INOX India Ltd

Meeting Details

• Type: Analyst/Investor Meet; no date or time provided.

Financial Performance

• Total income for Q1 FY27: INR 382 crores, up 8.3% YoY.
• EBITDA: INR 90 crores, up 1.4% YoY.
• PAT: INR 61 crores, flat YoY.
• Order book: INR 1,686 crores as of 30 Jun 2026, a record.
• Export order book: INR 1,140 crores.
• Liquidity: total fund availability of INR 331 crores.
• Quarterly order inflow: approx INR 532 crores, a record high.

Segment Highlights

• Industrial Gas: 8 large 1500 m3 tanks ordered; 6 more tanks from same customer.
• Semiconductor infra: storage and transport equipment for Dholera fabs ordered.
• Disposable cylinders: milestone of 2 million cylinders, with healthy repeat orders.
• Cryoseal/Liquid cylinder: strong traction; capacity expanded.
• LNG Solutions: orders for fueling stations; Bahamas terminal progress.
• CERN/ITER orders: Cryo-Scientific wins include CERN, ITER France.
• Beverage Keg: approvals from Heineken, AB InBev, Molson Coors; over 40% global beer volumes.
• AS9100D certification; ITM SLS Baroda skill center; Wayout water-microfactories.

Projects and Capacity

• Kandla facility capex progressing; expected operations by December end or mid-January.
• Savli facility: Cryo and Keg shops now under full production.
• Andaman Nicobar RFQ for launch pad likely by month-end.
• Third launch pad RFQ expected by month-end.
• Bahamas LNG project: first batch of large storage tanks reached site; installation underway.

Outlook and Guidance

• FY27 revenue growth guidance: 18% to 20%.
• Domestic vs export mix expected around 60:40.
• Logistics headwinds to ease; July disruptions; guidance remains intact.
• Large orders in pipeline could lift growth beyond guidance.

Q&A Highlights

• Aerospace TAM expands with onboard flight eligibility; propellant tanks potential.
• Semiconductor center: Ahmedabad project needs 200–300 skilled workers.
• US aerospace orders exceed INR 1,000 crores; aerospace portion around INR 400 crores.
• Delivery timeline: end-FY28 for US aerospace project; stage-wise completion.

Meeting Details

• Date and time: 4 August 2026, 11:00 IST
• Mode: virtual group conference call
• Organizer: INOX India Limited; ICICI Securities coordinating
• Purpose: discuss unaudited standalone and consolidated Q1FY27 results

Participants

• Chief Executive Officer
• Chief Financial Officer
• Investor Relations Officer

Notes

• Invitation annexed with call details
• Dial-in numbers or access codes not provided

Meeting Details

• Board meeting scheduled for 3 August 2026; time and venue not disclosed.

Key Agenda Items

• To consider and approve unaudited standalone and consolidated financial results for quarter ended 30 June 2026.

Other Notes

• Trading window closed from 1 July 2026 until 48 hours after results are made public.
• Results to be uploaded on the company's website.

Dematerialisation/rematerialisation status

• Details of dematerialised/rematerialised securities for the quarter were furnished to all stock exchanges.
• Securities dematerialised/rematerialised have been listed on the relevant stock exchanges.

Key orders and segment breakdown

• Total orders ₹939 crore secured since 21 May across IG, LNG, Cryo and beverages.
• IG ₹871 crore; LNG ₹44 crore; Cryo-scientific solutions ₹16 crore; beverages ₹8 crore.
• Mega IG order from space exploration; minor orders for vaporizers and storage tanks.
• LNG orders for storage tanks, dispensers, semi-trailers, and LNG fueling station equipment.
• ITER minor order received during this period.
• Momentum in cryogenic technologies and expansion across geographies and end-use sectors.

Shareholding change under PIT

• Disclosure under SEBI PIT Regulations 2015 filed in Form C.
• Executive Director disposed 71,000 equity shares (0.078% of capital).
• Post-disposal holding: 150,000 shares.
• Sold on-market between 22-06-2026 and 29-06-2026.
• Applies to promoter, promoter group, designated person, director, and their immediate relatives.
• No derivatives trading reported.
• Reporting person: Parag Padmakar Kulkarni (Executive Director).

INOX India Limited trading window closed from 1 July 2026 until 48 hours after the unaudited financial results for the quarter ended 30 June 2026 are submitted to the stock exchanges.

PIT disclosure summary

• Type: Code of Conduct for Insider Trading under SEBI PIT Regulations, 2015.
• Purpose: ensure promoter trades are disclosed for compliance and transparency.
• Event: disposal of 6,000 promoter shares on 26 June 2026.
• Promoter holdings: 640,000 prior, 634,000 post-disposal.
• Seller: Ms. Manju Jain, promoter group member.
• Trade type: on-market sale; disclosed via Form C.
• Derivative trading: NIL notional value reported for promoter group.
• Post-disposal shareholding approx. 0.698%.
• Disclosed to stock exchanges: BSE/NSE via form filing.
• Disclosure date: 26 June 2026; letter dated 30 June 2026.