Sector Alpha Week of 2026-07-24
Sector Alpha — machine-written from the numbers · Data as of 2026-07-24

Indian Metals & Ferro Alloys Ltd

IMFA
Mining/Minerals

Indian Metals & Ferro Alloys Ltd's price has outrun its earnings. +78.2% in a year against EPS +12.0% — the market is paying now for delivery later.

The sharpest disagreement: the price moved +78.2% in a year while annual EPS moved +12.0% — the difference is re-rating, and re-rating has to be repaid with earnings.

The price is in a confirmed uptrend (53 weeks in) while the P/E sits at the 78th percentile of its own 10-year range. Underneath, the last four quarters read improving — profit +119.1% year on year, and 119% of the last 3 years' profit arrived as cash. What settles it: whether earnings grow into a price that has already moved.

Stage
Mixed
fundamental trajectory, 12 quarters
Price
₹1,361
+78.2% 1Y
P/E
17.0×
78th pctile
of its own 10-year range
Revenue (Mar 26)
₹763 Cr
+34.6% YoY
Profit (Mar 26)
₹103 Cr
+119.1% YoY
Operating margin
21.0%
+9.0 pp YoY
ROCE
18%
FY26
ROIC
15.5%
vs WACC 12.0% → +3.5 pp
Cash conversion
119%
of profit, last 3 FY
01 · Price story

Price story Before the numbers, the tape. A stock price moves through four repeating seasons: a flat base (stage 1), an advance (2), a top (3), a decline (4). Where the price sits in that cycle frames everything below.

Indian Metals & Ferro Alloys Ltd trades at ₹1,361, in a confirmed uptrend and 53 weeks into that stage. That is +6.3% against its own 200-day average. It sits at 65% of a 52-week range of ₹976 to ₹1,565. On relative strength it is currently behind the NIFTY 500 on a trailing-13-week view (7 weeks and counting).

Today the stock is in a confirmed uptrend — week 53 of stage 2, confirmed. At ₹1,361 it trades +6.3% versus its 200-day average and sits at 65% of its 52-week range (₹976–₹1,565).

Jul 26: ₹1,361 Weekly closing price (₹) with 50- and 200-day averages; shaded bands mark the price stage (grey base, green advance, amber top, red decline). 3-year window.
+6.3% versus the 200-day line, week 53 of stage 2
Price50-day avg200-day avg
S2S4S2₹1,667₹1,299₹930₹561₹193₹1,361₹1,281Jul 23Apr 24Feb 25Nov 25Jul 26
S2S4S2₹1,667₹1,299₹930₹561₹193₹1,361₹1,281Jul 23Feb 25Jul 26
Beating or trailing, week by week since 2016 Each cell is one week from 2016 to now (544 weeks): the stock's trailing 13-week return minus the NIFTY 500's, green ahead / red behind (±25% ramp). Grey cells are the 13-week warm-up or weeks where the NIFTY 500 reading is not held.
trailing 13-week return vs the NIFTY 500
Apr 16Jul 26

Against the market, two honest reads. Cumulative: over the last 10.3 years the stock moved +2,332% while the NIFTY 500 moved +266% — ahead of the index over the full window. Recent form: on a trailing-13-week view the stock is currently behind (7 weeks and counting; last ahead the week of 2026-06-17) — the ribbon below is that same metric, week by week.

What would end the trend, mechanically: two Friday closes in a row below the 200-day line. That is the exit rule — no debates.

→ The trend is one thing; the bill is another. Are you paying up for it? Next: the P/E sits at the 78th percentile of its own range.

02 · Valuation

Valuation P/E is the price of ₹1 of annual profit: how many rupees the market pays for each rupee the company earns in a year.

Indian Metals & Ferro Alloys Ltd trades at 17.0× P/E, at the pricey end of its own range (78th percentile). Its long-run median P/E is 8.8×, measured across 10.4 years of weekly readings. This places the multiple against the stock’s own record, and says nothing about what the business is worth.

Today's P/E of 17.0× is at the pricey end of its own range (78th percentile), against a long-run median of 8.8× measured over 10.4 years of weekly readings. This is a comparison against the stock's own history — not a claim about what it is worth.

P/E 17.0× vs a 8.8× long-run median P/E, weekly (left axis); earnings per share, trailing twelve months, weekly (right axis). 10.4-year window; loss-period spikes above 26× shown pinned at the top. The eps (ttm) bars are red where the reading is lower than the quarter before.
at the pricey end of its own range (78th percentile)
P/EMedianEPS (TTM) (quarterly)
28.3×₹11021.4×₹82.814.4×₹55.27.4×₹27.60.5×₹0.0×17.00×₹79Feb 16Oct 19Aug 22Sep 24Jul 26
28.3×₹11021.4×₹82.814.4×₹55.27.4×₹27.60.5×₹0.0×17.00×₹79Feb 16Aug 22Jul 26
PEG 1.28 PEG ratio per quarter — the P/E divided by the earnings-growth rate. The dashed line marks 1.0: below it the growth is cheap against the multiple, above it the price already prices the growth in. Computed here as quarter-end P/E ÷ trailing-twelve-month EPS growth (only quarters with positive growth), because a reported quarterly PEG is not held for this stock. Last 8 quarters; values above 6 pinned at the top.
above 1.0, the multiple already banks the growth
PEGPEG = 1.0
6.5×4.9×3.2×1.6×0.0××1.28×Q3 FY24Q4 FY24Q2 FY25Q1 FY26Q4 FY26
6.5×4.9×3.2×1.6×0.0××1.28×Q3 FY24Q2 FY25Q4 FY26
P/E
17.0×
78th percentile of 10y
PEG
n/m
not derivable — 3-year earnings growth unavailable

🚨 Why the multiple sits where it does: over the past year annual EPS moved +12.0% against a +78.2% price move — the price outran earnings, pushing the multiple UP its own range.

The price move, decomposed: over 5y, of the +33.9%/yr price move, ~+21.8%/yr came from earnings growth and ~+12.1 pp from the multiple (expanding). The split is the honest approximate (price return minus earnings growth); it makes the rally itself visible instead of hiding it behind the percentile.

Put together: the multiple is full against its own past, so the story rests on the earnings line underneath it, not the multiple.

→ Cheap or dear rides on the earnings. Are they actually growing? Next: the fundamental stage — where the business sits in its arc, and how growth has compounded.

03 · Stage: Mixed

Stage: Mixed Every business sits somewhere on a fundamental arc, and this page names the spot before anything else. The last twelve quarters of revenue, profit and EPS growth — plus the return the business earns on its capital — are read as curves: Deteriorating (the curves are falling), Turning around (a trough has just formed and the last few quarters lift off it), Improving (the climb off the trough is sustained), Consistent (steadily positive with healthy returns), Topping out (still high but decelerating from the peak). When the curves genuinely disagree the read is Mixed; too little history is No read. CAGR (compound annual growth rate) is the smooth yearly pace that turns the starting value into the latest one — the fairest way to compare growth across different time spans. Read the columns together: if the 1-year number towers over the 10-year, recent growth is running hotter than the long-run trend. A dash means that window is not held, or the base year was a loss (where a growth rate is not meaningful).

Indian Metals & Ferro Alloys Ltd reads as mixed on its fundamental arc. Mixed — no clean majority across the growth curves, ROCE holding at 21.1% — the per-curve reads carry the story. The read is built from 12 quarters across 4 curves, on full evidence.

Three growth curves, twelve quarters Year-on-year growth of trailing-twelve-month revenue (left axis), profit and EPS (right axis — they swing far wider), % at each quarter-end. A missing point means that reading is not held for the quarter.
the trajectory the stage is read from
RevenueProfitEPS
12%83%6.5%44%1.3%4.5%−4.0%−35%−9.2%−74%%%10.3%12.4%12%Jun 23Sep 24Mar 26
12%83%6.5%44%1.3%4.5%−4.0%−35%−9.2%−74%%%10.3%12.4%12%Jun 23Sep 24Mar 26
ROCE Trailing-twelve-month operating profit (before interest and tax) as a share of average capital employed — total assets minus current liabilities, the standard textbook basis, %.
the return curve, computed quarterly
ROCE
27%24%21%18%15%%21.1%Jun 23Sep 24Mar 26
27%24%21%18%15%%21.1%Jun 23Sep 24Mar 26
Revenue growth
Flat
latest +10.3% · span −7.8% to +10.3%
Profit growth
Flat
latest +12.4% · span −62.8% to +71.8%
EPS growth
Flat
latest +12.0% · span −62.8% to +71.7%
ROCE
Steady high
latest 21.1% · span 16.0%–26.5%

Why it matters: when the curves disagree, the per-curve reads above matter more than any single verdict.

Growth, year by year: revenue +10.2% in FY26, profit +12.1% Year-over-year growth per fiscal year, %: revenue (left axis); net profit and EPS (right axis — profit growth swings far wider). Zero line drawn. Turnaround-year spikes shown pinned (▲).
Revenue YoYProfit YoYEPS YoY
45%245%30%99%16%−48%0.8%−194%−14%−340%%%10.2%12.1%FY16FY21FY26
45%245%30%99%16%−48%0.8%−194%−14%−340%%%10.2%12.1%FY16FY21FY26
TTM growth by quarter Trailing-twelve-month growth versus the year-ago TTM, per quarter, %: revenue (left axis); profit and EPS (right axis). The acceleration read compares the last 4 quarters (+10.3%) with the last 8 annualized (+0.8%).
revenue accelerating, profit stabilising
Revenue TTM YoYProfit TTM YoYEPS TTM YoY
12%83%6.5%44%1.3%4.5%−4.0%−35%−9.2%−74%%%10.3%12.4%Jun 23Sep 24Mar 26
12%83%6.5%44%1.3%4.5%−4.0%−35%−9.2%−74%%%10.3%12.4%Jun 23Sep 24Mar 26
Compound annual growth rate (%) Compound annual growth rate over each window, %. Revenue, profit and EPS from fiscal-year figures; share price is the price CAGR over the same spans. A dash = that window is not held, or the base was a loss.
1yr3yr5yr10yr
Revenue+10.2%+1.8%+8.9%+8.8%
Profit+12.1%+23.4%+20.5%
EPS+12.0%+23.5%+20.6%
Share price+78.2%+60.1%+33.9%+34.8%
Revenue YoY (Mar 26)
+34.6%
latest quarter vs a year ago
Profit YoY (Mar 26)
+119.1%
latest quarter vs a year ago
Revenue 10y
8.8%
long-run compound pace

→ The stage names the trajectory. Next: the revenue line that produces it, quarter by quarter.

04 · 4-Factor Sector Score

4-Factor Sector Score

54.9/100 — rank 4 of 13 in Mining/Minerals · 96% evidence confidence

Indian Metals & Ferro Alloys Ltd scores 54.9 out of 100 against the 13 companies it is compared with in Mining/Minerals, ranking 4. Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

The four contributions add to the total exactly: 18.1 + 16.1 + 10.9 + 9.8 = 54.9. This is the SAME number shown on the sector comparison — it is computed once, for the whole peer set, and read here.

What would change it: The read weakens if profit growth turns negative or margin improvement reverses while sector-relative strength deteriorates.

05 · Revenue

Revenue Revenue is the top line: everything the company billed its customers in the period.

Indian Metals & Ferro Alloys Ltd reported ₹763 Cr of revenue in the Mar 26 quarter, +34.6% year on year. That is the 3rd straight quarter of year-on-year growth. Over 10 years it has compounded at 8.8% a year. The last full year, FY26, came in at ₹2,826 Cr. The last four reported quarters add to ₹2,827 Cr.

Indian Metals & Ferro Alloys Ltd reported ₹763 Cr of revenue in the Mar 26 quarter, +34.6% year on year. That is the 3rd straight quarter of year-on-year growth. Over 10 years it has compounded at 8.8% a year. The last full year, FY26, came in at ₹2,826 Cr. The last four reported quarters add to ₹2,827 Cr.

FY26 revenue came in at ₹2,826 Cr (+10.2% on the year), capping 10 years at 8.8% compound. The latest quarter (Mar 26) printed ₹763 Cr, +34.6% year on year — the 3rd consecutive quarter of year-over-year growth.

FY26 revenue ₹2,826 Cr (+10.2% YoY) Revenue bars, ₹ Cr (left); YoY growth-% line (right). 11-year window. A bar is red when it is lower than the year before.
8.8% a year over 10 years
RevenueYoY growth
3.1k45%2.3k30%1.5k16%7630.8%0−14%₹ Cr%₹2,82610.2%FY16FY21FY26
3.1k45%2.3k30%1.5k16%7630.8%0−14%₹ Cr%₹2,82610.2%FY16FY21FY26
Mar 26: ₹763 Cr (+34.6% YoY) Quarterly revenue bars, ₹ Cr (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
3rd straight quarter of growth
Revenue (quarterly)YoY growth
82439%61823%4127.8%206−7.8%0−23%₹ Cr%₹76334.6%Jun 23Sep 24Mar 26
82439%61823%4127.8%206−7.8%0−23%₹ Cr%₹76334.6%Jun 23Sep 24Mar 26

Pace check: the last four quarters averaged +11.2% growth against the decade's 8.8% — the current year is running faster than its own long-run rate.

Acceleration check: trailing-twelve-month revenue grew +10.3% over the last 4 quarters against +0.8%/yr over the last 8 — accelerating; TTM profit +12.4% vs +11.0%/yr — stabilising.

→ Revenue grew — did margins hold as it scaled? Next: 21.0% this quarter (+9.0 pp YoY).

06 · Operating margin

Operating margin Operating margin is what is left of every ₹100 of sales after running the business, before interest and tax. It is the cleanest read on pricing power and cost control.

Indian Metals & Ferro Alloys Ltd's operating margin is 21.0% in the Mar 26 quarter, +9.0 percentage points against the same quarter a year ago. Across 13 fiscal years the operating margin has ranged 6.0% to 31.0%. The current quarter sits inside that band.

Indian Metals & Ferro Alloys Ltd's operating margin is 21.0% in the Mar 26 quarter, +9.0 percentage points against the same quarter a year ago. Across 13 fiscal years the operating margin has ranged 6.0% to 31.0%. The current quarter sits inside that band.

The latest quarter's operating margin is 21.0%, +9.0 pp against the same quarter a year ago. Across 13 fiscal years the operating margin has ranged 6.0%–31.0%.

Why the margin moved: operating margin went +8.4 pp year on year while gross margin went +5.7 pp — the gain came mostly from the gross line: input costs and pricing.

FY26: 21.0% Operating margin by fiscal year, %, line (left); year-on-year change in the margin, in percentage points, line (right). 13-year window.
within a 6.0–31.0% band over 13 years
operating marginYoY change (pp)
33%24%26%14%19%4.0%11%−5.9%4.0%−16%%%21%0%FY14FY20FY26
33%24%26%14%19%4.0%11%−5.9%4.0%−16%%%21%0%FY14FY20FY26
Mar 26: 21.0% operating margin (+9.0 pp YoY) Quarterly operating margin, %, line (left); year-on-year change in the margin, in percentage points, line (right). Last 12 quarters. Operating profit as a share of revenue, per quarter.
Operating marginYoY change (pp)
26%16%22%9.6%19%3.5%15%−2.6%11%−8.7%%%21%9%Jun 23Sep 24Mar 26
26%16%22%9.6%19%3.5%15%−2.6%11%−8.7%%%21%9%Jun 23Sep 24Mar 26

→ Margins held — did that reach the bottom line? Next: profit +119.1% in the latest quarter.

07 · Net profit

Net profit Net profit is what survives every cost, interest and tax — the number EPS, dividends and book value all grow from.

Indian Metals & Ferro Alloys Ltd earned ₹103 Cr of net profit in the Mar 26 quarter, +119.1% year on year. It is the 2nd consecutive quarter of growth. Full-year FY26 profit was ₹425 Cr. That is 13.5% of the quarter's revenue. The same quarter a year earlier earned ₹47.0 Cr.

Indian Metals & Ferro Alloys Ltd earned ₹103 Cr of net profit in the Mar 26 quarter, +119.1% year on year. It is the 2nd consecutive quarter of growth. Full-year FY26 profit was ₹425 Cr. That is 13.5% of the quarter's revenue. The same quarter a year earlier earned ₹47.0 Cr.

Mar 26 profit was ₹103 Cr, +119.1% year on year — the 2nd consecutive quarter of growth. On the full year, FY26 printed ₹425 Cr (+12.1%).

FY26 profit ₹425 Cr (+12.1% YoY) Net profit bars, ₹ Cr (left); YoY growth-% line (right). 11-year window. A bar is red when it is lower than the year before.
Net profitYoY growth
554317%387−91%221−498%55−905%−112−1,312%₹ Cr%₹42512.1%FY16FY21FY26
554317%387−91%221−498%55−905%−112−1,312%₹ Cr%₹42512.1%FY16FY21FY26
Mar 26: ₹103 Cr (+119.1% YoY) Quarterly net profit bars, ₹ Cr (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
2nd straight quarter of growth
Net profit (quarterly)YoY growth
141966%106695%71424%35152%0−119%₹ Cr%₹103119.1%Jun 23Sep 24Mar 26
141966%106695%71424%35152%0−119%₹ Cr%₹103119.1%Jun 23Sep 24Mar 26

Why profit moved: revenue contributed +34.6% and the margin +9.0 pp — the quarter was margin-led: most of the profit growth came from keeping more of each sale.

Pace comparison, last four quarters: profit +30.2% vs revenue +11.2%. Profit is growing faster than sales — fixed costs are being spread over a bigger base, and each extra rupee of revenue drops more to the bottom line.

→ Profit rose — but did the cash follow? Next: 119% of the last 3 years' profit arrived as cash.

08 · Cash flow — the router

Cash flow — the router The P&L says what was earned; the cash-flow statement says what actually arrived. Operating cash flow (CFO) against profit is the cleanest lie detector in the accounts.

Over the last 3 fiscal years 119% of Indian Metals & Ferro Alloys Ltd's reported profit arrived as operating cash — the cash follows the profit. In FY26 that was ₹318 Cr of operating cash against ₹425 Cr of profit. After ₹1,303 Cr of capital spending, ₹−985 Cr was left as free cash.

FY26: operating cash of ₹318 Cr against reported profit of ₹425 Cr, leaving free cash of ₹−985 Cr after ₹1,303 Cr of capital spending. Across the last 3 fiscal years the conversion rate is 119% of profit.

Cash-flow readings here are annual — that is the resolution our series carries, so this section moves once a year.

FY26: CFO ₹318 Cr vs profit ₹425 Cr Operating cash flow and net profit by fiscal year, ₹ Cr; the line is free cash flow (CFO minus capital spending). 11-year window, annual resolution.
119% of 3-year profit arrived as cash
Operating cashNet profitFree cash
711255−200−655−1.1k₹ Cr₹318₹425₹−985FY16FY21FY26
711255−200−655−1.1k₹ Cr₹318₹425₹−985FY16FY21FY26
FY26: CFO = 75% of profit (three-year rate 119%) Operating cash as a share of net profit, per fiscal year, % (line). Dashed line = 100% — every unit of profit arriving as cash.
Conversion100%
205%168%131%94%57%%75%FY16FY21FY26
205%168%131%94%57%%75%FY16FY21FY26

Why conversion sits at 119%: the cash cycle stretched 100 days between FY21 and FY26 — more of each rupee of profit waits inside the cycle before arriving.

Router verdict: the bigger cash user is investment — capital spending ran 7.7× depreciation over three years, so the next section's job is to check what that build-out is buying.

→ So follow the cash to where it goes. Next: ₹1,501 Cr of building over 3 years.

09 · Where the cash goes

Where the cash goes Working capital is the cash tied up between paying suppliers and getting paid: debtor days (customers owe), inventory days (stock waits), and the cash conversion cycle (the whole loop, in days of sales).

Indian Metals & Ferro Alloys Ltd's cash conversion cycle runs 218 days in FY26, up from 118 days in FY21. Capital spending ran ₹1,501 Cr over the last 3 years. At FY26 sales of ₹2,826 Cr each day of that cycle holds about ₹7.7 Cr, so roughly ₹1,688 Cr sits inside the business at any moment.

FY26: debtors at 31 days, inventory at 283 days — roughly 9.3 months of stock waiting to sell; that is where the cash sits while it waits — for a full cycle of 218 days, looser than FY21's 118.

The full loop: cash goes out to suppliers and production on day 0; stock waits 283 days to sell; customers pay about 31 days after that; and suppliers themselves are paid at 96 days — netting out to the 218-day cycle.

In money terms: at FY26 sales of ₹2,826 Cr, each day of the cycle holds about ₹7.7 Cr — so the 218-day loop keeps roughly ₹1,688 Cr sitting inside the business at any moment.

FY26: a 218-day cash cycle Debtor days, inventory days, payable days and the cash conversion cycle by fiscal year. 13-year window.
+100 days vs FY21
Cash cycleInventory daysDebtor daysPayable days
30522414463−18days218d283d31d96dFY14FY17FY20FY23FY26
30522414463−18days218d283d31d96dFY14FY20FY26

On the investment side: capital spending of ₹1,501 Cr over the last 3 fiscal years against ₹196 Cr of depreciation — the company is building well ahead of wear-and-tear. Capital work-in-progress stands at ₹794 Cr (FY26) — capacity paid for but not yet earning.

FY26: capex ₹1,303 Cr, work-in-progress ₹794 Cr Capital spending per fiscal year, ₹ Cr (bars); capital work-in-progress, ₹ Cr (line). Quarterly capital-spending history is not held for India — annual is the honest resolution.
a build-out
CapexWork-in-progress
1.4k985546107−332₹ Cr₹1,303₹794FY16FY18FY21FY23FY26
1.4k985546107−332₹ Cr₹1,303₹794FY16FY21FY26

The synthesis: the cash is going into capacity, not disappearing into the cycle — the question becomes whether the new capacity earns.

→ Does all this activity actually earn its cost of capital? Next: ROCE is 18% and the ROIC − WACC spread is +3.5 pp.

10 · Return on capital

Return on capital Return on capital employed (ROCE) is the profit the whole business earns on all the money in it — equity and debt together. It is the single best test of whether growth creates value or just size.

Indian Metals & Ferro Alloys Ltd earns a ROCE of 18% in FY26. That is up from a trough of 0% in FY20. Return on invested capital clears the cost of that capital by +3.5 percentage points, so growth here adds value rather than only size. The wiring behind it is 15.0% net margin on 0.65× asset turns.

FY26 ROCE is 18%, recovered from a FY20 trough of 0% — the full ladder below shows the fall and the climb, undoctored.

Why the return is what it is — the wiring (FY26): 15.0% net margin × 0.65× asset turns × 1.59× balance-sheet leverage ≈ 15.5% on equity. Margin is doing the heavy lifting; leverage is modest — this is an earned return, not a borrowed one.

The capstone test — ROIC − WACC: 15.5% − 12.0% = a +3.5 pp spread. The 12.0% is a standing assumption for the cost of capital in India, not a per-stock estimate — read the sign and the size of the spread, not the decimals. Positive but thin — value creation with little room for error.

FY26: ROCE 18% Return on capital employed by fiscal year, % (line); ROIC by fiscal year, % (line). 13-year window, dips included. Dashed line = the 12.0% cost of capital used on this page.
the climb back from FY20's 0%
ROCEROIC (annual)WACC
37%27%17%7.1%−2.7%%18%15.8%FY14FY20FY26
37%27%17%7.1%−2.7%%18%15.8%FY14FY20FY26
Q4 FY26: ROCE 16.8% (TTM) vs WACC 12.0% Trailing-twelve-month ROCE and ROIC, per quarter, %; dashed line = the cost of capital. Last 12 quarters, put on a trailing-twelve-month basis and anchored to the annual figure.
ROCE (TTM)ROIC (TTM)WACC
25%22%18%15%11%%16.8%18.1%Q1 FY24Q2 FY25Q4 FY26
25%22%18%15%11%%16.8%18.1%Q1 FY24Q2 FY25Q4 FY26

→ Returns like these — is the balance sheet borrowing to make them? Next: debt-to-equity is 0.35.

11 · Debt

Debt Debt-to-equity says how much of the business is funded by borrowings. Low is the safe corner; the trend matters as much as the level.

Indian Metals & Ferro Alloys Ltd carries total debt of ₹958 Cr against shareholder equity of ₹2,726 Cr as of Mar 26, a debt-to-equity of 0.35. On the annual view that ratio went from 0.28 in FY22 to 0.35 in FY26. Read the returns elsewhere on this page with that leverage in mind.

Mar 26: total debt of ₹958 Cr against shareholder equity of ₹2,726 Cr — a debt-to-equity of 0.35. On the annual view, debt-to-equity went from 0.28 (FY22) to 0.35 (FY26). Read the returns on this page with that leverage in mind.

FY26: debt ₹958 Cr at 0.35× equity Total debt by fiscal year, ₹ Cr (bars); debt-to-equity, × (line). 5-year window.
Total debtDebt-to-equity
1.0k0.37×7760.30×5170.23×2590.16×00.09×₹ Cr×₹9580.35×FY22FY24FY26
1.0k0.37×7760.30×5170.23×2590.16×00.09×₹ Cr×₹9580.35×FY22FY24FY26
Mar 26: debt ₹958 Cr, debt-to-equity 0.35 Total debt per quarter, ₹ Cr (bars); debt-to-equity, × (line). Last 12 quarters. India reports the full balance sheet half-yearly, so the intervening quarter carries the prior reading forward.
Total debt (quarterly)Debt-to-equity
1.0k0.37×7760.30×5170.22×2590.14×00.07×₹ Cr×₹9580.35×Jun 23Sep 24Mar 26
1.0k0.37×7760.30×5170.22×2590.14×00.07×₹ Cr×₹9580.35×Jun 23Sep 24Mar 26

→ Who owns this, and are they adding or leaving? Next: the register is quiet.

12 · Ownership

Ownership Who owns the stock, quarter by quarter: promoters (the controlling owners), foreign and domestic institutions, and the public. Steady accumulation by people close to the numbers is a signal; a quiet register is also an answer.

No holder of Indian Metals & Ferro Alloys Ltd moved a full percentage point over the last two years — the register is quiet. Domestic institutions moved −0.5 points over the same window, to 0.9%. The register is read on the four disclosed classes only; nothing is inferred between filings.

The register over the last two years — Foreign institutions: +0.7 points over 8 quarters to 3.6%; Domestic institutions: −0.5 points over 8 quarters to 0.9%; Promoters: +0.0 points over 8 quarters to 58.7%.

Fiscal-year ends: promoters +0.0 pts from Mar 24 to Mar 26 Shareholding at each fiscal-year end (March quarter), % of the company. 3 year-ends held.
PromotersForeign inst.Domestic inst.Public
63%46%29%12%−4.6%%58.7%3.9%0.8%36.6%Mar 24Mar 25Mar 26
63%46%29%12%−4.6%%58.7%3.9%0.8%36.6%Mar 24Mar 25Mar 26
A quiet register: no holder moved a full point in two years Shareholding by holder class, % of the company, quarterly, last 13 quarters.
PromotersForeign inst.Domestic inst.Public
63%46%29%12%−4.6%%58.7%3.6%0.9%36.9%Jun 23Dec 24Jun 26
63%46%29%12%−4.6%%58.7%3.6%0.9%36.9%Jun 23Dec 24Jun 26

→ One last check: does the safety math agree? Next: the balance-sheet safety line.

13 · Safety line

Safety line The Z-score estimates how far a company sits from balance-sheet distress — above roughly 3 is safe, below roughly 1.8 is the danger zone. It was built for manufacturers, so it is not applied to banks and lenders.

Indian Metals & Ferro Alloys Ltd: the Z-score reads 4.08. A Z-score above roughly 3 reads as safe and below roughly 1.8 as the distress zone, so this sits well clear of distress. It is a distance-to-distress estimate from the balance sheet, not a forecast of failure.

Why it matters: a Z-score of 4.08 sits well clear of the distress zone — the balance sheet is not the risk here.

The safety line in one sentence: the Z-score reads 4.08.

Related companies · same sector · Mining/Minerals Every company is compared on the shape of its own curves, not static ratios. The Revenue, EPS and ROCE columns each draw that company's last 12 quarters as a mini line of the ACTUAL level (trailing-twelve-month revenue and EPS, and the ROCE itself) — so a line that climbs is a business getting bigger, a line that sinks is one shrinking. The colour tracks the same line: green when it is rising or steadily healthy, amber when it is rolling over from a high (still elevated but turning down), red when it is falling, grey when flat or stuck. Colour and direction always agree — a green line never points down. The ROCE curve is the return on capital (annual readings for peers, so a slightly coarser line than the quarterly one at the top of this page). The Stage column then runs the same 12-quarter trajectory classifier used at the top of the page on each company and names where it sits. What lands a company in each bucket: CONSISTENT — growth stays positive across the window and returns are healthy (ROCE ≥ 15%, or ROE ≥ 12% for lenders); IMPROVING — profit or EPS fell into real decline, bottomed a few quarters back, and has climbed back to positive and held there; TURNING AROUND — the same kind of trough but more recent, with the latest quarters just lifting off it (an early, unconfirmed turn); TOPPING OUT — growth is still positive but decelerating hard from its own peak while returns have stopped rising; DETERIORATING — two or more growth curves are shrinking (latest below zero) and staying there, not one soft quarter; MIXED — the curves genuinely disagree, or no clean majority, so no single word fits; NO READ — fewer than eight usable quarters. It is a like-for-like read of every company against its own past, not a ranking against the group.
CompanyP/EMkt capRevenueEPSROCEStage
Indian Metals & Ferro Alloys Ltd this page17.0×₹7,230 CrTurning around
Coal India Ltd8.5×₹2.6L CrDeteriorating
Vedanta Ltd6.0×₹1L CrMixed
KIOCL Ltd1,279.0×₹21,195 CrNo read
Gujarat Mineral Development Corporation Ltd31.8×₹17,889 CrMixed
Bharat Coking Coal Ltd₹16,295 CrNo read
Ashapura Minechem Ltd16.4×₹6,659 CrMixed
MOIL Ltd52.6×₹5,471 CrNo read
Midwest Energy Ltd₹4,874 CrNo read
Deccan Gold Mines Ltd₹3,865 CrNo read
Orissa Minerals Development Company Ltd₹2,248 CrNo read
Deccan Gold Mines Ltd₹1,755 CrNo read
South West Pinnacle Exploration Ltd19.1×₹763 CrMixed
20 Microns Ltd10.9×₹721 CrConsistent
12 · Frequently asked questions

Frequently asked questions

What is Indian Metals & Ferro Alloys Ltd's share price today?

Indian Metals & Ferro Alloys Ltd trades at ₹1,361, +78.2% over the past year. The company is valued at ₹7,230 Cr. The stock sits at 65% of its 52-week range of ₹976–₹1,565, +6.3% versus its 200-day average. On the tape, the price is in a confirmed uptrend, 53 weeks in. — as of 24 July 2026.

What were Indian Metals & Ferro Alloys Ltd's latest quarterly results?

Indian Metals & Ferro Alloys Ltd reported revenue of ₹763 Cr and net profit of ₹103 Cr for the Mar 26 quarter. Revenue rose 34.6% and profit rose 119.1% year on year. Earnings per share were ₹19.13. The operating margin was 21.0%, 9.0 pp higher than a year earlier. — as of 24 July 2026.

What is Indian Metals & Ferro Alloys Ltd's revenue?

Indian Metals & Ferro Alloys Ltd reported revenue of ₹763 Cr in the Mar 26 quarter, +34.6% year on year. For the full FY26 fiscal year, revenue was ₹2,826 Cr (+10.2%). Over the last 10 years revenue compounded at 8.8% a year. — as of 24 July 2026.

What is Indian Metals & Ferro Alloys Ltd's profit?

Indian Metals & Ferro Alloys Ltd earned ₹103 Cr of net profit in the Mar 26 quarter, +119.1% year on year — the 2nd straight quarter of growth. Full-year FY26 profit was ₹425 Cr. The operating margin ran 21.0% in the latest quarter. — as of 24 July 2026.

What is Indian Metals & Ferro Alloys Ltd's market cap?

Indian Metals & Ferro Alloys Ltd's market capitalisation is ₹7,230 Cr at a share price of ₹1,361. Market cap is the share price multiplied by shares outstanding, so it is restated whenever the price moves. — as of 24 July 2026.

What is Indian Metals & Ferro Alloys Ltd's P/E ratio?

Indian Metals & Ferro Alloys Ltd trades at a P/E of 17.0×, at the 78th percentile of its own 10-year range, against a long-run median of 8.8×. This is a comparison with the stock's own history, not a value call — as of 24 July 2026.

Does Indian Metals & Ferro Alloys Ltd pay a dividend?

Yes — Indian Metals & Ferro Alloys Ltd's dividend payout was 16% of profit in FY26, and it recorded a payout in 10 of its last 13 reported fiscal years. 2 of those years show a negative ratio because profit itself was negative. — as of 24 July 2026.

Is Indian Metals & Ferro Alloys Ltd overvalued?

On its own history, Indian Metals & Ferro Alloys Ltd looks expensive against its own history: its P/E of 17.0× sits at the 78th percentile of its 10-year range (long-run median 8.8×). That is a percentile read against the stock's own past, not a price opinion or a direction call. — as of 24 July 2026.

Is Indian Metals & Ferro Alloys Ltd growing?

Yes — Indian Metals & Ferro Alloys Ltd is growing: latest-quarter revenue +34.6% year on year, profit +119.1%, and the margin +9.0 pp at 21.0%. The earnings engine currently reads: improving — as of 24 July 2026.

How is Indian Metals & Ferro Alloys Ltd performing?

Indian Metals & Ferro Alloys Ltd is in a confirmed uptrend, 53 weeks in. Its latest quarter's revenue rose 34.6% and profit rose 119.1% year on year. Against the NIFTY 500 it has been behind on a trailing-13-week view for 7 weeks. — as of 24 July 2026.

What stage is Indian Metals & Ferro Alloys Ltd in?

Mixed — no clean majority across the growth curves, ROCE holding at 21.1% — the per-curve reads carry the story. The read comes from the last 12 quarters of growth (revenue growth +10.3% latest, profit growth +12.4% latest, eps growth +12.0% latest) plus the ROCE curve, classified by deterministic rules — a trajectory read, not a buy or sell call — as of 24 July 2026.

Is Indian Metals & Ferro Alloys Ltd in an uptrend?

Yes — the price is in a confirmed uptrend (week 53 of stage 2), trading +6.3% versus its 200-day average and at 65% of its 52-week range. Price stages cycle base → advance → top → decline, and the stage names where this stock sits in that cycle — as of 24 July 2026.

Is Indian Metals & Ferro Alloys Ltd beating the market?

Not lately — on a trailing-13-week view Indian Metals & Ferro Alloys Ltd is currently behind the NIFTY 500 (7 weeks and counting; last ahead the week of 2026-06-17), the same metric the week-by-week ribbon on this page draws. Separately, on the cumulative view: over the last 10.3 years the stock moved +2,332% against the NIFTY 500's +266% — ahead of the index over the full window. — as of 24 July 2026.

Will Indian Metals & Ferro Alloys Ltd's share price go up?

This page publishes no price forecast for Indian Metals & Ferro Alloys Ltd. What it measures instead: the share price is ₹1,361, the price is in a confirmed uptrend 53 weeks in. Its P/E of 17.0× sits at the 78th percentile of its own 10-year range. — as of 24 July 2026.

Who owns Indian Metals & Ferro Alloys Ltd?

Promoters hold 58.7% of Indian Metals & Ferro Alloys Ltd, foreign institutions 3.6%, domestic institutions 0.9% and the public 36.9% (latest quarter). No holder moved a full point over the last two years — the register is quiet. — as of 24 July 2026.

Does Indian Metals & Ferro Alloys Ltd have too much debt?

It is moderate — Indian Metals & Ferro Alloys Ltd's debt-to-equity is 0.35, and operating profit covers the interest bill 16×. FY26 borrowings were ₹958 Cr against equity of ₹2,718 Cr. Read the returns on this page with that leverage in mind — as of 24 July 2026.

What is Indian Metals & Ferro Alloys Ltd's capex?

Indian Metals & Ferro Alloys Ltd spent ₹1,501 Cr on capital expenditure over the last 3 fiscal years, a figure derived from the change in fixed assets plus depreciation. In FY26 alone that was ₹1,303 Cr, with ₹794 Cr in capital work-in-progress — capacity paid for but not yet earning. — as of 24 July 2026.

What is Indian Metals & Ferro Alloys Ltd's cash flow?

Indian Metals & Ferro Alloys Ltd generated ₹318 Cr of operating cash flow in FY26 and ₹−985 Cr of free cash flow after ₹1,303 Cr of capital spending. Reported profit that year was ₹425 Cr, so operating cash ran behind profit. Cash-flow resolution for India is annual. — as of 24 July 2026.

Is Indian Metals & Ferro Alloys Ltd's profit real cash?

Yes — over the last 3 fiscal years, 119% of Indian Metals & Ferro Alloys Ltd's reported profit arrived as operating cash. In FY26, operating cash was ₹318 Cr against reported profit of ₹425 Cr. The cash then goes mostly into building capacity. Cash-flow resolution is annual — as of 24 July 2026.

How financially safe is Indian Metals & Ferro Alloys Ltd?

On the balance sheet, the Z-score reads 4.08 — above roughly 3 is safe, below roughly 1.8 is the distress zone. That sits well clear of trouble. — as of 24 July 2026.

Where is Indian Metals & Ferro Alloys Ltd in its business cycle?

Indian Metals & Ferro Alloys Ltd's FY26 operating margin was 21.0%, against a 13-year band of 6.0%–31.0%: mid-band by its own history — neither the peak that precedes mean-reversion nor the trough that precedes recovery. The latest quarter ran 21.0%. Profitability versus a company's own long band is the cleanest cycle clock this page holds — as of 24 July 2026.

What could break the Indian Metals & Ferro Alloys Ltd story?

The sharpest disagreement: the price moved +78.2% in a year while annual EPS moved +12.0% — the difference is re-rating, and re-rating has to be repaid with earnings. Mechanically, two Friday closes in a row below the 200-day average would end the price trend — that is the exit rule this page tracks — as of 24 July 2026.

Is Indian Metals & Ferro Alloys Ltd a stock worth studying right now?

This is not investment advice. The machine read: Indian Metals & Ferro Alloys Ltd's price has outrun its earnings. +78.2% in a year against EPS +12.0% — the market is paying now for delivery later. The sharpest open question: whether earnings grow into a price that has already moved. Every number on this page is drawn deterministically from the raw series, with no forecasts and no price opinions — as of 24 July 2026.

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