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Earnings Call

Mcon Rasayan India Earnings Call: Key Takeaways

MCON Rasayan reported strong H2 and FY26 growth, focusing on distribution expansion through FOCO models and institutional project approvals.

Highlights
Revenue growthFY26 revenue up 29% YoY; guiding 35-40% medium-term growth.
MarginsEBITDA margins reached 11.7% in H2; targeting 13.5% in FY27.
Order bookApproved for Chennai Metro project (₹4-5cr annually) and CPWD-linked ecosystems.
Demand visibilityStrong traction in construction activity and institutional infrastructure projects.
Management confidenceHigh; citing under 1% market share and strong distribution tailwinds.

Growth

FY26 revenue grew 29% to ₹652m; PAT up 34% to ₹30m. H2 revenue up 26% YoY.

Outlook

Guided 35-40% medium-term revenue growth and 18% EBITDA margin target by FY28 via higher value-added product mix.

Risks

Working capital pressure from geographic expansion and raw material volatility due to geopolitical tensions.

Source

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

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Mcon Rasayan India Limited: key numbers

Share price
₹41.50
Market cap
₹30.42 Cr
Revenue (annual)
₹65.24 Cr
Net profit (annual)
₹3.04 Cr
P/E (TTM)
10.0×Sector 33.0×
Promoter holding
57.41%
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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Debt & Borrowing

MCON Rasayan India Debt & Borrowing: ₹24.65 Cr

MCON Rasayan India Ltd has availed a new credit facility of ₹24.65 Crore from Yes Bank Limited, comprising Term Loans and Cash Credit facilities.

Value
₹24.65 Cr
From
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Annual General Meeting

MCON Rasayan India Annual General Meeting

Mcon Rasayan India Limited issued a notice for its Annual General Meeting on 28-Sep-2026. Shareholders will vote on financial statements, director re-appointments, and remuneration revisions.