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Investor Presentation

Midwest Investor Presentation: Key Takeaways

Midwest Limited delivered strong Q1FY27 results with 35% YoY revenue growth. The company is pivoting from granite dominance toward high-growth verticals like Quartz and Rare Earth Materials.

Guidance and delivery
Management target Revenue 150.0% next 3-4 years
Highlights
Revenue growth35% YoY in Q1FY27
MarginsEBITDA margin at 25.47% vs 27.39% YoY
Demand visibilityStrong quartz demand driven by solar glass and engineered stone sectors
Management confidenceHigh; aiming for 2.5x revenue growth

Growth

Q1FY27 Revenue grew 35% YoY to ₹191.84 Cr; EBITDA rose 25.4% to ₹48.87 Cr; PAT increased 27.3% to ₹31.04 Cr.

Outlook

Targets 2.5x revenue and 3x profitability growth over 3-4 years, backed by ₹300 Cr capex and Quartz capacity doubling.

Risks

Risks include fiscal policy changes, global competition, inflationary pressures, and demand/supply volatility in international natural stone markets.

Last quarter's promises, checked

Delivered

  • Guided 60% Quartz Phase 1 utilization → delivered Sept-25 commissioning (= BEAT)
  • Guided debt reduction → delivered ₹50 Cr reduction to ₹171.83 Cr (= BEAT)
  • Guided 10-13% granite growth → delivered 35% YoY revenue growth (= BEAT)

Partly delivered

  • Guided Quartz Phase 2 Q4FY26 commissioning → delivered Sept-25 Phase 1 only (= PARTIAL)
Source

Investor Presentation filed with NSE, 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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Midwest Ltd has issued a notice convening its 45th Annual General Meeting to be held on September 28, 2026, through video conferencing.