IFGLEXPORNSEQ1/FY2025-2612 August 2025

IFGL Refractories Limited

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Key numbers — 40 extracted
8%
r for IFGL Refractories Limited Said, “During the quarter, our consolidated Total Income grew by 8% to ₹457 crores, while our standalone business reported a 12% increase in Total Income, driven by a
₹457 crore
IFGL Refractories Limited Said, “During the quarter, our consolidated Total Income grew by 8% to ₹457 crores, while our standalone business reported a 12% increase in Total Income, driven by a robust 32% gr
12%
our consolidated Total Income grew by 8% to ₹457 crores, while our standalone business reported a 12% increase in Total Income, driven by a robust 32% growth in domestic revenues. However, our overall
32%
crores, while our standalone business reported a 12% increase in Total Income, driven by a robust 32% growth in domestic revenues. However, our overall performance on profitability was impacted by hig
15%
formance Highlights Total Revenue (Rs. Crs) EBITDA (Rs. Crs) PAT (Rs. Crs) +12% 248 278 44 -15% 38 -33% 22 15 Q1FY25 Q1FY26 Q1FY25 Q1FY26 Q1FY25 Q1FY26 Gross Margin (%) EBITDA Margins
33%
ighlights Total Revenue (Rs. Crs) EBITDA (Rs. Crs) PAT (Rs. Crs) +12% 248 278 44 -15% 38 -33% 22 15 Q1FY25 Q1FY26 Q1FY25 Q1FY26 Q1FY25 Q1FY26 Gross Margin (%) EBITDA Margins (%) PAT
52%
FY25 Q1FY26 Q1FY25 Q1FY26 Q1FY25 Q1FY26 Gross Margin (%) EBITDA Margins (%) PAT Margin (%) 52% 47% 18% 9% 14% 5% Key Highlights ✓ In Q1FY26, our standalone revenue from operations stood
47%
Q1FY26 Q1FY25 Q1FY26 Q1FY25 Q1FY26 Gross Margin (%) EBITDA Margins (%) PAT Margin (%) 52% 47% 18% 9% 14% 5% Key Highlights ✓ In Q1FY26, our standalone revenue from operations stood at ₹
18%
26 Q1FY25 Q1FY26 Q1FY25 Q1FY26 Gross Margin (%) EBITDA Margins (%) PAT Margin (%) 52% 47% 18% 9% 14% 5% Key Highlights ✓ In Q1FY26, our standalone revenue from operations stood at ₹275 c
9%
1FY25 Q1FY26 Q1FY25 Q1FY26 Gross Margin (%) EBITDA Margins (%) PAT Margin (%) 52% 47% 18% 9% 14% 5% Key Highlights ✓ In Q1FY26, our standalone revenue from operations stood at ₹275 crore
14%
5 Q1FY26 Q1FY25 Q1FY26 Gross Margin (%) EBITDA Margins (%) PAT Margin (%) 52% 47% 18% 9% 14% 5% Key Highlights ✓ In Q1FY26, our standalone revenue from operations stood at ₹275 crores, re
5%
FY26 Q1FY25 Q1FY26 Gross Margin (%) EBITDA Margins (%) PAT Margin (%) 52% 47% 18% 9% 14% 5% Key Highlights ✓ In Q1FY26, our standalone revenue from operations stood at ₹275 crores, reflec
Guidance — 14 items
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“No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company.”
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“We will be intellectually honest, ethical and uphold the highest standards of moral principles and governance.”
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“All our long-term and short-term decisions pertaining to manufacturing, services and deliveries will be made considering customer needs, with speed and agility.”
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“CORE VALUES Sustainable Growth We will grow responsibly by ensuring environment, safety and economic sustainability.”
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“14 Our Ethos y t i l i b a t i f o r P By adhering to the core values of our company, we will be the supplier of choice for our customers.”
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“20 Board of Directors Sudhamoy Khasnobis Board Member Sudhamoy Khasnobis, an Engineering Graduate, is a career banker with broad and diversified experience in development banking and project finance, structured finance, investment banking and loan origination, stressed assets management and workouts.”
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“As an ecologically responsible organisation, we plan to become more self-reliant and energy-efficient in future.”
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“Crs) 1,658.3 1,670.4 212.8 77.5 79.2 81.7 1,399.7 1,275.4 1,042.5 175.9 158.5 166.1 65.6 146.0 43.0 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24# FY25 FY21 FY22 FY23 FY24 FY25 #Before One-off provision 31 Consolidated Historical Profit & Loss Statement Particulars [Rs.”
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“Crs) 465.7 446.5 528.3 344.2 241.0 167.8 404.7 349.8 325.0 359.4 302.0 300.7 259.4 272.0 228.2 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 Payables (Rs.”
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“Crs) Return on Equity (%) = Net Profit / Networth Return on Capital Employed (%) = EBIT / Total Capital Employed 187.2 186.2 179.3 155.1 235.8 8.3% 7.9% 7.6% 7.4% 14.1% 11.3% 10.4% 9.4% 3.9% 6.3% FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 Total Capital employed includes total equity & total long-term debt.”
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Risks & concerns — 9 flagged
However, our overall performance on profitability was impacted by high raw material cost pressure and export challenges stemming from the global market slowdown.
— Website
The current global environment remains volatile, with geopolitical uncertainties affecting multiple regions.
— Website
The decline in EBITDA and margins was primarily driven by ongoing global headwinds, elevated raw material costs, and higher employee expenses resulting from structural changes and team expansion at various levels.
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This decline was primarily due to economic slowdowns and softer demand in key overseas markets.
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✓ EBITDA for the quarter was ₹39 crores, reflecting a 26% year-on-year decline, primarily due to elevated raw material costs, higher employee expenses, and the continued slowdown in global markets.
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Additionally, Q1FY25 EBITDA had included a provision reversal of around ₹ ₹3.5 crores related to a specific customer, which was not present in the current quarter ✓ EBITDA margins stood at 8.5% in Q1FY26, representing a decline of 405 basis points over the same period last year, though improving by 40 basis points sequentially.
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We understand sustainability as an amalgamation of four key considerations, which are: The Importance Of Giving Back To The Planet Replenishing the resources of Mother Earth is a key point of concern for everyone at IFGL.
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27 Sustainability Ensuring The Welfare Of All Stakeholders Through the implementation of the latest safety protocols, production parameters and efficient processes, IFGL ensures that the health & well-being of our employees or our esteemed customers are never put at any risk.
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After three years of decline, WSA expects to see a broad-based recovery in the world excluding China in 2025.
— Website
Speaking time
Website
1
Investor Relations Advisor
1
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Opening remarks
Website
https://ifglgroup.com/ and shall be available at link https://ifglgroup.com/investor/investor-presentation/. Thanking you, Yours faithfully, For IFGL Refractories Ltd. (Mansi Damani) Company Secretary E Mail: mansi.damani@ifgl.in Encl: As above IFGL REFRACTORIES LIMITED Head & Corporate Office: McLeod House 3 Netaji Subhas Road, Kolkata 700 001, India Tel: +91 33 4010 6100 | Email: ifgl.ho@ifgl.in CIN: L51909OR2007PLC027954 www.ifglgroup.com Registered Office: Sector B, Kalunga Industrial Estate P.O. Kalunga, Dist. Sundergarh, Odisha 770 031, India Tel: +91 661 266 0195 | Email: ifgl.works@ifgl.in IFGL Refractories Limited Investor Presentation Q1FY26 - August 2025 Safe Harbor This presentation and the accompanying slides (the “Presentation”), prepared by IFGL Refractories Limited (the “Company”), are solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in
Investor Relations Advisor
IFGL Refractories Ltd. CIN - L51909OR2007PLC027954 Mrs. Mansi Damani mansi.damani@ifgl.in www.ifglgroup.com Strategic Growth Advisors Pvt. Ltd. CIN - U74140MH2010PTC204285 Mr. Sagar Shroff / Mr. Vatsal Shah sagar.shroff@sgapl.net / vatsal.shah@sgapl.net +91 98205 19303 / +91 88796 59884 www.sgapl.net
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