INOX India Ltd (BOM:544046)

Q1 2026 INOX India Ltd Earnings Call Transcript

Aug 5, 2025 / 05:30 AM GMT

Release Date Price: ₹1119.8 (-4.60%)

Transcript

Key Points

Positve

INOX India Ltd (NSE:INOXINDIA) reported a revenue growth of 16.7% in Q1 2026, with EBITDA and profit after tax increasing by 19.4% and 18.9% respectively.
The company achieved a significant milestone by dispatching India's first ultra-high purity ammonia tanks, specifically designed for the semiconductor and solar panel sectors.
INOX India Ltd successfully launched India's first CO2 battery storage application, offering a scalable and sustainable alternative to lithium-ion batteries.
The LNG segment showed strong performance with streamlined production processes, supplying approximately 145 tanks to major oil manufacturers.
The company received global approval from major breweries, enhancing its position in the beverage keg division and expanding its footprint in regions like South America, Australia, and South Africa.

Negative

The beverage keg division's current volumes are still below internal expectations, despite securing global approvals.
There is competitive pressure from Chinese players in the beverage keg market, although anti-dumping duties help maintain a level playing field.
The LNG fueling stations' growth is slower than anticipated due to regulatory and land acquisition challenges.
The disposable cylinder business faces challenges from increased US tariffs, although the impact is mitigated by limited competition.
The company's new Savali plant is not yet fully stabilized, impacting profitability in the short term.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

INOI.NS - INOX India Ltd
Q1 2026 INOX India Ltd Earnings Call
Aug 05, 2025 / 05:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to IOX India Limited Q1 F 526 earnings conference call hosted by ICSA Securities.

As a reminder, all participants line will be in listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during this conference call, please signal an operator by pressing then 0 on your touchstone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Mohit Kumar from ICIC Securities.

Thank you and over to you.

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Unidentified_2 [2]
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