Indian Metals & Ferro Alloys Limited — Q1FY27 earnings call summary

Filed 11 August 2026 · Official transcript

EBITDA margin robust at ~30% with volume and price gains; further margin improvement expected as KNR-1 and KNR-2 stabilize
Full capacity of 120,000 tons expected by Q4 FY27, a 50% increase
Q1 FY27 production reached 80,000 tons vs 65,000 tons average previously
FY27 production guidance toned down to ~380,000 tons due to transformer and gas cleaning plant constraints
Blended selling price near INR120,000/ton in Q1; Q2 prices expected stable with slight correction
Environmental clearance for 50,000 ton furnace expected clarity by mid-2027
Chrome ore stock at 600,000 tons to support capacity expansion
No impact from West Asia crisis; freight costs slightly higher but offset by prices