IFGL Refractories Limited — PPTs, 10-08-2026: Investor Presentation

IFGL Refractories delivered a resilient Q1FY27. Standalone revenue grew 7% YoY to ₹299 Cr, with profit after tax (PAT) up 7% to ₹16 Cr. Domestic revenue faced raw material cost pressures, while exports rebounded strongly, surging 9% to ₹69 Cr on improving international demand. Consolidated revenue jumped 13% to ₹515 Cr, and PAT soared 58% to ₹17 Cr, boosted by strong international operations and the absence of goodwill amortization.

The company is focused on cost optimization, operational efficiency, and margin improvement, leveraging its global footprint. The refractory industry outlook is constructive, with demand tailwinds from global steel capacity investments and infrastructure development, particularly India's fast-growing steel market. Key financial metrics include standalone EBITDA margin at 11% and consolidated EBITDA margin at 8%. Management expressed cautious optimism, highlighting the strong export rebound and commitment to profitable growth amid recovering market conditions.