IFBINDNSEQ2 FY 2025 -261 November 2025

IFB Industries Limited

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Key numbers — 40 extracted
12%
1326.61 102.50 7.73 68.32 5.15 49.75 24.73 1189.24 79.02 6.65 44.64 3.75 33.30 19.32 12% 30% 53% 49% Revenue for the quarter registered a growth of 12% over the previous year. Within
30%
.61 102.50 7.73 68.32 5.15 49.75 24.73 1189.24 79.02 6.65 44.64 3.75 33.30 19.32 12% 30% 53% 49% Revenue for the quarter registered a growth of 12% over the previous year. Within this,
53%
102.50 7.73 68.32 5.15 49.75 24.73 1189.24 79.02 6.65 44.64 3.75 33.30 19.32 12% 30% 53% 49% Revenue for the quarter registered a growth of 12% over the previous year. Within this, the
49%
0 7.73 68.32 5.15 49.75 24.73 1189.24 79.02 6.65 44.64 3.75 33.30 19.32 12% 30% 53% 49% Revenue for the quarter registered a growth of 12% over the previous year. Within this, the HAD D
14%
quarter registered a growth of 12% over the previous year. Within this, the HAD Division recorded 14% growth , while the Engineering Division grew by 6 % . The quarter’s performance was primarily dri
6 %
year. Within this, the HAD Division recorded 14% growth , while the Engineering Division grew by 6 % . The quarter’s performance was primarily driven by strong sales in the washer category , whereas
49 %
he washer category , whereas AC segment revenues remained subdued . PBDIT for the quarter grew by 49 % , supported by healthy performance in August and September , although remained moderate . Conseq
8%
637.43 2433.68 172.45 6.54 102.25 3.88 75.11 19.09 165.57 6.80 97.04 3.99 72.14 20.92 8% 4% 5% 4% The Company reported a revenue growth of 8 % on a year-to- date (YTD) basis . Overall
4%
43 2433.68 172.45 6.54 102.25 3.88 75.11 19.09 165.57 6.80 97.04 3.99 72.14 20.92 8% 4% 5% 4% The Company reported a revenue growth of 8 % on a year-to- date (YTD) basis . Overall per
5%
2433.68 172.45 6.54 102.25 3.88 75.11 19.09 165.57 6.80 97.04 3.99 72.14 20.92 8% 4% 5% 4% The Company reported a revenue growth of 8 % on a year-to- date (YTD) basis . Overall perform
8 %
165.57 6.80 97.04 3.99 72.14 20.92 8% 4% 5% 4% The Company reported a revenue growth of 8 % on a year-to- date (YTD) basis . Overall performance was moderated by weak revenue in the first q
4 %
irst quarter, which impacted the cumulative results for the period . PBDIT improved marginally by 4 % , while PBT grew by 5% , broadly in line with the PBDIT trend. The subdued performance in Q1 had a
Guidance — 20 items
Key action areas for this quarter include
opening
• Exclusive manning at priority outlets • Optimal model placement and display execution • Training of Customer Sales Representatives across all IFB Points • Identification of key kitchen appliance counters for increased visibility and sales To achieve the target of ₹5 crore in monthly sales, the emphasis remains on strategic product placement and impactful counter displays .
Key action areas for this quarter include
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We plan to introduce best in class and industry's first technology features even in the upcoming range of models which are currently under development for the next season which would also be energy efficient .
Key action areas for this quarter include
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Margin improvement will be our main focus area with the help of effective cost management and revenue generation, which will improve our operational performance & financial stability.
Key action areas for this quarter include
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Basis our order pipeline we expect to stabilize around 15 Cr per month in Q3 and our internal target is to reach Rs 20 Crs per month revenue by Q4 FY 26 .
Key action areas for this quarter include
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By Q4 FY 26 , we expect to supply Thermo - label compliance hood type and undercounter dishwashers too.
Key action areas for this quarter include
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This will help us in further reduction of BOM cost and aesthetic look will be better.
OEM
opening
in Crore FY 2025 - 26 FY 2024 - 25 FY 2025 - 26 FY 2024 - 25 Q2 Q2 YTD YTD 1060.43 928.82 2108.19 1936.72 71.73 6.76 47.54 3.92 24.73 45.98 4.95 16.48 1.77 22.53 113.93 106.21 5.40 51.65 2.45 17.20 5.48 47.94 2.48 29.98 Particulars Revenue PBDIT PBDIT % of revenue PBT PBT % of revenue ROCE ~ Annualised Performance Overview Revenue has grown by 14% in Q2 FY26, and PBDIT has grown by ~56% as against the same period last year.
Note
opening
Q2 FY24 Q3 FY24 Q4 FY24 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Notes:Calculated based on average of closing and opening inventory for the reported period and annualized sales for the reported period Industries Limited | Investor Presentation Q2 – FY – 25 -26 26 Engineering Division Performance Report Q2 Performance Overview ₹.
Note
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in Crore Particulars Q2 FY 25 - 26 Q2 FY 24 - 25 Growth % Engineering Engineering Engineering Engineering booked new business EV - Positive & Neutral Focus ₹29 Cr and EV Negative segment made up to : EV Neutral segments made up to ~65% of bookings with ~35% Cr of bookings with ₹16 Cr of ₹45 Crores for the Q2 of FY26.
Note
opening
Revenue PBDIT PBT Revenue PBDIT PBT 229.25 35.23 28.31 216.69 35.20 28.55 6% 0.01% - 0.80% Long - term Growth Strategy Particulars Q1 FY 25 - 26 Q1 FY 24 - 25 Growth % Engineering Engineering Engineering 449.26 413.00 68.47 54.69 65.47 51.40 9% 5% 6% The division has set a target for itself for adding new orders to the tune of the next 2 years.
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Risks & concerns — 6 flagged
Many core AC companies faced challenges during peak summer and acknowledged April- Sept decline .
Key action areas for this quarter include
in Crore Industries Limited | Investor Presentation Q2 – FY – 25 -26 33 Engineering Division Business Outlook Performance Overview Order bookings totalled ₹61 crore till YTD Sep, 25 , with ₹28 crore in EV - negative (ICE) parts (46 percent of total)), ₹32 crore in EV - neutral modules (53 percent of total), and ₹1 crore in EV - positive components (1 percent), reflecting a 54 percent mix of EV - neutral and EV - positive bookings to de- risk against accelerating EV penetration .
Notes
thereby diversifying its order book and mitigating EV - transition risk.
Notes
In view of recent regulatory changes which is making import of chains difficult.
Notes
The Division proposes to start in-house chain manufacturing line to de- risk our existing Aftermarket chain sprocket operation .
Notes
There is a slight decline in PBT in Q2 FY 2025 -26.
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Speaking time
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Key action areas for this quarter include
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OEM
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Total income
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PBIDT
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Total income
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PBDIT
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PBT
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Trade Payables
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Opening remarks
Key action areas for this quarter include
• Exclusive manning at priority outlets • Optimal model placement and display execution • Training of Customer Sales Representatives across all IFB Points • Identification of key kitchen appliance counters for increased visibility and sales To achieve the target of ₹5 crore in monthly sales, the emphasis remains on strategic product placement and impactful counter displays . FY 2025 – 26 model planogram has been finalized, and we have introduced new models in the fast- growing Cooker Hood segment, featuring BLDC motors, filter- less design, gesture controls, and heat auto- clean technology . In line with emerging market trends, we have benchmarked and mapped optimal price brackets to strengthen our competitiveness and value proposition . Kitchen Appliances Value Sales ₹ in Crores Q2 FY '26 Q1 FY ‘26 Q2 FY ‘25 5.64 5.50 5.89 Note : All the product-wise are at net sales level after eliminating respective scheme costs. Industries Limited | Investor Presentation Q2 – FY – 25 -26 18 Home Ap
OEM
We have tied up with one OEM in Netherland for Finishing Equipment - Flat Work Ironer/Folder/Feeder and in some cases Boot Laundry Machines for India Railways . These machines will also cater to Government, hospitality and hospital projects . Industries Limited | Investor Presentation Q2 – FY – 25 -26 21 Commercial Appliances Revenue Summary Website for Commercial Appliances is developed. LinkedIn marketing has started where our visibility is increasing. Particulars Q2 FY '26 Q1 FY ‘26 Q2 FY ’25 Commercial Laundry ₹. in Crores Commercial Dishwashing ₹. in Crores Total Value ₹. in Crores 19.90 10.01 29.91 23.33 5.99 29.32 30.05 8.38 38.43 Note : All the product-wise are at net sales level after eliminating respective scheme costs. Industries Limited | Investor Presentation Q2 – FY – 25 -26 22 Home Appliances Division Service In Q2, focus was on our service ecosystem through a data - driven Quality Network program — evaluating every franchisee cluster through Franchisee Scorecards along
Note
1. This representation is based on quarterly net sales data after adjusting all scheme costs. 2. Service revenue includes product sales and AMC / EW etc.. 3. This excludes other income / losses. Front Loader Top Loader Service AC Microwave Commercial Products Refrigerator Dishwasher Others Industries Limited | Investor Presentation Q2 – FY – 25 -26 25 Home Appliances Division Focused approach resulting in consistent improvement in inventory days Trend in Inventory Holding Days - HAD over last nine quarters 75 77 74 72 53 61 78 67 70 Division is constantly working towards further improving the inventory holding days. This quarter inventory holding has increased from 67 days to 70 days due to increase in AC inventory. Q2 FY24 Q3 FY24 Q4 FY24 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Notes:Calculated based on average of closing and opening inventory for the reported period and annualized sales for the reported period Industries Limited | Investor Presentation Q2 – FY – 25 -26 26 Eng
Notes
1. Calculated based on average of closing and opening inventory for the reported period and annualized sales for the reported period Inventory > 30 days ₹ 30 Crore* * Inventory includes ₹ 19 Crore of tool inventory which are made for customers and they have a turnaround time of 120 - 150 days. Company has received advance from the customers to the tune of ₹ 3 Crore against such inventory. The Division is focussing on liquidating the balance inventory. Target is to reach 25 days inventory holding days. Industries Limited | Investor Presentation Q2 – FY – 25 -26 30 Engineering Division Performance Report Business Vertical Wise – Q2 FY ‘26 vs Q2 FY ‘25 ₹. in Crore ₹. in Crore Revenue Growth YOY Fine Blanking Stamping After market Q2 FY 26 Q2 FY 25 Growth % 192.30 181.90 29.9 18.4 24.6 23.4 5.71% 21.5% -21.4% 5.80% PBDIT Growth YOY Fine Blanking Stamping After market Total Engineering Q2 FY 26 Q2 FY 25 Growth % 32.80 4.3 - 0.2 35.23 30.30 4.1 0.9 35.20 8.25% 4.87% -111% 0.10% Total Enginee
Notes
1. YoY means Year on Year – comparison between Q2 current year and Q2 last year Industries Limited | Investor Presentation Q2 – FY – 25 -26 31 Engineering Division Performance Report Business Vertical Wise – YTD FY ‘26 vs YTD FY ‘25 ₹. in Crore ₹. in Crore Revenue Growth YOY Fine Blanking Stamping After market YTD FY 26 YTD FY 25 Growth % 377.30 348.20 57.4 34.9 47.5 37.9 8.4% 20.8% - 8% 8.8% PBDIT Growth YOY Fine Blanking Stamping After market Total Engineering YTD FY 26 YTD FY 25 Growth % 62.20 8.4 - 0.2 68.47 56.70 8.0 0.9 65.47 9.7% 5.0% -124.9% 4.6% Total Engineering 449.26 413.00
Notes
1. YoY means Year on Year – comparison between YTD Sep 25 Vs YTD Sep 24 Industries Limited | Investor Presentation Q2 – FY – 25 -26 32 Engineering Division Quarterly Performance Analysis Financial Performance Q2 FY ‘26 Revenue +6% YoY +4% QoQ PBDIT 0.10% YoY 6% QoQ PBT - 0.80% YoY 7% QoQ
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