IFGL Refractories Ltd has announced the resumption of operations at its Kandla manufacturing facility following the restoration of Liquified Petroleum Gas (LPG) supply. The company made this positive development known through a regulatory filing under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Operations Fully Restored

The company confirmed that all LPG-dependent manufacturing processes at the Kandla facility have now been resumed, with all product lines at the facility becoming fully functional. This development follows the temporary suspension of operations that occurred due to significant LPG supply disruption.

Background of Supply Disruption

The temporary halt in operations was attributed to LPG supply challenges caused by the ongoing conflict in the Gulf region and the Government of India's directive to Oil Marketing Companies to prioritize LPG allocation to domestic consumers over industrial users. These external factors had created significant supply chain challenges for the refractory industry.

Management's Continued Vigilance

Despite the resumption of operations, IFGL Refractories management has indicated that it will continue to closely monitor the situation and implement all possible measures to mitigate any future impact. The company acknowledges that such supply chain disruptions remain beyond its direct control due to their external nature.

Stakeholder Communication

The company has maintained its commitment to transparent communication with stakeholders throughout this period. This latest disclosure has been made available on the company's website at ifglgroup.com, with detailed information accessible through their investor announcement section at ifglgroup.com/investor/announcement.

IFGL Refractories Limited has published the official transcript of its Q3 and nine-month FY26 earnings conference call, which was held on February 17, 2026. The transcript was disclosed under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, and has been made available on the company's website.

Regulatory Compliance and Disclosure

The company filed the earnings call transcript on February 22, 2026, fulfilling its regulatory obligations to shareholders and market participants. The document provides a comprehensive record of the management's discussion on financial performance, operational updates, and strategic initiatives.

Management Participation

The earnings conference call was conducted by senior management including Managing Director James Leacock McIntosh, Director and Chief Executive Officer India Arasu Shanmugam, and Chief Financial Officer Amit Agarwal. The call was moderated by Sahil Sanghvi from Monarch Networth Capital Limited.

Key Highlights from Transcript

The detailed transcript covers various aspects of the company's Q3 FY26 performance, including revenue growth, margin pressures, regional operations, and strategic initiatives. Management discussed the company's India-focused strategy, international operations performance, and technology developments during the interactive session with analysts and investors.

The transcript also documented the announcement of a significant leadership transition, with Managing Director James Leacock McIntosh stepping down effective March 1, 2026, and Mihir Prakash Bajoria being appointed as the new Managing Director.

Accessibility and Transparency

The complete transcript has been hosted on the company's official website at ifglgroup.com under the investor relations section. This ensures transparency and provides stakeholders with detailed insights into the company's quarterly performance and management's strategic outlook for future quarters.