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Earnings Call

MMP Industries Earnings Call: Key Takeaways

MMP Industries delivered record FY26 revenue despite Q1 fire disruptions, driven by aluminum foil and powder. Management is pivoting aggressively toward power infrastructure segments like conductors and polymer insulators to boost structural margins.

Why this was an Alfa AlertNot a filter event. Revenue and EBITDA growth aligned with recovery expectations without material guidance beats.
Highlights
Revenue growthFY26 consolidated revenue rose 19% YoY to ₹825.3cr.
MarginsEBITDA margins stable at 8% despite elevated raw material costs.
Demand visibilityStrong demand from pharma packaging and power transmission sectors.
Management confidenceBalanced tone focusing on recovery after Q1 operational disruptions.

Growth

FY26 revenue grew 19% YoY to ₹825.3cr; aluminum foil surged 39% while powders grew 15%.

Outlook

Guidance of 13-15% growth for core segments; insulator revenue targeted at ₹45-50cr for FY28.

Risks

Substantial exceptional credits of ₹5.45cr inflated Q4 PAT; prolonged project execution in AB cables remains a drag.

Source

Earnings Call filed with NSE, NSE: MMP. Summary written with AI assistance from the document.

Read the document ↗

MMP Industries Ltd: key numbers

Share price
₹496.00
Market cap
₹1,260 Cr
Revenue (annual)
₹824.0 Cr
Net profit (annual)
₹31.01 Cr
P/E (TTM)
25.1×Sector 18.4×
Promoter holding
100.00%+25.52% QoQ
FII holding
0.00%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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