MAMATABSEMamata Machinery LtdMediumNeutral
Announced Sat, 30 May · 15:18 IST

Earnings Presentation pertaining to the financial results of the Company for the Quarter and year ended March 31, 2026.

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

MAMATA · price

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Price reaction · full curve 14 horizons · vs prior close
-9.3%1-day move
₹410.00
prior close
₹373.60
base price
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+2.5+1.4+3.3+3.2-9.3-7.6-9.4-10.0-11.5-13.2-6.6+1.7
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AI summary

Mamata Machinery reported an 8% decline in FY26 revenue to ₹23,300 lakhs, with profitability compressing sharply. EBITDA margin fell to 8.2% from 21.5% (down 1,327 bps), and PAT dropped 63% to ₹1,505 lakhs. The decline was primarily driven by a near 50% fall in the US business due to tariff disruptions during Q2-Q3, compounded by West Asia conflict and polymer price inflation. One-time costs included ₹3.05 crore labour code provisioning and higher exhibition expenses of ₹10.2 crore. Operationally, the company secured a multi-machine VFFS order from a leading Indian snacks brand and received its first packaging machine order from South Africa. The company launched RecTech, a recyclable mono-material film technology, at Plastindia 2026 and showcased its portfolio at Interpack 2026 in Düsseldorf.

Likely market impact

FY26 was a consolidation year impacted by external headwinds, particularly in the US market. Management expects FY27 to be a recovery year with profitability normalizing as US market conditions improve and one-off costs roll off. The company remains net-debt free with healthy cash reserves.