Mazagon Dock Shipbuilders Limited has informed the Exchange about Schedule of meet and Presentation
MAZDOCK · price
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Mazagon Dock Shipbuilders has informed the exchange that its management will meet analysts and institutional investors at the Equirus Annual India Conference on 19 August 2025, along with an attached Q1 FY26 investor presentation. The presentation highlights Q1 FY26 standalone revenue from operations of ₹2,626 Cr (vs ₹2,357 Cr in Q1 FY25), EBITDA of ₹591 Cr, and PAT of ₹419 Cr (down from ₹666 Cr in Q1 FY25). Operating margin improved sequentially to 11% from 2% in Q4 FY25 but trails the 26% posted in Q1 FY25. As of 30 June 2025, the order book stood at ₹29,918 Cr, dominated by shipbuilding (₹27,120 Cr across P15B Destroyers and P17A Stealth Frigates) and submarine/heavy engineering (₹2,833 Cr). The company recently received Navratna status, delivered its 2nd stealth frigate Udaygiri on 1 July 2025, and continues to carry zero debt.
Strong ₹30,000 Cr order book gives multi-year revenue visibility, but the sharp YoY drop in Q1 profit is a watchpoint for investors. The presentation sets the stage for analyst questions on margin trajectory and execution of the defence order pipeline.