MIDWESTLTDBSEMidwest LtdMediumNeutral
Announced Wed, 27 May · 16:28 IST

Investor Presentation on the Audited Standalone and Consolidated Financial Results for the Quarter and Year ended March 2026.

Analyst Day Multiyear TargetsPromoter Disclosed Acquisition PlansInvestor Communications View source PDF

MIDWESTLTD · price

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Price reaction · full curve 14 horizons · vs prior close
+2.0%1-day move
₹1206.00
prior close
₹1224.90
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AI summary

Midwest Ltd reported Q4FY26 revenue of ₹215.81 Cr, down 6.25% YoY, though PAT surged 113% QoQ to ₹37.02 Cr. For FY26, revenue grew 3.1% to ₹645.62 Cr while adjusted PAT fell marginally by ~1% to ₹106.48 Cr (after excluding an exceptional item). EBITDA margin for FY26 stood at 27.01%. The company has diversified into Quartz (Phase I of 303,600 MTPA plant commissioned), Heavy Mineral Sands (4 exploration licenses in Sri Lanka), and Rare Earth Elements (selected as Lead Consortium Partner with KMML). A 30-year quarry lease was secured in Andhra Pradesh, and a wholly-owned subsidiary is being set up in Sierra Leone for HMS expansion. FY26 net worth grew to ₹978.52 Cr from ₹632.40 Cr, with cash and bank balances jumping to ₹228.77 Cr.

Likely market impact

Midwest delivered stable full-year performance with strong QoQ recovery in Q4. The expansion into quartz processing, HMS, and rare earths represents a significant diversification from its granite base. Cash-rich balance sheet and multi-year targets (2.5x revenue, 3x profitability, 35% ROCE) provide an encouraging medium-term outlook, though near-term margin pressure from new business ramp-up is likely.