Mallcom (India) Limited — Investor Meet, 01-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Mallcom (India) Ltd.'s Q4 FY26 revenue rose 7% to INR147 Cr, but EBITDA fell 11% to INR14 Cr (margin 9.34%), impacted by higher raw material costs and lower export realizations. FY26 revenue grew 11% to INR540 Cr. Domestic business saw ~20% YoY growth, despite export headwinds. New Sanand and Chandipur manufacturing units are now fully operational, ramping up utilization for volume-led growth. The company also launched new import-substituting PU Coated Gloves and PVC Gumboots. Management is targeting minimum 10-12% growth for FY27 and aims to restore historical EBITDA margins, while also focusing on debt reduction. Sentiment is cautiously optimistic.