Manaksia Coated Metals & Industries Limited — PPTs, 30-10-2025: Investor Presentation

Here's a concise summary of the investor presentation:

**Business Performance:** Manaksia Coated Metals & Industries (MCMIL) reported strong Q2 FY26 financial results, with revenue up 26.66% YoY to ₹223.68 Cr. Exports now drive over 85% of sales, highlighting global competitiveness. Value-added Pre-Painted Steel (PPGI) accounted for a record 92% of sales volume, signaling a successful shift to higher-margin products.

**Growth Drivers or Strategy:** The company's strategy focuses on premium offerings and sustainability. This includes upgrading its Galvanizing Line to Alu-Zinc coating for superior corrosion resistance and higher pricing. A new Colour Coating Line aims to boost capacity by 170%, and a 7 MWp solar power plant is planned to cut power costs by 35-45% and reduce carbon footprint.

**Recent Developments:** MCMIL’s credit rating was upgraded, reflecting improved financial strength. The company also significantly deleveraged, reducing total borrowings by 27% since March 2025, improving its Debt-to-Equity ratio to 1.19x.

**Key Financial Metrics:** Q2 FY26 Net Profit soared 491% YoY to ₹13.96 Cr, with EBITDA more than doubling by 112.95% to ₹29.45 Cr. EPS hit ₹1.43. A strong ₹600 Cr order book, 85% from exports, is set for execution within 12 months.

**Management Commentary / Outlook:** Management highlighted Q2 FY26 as one of MCMIL's strongest quarters. They expect continued growth focusing on premium products, exports, and sustainability, driven by projects like the Alu-Zinc line transition (Q3 FY26) and new Colour Coating Line (FY27).