Manaksia Coated Metals & Industries Limited — Investor Meet, 11-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Manaksia Coated Metals reported its strongest FY26: revenue up 13.5% to INR896 Cr, EBITDA up 49.21% to INR92.21 Cr (10.29% margin), and PAT soared 164% to INR40.69 Cr. Q4 margins, impacted by Middle East conflict costs, are now passed through. Strategic capacity expansions, including a new alu-zinc line and a second color coating line, alongside a 7MW solar plant, are advancing for Q2 FY27. Exports doubled YoY, now 68% of revenue. Management expects robust demand, strong margin recovery aiming for 10-12% sustainable EBITDA, and maintains financial discipline with a INR350-400 Cr order book.