Indian Metals & Ferro Alloys Limited — Investor Meet, 03-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

IMFA's Q4 FY26 PAT surged to INR 103 Cr (vs INR 47 Cr YoY), with realizations at ~INR 109,000/ton. KNR 2 contributed 2,200 tons in Q4, now producing ~6,000 tons/month. KNR 1 furnaces are expected online by mid-July.

The company is expanding renewable energy to 135 MW and aims to pivot towards 60-40 export-domestic sales. FY27 mining target is 10 lakh tons. Management is confident in demand and sustained elevated ferrochrome prices due to cost pressures and capacity underinvestment. Q1 FY27 sales outlook is strong at ~80,000 tons with higher prices.