Investor Presentation for the Half year and year ended 31.03.2026
Price
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Msafe Equipments reported strong FY26 results with revenue of ₹103.5 Cr (up 45% YoY), EBITDA of ₹40.87 Cr (up 57% YoY), and PAT of ₹22.42 Cr (up 72% YoY). The company maintains a dual revenue model combining rental services and product sales, with 21 warehouses PAN India and 3 manufacturing units. Management achieved 4-year revenue CAGR of 52% and EBITDA CAGR of 65%. The company is aggressively expanding capacity nearly 2x using IPO proceeds, with expanded capacity expected from May 2027. A new formwork division has been launched with 500 tonnes planned capacity, marking a strategic shift toward integrated structural solutions. The company serves 2,500+ customers across infrastructure, construction, and industrial sectors.
Strong financial performance with improving margins (EBITDA 39.49%, PAT 21.67%) positions the company well for continued growth. Management's target of 50%+ revenue growth in FY27 through capacity ramp-up and the new formwork segment expansion could drive re-rating of the stock.