Ifb Industries Ltd · NSE:IFBIND
Ifb Industries — Q4 FY2026 Earnings Presentation
47 slides from Ifb Industries's earnings presentation, Jun 5, 2026
Slide 1: Exchange covering letter for investor presentation
N 5th June, 2026 The Manager The Manager Department of Corporate Services The National Stock Exchange of India Ltd. BSE Limited, Exchange Plaza, 5th Floor Phiroze Jeejeebhoy Towers Plot No-C/1, G Block, Dalal Street, Bandra Kurla Complex Mumbai- 400001 Mumbai - 400051 NSE Symbol: IFBIND | BSE Scrip
Slide 2: Financial Report 31st March 2026 FY 2025-2026
IF FINANCIAL REPORT 31st March 2026 FY 2025-2026
Slide 3: Q4 FY 2025-26 Performance Report
Q4 FY 2025 -26 Performance Report ₹ in Crore Particulars Q4 FY 25 -26 Q4 FY 24 -25 Growth % Revenue 1456.38 1311.68 11% PBDIT 80.72 69.39 16% Performance Overview PBDIT % on revenue 5.54 5.29 PBT (before exceptional Revenue growth for the quarter stood at 11% , All the divisions recorded 46.05 29.34
Slide 4: YTD FY 2026 Performance Report
YTD FY 2026 Performance Report ₹ in Crore Particulars FY 25 -26 FY 24 -25 Growth % Revenue 5475.91 4977.19 10% PBDIT 334.07 324.61 3% Performance Overview PBDIT % on revenue 6.10 6.52 PBT (before exceptional Revenue growth for the year stood at 10% , with overall performance 193.57 171.26 13% impact
Slide 5: Financial Trend Q4-26
Financial Trend Q4 Industries Limited | Investor Presentation Q4 – FY – 25 -26 4
Slide 6: Financial Trend YTD-26
Financial Trend YTD Industries Limited | Investor Presentation Q4 – FY – 25 -26 5
Slide 7: Parameters of Q4 FY 2026
Parameters of Q4 FY 2026 Total Revenue Revenue from Operations PBDIT ₹ 1456 Crore ₹ 1447 Crore ₹ 81 Crore (+) 11.03% (+) 11.28 % (+) 16.33% PBDIT Margin % Net Profit Margin % EPS 5.54% 2.32% ₹ 8.33 (+) 25 bps (+) 62 bps (+) 51.45% Receivable Inventories Accounts Payable ₹ 395 Crore ₹ 631 Crore ₹ 963
Slide 8: Parameters of YTD FY 2026
Parameters of YTD FY 2026 Total Revenue Revenue from Operations PBDIT ₹ 5476 Crore ₹ 5443 Crore ₹ 334 Crore (+) 10.02% (+) 10.14% (+) 2.91% PBDIT Margin % Net Profit Margin % EPS 6.10% 2.44 % ₹ 32.91 (- ) 42 bps (- ) 15 bps (+) 3.52% Receivable Inventories Accounts Payable ₹ 395 Crore ₹ 631 Crore ₹
Slide 9: Net Debt
Net Debt Zero As on 31st March 2026 , the Company’s Total borrowing was ₹12.77 crores as on quarter end date representing term loan amount. debt stood at ₹12.77 crores, pertaining to the Stamping and Steel Divisions . Break - up of term loan borrowings & its position as on 31 st March 2026 including
Slide 10: Home Appliance Division Q4 FY 2025-2026
+ Home Appliance | Division Q4 FY 2025-2026
Slide 11: Business Updates: Market Overview
Home Appliances Division Business Updates MARKET OVERVIEW The consumer durables industry faced muted demand and margin compression due to sharp increases in raw material costs and INR depreciation during FY26 . IFB’s focus was on strengthening execution, improving frontline productivity, and acceler
Slide 12: Range of Products: Washers, Air Conditioners
Home Appliances Division Range of Products Washers The company delivered double digit sales growth in the washer category in Q4. The premium front load washing machine industry continues to witness positive momentum, driven by increasing consumer preference for larger capacity and feature - rich was
Slide 13: Range of Products: Dishwashers, Refrigerators, Industrial
Home Appliances Division Dishwashers The industry expanded by 15% in Q4, while IFB delivered a growth of 42%, reflecting strong execution and market penetration. This performance translated into a market share gain, strengthening our position in the category. Range of Refrigerators In Q4, the compan
Slide 14: Flagship Platform Driving Premium Front Load Growth
Home Appliances Division IFB’s Flagship Platform Driving Premium Front Load Growth Scaling IFB’s leadership in Precision Fabric Care through AiDOS technology The premium front load washing machine industry continues to witness positive momentum, driven by increasing consumer preference for larger ca
Slide 15: From Washing Machine To Complete Laundry Solution
Home Appliances Division From Washing Machine To Complete Laundry Solution Strengthening IFB’s leadership in premium all - in - one laundry solutions The Washer Dryer category continues to witness premiumization trends with industry volumes growing by ~30% YoY. The premium 10Kg+ segment has grown ev
Slide 16: Smarter Washing. Superior Care.
Home Appliances Division Smarter Washing. Superior Care. Premium Top Load Experience through Smart Connected Technologies The Top Load industry continued to witness premiumization with overall category growth of ~8% YoY, led by momentum in higher capacity segments, reflecting rising consumer prefere
Slide 17: Air Conditioners
Home Appliances Division Air Conditioners IFB is working towards strengthening its position in the RAC segment . Our current product range is designed to deliver consistent performance even in extreme summer conditions . All IFB ACs work efficiently even at an ambient temperature of 55 °C . We have
Slide 18: Microwave Ovens
Home Appliances Division Microwave Ovens The microwave oven market has degrown by 5% in Q4 compared to LY Q4. As per market data, the three segments of solo, convection and grill have shown a decline . IFB has shown a growth in its market share and has continued its No . 2 market position . In Q4, w
Slide 19: Built-in Oven, Dishwashers, MWOs, Chimneys and Hobs
Home Appliances Division Built - in Oven, Built in Dishwashers, Built in MWOs , Chimneys and Hobs In Q4 of FY 26 , we expanded our display footprint, and this will continue into FY 27. In response to evolving market dynamics, we have benchmarked and aligned our pricing to enhance competitiveness and
Slide 20: Dishwashers
Home Appliances Division Dishwashers For Q4 of FY 2025 -26 , the domestic dishwasher market reached approximately 38 ,000 units, during which we strengthened our position by gaining market share . This performance was driven by enhanced e- commerce presence and sustained momentum across IFB Points,
Slide 21: Service Q4
Home Appliances Division Service Q4 In Q4, focus has been on accelerating the shift to a customer -first service philosophy through the 'Happy Customer' program, scaling digital infrastructure across every service touchpoint, strengthening network quality and spares availability for faster last - mi
Slide 22: Laundry & Dishwashing Equipment Q4
Commercial Appliances Q4 Laundry & Product Road Map Highlight: Laundry: Successful migration to new platform of Laundry in 15Kg and 30Kg segment. These machines are better performing with contemporary looks and Dishwashing Equipment technology that have been globally benchmarked. which will help us
Slide 23: Home Appliances Division Financial Summary
Home Appliances Division Financial Summary ₹ in Crore Performance Overview FY 2025 -26 FY 2024 -25 FY 2025 -26 FY 2024 -25 Particulars Revenue has grown by 10% in Q4 FY26, and PBDIT has increased by ~21% as Q4 Q4 YTD YTD against the same period last year. Results are better than last year but below
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Slide 25: Vehicle Sales Volume Growth in India
Vehicle Sales Volume Growth in India TWO WHEELER FOUR WHEELER Commercial Electric Two Vehicles Wheeler 1.3% 26.4% 3.2% 13.2% 12.2% 19.2% 19.5% 32.2% QoQ YoY QoQ YoY QoQ YoY QoQ YoY Classification Q3 FY 26 Q4 FY 26 QoQ Q4 FY 25 YOY (No. in Lacs) Two Wheeler 56.96 57.73 1.3% 45.68 26.4% Four Wheeler 1
Slide 26: Automobile business Growth Outlook
Industry outlook on the business perspectives of Automobile business Growth Outlook FY 26 Analysis: • Historic Close to FY 26 All four segments - Passenger Vehicle’s (PV), Commercial Vehicle’s (CV), Three -Wheelers and Two-Wheelers - hit simultaneous all-time high annual sales for the first time in
Slide 27: Engineering Division Performance Report Q4
Engineering Division Performance Performance Q3 Overview Report Q4 ➢ Engineering division booked new business of ₹62 Crores for the Q 4 of FY 26 and ₹153 Crores for the YTD FY 26 . ➢ Out of ₹62 Crores of new business awarded in Q 4 FY 26 , EV Neutral segment amounted to ₹24 Crores (39 % ) and EV - N
Slide 28: Engineering Division ROCE Trend
Engineering Division ROCE % ROCE TREND Particulars FY 2022 -23 FY 2023 -24 FY 2024 -25 FY 2025 -26 The reduction in ROCE % is due to lower PBIT and increase in capital employed . PBIT is lower due to Capital Employed 264.7 196.1 241.1 257.9 increase in fixed cost and start up expenses of ₹3.51 Crore
Slide 29: Inventory Holding Days
Engineering Division Inventory Holding Days over last six quarters Inventory holding days Inventory 58 58 58 > 30 days ₹ 34 Crore* * Inventory includes ₹ 18 56 56 Crore of tool inventory which are made for customers and they have a 55 turnaround time of 120 - 150 days. Company has received advances
Slide 30: Performance Report Business Vertical Wise Q4
Engineering Division Performance Report Business Vertical Wise – Q4 FY ‘26 Vs Q4 FY ‘25 ₹ in Crore ₹ in Crore Revenue PBDIT Q4 FY 26 Q4 FY 25 Growth % Q4 FY 26 Q4 FY 25 Growth % Growth YOY Growth YOY Fine Blanking 202.33 184.19 9.85% Fine Blanking 34.36 33.89 1.38% Stamping 25.28 21.56 17.25% Stampi
Slide 31: Performance Report Business Vertical Wise YTD
Engineering Division Performance Report Business Vertical Wise – YTD FY ‘26 Vs YTD FY ‘25 ₹ in Crore ₹ in Crore Revenue PBDIT YTD FY 26 YTD FY 25 Growth % YTD FY 26 YTD FY 25 Growth % Growth YOY Growth YOY Fine Blanking 771.97 704.62 9.50% Fine Blanking 125.38 118.77 10.44% Stamping 107.56 88.68 22.
Slide 32: Quarterly Performance Analysis
Engineering Division Quarterly Performance Analysis Financial Performance Q4 FY ‘26 Revenue PBDIT PBT +12% YoY -2% YoY -1% YoY +1% QoQ 11% QoQ 13% QoQ 244.79 242.73 217.98 37.59 33.19 30.10 29.84 36.98 26.30 Notes: Q4 Q4 Q3 Q4 Q4 Q3 Q4 Q4 Q3 1. YoY means Year on Year – comparison between current yea
Slide 33: Engineering Division Business Outlook
Engineering Division Business Outlook Performance Overview Order bookings totalled ₹153 Crores for FY 25 -26 , with ₹71 Crores in EV - negative (ICE) parts (46 percent of total)), ₹75 Crores in EV - neutral modules (49 percent of total), and ₹7 Crores in EV - positive components (5 percent), reflect
Slide 34: Engineering Division Financial Summary
Engineering Division Financial Summary ₹ in Crore Particulars FY 25 - 26 FY 24 - 25 FY 25 - 26 FY 24 - 25 Performance Q4 Q4 YTD YTD Revenue 244.79 217.98 934.20 835.15 Overview PBDIT 36.98 37.59 138.63 135.40 PBDIT % on revenue 15.11 17.25 14.84 16.21 Revenue has grown by 12% during the quarter comp
Slide 35: Steel Division Financial Summary
Steel Division Financial Performance Overview Summary Sales volume during the year stood at 25,840 MT, reflecting a growth of 7.5% over the previous year’s volume of 24 ,042 MT. Revenue increased by 5% from ₹185.15 Crores in the previous ₹ in Crore year to ₹194.23 Crores during FY 2025 -26 . FY 25 -
Slide 36: BLDC Motor Division Project Status
Motor Division BLDC Project Status Commercial Progress We have commenced commercial production of BLDC motors for washing machines in Q3 FY 25 and supplied 3.35 lakh motors in FY 25 – 26 . We also began supplying AC motors in Q3 FY 26 , but were unable to fully capitalize on the available internal d
Slide 37: Automotive Motors Financial Summary
Automotive Motors Financial Summary ₹ in Crore Quarterly Result YTD Result FY 25 - 26 (Q4) FY 24 - 25 (Q4) YTD Mar - 26 YTD Mar - 25 Particulars ACTUAL ACTUAL ACTUAL ACTUAL Revenue 19.88 16.46 76.33 65.96 PBDIT 0.02 - 0.47 0.12 - 1.83 PBDIT % on 0.10 - 2.86 0.16 - 2.77 revenue PBT (before - 0.21 - 0
Slide 38: Automotive Motors Business Update
Automotive Motors Business Update Automotive Motor Division – Performance and Outlook New Product Launch Financial Performance We have commenced mass production of blower controllers for passenger car The Automotive Motor Division has delivered around 20% revenue growth climate control applications.
Slide 39: Global Automotive & Appliances Financial Summary
Global Automotive & Appliances Pte. Limited Financial Summary Performance IFB Industries Limited, the Holding Company, has one wholly owned Overview subsidiary - Global Automotive & Appliances Pte . Limited (GAAL) and two step - down subsidiaries - Thai Automotive & Appliances Limited (TAAL) & Total
Slide 40: Thai Automotive & Appliances Financial Summary
Thai Automotive & Appliances Limited Financial Summary ₹ in Crore Performance FY 25 - 26 FY 24 - 25 FY 25 - 26 FY 24 - 25 Overview Particulars Q4 Q4 YTD YTD Total income: TAAL reported revenue of ₹25.19 Crores in Q4, as compared to ₹20 .01 Crores Revenue 25.19 20.01 78.62 66.33 in the corresponding
Slide 41: IFB Refrigeration Limited Performance Overview
IFB Refrigeration Limited Performance Overview In Q4 of FY' 26 sales volume was 79,731 units against 71,298 units in corresponding quarter of last year registering growth of 12% . In FY' 26 , sales were 3,83 ,295 units against 2,93 ,404 units in FY’ 25 which is an increase of 31% . With the launch o
Slide 42: Standalone Income Statement
Financial Statements QTR (₹ in Crores) YTD (₹ in Crores) Standalone Particulars Total Sale of products Less: Trade scheme & discounts 31st March'26 1880.39 513.03 31st March'25 1637.08 408.83 31st March’26 6931.49 1778.15 31st March’25 6193.55 1518.56 Income Statement Net Sales - Sale of services 13
Slide 43: Standalone Balance Sheet
Financial Statements Standalone ₹ In Crores STANDALONE BALANCE SHEET 31st March’26 31st March’25 ASSETS Balance Sheet Property, Plant & Equipment* Investment in Subsidiaries & Associate 683.10 118.96 683.36 118.96 Inventories 630.67 667.54 Investment in Mutual Funds 260.86 201.98 Trade Receivables 3
Slide 44: Standalone Key Ratios
Financial Statements Standalone STAND ALONE KEY RATIOS Earnings Per Share(in ₹) (Not Annualized) 31st March’26 8.33 QTR 31st March’25 5.50 31st March’26 32.91 YTD 31st March’25 31.79 Key Ratios Book Value per Share (in Current Ratio # ₹) 245.08 1.31 211.73 1.21 245.08 1.31 211.73 1.21 Quick Ratio #
Slide 45: Standalone Cash Flow Statement
Financial Statements Standalone CASH FLOWS FROM OPERATING ACTIVIITES YTD (₹ in Crores) 31st March’25 Cash Flow Statement Profit Before Tax 31st March’26 179.61 171.26 (Annual) Q4 Non - Cash and Other Adjustments 123.17 132.50 Operating Profit Before Working Capital Changes 302.78 303.76 Key Indices
Slide 46: Consolidated Income Statement
Financial Statements Consolidated CONSOLIDATED INCOME STATEMENT Total Sale of products QTR (₹ in Crores) 31st March’26 1,930.46 31st March’25 1,669.52 YTD (₹ in Crores) 31st March’26 7,104.82 31st March’25 6,340.28 Income Statement Less: Trade scheme & discounts 513.03 408.83 1,778.15 1,518.56 (Quar
Slide 47: Consolidated Balance Sheet
Financial Statements Consolidated (₹ in Crores) Consolidated Balance Sheet 31st March’26 31st March’25 ASSETS Balance Sheet Property, Plant and equipment* 715.18 708.29 Investment in Equity Shares 51.04 52.22 Inventories 635.13 670.16 Investment in Mutual Funds 261.68 201.98 Trade Receivables 437.09