IRM Energy Limited — Investor Meet, 14-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

IRM Energy reported robust FY26 financials: Revenue INR 1066.66 Cr (+9% YoY), EBITDA INR 112.25 Cr (+17% YoY), and PAT 56.89 Cr (+21% YoY). Volume grew 9% to 223.67 MMSCM. The company expanded its CNG station network to 150, a 26% YoY increase. Management expects double-digit volume growth in FY27, targeting over 250 MMSCM, and anticipates improving EBITDA per SCM. Strategic focus includes aggressive CapEx in high-growth GAs like Namakkal & Trichy (INR 150-180 Cr planned for FY27), optimizing sourcing, and expanding infrastructure. The outlook is confident on sustained growth and margin stability, supported by domestic sourcing and operational efficiency.