Investor Presentation.
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Meera Industries, a textile machinery maker (BSE: 540519), shared its H1-FY26 investor presentation highlighting declining quarterly performance: Q2FY26 revenue fell to ₹969 lakhs (vs ₹1,090 lakhs in Q2FY25), with EBITDA margin contracting to 12.8% (from 17.8%) and PAT margin shrinking to 5.4% (from 11.8%). On the growth side, the company is diversifying into CPP (Cast Polypropylene) flexible packaging films, targeting ₹20–25 crore revenue at full capacity with a current order book of ₹20 crore. Management highlighted that CPP net profit margins (currently 9–10% via middlemen) can expand to ~15% through direct sales. The CPP expansion needs ₹10 crore (Phase I) up to ₹35 crore (full scale) with no equity dilution planned, scaling from 300 to potentially 600 tonnes/month. Globally, the company exports to 39+ countries and has 1,000+ customers with its patented TPRS twisting technology.
Mixed for shareholders: near-term margins are under clear pressure with sequential and YoY decline in profitability, but the CPP diversification and margin expansion roadmap (9-10% → 15%) offer a potential re-rating catalyst if execution holds. Watch Q3FY26 for signs of margin stabilization and CPP revenue ramp-up.