MAHSEAMLESBSEMAHARASHTRA SEAMLESS LTDMediumNeutral
Announced Fri, 7 Aug · 17:25 IST

Q1FY27 earnings: PAT up, margins improve, net cash Rs 3,838 cr

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDFExplain this filing

MAHSEAMLES · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+1.4%1-day move
₹587.60
prior close
₹595.10
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+1.0-0.2-0.6+0.5+1.4+4.0+4.2+3.8+6.0+4.8
Up moveDown movePending
AI summary

Maharashtra Seamless posted Q1FY27 revenue of Rs 1,266 cr (flat YoY), EBITDA of Rs 184 cr at 17 percent margin (vs 15 percent YoY), and PAT of Rs 271 cr at 25 percent margin (vs 20 percent YoY). Production dipped due to a temporary gas supply disruption from the war. Net cash position strengthened to Rs 3,838 cr. Order book stands at Rs 1,709 cr (ONGC and OIL 42 percent, others 58 percent). Capex of Rs 852 cr is planned, fully funded from internal accruals. Anti-dumping duty on Chinese seamless pipes extended till January 2027.

Likely market impact

Margin expansion and a Rs 1,709 cr order book are positives; production hit from gas disruption is a near-term watch item.