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Release
August 2026 · rev 1
Opportunities PMS · Published
As at 31 Aug 2026 · IST₹ · ₹ cr · BSE 500 TRI
Present
Internal working platform. Published figures are extracted from the August 2026 source package and reviewed; reference prices and fundamentals are unlicensed working data, not for redistribution. Past performance is not indicative of future returns.
Company Atlas/Industrials/Indo-MIM
NSE: INDOMIM· IndustrialsCore · Aug 26Mid cap

Indo-MIM

Global MIM leader, new listing

Last close
₹1,248.15
29 Sept 2026 · reference
1D · 1M
+1.7% · +43.8%
price-only
Weight
0.8%
31 Jul 2026 · Aug rank 30
Thesis review
8 Sep 2026
Why We Own, p54
Coverage owner: Research (per book); latest results Q Jun-26Buoyant AIF I Top 30 Holdings - Aug 2026.pdf · p1Buoyant_Why_We_Own_What_We_Own_Sep2026.pdf (portfolio as of 31 July 2026) · p54Screener ↗Tijori ↗NSE ↗
OverviewBusiness & segmentsChartsFinancialsValuationThesisRisks & catalystsCompetitorsResearch & documents
What the business is

Approved description

Indo-MIM is the world's largest metal injection moulding (MIM) component maker by revenue with ~6.8-7% global MIM market share held for six consecutive years, making 9,000+ precision parts (280 mn parts in FY26) for 1,100+ customers across automotive (24.6% of FY26 revenue), defence (18.7%), medical (18.1%), aerospace (12.0%) and consumer (10.8%). It runs 15 plants (6 India, 6 USA, 2 UK, 1 Mexico); exports were 77% of FY26 revenue and top-10 customers 38%. Listed on 30-Jul-2026 after a Rs 3,812 cr IPO (Rs 501 cr fresh + Rs 3,311 cr OFS) at Rs 485; shares opened at ~Rs 700 and closed day one at Rs 741.75 (+53%).

Why we own it · 5 approved reasons
  1. 01Global leader in a niche: ~7% share of a USD 4.0 bn (CY2025) global MIM market projected to grow 9.2% CAGR to USD 6.2 bn by CY2030; ~92% of revenue from repeat customers.
  2. 02Margin expansion visible: Q1FY27 EBITDA margin 33.4% (+400 bps YoY) with EBITDA/part rising from Rs 30 (FY24) to Rs 38 (FY26); ROE 21.3%, ROCE 26.6% (FY26).
  3. 03Diversified, defensible end-markets: defence + medical + aerospace = 49% of FY26 revenue, less cyclical than autos (25%); 77% exports across 55 countries with US/UK/Mexico plants giving tariff optionality.
  4. 04Deleveraging: Rs 400 cr of IPO proceeds earmarked to repay 33% of Rs 1,212 cr borrowings; RHP net debt/EBITDA 0.65x (FY26) vs 1.15x (FY25), D/E 0.39x.
  5. 05Growth track record: FY24-26 revenue CAGR 20.9%, PAT Rs 284 cr (FY24, RHP) to Rs 534 cr (FY26), Q1FY27 PAT +31.6%.
Full thesis, sizing and review history →
Price

Reference close, with results-period markers

INDOMIM
Close as of 29 Sept 2026
Yahoo Finance chart API (unlicensed reference data; not for redistribution). Price-only series (split-adjusted; dividends excluded). Gaps are non-trading days.
1D
+1.7%
28 Sept 2026
1W
+1.2%
22 Sept 2026
1M
+43.8%
28 Aug 2026
3M
Insuff.
6M
Insuff.
1Y
Insuff.
Buoyant Screener

Quality score, technicals and Buoyant Score

Value it →

Computing the scorecard…

Results centre

Latest quarter · Q Jun-26

Latest quarter versus prior year and prior quarter
Line (₹ cr)Q Jun-26YoYQoQ
Net Sales1,219—+9.4%
Operating Profit407—+24.5%
Net Profit240—+31.9%
Implication for thesisBroadly unchanged · per 8 Sep 2026 reviewQ1FY27 (Jun-26): revenue 1,219 (+9.4% YoY), PAT 240 (+31.6%)

Reported vs internal estimate: internal quarterly estimates are not in the supplied package; consensus feed not licensed. YoY/QoQ per PRD §12.5 (transitions, not %, on non-positive bases).

Key facts

Position and valuation context

0.8%
Weight, 31 Jul 2026
Aug rank 30 · Core
₹36,678 cr
Market cap, July 2026 research sheet
Tijori latest: 60,905 Cr
n.m.
P/E FY27E · Buoyant
FY28E n.m.
n.a.
ROE FY27E · Buoyant
FY28E n.a.
114.0x
P/E trailing (Tijori)
18.92%
ROE latest FY (Tijori)
ROCE 26.49%

General industrial/consumer/IT preset: growth, margins, ROCE/ROIC, working capital, FCF, net debt; P/E, EV/EBITDA.

Street view · 1 report
All broker research →
Target (median)
₹1,407
HDFC Securities
Implied vs 29 Sept 2026
+12.7%
on ₹1,248.15 reference close
Ratings
1/0/0
buy / neutral / sell · latest 18 Sept 2026

Sell-side targets are third-party views, not Buoyant's; the upside is recomputed on our reference close, so it differs from the figure printed at the broker's price date.

Investment case and valuation

Valuation range

No headline target on this page; the book quotes the thesis and the risk rather than a target.

₹948
Price (2026-09-07)
n.m. / n.m.
FY27E / FY28E P/E (Buoyant sheet)
n.a.
FY27E ROE (Buoyant sheet)
72.6x
Trailing P/E
n.m.
Price / book
n.a.
EPS CAGR FY26–28E
Assumptions, sensitivity, scenarios →
Next catalysts · material risks

What we watch

Catalysts
  • Q2FY27 results (Nov-2026) and first analyst day / broker initiations giving FY27-28 estimates.
  • Completion of Rs 400 cr debt repayment from IPO proceeds, lowering finance cost (Rs 167 cr in FY26).
  • Lock-in expiry of anchor (30 days / 90 days from 30-Jul-2026 listing) and pre-IPO shareholders (6 months, ~Jan-2027) - a supply overhang or float event.
Key risks
  • Customer/tariff concentration: 77% exports, top-10 customers 38% of revenue, purchase-order based with no long-term volume contracts; US/EU tariff changes directly hit demand.
  • Valuation and float: stock is ~95% above IPO price at 72.6x TTM with 87% of the IPO being OFS; pre-IPO investor lock-in expiries and any quarterly wobble could de-rate the stock.
  • Margin/mix: lower-margin 'others' revenue (powder, tooling) rose from 3.3% (FY24) to 15.9% (FY26) and raw-material cost rose from 16% to 21% of revenue; part volumes fell from 316 mn (FY24) to 280 mn (FY26).
Sources: Buoyant_Why_We_Own_What_We_Own_Sep2026.pdf (portfolio as of 31 July 2026) · p54 · fundamentals Tijori Finance (company filings), pulled locally via MCP batch; not licensed for redistribution · prices Yahoo Finance chart API (unlicensed reference data; not for redistribution).