Investor Presentation Q3 of 2025-26.
MAFATIND · price
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Mafatlal Industries reported a mixed Q3FY26 with revenue from operations declining 21.2% YoY to INR 717.4 Cr, primarily due to deferment of orders and billings during the Maharashtra and Bihar election code of conduct period. However, the 9MFY26 picture remains strong, with revenue up 26.7% YoY to INR 2,987.2 Cr — the company calling it the best-ever performance across major financial metrics. Operating EBITDA margin improved YoY in Q3 from 2.2% to 2.8%, and textile segment EBIT margins expanded from 5.5% to 6.4% in 9MFY26. Q3 PAT fell 79.4% YoY to INR 5.1 Cr, partly hit by an exceptional INR 2.87 Cr charge from new labour codes. Gross debt was cut to INR 52.8 Cr (from INR 68.3 Cr in March 2025) and the running orderbook stands at INR 1,200 Cr.
Near-term: Q3 weakness is largely election-driven and management expects normalization from Q4FY26, which should comfort investors. Positive: orderbook of INR 1,200 Cr, debt reduction, and improving textile margins support a constructive medium-term outlook, though the Q3 PAT drop may pressure the stock in the short term.