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Earnings Call

Mafatlal Industries Earnings Call: Key Takeaways

Mafatlal Industries achieved record FY26 revenue of ₹3,870 Cr (+38% YoY), driven by a shift to high-margin uniform solutions and expansion in consumer durables.

Why this was an Alfa AlertNot a filter event. Performance achieved 'highest ever' results but no specific prior guidance range was provided to verify a beat.
Highlights
Revenue growth37.9% YoY growth in FY26.
MarginsOperating EBITDA margin stable at 2.9% vs 3.0% YoY.
Order bookINR 775 Cr for execution in near future.
Demand visibilityStrong, backed by ₹775 Cr order book.
Management confidenceHigh, citing record annual results and disciplined execution.

Growth

FY26 Revenue grew 38% to ₹3,870.4 Cr; Operating EBITDA rose 34% to ₹113.8 Cr. Q4FY26 revenue surged 96%.

Outlook

Order book stands at ₹775 Cr providing near-term visibility; installing 4 MWp solar plant for cost optimization.

Risks

Moderation in margin profile due to revenue mix change; impact of new labor codes liability (₹2.9 Cr).

Source

Earnings Call filed with BSE, NSE: MAFATIND. Summary written with AI assistance from the document.

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Mafatlal Industries Ltd: key numbers

Share price
₹116.75
Market cap
₹839.5 Cr
Revenue (annual)
₹3,871 Cr
Net profit (annual)
₹89.98 Cr
P/E (TTM)
14.2×Sector 55.7×
Promoter holding
69.30%-0.02% QoQ
FII holding
0.34%Current quarter

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

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