Mold-Tek Packaging Limited has informed the Exchange about Transcript
MOLDTKPAC · price
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Mold-Tek Packaging reported Q2 FY26 sales value growth of 9.65% and volume growth of about 7%, with EBITDA up 8.37% YoY. H1 FY26 EBITDA per kg rose to Rs. 40.6 from Rs. 36.7 last year, a 10.5% jump. Pharma was the star segment, growing 45% QoQ to over Rs. 10 crore, on track to exceed the Rs. 35 crore FY26 target with next year's target at Rs. 55-60 crore. Paints and lubricants were weak in Q2 (paints grew just 3% vs 20% in Q1) due to heavy rains and cyclones, but management expects sharp recovery in Q4. Food & FMCG grew 19% in Q2, helped by the new Panipat plant, though per-kg realization dipped slightly due to competition. Management maintained 12% volume growth guidance for FY26 and guided EBITDA per kg of Rs. 40-41 for H2. CAPEX for FY26 is pegged at Rs. 100-105 crore, lower than prior years.
Positive read overall — pharma is accelerating faster than guided and is becoming a meaningful high-margin contributor, while seasonal weakness in paints/lubes looks transient. Margin guidance of Rs. 40-41 per kg for H2 versus Rs. 37.6 last year signals clear earnings leverage, though capacity utilization slipped to 63% in Q2 (from 74%), keeping a watch on near-term fixed cost absorption.