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GuruFocus News
Wed, May 14, 2025, 12:04 AM 3 min read
Release Date: May 13, 2025
For the implicit transcript of the net call, delight notation to the afloat net telephone transcript.
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Man Industries (India) Ltd (BOM:513269) reported a 12% year-on-year gross maturation for the fiscal twelvemonth 2025.
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Profit aft taxation accrued by 45% year-on-year, driven by beardown operating performance.
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The company's bid publication stands astatine INR 25,000 crore, with a steadfast bid pipeline of astir INR 15,000 crore.
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Exports present relationship for astir 75-80% of full revenue, highlighting the company's palmy planetary expansion.
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The institution has received authoritative support from Qatar Energy LNG, enhancing its presumption arsenic a trusted supplier successful the planetary vigor sector.
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The bid publication has shown a declining inclination implicit the past fewer quarters, raising concerns astir aboriginal growth.
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There is nary dividend declaration for the fiscal twelvemonth 2025 arsenic the institution is successful enlargement mode.
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The institution faces challenges successful the nascent hydrogen pipeline market, with nary important projects yet materialized.
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Interest costs person accrued owed to precocious enforcement purchases and non-fund-based limits.
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The institution has not provided circumstantial measurement maturation figures for fiscal twelvemonth 2025, starring to immoderate uncertainty astir underlying performance.
Q: Can you supply details connected the monetization of Marino Shelters and the expected gross flow? A: The task is estimated to instrumentality 5 to 6 years. We person received INR 70 crore upfront, and we expect to make astir INR 700 crore successful gross implicit the adjacent 5-6 years, with nary expenses connected our part. The developer volition grip sales, and we volition person 30% of the revenue. - Dr. Ramesh Mansuhani, Chairman
Q: What is the presumption of the bid publication and bid pipeline, and however does it comparison to past year? A: Our existent bid publication stands astatine INR 2,500 crore, with a bid pipeline of INR 15,000 crore. Last year's bid publication was INR 3,500 crore. We are assured successful achieving our targets owed to a beardown bid pipeline and expect orders to materialize soon. - Dr. Ramesh Mansuhani, Chairman
Q: How are the margins and gross maturation expected to execute successful the coming quarters? A: We expect continued maturation crossed each quarters, driven by high-margin orders and a favorable merchandise mix. The maturation volition beryllium much evenly dispersed passim the twelvemonth compared to past year. - Sandeep Kumar, CFO
Q: Can you explicate the accounting attraction for the existent property concern and its interaction connected financials? A: The woody was accounted for arsenic of March 31, 2025, with INR 368 crore booked arsenic income revenue. The upfront INR 70 crore was received, and the remaining volition beryllium recognized implicit the adjacent 5-6 years. - Sandeep Kumar, CFO
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