Multi Commodity Exchange of India Investor Presentation: Key Takeaways
Q2 FY27: operating revenue ₹800 Cr (+113.9% YoY), PAT ₹455 Cr (+130.8%), EBITDA margin 78.0%. H1 PAT ₹868 Cr (+116.4%). No explicit guidance given.
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Q2 FY27: operating revenue ₹800 Cr (+113.9% YoY), PAT ₹455 Cr (+130.8%), EBITDA margin 78.0%. H1 PAT ₹868 Cr (+116.4%). No explicit guidance given.
Q2 FY27 standalone revenue ₹1,180cr (+21%), EBITDA ₹400cr (34% margin), PAT ₹335cr (+33%). Innovation portfolio now 7% of sales, driving portfolio transformation.
Q2 FY27 consolidated income ₹449 Cr (+25.7%), EBITDA ₹45.1 Cr (+160%), margin 10.0%, PAT ₹7.8 Cr vs prior loss. Film-led recovery; Specialty volumes down.
H1 FY27 revenue ₹138 Cr (+53%), EBITDA ₹18 Cr at flat 13% margin. PAT +95% is flattered by a ₹1.78 Cr one-time tax credit.
Aggressive store expansion drove 28% revenue growth but suppressed short-term margins and same-store sales due to festive shifts.
Q2 FY27 revenue INR 1,097 Mn (+62.8% YoY), EBITDA INR 224 Mn (20.42% margin), PAT INR 137 Mn (+110.8%). Strategy pivots toward owned data centres and proprietary platforms.
Q2 FY27 revenue ₹731.3 Cr (+46%) and PAT ₹10.5 Cr (+48%), but EBITDA margin compressed to 3.0% from 4.0%. Strategy centres on fabrication, own brands and land monetisation.
Q2 FY27 revenue Rs 80.2 Cr (+54.8%), EBITDA Rs 40.8 Cr (50.8%), PAT Rs 5.5 Cr (+213.5%). H1 revenue Rs 134.0 Cr (+24.7%). Occupancy 91.2%; 17-centre pipeline supports Tier-II GCC expansion.
Q2 FY27 revenue Rs 7,910 Cr (+29% YoY), EBITDA Rs 1,895 Cr at 24.0% margin, reported PAT Rs 926 Cr (-26.6% YoY). Branded India and North America drove growth; FX and D&A weighed on profit.
Q2FY27 revenue Rs 456.5 cr (+43% YoY), EBITDA Rs 32.8 cr (7.2% margin), PAT Rs 23.0 cr; debottlenecked volumes and specialty mix drove operating leverage.
Prince Pipes delivered strong 22% volume growth and significant working capital reduction, but EBITDA margins remain range-bound at 11-13% despite lower-cost inventory tailwinds.
Q2 FY27 revenue INR 829 Mn (+23.2% YoY), EBITDA INR 33 Mn at 3.98% margin, PAT loss INR 27 Mn. H1 FY27 revenue INR 1,620 Mn (+31%), PAT loss INR 35 Mn. Expansion into wall panels and new land.
Q2 FY27 revenue INR 3,143 Mn (+37% YoY), Adj. EBITDA INR 1,180 Mn (+39%), PAT INR 642 Mn (+47%). Music-led growth; Live Events doubled; Video down 16%.
Allied Digital reports record H1 revenues despite government project delays, shifting focus toward higher-margin managed services and AI-driven automation.
Q2 FY27 consolidated revenue ₹472 Cr (+36% YoY), EBITDA ₹106 Cr (22% margin), PAT ₹67 Cr (+82%). H1 consolidated PAT ₹146 Cr. Standalone debt-free; DME, ACN commercialised; NMM and BSCL expansions ongoing.
H1FY27 standalone: revenue ₹1,962 Cr (+74.8% YoY), EBITDA ₹46.8 Cr (+113.7%), PAT ₹33.2 Cr (+131.5%). Push into value-added ATC and busbars.
Q2 FY27 revenue ₹327 Cr (+28% YoY), EBITDA ₹30 Cr (9.0% margin), PAT ₹13.5 Cr (-27%). H1 revenue ₹674 Cr (+17%). Domestic-led growth; margins compressed.
Record high order backlog and strong top-line growth driven by space and US export segments, though EBITDA margins faced temporary compression due to freight and strategic pricing.
Vijaya Diagnostic delivered strong Q2 growth, leveraging operating leverage and CGHS tariff revisions to expand margins significantly despite aggressive network expansion.
Yatharth delivered record performance driven by newer acquisitions turning EBITDA positive and a strategic 3,150 Cr Advent partnership to double bed capacity.
Strong consolidated revenue growth driven by India and Europe, despite volatile commodity prices. Robust order book execution across EV and four-wheeler segments offset one-time European depreciation hits.
Q2FY27 revenue ₹83.1 Cr (+17.3% YoY), EBITDA ₹17.95 Cr (21.6% margin), PAT ₹4.86 Cr. H1 revenue ₹151.9 Cr, PAT ₹8.2 Cr. SteriPort Line 3 commissioned September 2026.
H1-FY27 consolidated revenue INR 6,141 Mn (+53.4%) and PAT INR 247 Mn (+14.4%), with EBITDA margin compressing to 4.87%. Standalone PAT rose 56.7%. Growth comes from tender wins and LATAM/SEA expansion.
Embassy reports record-high pre-sales and luxury launches, though project completion accounting hides operational momentum behind a net loss.
Q2 FY27 consolidated revenue Rs 2,953 Mn (+25.3% YoY), EBITDA Rs 280 Mn (9.5% margin), PAT Rs 101 Mn (+96.6%). Jumbo Laminates ramp drives growth.
Solar Industries delivered a massive quarterly beat driven by strong defense execution and international expansion.
Q2FY27 operating revenue ₹230.23 Cr, operating EBITDA ₹42.33 Cr (18.02% margin), PAT ₹31.03 Cr (13.21%) after API exit; now net debt-free FDF pure-play.
Q2 FY27 standalone revenue Rs176.7 Cr (+47.4% YoY), EBITDA Rs16.4 Cr (9.3% margin), PAT Rs9.5 Cr (+62.4%). Driven by dielectric capacity ramp and higher volumes.
Macfos delivered strong H1 FY27 growth but faces working capital stress from aggressive inventory building.
Laxmi Dental reported record quarterly revenue driven by international expansion and digital adoption.