MACPOWERNSEMacpower CNC Machines LimitedMediumNeutral
Announced Wed, 27 May · 20:16 IST

Macpower CNC Machines Limited has informed the Exchange about Presentation

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

MACPOWER · price

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Price reaction · full curve 14 horizons · vs prior close
-12.7%1-day move
₹1049.50
prior close
₹1040.00
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AI summary

Macpower CNC Machines reported strong Q4FY26 results with revenue of INR 1,003 million (up 25.3% YoY), EBITDA of INR 162 million (up 13.6% YoY, highest ever quarterly EBITDA), and PAT of INR 102 million (up 18.0% YoY, highest ever quarterly PAT). Full year FY26 revenue was INR 3,332 million with 27.3% YoY growth, EBITDA of INR 539 million (29.7% YoY growth), and PAT of INR 339 million (33.1% YoY growth). EBITDA margin expanded to 16.2% in FY26 from 15.9% in FY25. The company has a robust order book of ~INR 4,058 million as of March 31, 2026, with total bids submitted at ~INR 10,285 million including INR 376 crore in defence bids under evaluation. Management targets >18% EBITDA margin and 3-4x revenue potential through a new 30-acre greenfield plant (capacity up to 10,000 machines) with 50% reserved for defence work. The company is net debt negative with 73.17% promoter holding.

Likely market impact

Strong operational performance with margin expansion and growing defence sector focus positions the company well for sustained growth. The multi-year capacity expansion plan and large order pipeline provide good visibility, though execution of the ambitious growth targets will be key.