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Investor Presentation

M & B Engineering Investor Presentation: Key Takeaways

M&B Engineering delivered Q1FY27 revenue of ₹291 Cr (+22.5% YoY) with Operating EBITDA of ₹33 Cr. Strategy focuses on expanding PEB and Heavy Structural Steel capacity via brownfield capex.

Guidance and delivery
Management target Revenue 25.0% FY27
Highlights
Revenue growth22.5% YoY in Q1FY27
MarginsOperating EBITDA Margin at 11.4% for Q1FY27
Order book₹1,053 Cr as of June 30, 2026
Demand visibilityStrong; Orders on hand at ₹1,053 Cr (+25% YoY)
Management confidenceConfident in delivering >25% growth for FY27

Growth

Revenue grew 22.5% YoY; PAT increased 20.8% YoY to ₹21.90 Cr in Q1FY27.

Outlook

Confidently guided for >25% revenue growth in FY27; total capacity augmenting to 1,54,000 TPA by Q3FY28.

Risks

Export revenue contribution remains relatively low at 10% of total Q1 revenue.

Last quarter's promises, checked

Delivered

  • Guided ~25% FY26 Revenue Growth → delivered 27% (= BEAT)
  • Guided ~INR 100 Cr FY27 Capex → delivered INR 30 Cr in Q1 (= ON TRACK)
  • Guided 73,000 tons volume for FY26 → delivered 73,000 tons (= MET)

Partly delivered

  • Guided INR 300 Cr export revenue for FY27 → delivered 10% mix in Q1 (= PARTIAL)

Missed

  • Guided 15% Q4 volume growth → delivered 8% (= MISS)
  • Guided 13% adjusted EBITDA margin → delivered 11.4% in Q1 (= MISS)
Source

Investor Presentation filed with NSE, NSE: MBEL. Summary written with AI assistance from the document.

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M & B Engineering Ltd: key numbers

Share price
₹257.70
Market cap
₹1,473 Cr
Revenue (annual)
₹1,260 Cr
Net profit (annual)
₹92.64 Cr
P/E (TTM)
15.2×Sector 19.0×
Promoter holding
70.61%+0.07% QoQ
FII holding
0.84%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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17:24 IST BSE
Other Announcement

M & B Engineering Other Announcement

SVAR Family Trust acquired 5,000 equity shares of M & B Engineering Ltd through market purchase for ₹0.13 Crore.

Value
₹0.13 Cr
17:07 IST BSE
Management Change

M & B Engineering Management Change

M&B Engineering's shareholders approved the re-appointment of Ms. Birva Chirag Patel and Mr. Aditya Vipinbhai Patel as Whole-Time Directors for three years starting April 2027.

16:48 IST BSE
Annual General Meeting

M & B Engineering Annual General Meeting

M&B Engineering Ltd held its 44th Annual General Meeting on 17th September, 2026. Shareholders transacted business including the adoption of financial statements and a final dividend.

13:32 IST NSE
Business Update

M & B Engineering Business Update

M&B Engineering received EU Certification for its Sanand manufacturing facility. This milestone enables the company to pursue opportunities in UK and European markets.

10:04 IST BSE
Capital Structure Change

M & B Engineering Capital Structure Change

Director Birju Maheshbhai Patel acquired 3,744 shares of M & B Engineering Ltd via market purchase. The transaction was valued at approximately Rs. 10.15 Lakh.

Value
₹1.01 Cr