ALFA Finder| Revenue growth | Q2 revenue +35% YoY; H1FY27 +31%. |
|---|---|
| Margins | Q2 EBITDA 7.6%, +53bps YoY, down 136bps QoQ. |
| Order book | Polymer insulator export orders from Latin America, South Asia. |
| Demand visibility | Export orders at unprecedented scale; H2 powders momentum expected. |
| Management confidence | Confident on H2 exports and cable recovery; no numeric guidance. |
Growth
Q2 Total Income +34% YoY, EBITDA +44%, PAT +73%. H1 revenue +31%, PAT Rs 26 Cr on low base.
Outlook
H2 cables +40-50% over H1; wire rod plant Q4FY27; LT cables from Q4FY27; Rs 30 Cr solar pending approvals.
Risks
Inventory valuation losses, high aluminium prices, monsoon-hit cables (-16% YoY), solar and approval delays.
Last quarter's promises, checked
Delivered
- FY27 powder rev +13-15% → Q2 powders +37% YoY (= BEAT, Q2 only)
- FY27 foil rev +15% → Q2 foils +47% YoY (= BEAT, Q2 only)
- FY27 consol rev +20-25% → H1FY27 +31% (= BEAT)
Partly delivered
- 7MW solar (Rs30cr) rollout Q3FY27 → Rs30cr still pending approvals; Q3 not yet due (= PARTIAL)
Missed
- Polymer EPC/PGCIL approvals in Q2FY27 → still pending (= MISS)
- LT cable launch Jun-2026 → LT cables deferred to Q4FY27 (= MISS)
Investor Presentation filed with NSE, NSE: MMP. Summary written with AI assistance from the document.
MMP Industries Ltd: key numbers
- Share price
- ₹471.25
- Market cap
- ₹1,197 Cr
- Revenue (annual)
- ₹824.0 Cr
- Net profit (annual)
- ₹31.01 Cr
- P/E (TTM)
- 21.7×Sector 17.1×
- Promoter holding
- 74.48%-25.52% QoQ
- FII holding
- 0.45%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from MMP Industries Ltd
All →MMP Industries Earnings Call Transcript: Key Takeaways
MMP achieved record quarterly and half-yearly revenue despite monsoon seasonality, driven by robust powder exports.
- Call
- Guides 50% growth
MMP Industries Results Update
MMP Industries reported record Q2FY27 revenue up 34% YoY with PAT rising 73%. H1FY27 PAT jumped 1516% YoY to ₹258 Mn on stronger operating performance.
MMP Industries Q2 FY27 Results: Net Profit ₹12.1 Cr, Up 72.9% YoY
MMP Industries Ltd reported revenue from operations of ₹252.7 Cr (+34.6% YoY) and net profit of ₹12.1 Cr (+72.9% YoY) for Q2 FY27.
- Key figure
- Net profit ₹12.1 Cr · +72.9% YoY
MMP Industries Board Meeting Date
MMP Industries will hold a board meeting on 2 November 2026 to consider unaudited half-yearly results. The trading window is closed from 1 October 2026.
MMP Industries Other Announcement
MMP Industries Limited filed a certificate confirming non-applicability of Regulation 74(5) as its entire shareholding is in dematerialized form for the quarter ended September 30, 2026.
MMP Industries Annual General Meeting
MMP Industries held its 53rd Annual General Meeting on September 12, 2026, where shareholders considered financial statements, dividends, and various director appointments.