Event Type: Q4 & FY26 Earnings Conference Call to discuss the financial performance for the quarter and year ended March 31, 2026.

Date and Time: The conference call was held on Friday, May 29, 2026, at 04:00 p.m. IST (16:00 hours).

Purpose: The stated purpose was to discuss the company's financial performance for Q4 and FY26 and provide a strategic update.

Management Participants: The call featured Mr. Aditya Puri (Managing Director), Mr. Kishore Chatnani (Joint Managing Director and Chief Financial Officer), and Mr. Sanjay Gulati (Joint Managing Director and Head - Manufacturing Units). The call was moderated by Mr. Mahesh Patil from ICICI Securities Limited.

Availability of Materials: A transcript of the conference call was filed with the stock exchanges and is available on the company's website at www.isgec.com. The disclosure states that the audio recordings were uploaded on the stock exchange on May 29, 2026.

UPSI Statement: The document is a compliance filing for the transcript of a call that has already occurred. The standard disclaimer about forward-looking statements was read at the beginning of the call, but the filing itself does not contain a specific statement regarding the sharing of Unpublished Price Sensitive Information (UPSI).

Financial Period Discussed: The call specifically discussed the financial performance for the quarter and year ended March 31, 2026 (Q4 FY26 and FY26).

Financial Highlights & Guidance:

  • Standalone FY26 Performance: Revenue grew 4.2% Year-on-Year (YoY) to INR 5,229 crores. Profit Before Tax (PBT) grew 17% YoY to INR 455 crores. Management noted that approximately INR 80 crores of this PBT was from items related to the Philippines business. The underlying operational PBT was approximately INR 375 crores.
  • Margins: Manufacturing EBIT margin for FY26 was 12.46%. Project business EBIT margin for FY26 was 4.58%.
  • Exports: Export revenue for FY26 was INR 1,169 crores (22% of total revenue), more than doubling from INR 532 crores in the previous year.
  • Dividend: The dividend for the year is INR 6 per share, up 20% from last year.
  • Consolidated FY26 Performance: Consolidated EBITDA was INR 671 crores (up 19% YoY). Consolidated PAT was INR 154 crores (down 25% YoY), primarily due to a significant increase in depreciation of INR 104 crores related to the reclassification of the Philippines assets.
  • Philippines Ethanol Plant (Cavite Biofuels): The plant commenced commercial production on December 17, 2025, using sugarcane and later molasses. Ethanol sales started on March 25, 2026. The plant is now classified as a continuing operation.
  • Order Book & Capex: The opening order book for FY27 is about INR 7,000 crores. New orders worth INR 1,400 crores were booked in the first two months of Q1 FY27. Capital expenditure during FY26 was INR 153 crores, with a further INR 25 crores approved for capacity expansion.
  • FY27 Outlook: Management provided standalone revenue growth guidance of 10% to 12% for FY27. They expect manufacturing EBIT margins to be maintained in the 12% - 13% range and project business margins to improve to around 5.5%. The increased level of export revenue is expected to continue.
  • Working Capital: More than INR 200 crores of FGD-related retention money was realized in Q4 FY26, with INR 165 crores remaining expected to be collected by August 2026.

Additional Notes Section

Attachments: The regulatory filing enclosed the transcript of the conference call that took place on May 29, 2026.

Financial Data: This announcement itself is a compliance filing for a transcript. The transcript contained within it does include extensive financial data, performance figures, and forward-looking guidance, as detailed in the summary above.