Mamata Machinery Limited has informed the Exchange about Investor Presentation
MAMATA · price
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Mamata Machinery reported an 8% decline in FY26 revenue to ₹23,300 lakhs and a 65% drop in EBITDA to ₹1,911 lakhs. The EBITDA margin compressed sharply to 8.20% from 21.47% due to a near-50% decline in US exports from tariff disruptions, lower export mix (higher margin business), adverse product mix, and polymer price inflation. One-time costs included ₹3.05 crore labour code provisioning and higher exhibition spends of ₹10.2 crore. Q4 was particularly weak with PAT at just ₹1 lakh. Operationally, the company secured a multi-machine VFFS order from a leading Indian snacks brand, received its first packaging machine order from South Africa, and launched RecTech recyclable film technology at Plastindia 2026. Management expects profitability to normalize in FY27 as revenue recovers and one-off costs roll off.
The sharp margin compression and weak Q4 results reflect temporary headwinds from US tariffs and geopolitical disruptions. However, management's confidence in FY27 recovery through US market stabilization and new geographic expansions suggests the underlying business remains intact. The stock may face near-term pressure given the 63% PAT decline, but recovery prospects could provide support.