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Earnings Call

Midwest Earnings Call: Key Takeaways

Midwest Ltd reported FY26 revenue of ₹645cr (3% growth) with EBITDA at 27.01%. Strategy shifts toward Quartz and Rare Earth oxides alongside core granite operations.

Highlights
Revenue growth3% YoY growth in FY26.
MarginsStable granite margins; Quartz margins impacted by fixed costs/glitches.
Demand visibilityStrong demand for Galaxy granite in China and Middle East.
Management confidenceHigh on green energy transition and new mining leases.

Growth

FY26 revenue ₹645cr vs ₹626cr YoY. Q4 consolidated revenue ₹215cr; granite standalone EBITDA 27.55%.

Outlook

Guiding 10-12% granite growth. Phase 2 Quartz capex ₹130cr. Targeted ₹400cr Quartz and ₹350-400cr HMS revenue in 4 years.

Risks

Logistics issues due to war impacted Q4 sales by ₹25cr. Fuel costs and monazite policy delays are key headwinds.

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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