Manaksia Coated Metals & Industries Limited — PPTs, 15-05-2025: Investor Presentation

1. Financial Highlights:

Manaksia Coated Metals & Industries reported total income of ₹789.66 Cr in FY25, up 5.8% YoY. EBITDA rose 10.8% YoY to ₹63.01 Cr, improving margin to 8.0%. Net profit grew 37.0% YoY to ₹15.82 Cr, with net profit margin at 2.0%. EPS increased to ₹2.07. Net worth stands at ₹226.7 Cr, while total debt reduced by over ₹33 Cr to ₹144.7 Cr. Current ratio improved to 1.36 and operating cash flow rose to ₹29.98 Cr, supporting growth investments.

2. Strategic Initiatives & Growth Drivers:

The company is upgrading its galvanizing line to Alu-Zinc coating tech, boosting capacity by 36% to 1.8 lakh MTPA aimed at premium pricing and better margins. A new 1.5 lakh MTPA color coating line will enhance value-added pre-painted steel capacity and diversify product mix. A 6.5–7 MW captive solar plant is planned to cut power costs by 35-45%, improve cost efficiency, and support ESG goals.

3. Business Developments:

Equity and warrant issuances raised ₹59 Cr, strengthening the balance sheet for growth projects. Export volumes climbed nearly 28% YoY, with export revenue rising 27% to ₹306 Cr, reflecting stronger global reach. The product mix continues to shift from galvanized steel toward higher-margin pre-painted steel, now 75% of revenue.

4. Market Position & Competitive Advantage:

Modern facilities near major ports in Gujarat and Madhya Pradesh enable efficient exports and strong pan-India presence. Transition to Alu-Zinc coatings gives Manaksia an edge in corrosion-resistant, premium steel offerings with enhanced pricing power. Status as a 3-star export house and upgraded credit ratings boost credibility and international competitiveness.

5. Investor Implications:

Strong volume growth and margin expansion driven by technology upgrades and sustainability initiatives signal positive growth potential. Rising exports and focus on value-added products highlight premiumization and portfolio resilience. Capital infusion enhances financial flexibility for expansions, supporting margin recovery. Execution risks on capacity scaling and project timelines remain, but outlook suggests promising value creation ahead.