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

Macpower CNC Machines Limited has informed the Exchange about Investor 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
base price
After-mkt
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-4.6-5.4-5.5-6.0-12.7-12.3-11.1-8.8-5.2-3.8+11.9+24.4
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AI summary

Macpower CNC Machines reported strong FY26 results with revenue of INR 3,332 Mn (up 27% YoY), EBITDA of INR 539 Mn (up 30% YoY) at 16.2% margin, and PAT of INR 339 Mn (up 33% YoY). Q4FY26 was the highest-ever quarter for revenue (INR 1,003 Mn), EBITDA (INR 162 Mn), and PAT (INR 102 Mn). The company has transformed from a basic lathe maker into a technology-led CNC platform with 380+ product variants serving defence, aerospace, and automotive sectors. Order book stood at INR 406 Cr as of March 2026, with total bids submitted of INR 1,029 Cr including INR 376 Cr in defence bids under evaluation. Management outlined a 2026-2030 roadmap targeting a 30-acre greenfield plant with 10,000 machine capacity, INR 100 Cr Phase-1 capex, and EBITDA margins above 18% through premiumisation and defence sector focus.

Likely market impact

Strong execution with multi-year targets and a robust order pipeline support sustained growth. The guided margin improvement to >18% EBITDA and planned capacity expansion signal confidence in demand, particularly from defence and aerospace sectors, which could be positive for the stock.