IFGL Refractories Ltd (NSE:IFGLEXPOR)

Q1 2026 IFGL Refractories Ltd Earnings Call Transcript

Aug 13, 2025 / 10:30 AM GMT

Release Date Price: ₹232.82 (+5.62%)

Transcript

Key Points

Positve

IFGL Refractories Ltd (BOM:540774) achieved its highest ever quarterly revenues, with standalone revenues growing by 14% and consolidated revenues by 10% year-on-year.
The company's strategic focus on the Indian domestic market has resulted in a 32% increase in standalone domestic business.
The restructuring efforts in the United States are showing early signs of improvement, with positive impacts expected from the 'Made in America' policy.
The UK operations in Sheffield are performing well, with technology transfers on track to bring advanced products to the Indian market.
The company has successfully internalized and implemented new technology for developing Coldar SS for Slabcaster, showing encouraging trial results.

Negative

Profitability was lower compared to the previous year due to higher raw material costs and increased employee costs following organizational changes.
Export revenues declined by 22% year-on-year, largely due to economic slowdowns in overseas markets.
The German operations continue to face pressure from the ongoing European economic slowdown in the foundry space.
The company's EBITDA margin declined by 15% year-on-year, primarily driven by elevated costs and structural changes.
The ongoing global volatility poses challenges, although the company remains optimistic about future stability and growth.

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

IFGL.NS - IFGL Refractories Ltd
Q1 2026 IFGL Refractories Ltd Earnings Call
Aug 13, 2025 / 10:30AM 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 the IFGL Refractories Limited Q1 F5 26 earnings conference call hosted by Monarch Network Capital Limited.

This conference call may contain forward-looking statements about the company, which are based on the beliefs, opinions, and expectations of the company as on date of this call. These statements are not the guarantees of future performance and involve risk and uncertainties that are difficult to predict.

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

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