IRM Energy Ltd.

•

irmenergy.comBSE: 544004NSE: IRMENERGY

Market Cap₹ 1,162 Cr.

Current Price

High / Low₹ 393 / 165

Stock P/E15.9

Book Value₹ 251

Price to Book1.20

Dividend Yield0.53 %

ROCE8.6 %

ROE5.0 %

Face Value₹ 10

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ABOUT

AI Sector View

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Chemicals

Hold

The available domestic chemical proxies are mixed to weak. Fertilizers output was -8.0% YoY (2026-07) and sale quantity of fertilisers was 0.0% YoY (2026-05), although that high-frequency barometer is stale. FPI positioning is less negative than before, with net 3-month outflow only INR -11 crore versus INR -1229 crore in the prior 3 months to 2026-08-31, but the weak sector driver argues for a neutral stance.

Confidence

55%

View full sector analysis →

PROS

Latest quarter profit grew 142.9% YoY, showing strong momentum
Company has consistently been profitable over the last 5 years
Company has delivered good sales growth of 42.6% CAGR over last 5 years
Strong cash generation - operating cash flow backs reported profits (CFO/PAT 1.34x)
Working capital cycle has improved - days down from 143 to 94
Company maintains a comfortable, low leverage position

CONS

A large part of profit comes from other income (46.6% of PBT)
Free cash flow has been persistently negative
Equity base is being diluted - shares outstanding up 39.8%
Operating margins have contracted to 9.1% from 34.7%
Growth is decelerating - 3Y profit CAGR (-25.5%) trails the 5Y trend (17.4%)
Though reporting repeated profits, the company pays out little dividend (14.8%)

* The pros and cons are machine generated based on quantitative rules.

Peer comparison

ChemicalsInds. Gases & FuelsIndustrial Gases & Fuels

Part ofNIFTY 50 NIFTY 500 NIFTY LARGEMIDCAP 250 NIFTY 100 NIFTY 200

S.No.	Name
1.	LINDEINDIA	6356.05	99.21	54207.08	0.19	104.59	-2.42	694.36	21.59	18.50	29.12
2.	PETRONET	285.45	10.18	42817.50	3.50	1137.14	35.07	5557.84	-53.22	25.43	28.14
3.	BHARATCOAL	33.76	122.56	15722.03	0.00	-68.09	-202.39	3587.27	-7.20	4.32	-1.80
4.	ELLEN	356.75	41.67	5027.88	0.00	34.96	86.86	98.72	18.04	15.70	38.12
5.	IRMENERGY	282.90	15.89	1161.58	0.53	33.81	142.86	354.75	24.26	8.64	17.27
6.	NOL	57.93	17.17	29.21	0.00	-2.01	-7.27	3.04	-59.88	14.39	-40.85

Detailed Comparison with:

Quarterly Results

Consolidated Figures in Rs. Crores / View Standalone

	Jun 2023	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
	245	237	243	232	244	250	273	289	285	282	289	304	355
	203	195	201	209	214	224	251	272	260	255	259	274	313
Operating Profit	42	42	42	23	30	26	22	17	26	27	30	30	42
OPM %	17.15%	17.72%	17.38%	9.76%	12.43%	10.58%	8.12%	6.00%	9.06%	9.48%	10.26%	9.88%	11.87%
	3	4	7	10	9	9	7	9	8	6	6	5	5
Interest	6	5	7	9	5	6	5	6	4	3	3	6	3
Depreciation	6	6	7	7	8	9	8	10	11	10	11	12	16
Profit before Tax	34	34	35	16	26	21	16	11	20	19	22	18	47
Tax %	17.27%	17.96%	30.73%	31.84%	29.10%	38.00%	32.31%	56.87%	27.39%	25.12%	31.63%	25.17%	27.90%
Net Profit	0	0	0	0	19	12	10	4	14	13	14	13	34
	8.89	8.60	6.18	2.19	4.56	2.92	246.00	1.07	3.39	3.06	3.40	3.11	8.23

Profit & Loss

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	TTM
	166	212	507	980	891	975	1,229
	116	139	321	868	742	879	1,101
Operating Profit	50	73	186	112	149	96	128
OPM %	30.01%	34.56%	36.76%	11.45%	16.72%	9.87%	10.45%
	0	1	3	6	24	34	22
Interest	10	16	22	23	27	22	14
Depreciation	9	12	15	21	26	35	50
Profit before Tax	31	46	152	74	119	74	106
Tax %	32.68%	23.78%	25.47%	24.14%	23.44%	36.27%	27.72%
Net Profit	21	35	114	56	91	47	76
EPS	8.60	12.39	43.88	21.18	20.01	10.16	—
Dividend Payout %	1.51%	0.00%	0.00%	2.40%	7.50%	14.77%	—

COMPOUNDED SALES GROWTH

10 Years:: —
5 Years:: 43%
3 Years:: 24%

COMPOUNDED PROFIT GROWTH

10 Years:: —
5 Years:: 16%
3 Years:: -29%

STOCK PRICE CAGR

10 Years:: —
5 Years:: —
3 Years:: —
1 Year:: 2%

RETURN ON EQUITY

10 Years:: —
5 Years:: 28%
3 Years:: 13%
Last Year:: 5%

Balance Sheet

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025
Equity Capital	27	29	29	30	41	41
	48	89	214	316	891	910
	157	177	222	333	149	73
Trade Payables	7	10	25	31	29	27
	29	33	64	82	187	219
Total Liabilities	267	338	555	793	1,297	1,270
	198	241	300	381	557	649
Capital Work in Progress	29	20	52	91	87	88
	0	8	36	87	42	63
	1	1	2	2	4	5
	0	0	0	0	37	44
Cash & Bank	18	41	100	98	488	345
	22	28	65	134	82	75
Total Assets	267	338	555	793	1,297	1,270

Cash Flows

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025
	37	55	150	75	120	94
Cash from Investing	-62	-42	-110	-175	-291	-199
Cash from Financing	35	10	15	118	380	-116
	4	14	33	-10	209	-221

Ratios

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025

Shareholding Pattern

Numbers in percentages

	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
	50.07	50.07	50.07	50.07	50.07	50.07	50.07	50.07	50.74
	0.48	1.90	1.65	1.69	1.63	1.57	1.56	1.59	1.59
	11.17	6.75	6.96	6.62	5.64	4.98	4.97	3.58	1.70
Government	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
	38.28	41.28	41.31	41.63	42.66	43.38	43.40	44.76	45.95

Documents

Corporate disclosures, annual reports, credit ratings, and concall transcripts

2026-09-07

Copy of Newspaper Publication

2026-09-07 - IRM Energy Limited has informed the Exchange about Copy of Newspaper Publication of Notice of 11th AGM of the Company.

2026-09-04

General Updates

2026-09-04 - IRM Energy Limited has informed the Exchange about Business Responsibility and Sustainability Report for the financial year ended March 31, 2026.

2026-09-04

Shareholders meeting

2026-09-04 - IRM Energy Limited has informed the Exchange regarding Notice of 11th Annual General Meeting to be held on September 29, 2026

2026-09-04

Credit Rating

2026-09-04 - IRM Energy Limited has informed the Exchange about Credit Rating

2026-08-24

Copy of Newspaper Publication

2026-08-24 - IRM Energy Limited has informed the Exchange about Copy of Newspaper Publication for 11th AGM of the Company through Video Conferencing (VC)/ Other Audio Visual Means (OAVM).

2026-08-18

Credit Rating

2026-08-18 - IRM Energy Limited has informed the Exchange about Credit Rating

2026-08-13

Monitoring Agency Report

2026-08-13 - Monitoring Agency Report for the quarter ended June 30, 2026

2026-08-13

General Updates

2026-08-13 - IRM Energy Limited has informed the Exchange about disclosure under Regulation 30(5) of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015.

2026-08-13

Change in Management

2026-08-13 - IRM Energy Limited has informed the Exchange about changes in Chief Financial Officer of the Company.

News

Recent coverage and analyst commentary for IRMENERGY

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IRM Energy Ltd.

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Free 5nance Account

Name

LINDEINDIA

6356.05

99.21

54207.08

0.19

104.59

-2.42

694.36

21.59

18.50

29.12

PETRONET

285.45

10.18

42817.50

3.50

1137.14

35.07

5557.84

-53.22

25.43

28.14

BHARATCOAL

33.76

122.56

15722.03

0.00

-68.09

-202.39

3587.27

-7.20

4.32

-1.80

ELLEN

356.75

41.67

5027.88

0.00

34.96

86.86

98.72

18.04

15.70

38.12

IRMENERGY

282.90

15.89

1161.58

0.53

33.81

142.86

354.75

24.26

8.64

17.27

NOL

57.93

17.17

29.21

0.00

-2.01

-7.27

3.04

-59.88

14.39

-40.85

Jun 2023

Sep 2023

Dec 2023

Mar 2024

Jun 2024

Sep 2024

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Jun 2026

245

237

243

232

244

250

273

289

285

282

289

304

355

203

195

201

209

214

224

251

272

260

255

259

274

313

Operating Profit

OPM %

17.15%

17.72%

17.38%

9.76%

12.43%

10.58%

8.12%

6.00%

9.06%

9.48%

10.26%

9.88%

11.87%

Interest

Depreciation

Profit before Tax

Tax %

17.27%

17.96%

30.73%

31.84%

29.10%

38.00%

32.31%

56.87%

27.39%

25.12%

31.63%

25.17%

27.90%

Net Profit

8.89

8.60

6.18

2.19

4.56

2.92

246.00

1.07

3.39

3.06

3.40

3.11

8.23

Mar 2020

Mar 2021

Mar 2022

Mar 2023

Mar 2024

Mar 2025

TTM

166

212

507

980

891

975

1,229

116

139

321

868

742

879

1,101

Operating Profit

186

112

149

128

OPM %

30.01%

34.56%

36.76%

11.45%

16.72%

9.87%

10.45%

Interest

Depreciation

Profit before Tax

152

119

106

Tax %

32.68%

23.78%

25.47%

24.14%

23.44%

36.27%

27.72%

Net Profit

114

EPS

8.60

12.39

43.88

21.18

20.01

10.16

—

Dividend Payout %

1.51%

0.00%

2.40%

7.50%

14.77%

—

Mar 2020

Mar 2021

Mar 2022

Mar 2023

Mar 2024

Mar 2025

Equity Capital

214

316

891

910

157

177

222

333

149

Trade Payables

187

219

Total Liabilities

267

338

555

793

1,297

1,270

198

241

300

381

557

649

Capital Work in Progress

Cash & Bank

100

488

345

134

Total Assets

267

338

555

793

1,297

1,270

Mar 2020

Mar 2021

Mar 2022

Mar 2023

Mar 2024

Mar 2025

150

120

Cash from Investing

-62

-42

-110

-175

-291

-199

Cash from Financing

118

380

-116

-10

209

-221

Mar 2020

Mar 2021

Mar 2022

Mar 2023

Mar 2024

Mar 2025

Jun 2024

Sep 2024

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Jun 2026

50.07

50.74

0.48

1.90

1.65

1.69

1.63

1.57

1.56

1.59

11.17

6.75

6.96

6.62

5.64

4.98

4.97

3.58

1.70

Government

0.00

38.28

41.28

41.31

41.63

42.66

43.38

43.40

44.76

45.95

IRM Energy Ltd.

AI Sector View

Peer comparison

Quarterly Results

Profit & Loss

Balance Sheet

Corporate actions

Cash Flows

Ratios

Shareholding Pattern

Documents

News

Sign in to Chat with AI

IRM Energy Ltd.

AI Sector View

Peer comparison

Quarterly Results

Profit & Loss

Balance Sheet

Corporate actions

Cash Flows

Ratios

Shareholding Pattern

Documents

News

Sign in to Chat with AI