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Earnings Call

Midwest Earnings Call: Key Takeaways

Midwest Ltd reported modest 3% annual revenue growth with stable granite margins but faced significant Q4 logistics headwinds and initial cost pressures from its new high-purity quartz (HPQ) segment expansion.

Highlights
Revenue growth3% YoY growth to ₹645cr; Q4 hit by logistics delays.
MarginsGranite EBITDA stable at 27.5%; consolidated margins hit by startup costs.
Demand visibilityStrong granite demand in China, Middle East, and North African markets.
Management confidenceBalanced confidence despite operational glitches and startup costs in quartz.

Growth

Granite revenue grew 3% YoY to ₹645cr; HPQ segment remains in early-stage stabilization and production ramp-up.

Outlook

Targeting 60% capacity utilization for Quartz Phase 1; Phase 2 commissioning by Q4 FY26 with ₹130cr capex.

Risks

Logistics disruptions delayed ₹25cr in revenue; HPQ segment startup costs impacted consolidation PAT by ₹6cr.

Source

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

Read the document ↗

Midwest Ltd: key numbers

Share price
₹929.50
Market cap
₹3,361 Cr
Revenue (annual)
₹645.6 Cr
Net profit (annual)
₹104.8 Cr
P/E (TTM)
30.3×Sector 33.0×
Promoter holding
77.12%-0.01% QoQ
FII holding
3.88%Current quarter

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

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