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Earnings Call

Mallcom (India) Earnings Call: Key Takeaways

Mallcom (India) reported 8% YoY revenue growth but faced significant margin contraction due to higher raw material imports and currency depreciation.

Highlights
Revenue growth8% YoY growth in Q2; 13% growth in H1 FY26.
MarginsEBITDA margins contracted sharply by 530bps to 7.1%.
Demand visibilityPositive in emerging and domestic markets; subdued in Europe.
Management confidenceBalanced; optimistic about Q4 recovery but acknowledging current margin headwinds.

Growth

Revenue grew 8% YoY to ₹139cr; H1 revenue rose 13%. EBITDA margin fell 530bps to 7.1%.

Outlook

Targeting 20% annual revenue growth; expecting margins to recover to 13-14% by Q4 FY26.

Risks

Currency volatility and raw material import dependency; demand slowdown in the key European market.

Source

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

Read the document ↗

Mallcom (India) Ltd: key numbers

Share price
₹946.85
Market cap
₹590.8 Cr
Revenue (annual)
₹539.6 Cr
Net profit (annual)
₹30.04 Cr
P/E (TTM)
22.1×Sector 55.7×
Promoter holding
73.68%+0.00% QoQ
FII holding
0.01%Current quarter

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

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