Mamata Machinery Limited — Investor Meet, 15-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Mamata Machinery reported strong Q2 & H1 FY26 results with H1 revenue up 31% YoY and PAT up 47% YoY. Q2 profitability was impacted by higher exhibition expenses (INR 5.3 Cr). The order book stands at INR 144 Cr (70:30 export:domestic), with INR 134 Cr for H2 FY26 execution. Management is strategically focused on high-value co-extrusion and sustainable packaging solutions, showcasing new machines for recyclable films. Packaging division revenue is projected to grow from INR 36 Cr (FY25) to INR 64 Cr this year. Despite transient US market headwinds, the company is committed to global expansion, building a INR 71 Cr cash "war chest" for growth and acquisitions. Management views its long-term growth aspirations as intact.