Ifb Industries Ltd · NSE:IFBIND
Ifb Industries — Q2 FY2027 Earnings Presentation
44 slides from Ifb Industries's earnings presentation, Nov 2, 2026
Slide 1: Exchange filing cover letter
N 2nd November, 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 Sc
Slide 2: Q2 FY 2026-2027
Q2 30 th September 2026 FY 2026 -2027
Slide 3: Q2 FY 2027 Performance Overview
Q2 FY 2027 Performance Report ₹ in Crore Performance Overview Particulars Q2 FY 26 -27 Q2 FY 25 -26 Growth % Revenue growth for the quarter stood at 14% . Among the divisions HAD Revenue 1512.54 1326.61 14.02% & Engineering recorded revenue growth of 11% and 24 % respectively during the quarter. PBD
Slide 4: YTD FY 2027 Performance Overview
YTD FY 2027 Performance Report ₹ in Crore Performance Overview Particulars FY 26 -27 FY 25 -26 Growth % Revenue growth for the YTD period stood at 15.33 % . Revenue 3041.63 2637.43 15.33% PBDIT 179.38 172.45 4.02% PBDIT growth for the YTD period stood at 4 % . PBDIT % on revenue 5.90 6.54 Like Q-2,
Slide 5: Financial Trend Q2
Financial Trend Q2 Industries Limited | Investor Presentation Q2 – FY – 26 -27 4
Slide 6: Financial Trend YTD
Financial Trend YTD Industries Limited | Investor Presentation Q2 – FY – 26 -27 5
Slide 7: Parameters of Q2 FY 2027
Parameters of Q2 FY 2027 Total Revenue Revenue from Operations PBDIT ₹ 1513 Crore ₹ 1505 Crore ₹ 90.92 Crore (+) 14.02% (+) 14.04 % (- ) 11.30% PBDIT Margin % Net Profit Margin % EPS 6.01% 2.62% ₹ 9.77 (- ) 172 bps (- ) 113 bps (- ) 20.37% Receivable Inventories Accounts Payable ₹ 401 Crore ₹ 777 Cr
Slide 8: Parameters of YTD FY 2027
Parameters of YTD FY 2027 Total Revenue Revenue from Operations PBDIT ₹ 3042 Crore ₹ 3029 Crore ₹ 179.38 Crore (+) 15.33% (+) 15.56% (+) 4.02% PBDIT Margin % Net Profit Margin % EPS 5.90% 2.55 % ₹ 19.16 (- ) 64 bps (- ) 30 bps (+) 3.40% Receivable Inventories Accounts Payable ₹ 401 Crore ₹ 777 Crore
Slide 9: Net Debt
Net Debt As at 30 th September 2026 , the Company’s long -term debt stood at ₹8.22 crores, which were pertaining to the Stamping and Steel Divisions . Zero These loans are scheduled to be fully repaid by February 2027 and October 2028 , respectively . Total long term borrowing was ₹ 8.22 crores as o
Slide 10: Home Appliances Division Q2 FY 2026-2027
+ Home Appliances Division Q2 FY 2026-2027 LL.
Slide 11: Home Appliances Business Updates
Home Appliances Division Business Updates MARKET OVERVIEW The consumer durables market navigated a challenging quarter, with part of the festive demand this year shifting to November. At the same time, rising commodity costs and adverse forex movements are putting pressure on margins. However, the c
Slide 12: Washers Products
Home Appliances Division Washers In Q2 FY 27, the Front Load market continued its shift towards higher capacity washing machines, with the segment Q2 growing by approximately 40 % . IFB continues to strengthen its position in this segment through differentiated premium offerings including Smart and
Slide 13: Dishwashers and Refrigerators
Home Appliances Division Dishwashers IFB achieved 38% growth in value, driven by an improved product mix and increasing contribution from the premium 15 and 16 place setting models. Our strategic focus remains on premiumisation and strengthening our leadership in the high capacity segment, supported
Slide 14: Washing Machine: 2-in-1 Washer Refresher
Home Appliances Division Washing Machine Strengthening IFB’s fabric care leadership with India’s first 2- in -1 Washer Refresher proposition Every IFB Front Load Washing Machine now offers consumers the flexibility to wash and refresh garments in a single appliance, extending fabric care beyond conv
Slide 15: Washing Machine: Higher Capacities and Premium Technology
Home Appliances Division Washing Machine Accelerating growth through higher capacities, premium technology and expanded retail presence IFB continues to strengthen its position in the premium Top Load category with its new 11 – 12 Kg range, combining larger capacities with bold, minimalist aesthetic
Slide 16: Air Conditioners
Home Appliances Division Air Conditioners Q2 Driving H2 growth through demand readiness, product differentiation and profitability enhancement 1. Sales Performance & H 2 Outlook Q2 initiatives focused on accelerating volume growth and capturing off- season demand . H2 focus would be on sustaining th
Slide 17: Microwave Ovens
Home Appliances Division Microwave Ovens The Microwave oven industry volumes declined by 10% in Q2 FY 27. However, IFB achieved 4 % growth in value, driven by a strategic focus on improving the product mix and accelerating the shift towards premium, higher capacity models . IFB continues to strength
Slide 18: Dishwashers
Home Appliances Division Dishwashers IFB registered 21% volume growth, marginally outperforming the market growth . Our strategic focus remains on accelerating premiumisation and strengthening market penetration in the high - capacity 15– 16 place setting dishwasher segment . As the only brand in In
Slide 19: Chimneys, Built in Ovens and Hobs
Home Appliances Division Built in Oven, Built in Dishwashers, Built in MWOs , Chimneys Clean air and comfort every time you cook. and Hobs Q2 FY27 witnessed a marginal improvement over Q1. Our focus has been on strengthening retail visibility. Premiumisation also remains a key pillar of our growth s
Slide 20: Service
Home Appliances Division Service In Q2 FY 2026 – 27, the focus remained on improving service execution through Service Ambassador capability building, First - Time Fix (FTF), faster installation turnaround, branch - level pendency management and critical spares availability. IFB's service network co
Slide 21: Laundry & Commercial Appliances
Commercial Appliances India’s commercial dishwashing and laundry equipment market presents significant growth Laundry & opportunities across the hospitality, healthcare, foodservice, and institutional sectors. The expected addition of more than 70,000 keys by branded hotel chains between FY26 and FY
Slide 22: Home Appliances Financial Summary Q2
Home Appliances Division Financial Summary Q2 ₹ in Crore Particulars FY 2026 -27 FY 2025 -26 FY 2026 -27 FY 2025 -26 Performance Overview Q2 Q2 YTD YTD Revenue has grown by 10.7% in Q2 FY27, However commodity inflation , Revenue 1,173.88 1,060.43 2,403.59 2,108.19 adverse forex movements and a parti
Slide 23: Engineering Division Q2 FY 2026-2027
FY 2026 -2027 Q2
Slide 24: Engineering Division Performance Report
Engineering Division Performance Q3 Report Q2 ₹ in Crore Growth Strategy ➢ Against the target of ₹500 Crores of new order booking during current FY 2026 - 27, the Particulars Q2 FY 26 - 27 Q2 FY 25 - 26 Growth % division has achieved order bookings worth ₹220 Crores . Revenue 284.48 229.26 24.09% ➢
Slide 25: Engineering Division ROCE Trend
Engineering Division ROCE % ROCE 44.7 45.4 42.6 TREND 38.90 FY23-24 FY24-25 FY25-26 FY26-27 ROCE % declined mainly due to increase in capital Particulars FY 2023 -24 FY 2024 -25 FY 2025 -26 FY 2026 -27 employed although there is improvement in profitability. (6 M) Capital Employed 196.1 241.1 257.9
Slide 26: Engineering Inventory Holding Days
Engineering Division Inventory Holding Days over last six quarters Inventory holding days Inventory 58 58 58 > 30 days ₹ 40 Crore • Total inventory includes Rs.22 Crore of 56 56 customer - specific tool inventory, with a normal realization cycle of 150 – 180 days 55 • Customer advances of Rs. 3.9 Cr
Slide 27: Engineering Performance by Vertical Q2
Engineering Division Performance Report Business Vertical Wise – Q2 FY ‘27 Vs Q2 FY ‘26 ₹ in Crore ₹ in Crore Revenue PBDIT Q2 FY 27 Q2 FY 26 Growth % Q2 FY 27 Q2 FY 26 Growth % Growth YOY Growth YOY Fine Blanking 231.63 180.95 28.01% Fine Blanking 41.33 30.96 33.49% Stamping 31.25 29.94 4.37% Stamp
Slide 28: Engineering Performance by Vertical YTD
Engineering Division Performance Report Business Vertical Wise – YTD FY ‘27 Vs YTD FY ‘26 ₹ in Crore ₹ in Crore Revenue PBDIT YTD FY 27 YTD FY 26 Growth % YTD FY 27 YTD FY 26 Growth % Growth YOY Growth YOY Fine Blanking 445.41 356.91 24.78% Fine Blanking 78.55 60.29 30.29% Stamping 58.78 57.37 2.46%
Slide 29: Engineering Quarterly Performance Analysis
Engineering Division Quarterly Performance Analysis Revenue +24% YoY +10% QoQ PBDIT +24% YoY 12% QoQ PBT +25% YoY 13% QoQ Financial Performance Q2 FY ‘27 284.48 258.16 43.73 35.26 229.26 31.11 35.23 39.06 28.31 Q2 Q2 Q1 Q2 Q2 Q1 Q2 Q2 Q1 Notes: FY26 FY27 FY27 FY26 FY27 FY27 FY26 FY27 FY27 1. YoY mea
Slide 30: Engineering Business Outlook
Engineering Division Business Outlook Performance Overview Order bookings totalled ₹220 Crores till YTD September, 2026 with ₹17 Crores in EV - negative (ICE) parts (8 percent of total), ₹51 Crores in EV - neutral modules (23 percent of total) and ₹152 crore in EV - positive (69 percent of total). F
Slide 31: Engineering Financial Summary
Engineering Division Financial Summary ₹ in Crore FY 26 - 27 FY 25 - 26 FY 26 - 27 FY 25 - 26 Particulars Q2 Q2 YTD YTD Performance Overview Revenue 284.48 229.26 542.64 449.26 Revenue has grown by 24% during the quarter compared to the same period last year. PBDIT 43.73 35.23 82.78 68.47 PBDIT has
Slide 32: Steel Division Financial Summary
Steel Division Financial Summary ₹ in Crore Performance Overview FY 26 - 27 FY 25 - 26 FY 26 - 27 FY 25 - 26 Revenue increased by 36 % to ₹64 .77 Cr in Q2 FY 26 -27 against Particulars ₹47.53 Cr in the corresponding quarter of the previous year. YTD Q2 Q2 YTD YTD revenue increased by 20 % to ₹115.77
Slide 33: BLDC Motor Division Project Status
Motor Division BLDC Project Status Commercial Production BLDC motor production for washing machines commenced in Q3 FY25. Cumulative supplies now exceed 550,000 motors. We are in active discussions with a major washing machine manufacturer on its BLDC motor requirements. Supplies of air conditioner
Slide 34: Automotive Motors Financial Summary
Automotive Motors Financial Summary ₹ in Crore FY 26 -27 FY 25 -26 FY 26 -27 FY 25 -26 Particulars Q2 Q2 YTD YTD Revenue 26.76 17.88 48.36 37.60 PBDIT - 0.62 - 0.06 -1.96 0.07 PBDIT % on revenue -2.31 - 0.31 - 4.05 0.20 PBT - 0.91 - 0.30 -2.54 - 0.40 PBT % on revenue - 3.41 -1.69 - 5.26 -1.06 Indust
Slide 35: Automotive Motors Business Update
Automotive Motors Business Update Automotive Motor Division – Performance and Outlook Cost Optimization We have implemented measures targeting a 5% reduction in input costs: Financial Performance • Value Analysis / Value Engineering (VA/VE) to streamline product Automotive Motor division revenue gre
Slide 36: Global Automotive & Appliances Financial Summary
Global Automotive & Appliances Pte. Limited Financial Summary IFB Industries Limited, the Holding Company, has one wholly owned subsidiary - Global Automotive & Appliances Pte . Limited (GAAL) and two step - down subsidiaries - Thai Automotive & Appliances Limited (TAAL) & Schmid Automotive & Applia
Slide 37: Thai Automotive & Appliances Financial Summary
Thai Automotive & Appliances Limited Financial Summary ₹ in Crore Particulars FY 26 - 27 FY 25 - 26 FY 26 - 27 FY 25 - 26 Performance Overview Q2 Q2 YTD YTD Total income: Revenue 20.07 16.47 42.52 33.72 TAAL reported revenue of ₹20 .07 Crores in Q2, as compared to ₹16.47 Crores in the corresponding
Slide 38: IFB Refrigeration Limited Performance Overview
IFB Refrigeration Limited Performance Overview Overview In Q2 of FY’ 27, sales volume was 1,06 ,254 units against 1,03 ,382 units in corresponding quarter of last year which is equivalent to a 2.8 % rise. In FY' 26 , sales were 3,83 ,295 units against 2,93 ,404 units FY’ 25 which is an increase of I
Slide 39: Standalone Income Statement
Financial Statements QTR (₹ in Crores) YTD (₹ in Crores) Standalone Particulars Total Sale of products Less: Trade scheme & discounts 30 th Sep'26 1868.73 444.74 30 th Sep'25 1648.60 393.34 30 th Sep'26 3836.05 966.10 30 th Sep'25 3296.11 808.35 Income Statement Net Sales - Sale of services 1423.99
Slide 40: Standalone Balance Sheet
Financial Statements Standalone STANDALONE BALANCE SHEET 30 th Sep’26 (₹ in Crores) 31st Mar’26 Balance Sheet ASSETS Property, Plant & Equipment* 748.11 683.10 Investment in Subsidiaries & Associate 118.68 118.96 Inventories 777.28 630.67 Investment in Mutal Funds 268.57 260.86 Key Indices as on 30
Slide 41: Standalone Key Ratios
Financial Statements QTR (₹ in Crores) YTD (₹ in Crores) Standalone STAND ALONE KEY RATIOS 30 th Sep'26 30 th Sep'25 30 th Sep'26 30 th Sep'25 Earnings Per Share(in ₹) (Not Annualized) 9.77 12.27 19.16 18.53 Book Value per Share (in ₹) 264.10 230.54 264.10 230.54 Key Ratios Current Ratio # 1.30 1.28
Slide 42: Standalone Cash Flow Statement
Financial Statements Standalone CASH FLOWS FROM OPERATING ACTIVIITES 30 th Sep’26 (₹ in Crores) 30 th Sep’25 Cash Flow Statement Profit Before Tax 105.40 102.25 Non - Cash and Other Adjustments 63.69 57.67 Operating Profit Before Working Capital Changes 169.09 159.92 th September 2026 Movement in Wo
Slide 43: Consolidated Income Statement
Financial Statements Consolidated CONSOLIDATED INCOME STATEMENT Total sale of products QTR (₹ in Crores) 30 th Sep'26 1938.08 30 th Sep'25 1698.50 YTD (₹ in Crores) 30 th Sep'26 3965.73 30 th Sep'25 3382.67 Income Statement Less: trade scheme and discounts 444.74 393.34 966.10 808.35 (Quarterly & Ye
Slide 44: Consolidated Balance Sheet
Financial Statements Consolidated ASSETS Consolidated Balance Sheet 30 th Sep'26 (₹ in Crores) 31st Mar’26 Balance Sheet Property, Plant and equipment* 779.91 715.18 Investment in Equity Shares 44.53 51.04 Inventories 782.75 635.13 Investment in Mutual Funds 268.57 261.68 Trade Receivables 450.37 43