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Earnings Call Transcript

Manaksia Coated Metals & Industries Earnings Call Transcript: Key Takeaways

Record Q2 FY27 total income ₹321.55 Cr (+43.8% YoY), EBITDA ₹36.91 Cr at 11.48% margin, PAT ₹18.73 Cr. Realisation-led, export-heavy growth; capacity ramp-up pending.

Guidance and delivery
Management target Revenue 35.0% FY27
Highlights
Revenue growthTotal income +43.8% YoY, +22.2% QoQ; H1 +22.4% YoY.
MarginsEBITDA margin 11.48% vs 11.06% Q1; EBITDA/t ₹11,536 vs ₹10,411.
Order book₹525 Cr, of which ₹420 Cr exports; 4–5 months' cover.
Demand visibilityOrder book ₹525 Cr; ₹420 Cr exports, 4–5 months' execution.
Management confidenceConfident on volumes; evasive on pricing strategy, SEBI query, EBITDA/t split.

Growth

Total income +43.8% YoY, +22.2% QoQ; realisation/t +8.3% YoY. H1 income +22.4% YoY, PAT +17.4% YoY.

Outlook

FY27 revenue +35–55% YoY guided; FY28 volume 1.75–2.0 lakh t; Second line Q3 FY27; 3x revenue/EBITDA by FY29.

Risks

Europe quota cut to 54k t/qtr; top-10 customers ~60% (per QIP); freight and steel cost volatility; capex execution.

Source

Earnings Call Transcript filed with BSE, NSE: MANAKCOAT. Summary written with AI assistance from the document.

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Manaksia Coated Metals & Industries Ltd: key numbers

Share price
₹155.50
Market cap
₹1,658 Cr
Revenue (annual)
₹884.5 Cr
Net profit (annual)
₹40.69 Cr
P/E (TTM)
36.4×Sector 17.1×
Promoter holding
57.78%+0.00% QoQ
FII holding
0.19%Current quarter

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

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