MMP Industries Limited — PPTs, 25-05-2026: Investor Presentation

MMP Industries delivered a strong Q4FY26, with revenue up 12% YoY to Rs 250 Cr and PAT soaring 66% YoY to Rs 18 Cr. For the full FY26, revenue grew 19% YoY to Rs 824 Cr. However, FY26 PAT declined 20% YoY to Rs 31 Cr (EPS Rs 12.21), partly due to a fire incident impacting revenue by Rs 45-50 Cr. Robust performance in Aluminium Powders (61% of FY26 revenue) and Foils (26%) was driven by improved exports and capacity utilization.

The company's strategy focuses on an evolving product mix, including advanced powders, new foil products like Security Printing and Lidding Foils (expected by Q3FY27), and high-margin Polymer Insulators. Recent developments include in-house FRP rod manufacturing for Polymer Insulators, with sales ramping up from Q3FY27 and commercial exports to Nepal starting. Key capex plans include Rs 30 Cr for renewable energy (H1FY27) and Rs 5 Cr for an LT cable pilot (Q1FY27). Management projects 20-25% YoY growth, driven by capacity expansion and new business.