MMP Industries Limited has informed the Exchange about Transcript
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MMP Industries reported its highest-ever annual revenue of INR825.3 crores in FY26, up 19% YoY from INR692.9 crores, despite a fire incident at Umred facility causing ~INR45-50 crores revenue loss and ~INR7-8 crores EBITDA impact. Q4 FY26 revenue was INR249.6 crores (+12% YoY, +23% QoQ) with EBITDA of INR21.5 crores (8.6% margin) and PAT of INR18 crores (+66% YoY). Full-year EBITDA was INR66.3 crores with 8% margin, while PAT stood at INR31 crores vs INR38.9 crores in FY25. The company outlined major capex plans including INR85-90 crores for LT cables and covered conductors over 2-2.5 years, INR13-15 crores for aluminum wire rod backward integration, and INR30 crores for a 7MW captive solar plant (Q3 FY27). For polymer insulators (INR35-40 crores invested), management guided INR18-20 crores revenue in FY27, INR45-50 crores in FY28, and peak revenue of INR130-140 crores with 20% EBITDA margins and ~3.5x asset turn.
Strong revenue recovery in H2 FY26 demonstrates operational resilience. Management guidance of 13-15% growth for aluminum powder and ~15% for foil in FY27, combined with polymer insulator ramp-up from Q3 FY27, provides clear visibility into growth trajectory. The company is executing large capex while maintaining debt-to-equity below 1x, positioning for scalable and sustainable long-term growth.