Manaksia Coated Metals & Industries Ltd

No information is provided regarding the same in the latest conference call.

No information is provided regarding the same in the latest conference call.

No information is provided regarding the same in the latest conference call.

- Company targets 3x revenue and profitability growth by FY '29 through capacity expansion (to 0.36 million tons) and backward integration like cold rolling mill. - Incremental revenue in FY '27 expected between INR300-500 crores from new color coating line and higher capacity utilization on alu-zinc line. - EBITDA margin sustainable between 10%-12% with upgraded technology and export ramp-up. - FY '26 EBITDA margin at 10.29%, PAT margin at 4.54%, with expectations to maintain or improve margins going forward. - Earnings per share rose 211% in FY '26, reaching INR4.32, reflecting strong growth momentum. - Order book robust (~INR350-400 crores) despite global uncertainties, with strong export demand. - ROE currently ~14%, expected to improve further with commissioned projects. - Solar power plant (7 MW) to save INR7-7.5 crores annually in power costs starting FY '27, supporting margin expansion.

- Current order book is in the range of INR 350 crores to INR 400 crores. - Majority of this order book is from export customers. - Despite global tensions and increased freight costs, existing long-term customers continue placing orders. - Customers are being cautious and ordering more in advance to build buffers against uncertainty. - Strong order visibility for H1 FY '27 from both domestic and export markets. - Customer feedback on new alu-zinc and pre-painted alu-zinc products has been very encouraging. - The export order book is robust, contributing significantly to revenue growth.