ISGEC Heavy Engineering Ltd (NSE:ISGEC)

Q3 2026 Isgec Heavy Engineering Ltd Earnings Call Transcript

Feb 10, 2026 / 10:30 AM GMT

Release Date Price: ₹931 (+18.06%)

Transcript

Key Points

Positve

ISGEC Heavy Engineering Ltd (BOM:533033) reported a 21% increase in standalone total income for the quarter ended December 2025 compared to the previous year.
The consolidated profit before tax from continuing operations increased by 72% to INR150 crores, showcasing strong financial performance.
The order book remains robust with a substantial increase in orders, reaching INR8,709 crores on a consolidated basis as of December 31, 2025.
The company is expanding its machine building division, which is expected to significantly increase annual revenue by INR225 crores by July 2026.
ISGEC Heavy Engineering Ltd (BOM:533033) is focusing on export markets, which offer better margins and payment terms, contributing to improved profitability.

Negative

The sale of the subsidiary Bioic Energy Holdings One Cayman Islands could not be completed due to the buyer's failure to make required payments.
The company continues to face challenges in selling its subsidiary companies, which are classified as discontinued operations.
Borrowings on a standalone basis increased to INR670 crores as of December 2025, indicating higher financial leverage.
The company is exposed to commodity price fluctuations, which could impact project costs and margins.
There is uncertainty regarding the sustainability of improved margins in the Hitachi joint venture, as margins can fluctuate due to various factors.

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

ISGE.NS - Isgec Heavy Engineering Ltd
Q3 2026 Isgec Heavy Engineering Ltd Earnings Call
Feb 10, 2026 / 10:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good day and welcome to ISJk Heavy Engineering Limited Q3 FI26 earnings conference call hosted by ICSA Securities Limited. As a reminder, all participant lines 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 0 on your touchstone phone. Please note that this conference is being recorded. I now hand over the conference to Mr. Mohis Kumar from ICIA Securities Limited.

Thank you and over to you.

--------------------------------------------------------------------------------
Unidentified_2 [2]
------------------

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.