MAZDOCKNSEMazagon Dock Shipbuilders LimitedMediumNeutral
Announced Tue, 10 Mar · 18:00 IST

Mazagon Dock Shipbuilders Limited has informed the Exchange about Investor Presentation

Order Pipeline DisclosedInvestor Communications View source PDF

MAZDOCK · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Mazagon Dock shared its Q3 FY 2025-26 investor presentation ahead of an Antique Stock Broking analyst meet. For the quarter, revenue rose to ₹3,601 Cr from ₹3,144 Cr a year ago, with PAT up to ₹837 Cr from ₹768 Cr. However, for the first nine months of FY26, revenue grew to ₹9,156 Cr but PAT dipped slightly to ₹1,972 Cr vs ₹1,998 Cr, with operating margin falling from 23% to 19% YoY. The order book stood at ₹23,758 Cr as of December 31, 2025, with key pending projects including P17A Frigates, ICGS vessels, ONGC platforms, and AIP submarines. The company remains debt-free and has declared total dividends of ₹13.50 per share for FY26 so far.

Likely market impact

Solid quarterly growth but margins are under pressure on a 9-month basis, which investors will likely focus on. The healthy ₹23,758 Cr order book provides revenue visibility, though the P15B destroyer project is now fully delivered, leaving future order inflows as the key catalyst for the stock.