Mukka Proteins Limited has informed the Exchange about Investor Presentation
MUKKA · price
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Mukka Proteins reported FY26 revenue of ₹1,449.5 Cr, up 45% YoY from ₹1,006.4 Cr in FY25. However, profitability remained flat with net profit at ₹57.1 Cr vs ₹48.1 Cr (19% growth) despite strong topline. EBITDA margin compressed to 10.0% from 11.0% and PAT margin fell to 3.9% from 4.8%. Q4 FY26 showed a sharp sequential decline with revenue at ₹380.6 Cr vs ₹653.5 Cr in Q3 FY26, and EBITDA margin at just 5.6%. The presentation highlighted a major concern: raw material costs surged to 99% of revenue (vs 91% in FY25), consuming nearly all revenue growth. Management guided for ₹3,000+ Cr revenue by FY30 (2x in ~4 years) but provided no detailed margin improvement roadmap or quantitative cost optimization targets. The company secured a ₹474.89 Cr Bengaluru leachate management contract and is expanding into Oman and Sri Lanka.
Revenue growth is strong at 45% but profitability is lagging due to raw material cost surge to 99% of revenue, indicating severe margin pressure. Without clear cost management strategies or margin guidance, investors should watch raw material trends closely as the core profitability challenge.