High Return Stock

Inox India has increased the focus on high value business. Strong order book, increasing presence in the international market and entry into new applications will support the growth of the company. The company’s stock rose 3.84 per cent to close at Rs 2,180 on September 3 The stock has brought investors back to investors in 2026. During this time, it has doubled the money of investors.

Increased capacity will support growth

Inox India is increasing its capacity in Kandla. This will also support growth. The rise in stocks has had an impact on valuation. The valuation of the company has increased by about 44 times the estimated earnings in 2028. However, the company’s revenue growth was 8.3 percent year-on-year in the June quarter. If there were no issues related to logistics, revenue growth would have been higher.

EBITDA margins accounted for about 23.5%

Despite the difficulty, the company’s EBITDA grew 1.4 per cent year-on-year to around Rs 90 crore EBITDA margins were around 23.5 per cent, which is good Year-on-year-on-time, tax-after-tax (PAT) was Rs 61 crore without change. The company would have performed better in the June quarter as equipment worth Rs 32-35 crore is ready for dispatch

Freight cost surge hinders shipping of equipment

Due to rising freight cost and limited availability of shipping, equipment could not be shipped. The company’s management has said that the European container rates have increased from 3,000-4000 to 8,000-9,000 dollars. Some customers have postponed the delivery in view of the high freight rates. The management says that this is difficult for a short time.

1686 crore strong orderbook

The company received orders worth Rs 532 crore in the June quarter This led to the total orderbook reaching Rs 1,686 crore at the end of June. Export orders hold a stake of Rs 1,140 crore. Aerospace has emerged as a new opportunity for the company. The company has received 8 large orders of 1,500 cubic meters of cryzonic storage tanks. Six additional tanks have also been received from the same customer.

Trying to gain a foothold in the semiconductor ecosystem

The company is also trying to gain a foothold in the new emerging semiconductor ecosystem in India. It has been given orders for storage and transport equipment for semiconductor facility in Dholera. The management has said that these orders are worth about Rs 30 crore. The company’s potential customers include big companies like Micron, Foxconn and Tata.

The management maintained a revenue guidance of 18-20 per cent.

The management has maintained 18-20 per cent of the revenue growth of FY27. The Abidta margin has also been maintained by 21-24 per cent This is notten that the company’s performance in the first quarter was slightly weaker than anticipated. The company’s Rs 1,686 crore orderbook has been clear for the next several years.