Manaksia Coated Metals & Industries Limited has informed the Exchange about Investor Presentation
MANAKCOAT · price
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Manaksia Coated Metals reported record FY26 performance with Total Income of Rs. 896.27 Cr (up 14% YoY), EBITDA of Rs. 92.21 Cr (up 49%), and PAT of Rs. 40.69 Cr (up 164% YoY). The company achieved 34.23% EBITDA CAGR and 63.27% PAT CAGR over FY23-26. Q4FY26 showed margin pressure with EBITDA margin at 6.84% due to elevated freight, energy, and input costs. However, management highlighted sustained growth momentum and a robust order book of Rs. 375 Cr. Key strategic initiatives include capacity expansion (pre-painted steel to 2.7x by Q2FY27), backward integration via a Cold Rolling Mill complex (Rs. 200 Cr capex by FY28), and a 7 MW captive solar plant (Rs. 30 Cr) to reduce power costs by 40%. Exports now contribute 68% of revenue versus 40% a year ago.
Strong FY26 earnings with 164% PAT growth demonstrate execution capability, though Q4 margin compression signals near-term headwinds. The company's 3x growth vision by FY29, backed by capacity expansion and backward integration, positions it for sustained profitability. The deleveraged balance sheet (net debt halved to Rs. 81 Cr) and strong order book provide near-term revenue visibility.