MAZDOCKNSEMazagon Dock Shipbuilders LimitedMediumNeutral
Announced Thu, 30 Apr · 22:26 IST

Mazagon Dock Shipbuilders Limited has informed the Exchange about Investor Presentation

Order Pipeline DisclosedInvestor Communications View source PDF

MAZDOCK · price

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Price reaction · full curve 14 horizons · vs prior close
-3.7%1-day move
₹2738.00
prior close
₹2751.20
base price
After-mkt
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AI summary

Mazagon Dock Shipbuilders (MDL) shared its Q4/FY26 investor presentation, reporting FY26 revenue from operations of ₹12,840 Cr (up 12% YoY from ₹11,432 Cr) and PAT of ₹2,436 Cr (up ~5% YoY from ₹2,325 Cr). Q4 FY26 was strong with revenue of ₹3,684 Cr and PAT of ₹464 Cr versus ₹327 Cr in Q4 FY25. Operating margin dipped slightly to 16% from 17% in FY25, while EBITDA grew to ₹3,402 Cr. The company disclosed a healthy order book anchored by big-ticket defence projects — P15B Destroyers (₹28,745 Cr), P17A Stealth Frigates (₹27,256 Cr) and P75 Kalvari Submarines (₹29,764 Cr) — alongside a 51% acquisition of Colombo Dockyard for ~₹237 Cr. It also declared a total dividend of ₹18.12 per share for FY26 and reiterated its zero-debt, Navratna status.

Likely market impact

The investor presentation reinforces MDL's strong execution track record and robust defence order pipeline, which should be viewed positively by shareholders. The slight dip in operating margin and a moderation in YoY profit growth rate are minor watch points, but the order book visibility and rising dividend payout continue to support a constructive long-term investment case.