I

IFGL Refractories Limited

IFGLEXPORNSE
Market snapshot · 2026-08-10 22:18 UTC

225.30

₹-1.80 (-0.79%)

MARKET CAP

₹1.62K Cr

STOCK P/E

46.8x

52W HIGH

₹338.00

52W LOW

₹119.68

BOOK VALUE

₹163.00

EPS

₹4.81

ROE

3.04%

SECTOR

Industrials

DEBT/EQUITY

17.76

VOLUME

1.72L

P/B RATIO

1.38x

PEG RATIO

0.68

Sector

Industrials

Themes

Industrial Machinery
D
Dividend
₹282.01₹243.98₹205.95₹167.91₹129.88VolumeDAug '25Sep '25Nov '25Jan '26Mar '26Apr '26Jun '26Aug '26

AI Summary

✦ Clartha

Valuation Metrics

Trading 4.2% below historical median. Valuation is declining — currently in the undervalued zone (z-score: -0.31). Confidence: 75%.

Live forward EPS implies next-12-month EPS of ₹16.40. Applying the stock's normalized valuation corridor produces a fair range of ₹663.38 to ₹993.18, with base value near ₹808.19 (+258.7% vs current price).

Forward Valuation Outlook

Live forward estimate anchored to the company's historical valuation corridor.

Below normalized range

Forward EPS

₹16.40

Forward P/E

13.7x

Base Fair Value

₹808.19

Fair Range

₹663.38 - ₹993.18

Upside To Base

+258.7%

Estimate Source

Live forward EPS

Growth Estimate

+69.2%

P/E
Undervalued

5Y Average

41.83

Current

47.21

Overvalued

60.56

Undervalued

40.45

EV/EBITDA
Fair

5Y Average

11.57

Current

12.95

Overvalued

14.26

Undervalued

7.60

P/B
Fair

5Y Average

1.33

Current

1.38

Overvalued

1.53

Undervalued

1.13

Peers & Comparison

Sector: Industrials · Theme: Industrial Machinery

Industrial Machinery Peers1 peer
Avg P/E: 66.8x
CompanyRev. GrowthMarginP/Evs Avg52W Perf.
CYIENT DLM LIMITED
CYIENTDLMIndustrial Machinery
+34.3%6.1%
66.8x
Fair
0% vs avg
+62.3%
WHY THESE PEERS

IFGL REFRACTORIES LIMITED trades at a discount (46.8x vs peer avg 66.8x), suggesting potential undervaluation relative to the Industrial Machinery cohort. Peers include CYIENT DLM LIMITED — selected based on business model, industry classification, market cap similarity, and business theme alignment.

Financials

Real statement data for revenue, earnings quality, conversion, and balance-sheet coverage. Monetary values are shown in Rs crore.

Latest revenue

₹297 CrJun 2026

Latest net profit

₹16 CrJun 2026

Latest EPS

₹2.19Jun 2026

Net margin

10.0%Jun 2026

Performance

Bars show revenue and net profit. The line shows net margin.

Rs crore + margin %
Q1 '26Q2 '26Q3 '26Q4 '26Q1 '270.0%4.0%8.0%12.0%16.0%-100 Cr0.00 Cr100 Cr200 Cr300 Cr
  • Revenue
  • Net income
  • Net margin %

Earnings

Revenue is shown in crores. EPS is rupees per share.

Rs crore + Rs/share
Q1 '26Q2 '26Q3 '26Q4 '26Q1 '270.00 Cr75 Cr150 Cr225 Cr300 Cr₹-1₹0₹1₹2₹2
  • Revenue
  • EPS

Revenue to profit conversion

Bridge from operating numbers to profit for the latest reported period.

Rs crore
RevenueExpensesDepreciationOtheradjustmentsOperatingprofitOther incomeInterestOtheradjustmentsProfitbefore taxTax & otherNet Profit0.00 Cr75 Cr150 Cr225 Cr300 Cr

Latest reported period: Jun 2026

Debt level and coverage

Debt, cash and free cash flow compared on the same crore scale.

Rs crore
Annual view
Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026-350 Cr0.00 Cr350 Cr700 Cr1.05K Cr
  • Debt
  • Free cash flow
  • Cash & equivalents

Results

MetricJun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales +227260197209242254233270275287271276297
Expenses +184206210178204224213233241251255245267
Operating Profit4354-1331383020373536163229
OPM %19%21%-7%15%16%12%8%14%13%12%6%11%10%
Other Income +3436742332-312
Interest2233233343332
Depreciation1211111313131315141515158
Profit before tax3344-242229176222020-51421
Tax %31%31%-87%29%25%21%15%23%25%26%-25%11%25%
Net Profit +2330-31622145171515-41316
EPS in Rs3.124.18-0.432.163.051.890.702.352.042.06-0.491.782.19
Raw PDF

All values in ₹ Crores unless otherwise stated. Source: Screener Master (Standalone).

Shareholding Pattern

HolderJun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Promoters +72.44%72.44%72.44%72.44%72.44%
FIIs +0.04%0.03%0.04%0.03%0.03%
DIIs +13.54%13.51%13.51%13.27%13.01%
Public +13.97%14.02%14.01%14.26%14.52%
Others0.01%
Jun 2026
Promoters +
FIIs +
DIIs +
Public +

Events Timeline

Annual Report FY26

FY2026PDFCompany Reports Open

Announcement under Regulation 30 (LODR)-Newspaper Publication

Aug 10, 2026PDFCompany Reports Open

Announcement under Regulation 30 (LODR)-Change in Management

Aug 08, 2026PDFCompany Reports Open

Results - Financial Results For 08, 08, 2026 (Quarter Ended On 30Th June, 2026)

Aug 08, 2026PDFCompany Reports Open

Board Meeting Outcome for Submission Of Unaudited Financial Results For Quarter Ended On 30Th June, 2026 Of The Company, Both On Stand Alone And Consolidated Basis Pursuant To Regulation 33 Of The SEBI LODR, 2015

Aug 08, 2026PDFCompany Reports Open