INOX India Ltd (BOM:544046)

Q3 2026 INOX India Ltd Earnings Call Transcript

Feb 12, 2026 / 05:30 AM GMT

Release Date Price: ₹1169.2 (+1.94%)

Transcript

Key Points

Positve

INOX India Ltd (NSE:INOXINDIA) reported a 27% year-over-year growth in total income for the quarter, marking the highest ever quarterly sales.
The company achieved the highest ever quarterly export revenue of 271 crores, reflecting strong international demand.
INOX India Ltd secured significant orders in the industrial gas segment, including a major order from a US aerospace company, highlighting its engineering capabilities.
The LNG segment showed robust growth with a strong market share of over 85% in LNG semitrailers operating in India.
The company received global recognition for its sustainability practices and innovation, reinforcing its leadership in the industry.

Negative

Gross margins were slightly lower this quarter, attributed to fluctuations in commodity prices and project-specific factors.
The order inflow for Q3 was around 392 crores, which is below the anticipated 450 crores, indicating potential challenges in securing large orders.
The capacity utilization at the Sali plant for beverage kegs is low, around 25-30%, due to slower than expected order inflow.
There is a delay in the finalization of small-scale LNG bids in regions like Indonesia and Malaysia, affecting potential growth opportunities.
The company remains conservative in its growth guidance, projecting an 18-20% increase, despite multiple growth tailwinds in the business.

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

INOI.NS - INOX India Ltd
Q3 2026 INOX India Ltd Earnings Call
Feb 13, 2026 / 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 INO India Limited Q3 F 526 earnings call hosted by ICICI Securities Limited.

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

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

Please note that this conference is being recorded.

Anna hand the conference over to Mr. Mohit Kumar from ICIC Securities Limited.

Thank you and over to you, sir.

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Unidentified_2 [2]
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