MMFLNSEMM Forgings Limited· Castings/ForgingsMediumNeutral
Announced Thu, 28 May · 01:05 IST

MM Forgings Limited has informed the Exchange about Investor Presentation for Q4FY26 and FY26

Order Pipeline DisclosedInvestor Communications View source PDF

MMFL · price

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

Price reaction · full curve 14 horizons · vs prior close
-3.3%1-day move
₹460.15
prior close
₹470.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-2.4-2.6-3.1-3.7-3.3-3.3-5.3-0.7-1.3-1.6+2.1+0.3
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AI summary

MM Forgings reported FY26 revenue of ₹1,570 crore, crossing the ₹1,500 crore mark for the third consecutive year, with domestic sales growing 9.5% to ₹986 crore (64% of total). However, profitability declined YoY with EBITDA at ₹300 crore (vs ₹324 crore in FY25) and PAT at ₹114 crore (vs ₹136 crore), indicating margin pressure. Q4FY26 showed sequential improvement with revenue up 15% YoY to ₹417 crore and PAT jumping 33% to ₹48 crore, partly helped by ₹9 crore tax credit. Interest costs reduced by ₹2 crore in Q4 with further reductions expected. The company has transitioned to 100% green energy from February 2026 and expects improved operational efficiency from FY27. The Board has recommended interim dividend of ₹4 per share.

Likely market impact

The stock may see mixed reaction as revenue growth is offset by margin compression - FY26 EBITDA margin declined to 19.1% from 21.5% in FY25. However, Q4 sequential recovery, lower debt costs, and upcoming green energy savings could provide near-term support. The healthy order pipeline mentioned by the Chairman suggests revenue visibility remains intact.