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Earnings Call

Maiden Forgings Earnings Call: Key Takeaways

Maiden Forgings reports strong FY26 growth, driven by a diversified product mix and B2G segment expansion. Shifting to a new 4-acre facility at Modinagar is underway to consolidate operations and improve efficiency.

Highlights
Revenue growthFY26 revenue ₹233.96cr; H2 revenue grew 17.46% YoY.
MarginsEBITDA margins expected to rise 1-2% due to high-margin product mix.
Order bookExport order book at historical high; LOIs secured for new product lines.
Demand visibilityStrong recurring orders from automotive, engineering, and infrastructure sectors.
Management confidenceHigh; citing 'warrior' mindset and strong foundation for long-term growth.

Growth

FY26 revenue hit ₹233.96cr; H2 FY26 revenue rose 17.46% YoY to ₹122.60cr with PAT surging 46.37% to ₹2.93cr.

Outlook

New facility operational by Sept 2026; adding 10,000 tons capacity; targeting 20-25% sales from B2G/defense in mid-term.

Risks

Global tariff issues, steel price volatility, and geopolitical instability in Dubai delaying overseas warehousing plans.

Last quarter's promises, checked

Delivered

  • Guided H1 volume ~17k tons → delivered 16,873 tons (= BEAT)
  • Guided internal funding for capex → delivered capex via internal accruals (= BEAT)
  • Guided B2G/Defense revenue 1-2% → delivered 1-2% (= BEAT)

Partly delivered

  • Guided facility operational by March 2026 → delivered Sept 2026 timeline (= PARTIAL)
  • Guided debt reduction to substantial amount → delivered internal funding but debt status unclear (= PARTIAL)
Source

Earnings Call filed with BSE, BSE: 543874. Summary written with AI assistance from the document.

Read the document ↗

Maiden Forgings Ltd: key numbers

Share price
₹100.95
Market cap
₹143.5 Cr
Revenue (annual)
₹231.6 Cr
Net profit (annual)
₹5.02 Cr
P/E (TTM)
28.6×Sector 19.0×
Promoter holding
71.97%
FII holding
0.00%Current quarter

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

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Maiden Forgings H2 FY26 Results: Net Profit ₹2.9 Cr, Up 45.0% YoY

Maiden Forgings Ltd reported revenue from operations of ₹122.2 Cr (+17.7% YoY) and net profit of ₹2.9 Cr (+45.0% YoY) for H2 FY26.

Key figure
Net profit ₹2.9 Cr · +45.0% YoY