Mamata Machinery Limited has informed the Exchange about Investor Presentation
MAMATA · price
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Mamata Machinery filed its Q1FY26 earnings presentation, reporting consolidated revenue of ₹382 million, up 38% year-on-year from ₹276 million but down sharply from ₹1,110 million in Q4FY25 due to the company's well-known H2-weighted seasonality (historically ~66% of annual revenue lands in H2). Profit after tax jumped to ₹26 million (up ~11x YoY from a low base of ₹2 million), with EBITDA margin recovering to 7% from -1% in Q1FY25, though well below Q4FY25's 33%. The Converting vertical grew 73% YoY to ₹267 million and led the quarter, while Co-extrusion dipped 4% to ₹94 million and Packaging remained small at ₹5 million. Management noted that some deferred orders from Q4, especially in packaging and exports, are now expected to be booked in Q2, and highlighted first-ever orders for 9-layer blown film plants as a milestone. Growth strategy focuses on expanding packaging machinery exports to Africa, Middle East, Europe, Asia, and South & Central America, participation in the K trade show in Germany, and leveraging an asset-light model.
Short-term sentiment may be cautious since Q1 is structurally weak and margins remain well below the full-year 21% benchmark, but the YoY growth, new 9-layer order wins, and expansion into new geographies signal healthy underlying momentum. For shareholders, the key is that the H2-heavy order pipeline and packaging division scaling could drive a strong second-half performance, consistent with the company's historical seasonality pattern.