Announced Wed, 3 Jun · 19:51 IST

Investor Presentation for the Half Year and Financial Year ended March 31, 2026 (H2FY2026)

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

Price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-7.7%1-day move
₹91.00
prior close
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AI summary

Aztec Fluids & Machinery reported FY26 consolidated revenue of ₹96.53 crore, up about 9% YoY from ₹88.42 crore, with EBITDA rising 9.6% to ₹13.96 crore and EBITDA margin improving 38 bps to 14.33%. However, full-year PAT slipped marginally to ₹7.41 crore (vs ₹7.56 crore) with PAT margin contracting 68 bps to 7.6%, hurt by higher depreciation and other expenses. For H2 FY26 alone, revenue grew to ₹47.61 crore and EBITDA jumped 19% to ₹6.43 crore with margin expanding 124 bps to 13.43%. Management reiterated plans for double-digit topline growth, targeted PAT margin of 8–9% and EBITDA margin of 13–15% over the next three years, driven by the Jet Inks acquisition (expected to add ~20% revenue), backward integration of components, and a healthy order pipeline across pharma, FMCG, packaging and government tenders.

Likely market impact

Positive on margin guidance and growth outlook, though FY26 PAT dipped slightly due to higher costs. Stock trades at ₹89.70 with a market cap of ~₹122 crore (52-week range ₹78–₹128); investors should watch execution of the Jet Inks integration and whether margin trajectory holds in FY27.