ALFA Finder| Margins | EBITDA margins fluctuating between 11% and 19% over last five quarters. |
|---|---|
| Order book | Rs. 1,709 crore as of July 31, 2026. |
| Demand visibility | Strong Indian oil/gas demand projected to rise 30% by 2030. |
| Management confidence | High |
Growth
PAT grew 15% YoY from Rs 234 cr in Q1FY26 to Rs 271 cr in Q1FY27; EBITDA margin at 17%.
Outlook
Planned Rs 852 cr capex for capacity enhancement and solar power, targeting Rs 1,900+ cr annual turnover increase.
Risks
Temporary production decline in Q1FY27 due to war-related gas supply disruption; delayed tender awards by oil companies.
Last quarter's promises, checked
Delivered
- Guided margin improvement → EBITDA higher (= BEAT)
- Guided Telangana finishing line POs INR 90 cr → POs issued (= BEAT)
- Guided dispatch maintenance → 101k tons vs 103k tons previous (= BEAT)
Partly delivered
- Guided EBITDA/ton INR 10k-15k → Current margin 17% (= PARTIAL)
Investor Presentation filed with BSE, NSE: MAHSEAMLES. Summary written with AI assistance from the document.
Maharashtra Seamless Ltd: key numbers
- Share price
- ₹571.80
- Market cap
- ₹7,662 Cr
- Revenue (annual)
- ₹4,674 Cr
- Net profit (annual)
- ₹701.3 Cr
- P/E (TTM)
- 10.4×Sector 17.1×
- Promoter holding
- 70.30%+0.02% QoQ
- FII holding
- 9.93%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Maharashtra Seamless Ltd
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