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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 company does

Indo-MIM · Metal Fabrication

INDO-MIM Ltd. is a global precision engineering company specializing in Metal Injection Molding (MIM), precision casting, machining, and medical instruments. It serves the automotive, aerospace, medical, industrial, and consumer sectors with high-precision components.

Full profile (Yahoo)

INDO-MIM Limited provides end-to-end solutions for the manufacture of precision engineering components using metal injection molding (MIM) technology in India, North America, Europe, Southeast Asia, and internationally. The company's products include vehicle safety, fuel systems, powertrains, and interior applications for automobiles; firearm components, such as triggers, hammers, and sights; components for surgical devices in various fields, including endoscopy, laparoscopy, dental robotics, and orthopedics; and manifolds and precision housings, adaptors and tees, servo motor housing, nozzles and locking rings, and clevises and brackets for original equipment manufacturers in the aerospace industry. It serves the automotive, defence, medical, consumer, and aerospace sectors. The company was incorporated in 1996 and is based in Bengaluru, India. INDO-MIM Limited operates as a subsidiary of Green Meadows Investments Ltd.

Sector (Yahoo)
Industrials
Industry (Yahoo)
Metal Fabrication
Employees
4,424
Website
indo-mim.com

Key people: Mr. Krishna Chivukula (MD & Chairman) · Mr. Krishna Chivukula Jr. (CEO & Whole-Time Director) · Mr. Parasuraman Balasubramanian (VP of Finance & CFO) · Mr. Santosh Kumar Dash (Company Secretary & Compliance Officer) · Mr. Tirumani Srinivasan Shivashankar (Vice President of Operations) · Mr. Jagadish Govindrao Holla (Senior Vice President of Marketing of Indo-MIM Inc.)

Who are the competitors of INDO-MIM?

INDO-MIM major competitors are Thermax, Kirloskar Oil Engine, Jyoti CNC Automation, SPR Auto Tech., Inox India, Azad Engineering, Triveni Turbine. Market Cap of INDO-MIM is ₹58,636 Crs. While the median market cap of its peers are ₹21,216 Crs.

Is INDO-MIM financially stable compared to its competitors?

INDO-MIM seems to be financially stable compared to its competitors.The probability of it going bankrupt or facing a financial crunch seem to be lower than its immediate competitors.

Snapshot and what to watch · Tijori
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Yahoo profile 23 Sept 2026 · Tijori 23 Sept 2026

Segments

Revenue mix and market share

Product Wise Break-Up
  • Manufacturing of precision engineering components100.0%
Location Wise Break-Up
  • North America43.7%
  • India22.8%
  • Europe20.0%
  • ROW10.9%
  • South East Asia2.7%
Verticals
  • Automotive Products24.6%
  • Defence Products18.7%
  • Medical Products18.1%
  • Others15.9%
  • Aerospace12.0%
  • Consumer Products10.8%

Latest reported mix as compiled by Tijori from company disclosures; percentages of revenue.

Business model

How the company earns

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%).

Economics and valuation note (book)

No listed history (IPO Jul-2026). Stock is ~95% above the Rs 485 IPO price, i.e. ~88x FY26 EPS vs 45x at issue; global MIM peer Jiangsu Gian trades at 148x with 3.1% RoNW. EV/EBITDA n.m.; dividend yield 0.0%.

Competitive position · why this and not peers
Sundram FastenersSundram (42.5x, ROE 14.9%, FY26 PAT +Rs 593 cr) is a mature auto-fastener business growing single digits; Indo-MIM has higher ROE (21-23%), 33% EBITDA margins vs ~17%, and a global technology moat, though at a much richer 72.6x.
Bharat ForgeBharat Forge trades at 93.5x TTM with a Q1FY27 loss (Rs -90 cr), ROE 12% and Rs 7,309 cr debt; Indo-MIM offers higher ROE, positive Q1 growth and lower leverage at a lower multiple.
No direct listed Indian MIM peerThe RHP names only Jiangsu Gian (China, 148x P/E, 3.1% RoNW) as a comparable; Indo-MIM's 13% PAT margin vs Gian's ~2% makes it the scarce listed play on MIM.
Segment economics

Reported revenue mix

Product Wise Break-Up

share of revenue, %
  • Manufacturing of precision engineering components
    100.0%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Location Wise Break-Up

share of revenue, %
  • North America
    43.7%
  • India
    22.8%
  • Europe
    20.0%
  • ROW
    10.9%
  • South East Asia
    2.6%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Verticals

share of revenue, %
  • Automotive Products
    24.6%
  • Defence Products
    18.7%
  • Medical Products
    18.1%
  • Others
    15.9%
  • Aerospace
    12.0%
  • Consumer Products
    10.8%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Industry cycle

Industrials chapter

Industrials — 4.8%: stock-specific ideas inside a sector we are cautious on

The house is cautious on the capex complex — defence, railways, capital goods, renewables — not because the businesses are poor but because the valuations already discount years of order-book growth and the retail ownership is crowded. That caution is not a ban. The strategy is sector-agnostic and stock-selective, and four of our industrial positions are exactly that: L&T is the one large-cap engineering franchise whose multiple (28x FY28E) is below its growth (order book ₹7.8 lakh crore, +27% YoY; inflow guidance 10–12%) because the market treats it as a cyclical; Astral is a building-products compounder that sold off with PVC prices; Indo-MIM is the world's largest metal-injection-moulding company and a new listing; Dilip Buildcon is a road contractor at 20x FY28E where the balance-sheet repair is done and the bid pipeline is not. The macro backdrop is supportive at the margin: central capex is ₹12.2 lakh crore in FY27 (+11%), 28% of it already spent in the first months versus 24.5% last year, capital-goods order inflows are up 15–20%, the NHAI awarding target is 4,500 km with a ₹1.4 lakh crore bid pipeline, and manufacturing capacity utilisation at 74–78% is around the level at which private machinery capex historically begins. We would rather own the executors of that spend at reasonable prices than the order-book multiples of defence and railway names.

Datapoints the team can quote
  • Union Budget FY27 central capex ₹12.2 lakh cr (+11% vs FY26 RE); 28% spent by early FY27 vs 24.5% last year; fiscal deficit 4.3% — PIB; DEA
  • Capital-goods order inflows +15–20% YoY in Q1FY27; ABB India order intake +50%; BHEL order book ~₹2.6 lakh cr — Company releases
  • NHAI FY27 awarding target 4,500 km (3,100 km awarded); bid pipeline ₹1.4 lakh cr (Jul-26); road InvIT AUM ₹3.17 lakh cr; FY26 toll collections +14.4% — NHAI; MoRTH
  • Manufacturing capacity utilisation 74.3% (Q2FY26 OBICUS), above long-run average; the ~78% private-capex trigger is in sight — RBI OBICUS; DEA
  • Pipe industry volumes −9–10% YoY in Q1FY27 on PVC price volatility and destocking; MIP on Chinese PVC pipes implemented — Astral/Prince calls, Aug-2026
What we deliberately do not own

We own no defence (HAL, BEL, BDL: 40–60x for government-monopsony order books), no railways (RVNL, IRFC, Titagarh) and no renewables (Suzlon, Inox Wind, Waaree) — great businesses for an extended period, but the valuations and investor faith are extreme. Among capital-goods bellwethers, ABB, Siemens and Cummins at 50–70x price a private-capex boom that machinery data (26% of GFCF) does not yet confirm. Bharat Forge is a good company at 40x with a defence premium; we prefer RK Forgings (Autos) for the same end-markets at a cyclical trough. Supreme Industries is owned only in AIF I; in the PMS Astral is the pipes expression.

Market position

Market share (where tracked)

Global MIM Precision Components Manufacturer - Market Share6.80 %as of Dec 25
Sector datapoints

From the one-pager

  • Global metal injection moulding market: USD 4.0 bn in CY2025, projected USD 6.2 bn by CY2030 (9.2% CAGR) (FundsIndia IPO note citing RHP industry report, Jul-2026).
  • Indo-MIM held ~6.8% of global MIM revenue for six consecutive years and is the largest MIM manufacturer globally (RHP via FundsIndia/ipoanalysis, Jul-2026).
  • Indo-MIM IPO: Rs 3,812 cr (7.86 cr shares) at Rs 485, listed 30-Jul-2026 at Rs 700-703, closed Rs 741.75 (+53%); lead managers HDFC Bank, Axis, ICICI Sec, Kotak, SBI Caps (Chittorgarh).
  • Union Budget FY27 raised the Electronics Component Manufacturing Scheme outlay to Rs 40,000 cr and central capex to Rs 12.2 lakh cr, supporting domestic precision-component demand (PIB, Feb-2026).