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Investor Presentation

Man Industries (India) Investor Presentation: Key Takeaways

Man Industries delivered strong Q1 FY27 consolidated revenue of ₹1,053 Cr, up 41.9% YoY. The strategic acquisition of Saudi's National Pipe Company (NPC) and Jammu plant commissioning are key growth pillars.

Highlights
Revenue growth41.9% YoY growth in consolidated revenue for Q1 FY27.
MarginsConsolidated EBITDA margins expanded 420 bps YoY to 14.6%.
Order book$120 Mn immediate order book from NPC acquisition.
Demand visibilityStrong, anchored by Saudi Master Gas and Jal Jeevan Mission.
Management confidenceHigh, citing strategic NPC acquisition and robust global demand programs.

Growth

Q1 FY27 consolidated Revenue grew 41.9% YoY; EBITDA increased 91.3% YoY to ₹155 Cr; PAT rose 117.9% to ₹61 Cr.

Outlook

Targeting 22,000 MTPA from Jammu plant by Mar 2027; real estate monetization expected to yield ₹700-800 Cr revenue.

Risks

Integration risks for NPC Saudi Arabia; potential delays in Jammu stainless steel plant commissioning (targeted Mar 2027).

Source

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

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Man Industries (India) Ltd: key numbers

Share price
₹1,020.35
Market cap
₹7,654 Cr
Revenue (annual)
₹3,564 Cr
Net profit (annual)
₹170.5 Cr
P/E (TTM)
37.5×Sector 19.0×
Promoter holding
43.21%+0.00% QoQ
FII holding
2.87%Current quarter

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

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Value
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From
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Execution
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Order book
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