Arthneeti
Sale is live|00:00:00
Manaksia Coated Metals & Industries LtdQ1 FY26

Manaksia Coated Metals & Industries Ltd Q1 FY26 Earnings Call Analysis

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: 108P/E: 28.4Market Cap: ₹1.2K CrSector: Industrial Products

Management growth scorecard

Revenue

Category 3

Margin

Category 3

Fundraise

Yes

Order

Yes

Capex

Yes

3 of 5 growth signals are positive.

Full analysis

Revenue guidance

Category 3
No information is provided regarding the same in the latest conference call.

Margin guidance

Category 3
  • 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.

3 more insights locked — sign up free to unlock

Fundraise plans

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

Order book

Yes
  • 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.

Capex plans

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

How does Manaksia Coated Metals & Industries Ltd rank vs peers in Industrial Products?

Pro feature
1Manaksia Coated Metals & Industries Ltd
Rev 3Mar 3

See full Industrial Products sector rankings

Want more stocks like Manaksia Coated Metals & Industries Ltd?

Build an AI portfolio filtered by sector, market cap, and growth rank. Takes 2 minutes.

Build my portfolio