Indian Metals & Ferro Alloys Limited — Investor Meet, 11-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

IMFA achieved a breakthrough Q1 FY27 with record revenue and profitability, largely due to firm prices and KNR-2 acquisition. Production reached 80,000 tons, with KNR-1's first furnace tapping this month and Q4 FY27 targeting 120,000 tons. Full FY27 production is projected at ~380,000 tons, with FY28 aiming for 475,000-500,000 tons. Management sees Q2 prices stable, confident higher volumes and captive chrome ore will sustain robust numbers despite South African output. Cost efficiencies and forex gains bolstered results. IMFA remains keen on critical minerals.