MSTCLTDNSEMstc LimitedMediumNeutral
Announced Wed, 11 Feb · 18:53 IST

Mstc Limited has informed the Exchange about Investor Presentation

Investor Communications View source PDF

MSTCLTD · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

MSTC Limited shared its investor presentation for the quarter and nine months ended 31st December 2025, ahead of a conference call scheduled for 12th February 2026. On a standalone basis, total revenue rose 9.87% YoY to INR 302.67 crore, with EBITDA up 9.61% to INR 199.95 crore and profit before exceptional items up 9.7% to INR 192.29 crore. Profit after tax fell sharply by 56.6% to INR 145.89 crore, but this is entirely because the prior year (9M FY25) included a one-time exceptional item income of INR 273.54 crore which is absent in the current period. Value of goods transacted through MSTC's e-commerce and marketing platform crossed INR 525.55 billion in 9M FY26. Key business wins included sale of 3.5 million MT of iron ore worth ₹1,500 crore for NMDC, bids for 22 coal blocks, and auctioning of four HMDA plots fetching ₹2,708 crore. Forward plans include launching India's first Extended Producer Responsibility exchange with CPCB by 31st March 2026 and a Centralized Travel Booking Portal by 1st April 2026.

Likely market impact

The steep PAT decline is optical and not a sign of business deterioration — excluding the prior year's exceptional gain, core profits actually grew ~10%. The new CPCB exchange and travel portal ventures could be future growth drivers, but near-term stock reaction may be muted given the headline earnings miss.