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Investor Presentation

M & B Engineering Investor Presentation: Key Takeaways

M&B Engineering reported 22.5% YoY revenue growth in Q1 FY27, driven by strong PEB and roofing demand. Consolidated revenue reached INR 291 Cr with PAT increasing 22% to INR 22 Cr.

Guidance and delivery
Management target Revenue 25.0% FY27
Highlights
Revenue growth22.5% YoY; guidance of 25%+ for full year FY27.
MarginsOperating EBITDA margin 11.4%. Exports sustainable at 15% despite high freight.
Order bookINR 1,053 Cr (up 25% YoY); Phenix 79%, Proflex 21%.
Demand visibilityRobust inquiries from data centers, high-rise buildings, and automobile sectors.
Management confidenceHigh; visibility from INR 1,053 Cr order book and INR 4,000 Cr pipeline.

Growth

Revenue grew 22.5% YoY to INR 291 Cr; PAT rose 22% to INR 22 Cr; EBITDA at INR 36 Cr.

Outlook

Management guides 25%+ revenue growth for FY27. Investing INR 30 Cr in automated heavy structural steel line at Sanand.

Risks

Geopolitical tensions in West Asia spiked freight costs (up 2-2.5x) and steel prices (up 10-12%), pressuring margins.

Last quarter's promises, checked

Delivered

  • Guided 25% FY26 revenue growth → delivered 27% (INR 1,259.7 Cr) (= BEAT)
  • Guided 15% export margin → delivered 16-17% (= BEAT)
  • Guided INR 33 Cr FY26 Capex → delivered INR 33 Cr (= BEAT)

Partly delivered

  • Guided 25% revenue growth FY27 → delivered 22.5% in Q1 (= PARTIAL)
  • Guided INR 157 Cr EBITDA → delivered INR 157.2 Cr but margins fell to 12.5% vs 13.6% (= PARTIAL)

Missed

  • Guided 15% Q4 volume growth → delivered 8% (= MISS)
Source

Investor Presentation filed with BSE, 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