INOX India Q1 FY27 Earnings Call Transcript Released
INOX India reported record Q1 FY27 order inflow of ₹532 crore, with the total order book at ₹1,686 crore. Total income grew 8.3% YoY to ₹382 crore, while EBITDA was ₹90 crore. Key wins include orders from the space exploration sector and CERN. The company also secured aerospace quality certification and advanced its semiconductor and water solutions initiatives.
The announcement details record order inflows, a strong order backlog, and significant strategic developments like the aerospace certification and new partnerships, which are expected to drive future growth and revenue.
The company reported record order inflows and a strong order book, alongside revenue growth and strategic advancements in aerospace, semiconductor, and water solutions. Management expressed optimism about future prospects.
INOX India Limited has released the transcript of its Q1 FY27 earnings conference call held on August 4, 2026. The call featured insights from CEO Mr. Deepak Acharya and VP, Accounts and Finance & Head Investor Relations, Mr. Sunil Lavati.
Mr. Acharya highlighted a strong Q1 FY27, with the company achieving its highest-ever quarterly order inflow of approximately ₹532 crore, bringing the total order book to around ₹1,686 crore. The export order book now exceeds ₹1,140 crore. Key order wins included those for the space exploration industry (8 large 1500 cubic meter cryogenic storage tanks and 6 additional tanks), semiconductor manufacturing facilities in Dholera, and continued healthy repeat orders for disposable cylinders. The LNG Solutions business saw multiple orders for fueling stations from clients like Sabarmati Gas, Ultra Gas, and BPCL, with projects progressing in the Bahamas and Cochin Shipyard. The Cryo-Scientific Division secured a prestigious order from CERN for specialized cryogenic modules and another from ITER France.
The company also made strides in new growth platforms, obtaining the AS9100D aerospace quality certification, enabling it to manufacture onboard flight application components. A skill development center for semiconductor pipeline fabrication and orbital welding was established in partnership with ITM SLS Baroda University. Furthermore, a partnership with Wayout of Sweden aims to manufacture modular water microfactories in India.
Financially, for Q1 FY27, total income stood at ₹382 crore, an 8.3% year-on-year growth. EBITDA was ₹90 crore, a 1.4% increase year-on-year, and profit after tax was ₹61 crore. The order book as of June 30, 2026, was ₹1,686 crore, with over ₹1,140 crore from export orders. The company has a total fund availability of ₹331 crore.
Discussions during the Q&A touched upon the expanding TAM in the aerospace sector due to the new certification, the semiconductor market opportunities, potential upward revision in order intake guidance, and the U.S. market entry strategy. The company also addressed the transformer tank business, the potential of the Wayout partnership, and the performance of the LNG segment. Updates were provided on the ISRO and Andaman Nicobar mini LNG terminal project bidding, and the progress of the Kandla manufacturing plant, targeted for operation by December end or mid-January. The company expects continued growth in the industrial gas sector and is working on developing products for the nuclear sector.
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