IFGL Refractories Limited — PPTs, 01-06-2026: Investor Presentation

IFGL Refractories (IFGL) delivered solid FY26 results with consolidated revenue up 14% to ₹1,904 Cr. Domestic business shone, growing 20% to ₹864 Cr and consistently gaining market share. International operations also grew strong, especially US (+25%) and Europe (+15%).

Profitability (EBITDA) remained flat at ₹145.8 Cr due to high input costs and changing product mix, though headwinds are stabilizing. A key positive for future earnings: legacy goodwill amortization of ₹26.7 Cr is now complete, boosting FY27 reported profits. FY26 Adjusted PAT was ₹39.9 Cr (-7% YoY), with EPS at ₹4.81 (post-bonus issue).

IFGL is expanding with new greenfield projects: a Dolomite Bricks plant (₹300-350 Cr) by FY28 and a Basic Bricks JV (₹300 Cr) by FY29. Management is optimistic, citing improving global steel demand and India's robust growth. The Board has proposed a dividend of ₹2.15 per share for FY26. #IFGL #Refractories #Earnings