Isgec Heavy Engineering Limited — Investor Meet, 18-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

ISGEC Heavy Engineering reported strong Q1 FY27: Standalone income at INR 1,585 Cr (+51% YoY), PBT up 10% to INR 123 Cr. Consolidated income jumped 45% to INR 1,993 Cr. New orders hit INR 2,323 Cr, boosting standalone order book to INR 7,727 Cr. Exports soared to INR 385 Cr. Management projects 10-12% FY27 revenue growth, with manufacturing margins at 12-13%. Net borrowings decreased significantly. The Philippines ethanol plant incurred an INR 83 Cr loss, but Q2 losses are expected to be lower. Capacity expansions are progressing, poised to drive future growth. Strategic focus on high-tech projects and exports continues. Management's tone is cautiously optimistic.