Event Type: Q4 FY26 Earnings Conference Call hosted by Nirmal Bang Equities Private Limited

Date and Time: June 10, 2026 (time not specified in transcript)

Purpose: Discussion of quarterly results for Quarter and Financial Year ended 31st March, 2026 and strategic business updates

Management Participants:

  • Mr. Sandeep Joseph Abraham - Managing Director and Chief Executive Officer, Home Appliances Division
  • Mr. Soumitra Goswami - Chief Financial Officer
  • Mr. C.S. Govindaraj - Executive Director, Manufacturing, Home Appliances Division
  • Mr. Jayanta Chanda - Chief Financial Officer, Engineering Business
  • Mr. Shantanu Chakraborty - Plant Head, Engineering Business
  • Mr. Kartik Muchandi - Head, Finance and Accounts, Home Appliances Division
  • Mr. Ranjan Mohan Mathur - National Sales Head, Home Appliances Division

Moderator: Mr. Rabindranath Nayak from Nirmal Bang Equities Private Limited

Financial Period Discussed: Q4 FY26 and Full Year FY26 ended 31st March, 2026

Key Financial Highlights:

  • Q4 FY26 Revenue: INR 1,456 crores (11.03% YoY growth from INR 1,312 crores)
  • Q4 FY26 PBDIT: INR 80.7 crores (5.5% of revenue)
  • Q4 FY26 PAT: INR 33.72 crores (2.3% of revenue)
  • Full Year FY26 Revenue: INR 5,476 crores (10% YoY growth from INR 4,977 crores)
  • Full Year FY26 PAT: INR 133.34 crores (2.4% of revenue)
  • Exceptional item of INR 13.96 crores recognized for labor code compliance

Strategic Updates:

  • Product portfolio simplification across categories with reduced SKUs
  • Plans to launch 13kg and 14kg washing machines to address market gap
  • Target of INR 150 crore cost optimization for FY27 (INR 29 crore already achieved in April-May)
  • Home appliances division targeting 20%+ growth
  • Engineering division targeting 20% revenue growth and 17-18% EBITDA margin
  • New tooling subsidiary established in Switzerland (Schmid Automotive Appliances)

Compliance Statement: The transcript was submitted pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. No specific statement regarding unpublished price sensitive information was made in the transcript.

Additional Notes Section

Attachments: The document references an enclosed call transcript that is also available on the company's website at https://www.ifbindustries.com/financial.php

Financial Data Disclosure: Significant financial data was disclosed during the conference call, including quarterly and annual results, segment performance metrics, and forward-looking guidance.

Management Change Update: Mr. Sandeep Joseph Abraham recently joined as MD and CEO of Home Appliances Division on April 8, 2026. Chairman Mr. Bikramjit Nag was unable to attend due to illness.