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Investor Presentation

Mamata Machinery Investor Presentation: Key Takeaways

Q1FY27 revenue fell 6% YoY to ₹3,628 Lakhs. The company reported a PAT loss of ₹347 Lakhs vs ₹265 Lakhs profit YoY, driven by higher exhibition and employee costs.

Highlights
MarginsGross margins healthy/increased; EBITDA margin fell to -13% due to OPEX.
Order bookBacklog at end of FY26 remains healthy.
Demand visibilityHealthy order intake and business visibility in line with FY27 outlook.
Management confidenceCautiously optimistic for FY27; expecting execution pickup in later part of year.

Growth

Revenue de-grew 6% YoY. Converting revenue down 26%, Packaging down 12%. Co-extrusion revenue was ₹352 Lakhs vs zero in Q1FY26.

Outlook

RecTech film received EU recyclability certification; management expects execution to pick up in H2 FY27 as seasonal pressures subside.

Risks

Polymer price volatility deferred customer deliveries; West Asia crisis creates headwinds; rising working capital needs for converters.

Last quarter's promises, checked

Delivered

  • Execute 2 co-extrusion machines in FY26 → delivered 2 machines (= BEAT)

Partly delivered

  • Execute 18 VFFS machines in H1FY27 → Q1 results show segment decline (= PARTIAL)

Missed

  • 30-40% Packaging growth → -12% in Q1FY27 (= MISS)
  • Normalize EBITDA margin to ~20% → -13% in Q1FY27 (= MISS)
  • H1FY27 execution of ₹80cr order book → Q1FY27 revenue only ₹36.28cr (= MISS)
Source

Investor Presentation filed with BSE, NSE: MAMATA. Summary written with AI assistance from the document.

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Mamata Machinery Ltd: key numbers

Share price
₹411.90
Market cap
₹1,014 Cr
Revenue (annual)
₹233.0 Cr
Net profit (annual)
₹15.05 Cr
P/E (TTM)
113.4×Sector 53.6×
Promoter holding
62.45%+0.00% QoQ
FII holding
0.35%Current quarter

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

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