ALFA Finder| Management target | Revenue 25.0% FY27 |
|---|
| Revenue growth | 22.5% YoY; guidance of 25%+ for full year FY27. |
|---|---|
| Margins | Operating EBITDA margin 11.4%. Exports sustainable at 15% despite high freight. |
| Order book | INR 1,053 Cr (up 25% YoY); Phenix 79%, Proflex 21%. |
| Demand visibility | Robust inquiries from data centers, high-rise buildings, and automobile sectors. |
| Management confidence | High; 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)
Investor Presentation filed with BSE, NSE: MBEL. Summary written with AI assistance from the document.
M & B Engineering Ltd: key numbers
- Share price
- ₹289.75
- Market cap
- ₹1,656 Cr
- Revenue (annual)
- ₹1,260 Cr
- Net profit (annual)
- ₹92.64 Cr
- P/E (TTM)
- 15.9×Sector 17.1×
- Promoter holding
- 70.60%-0.01% QoQ
- FII holding
- 0.17%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from M & B Engineering Ltd
All →M & B Engineering Other Announcement
M&B Engineering filed Crisil's monitoring agency report on IPO proceeds for the quarter ended 30 September 2026. The report records no deviation from IPO objects.
M & B Engineering Earnings Call Transcript: Key Takeaways
Revenue rose 25.4% to ₹385 Cr, but EBITDA grew only 17.6%, so margins slipped. Order book reached ₹1,109 Cr (+19%). Management hedged on margin recovery and gave no data-centre order size.
- Call
- Guides 20% growth
M & B Engineering Results Update
M&B Engineering reported its highest-ever quarterly revenue of ₹385 crore in Q2FY27. Net profit grew 32.8% to ₹29 crore, supported by an order book of ₹1,109 crore.
- PEB manufacturing capacity
- 124000.0 MTPA
M & B Engineering Investor Presentation: Key Takeaways
Record Q2FY27 consolidated revenue ₹385 cr (+25.4% YoY), PAT ₹29.5 cr (+32.8%), EBITDA margin 11.3%. Orders on hand ₹1,109 cr (+19%).
- Call
- Guides 25% growth
M & B Engineering Q2 FY27 Results: Net Profit ₹29.5 Cr, Up 32.9% YoY
M & B Engineering Ltd reported revenue from operations of ₹384.7 Cr (+25.4% YoY) and net profit of ₹29.5 Cr (+32.9% YoY) for Q2 FY27.
- Key figure
- Net profit ₹29.5 Cr · +32.9% YoY
M & B Engineering Board Meeting Date
M&B Engineering schedules a board meeting on 5 Nov 2026 to consider and approve unaudited financial results for Q1 and H1 FY27. No results or financial figures are disclosed in this intimation.