Manaksia Coated Metals & Industries Limited — Investor Meet, 17-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Manaksia Coated Metals & Industries reported FY25 total income of INR789.66 Cr, up 5.8% YoY; EBITDA rose 10.8% to INR63 Cr and PAT jumped 37% to INR15.39 Cr. Production volumes grew 21% for galvanized and 22% for color-coated steel, with exports making up ~39.5% of revenue. Capacity utilization is near 100% for color coating and 85% for galvanizing. Key capex of INR40 Cr includes upgrading galvanizing capacity to 180,000 tons with Alu-Zinc tech by July FY26, targeting ~40% EBITDA growth. A 7 MW captive solar plant is planned, aiming for INR6.5-7 Cr annual savings. Export orders stand robust at ~INR300 Cr, mainly from Europe, while domestic orders cover ~100-120 days. Management expects stable to improving demand across key end-markets and aims for a balanced 50:50 export-domestic sales mix in FY26, focusing on value-added products, margin expansion, and operational efficiency.