Investor Presentation Q4 of 2025-26.
MAFATIND · price
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Mafatlal Industries reported its highest-ever annual results for FY26 with revenue of INR 3,870.4 Cr, up 38% YoY from INR 2,807.2 Cr. Q4FY26 revenue surged 96% YoY to INR 883.2 Cr, driven by execution of large institutional orders in textiles and consumer durables. Operating EBITDA grew 34% to INR 113.8 Cr while PBT rose 30% to INR 96.7 Cr. The company disclosed an orderbook of INR 775 Cr providing near-term revenue visibility. Gross debt was reduced from INR 68.3 Cr to INR 60.8 Cr, and ROCE improved to 23.0%. Management noted margin moderation due to higher consumer durable revenue mix. CEO transition announced: M B Raghunath retires May 31, 2026, with Priyavrata H. Mafatlal taking over as CEO in addition to MD role.
Strong revenue growth demonstrates successful execution in institutional uniform and consumer durable segments. The INR 775 Cr orderbook supports near-term revenue visibility, while debt reduction and improved ROCE reflect better capital efficiency. However, margin compression due to business mix shift may weigh on profitability if not managed.