cryoseal and liquid cylinders also hit new highs. LNG semi-trailers dominate India (85% market share), and a new serial production line boosts fuel tank capacity. Dual-fuel LNG trains for Indian Railways show growth potential. Management expects 18-20% growth for FY'27, with a confident outlook for future orders and expansion.