IFGL Refractories Limited — Investor Meet, 17-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

IFGL Refractories' Q1 FY27 consolidated revenue grew 13% YoY to INR 515 Cr, with PAT up 58% YoY to INR 17 Cr. Consolidated EBITDA rose 2% to INR 40 Cr, despite higher raw material and fuel costs impacting standalone EBITDA (-17% YoY to INR 31 Cr). Management expects pricing actions to improve margins ahead. India's steel market remains strong, supporting domestic growth. Overseas operations, especially the US, performed well. Monocon is expanding products and geographies, and Sheffield Refractories began production in Vizag. Management is optimistic, targeting double-digit consolidated EBITDA margins, believing the worst is behind them.