MACPOWERNSEMacpower CNC Machines LimitedMediumNeutral
Announced Mon, 11 Aug · 16:48 IST

Macpower CNC Machines Limited has informed the Exchange about Transcript

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

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Macpower CNC Machines reported its highest-ever Q1 results, with revenue of INR 61.03 crore (up 21.5% YoY), EBITDA of INR 7.92 crore (up 20.5%), and PAT of INR 4.56 crore (up 13.4%). Order book stood at a record INR 346 crore, up 22% YoY, with INR 1,102 crore in bids submitted across domestic and defence/tender segments. Management guided for FY26 revenue of INR 300-350 crore and EBITDA margin of around 18%, with a longer-term target of 22-25% margins once the new plant and backward integration are operational. Capacity is set to rise from 2,000 to 2,500 machines by September, and the company is acquiring a larger 50-acre land (up from the planned 30 acres) for the new facility, expected by December.

Likely market impact

Strong Q1 performance, record order book, and clear margin expansion roadmap to 22-25% are positive signals for shareholders. Expansion is being funded largely through government-subsidised debt, with no equity dilution planned initially, keeping the balance sheet intact.