Manaksia Coated Metals & Industries Ltd (BOM:539046) Q4 2025 Earnings Call Highlights: ...

GuruFocus News

Fri, May 16, 2025, 3:04 AM 4 min read

• Galvanized Steel Production Growth: Increased by astir 21% twelvemonth connected year.

• Color Coated Steel Volumes Growth: Rose by 22%.

• Export Sales Contribution: Accounted for 39.2% of full sales.

• Domestic Sales Contribution: Made up 60.8% of full sales.

• Total Income: INR789.66 crore, a 5.83% twelvemonth connected twelvemonth growth.

• EBITDA: Increased by 10.79% to INR63 crore.

• Net Profit: INR15.39 crore, a 36.97% growth.

• Earnings Per Share (EPS): Improved to INR2.07 per share, a 24.12% increase.

• Current Borrowings: Reduced by INR45 crore to INR67 crore.

• Total Debt: Declined by INR33 crore to INR144 crore.

• Fundraise: Secured INR135 crore done afloat convertible equity warrants.

• Galvanizing Line Capacity Upgrade: Increasing capableness to 180,000 tons annually.

• Captive Solar Power Plant: Estimated capableness of 6.5 to 7 megawatt peak, commissioning successful 7 to 9 months.

• Color Coating Capacity Expansion: Addition of enactment fig 2 to boost capableness for precocious borderline products.

• Warning! GuruFocus has detected 5 Warning Signs with BOM:539046.

Release Date: May 15, 2025

For the implicit transcript of the net call, delight notation to the afloat net telephone transcript.

• Manaksia Coated Metals & Industries Ltd (BOM:539046) reported a 5.83% year-on-year maturation successful consolidated full income, reaching INR789.66 crore for FY25.

• The company's EBITDA accrued by 10.79% to INR63 crore, driven by amended operating leverage and merchandise premix optimization.

• Net nett saw a important maturation of 36.97%, reaching INR15.39 crore.

• The institution has successfully reduced existent borrowings by INR45 crore, strengthening its equilibrium sheet.

• Manaksia Coated Metals & Industries Ltd (BOM:539046) is strategically aligned with manufacture dynamics, focusing connected high-end value-added coated alloy products and expanding its export footprint.

• The profitability was impacted by volatile alloy prices and geopolitical tensions, starring to concerns astir inventory losses.

• The AluZinc project, initially expected to lend to gross successful Q1 FY26, has been delayed to Q2 FY26 owed to strategical decisions.

• The company's moving superior rhythm and currency conversion ratio person remained unchanged, with improvements expected lone aft the AluZinc task becomes operational.

• Despite a 21% maturation successful galvanized alloy production, the gross maturation was constricted to 5.83% owed to contraction successful planetary alloy prices.

• The institution faces challenges from planetary economical headwinds, including recessionary environments successful large developed economies.

Q: Can you supply details connected the CapEx plans for the adjacent 2 years and the expected timelines for caller accumulation lines? A: We are focusing connected upgrading our galvanizing enactment to AluZinc with a CapEx of INR40 crore, expected to beryllium operational by July 2025. Additionally, we are mounting up a 7-megawatt captive star powerfulness works with a CapEx of INR28-30 crore, expected to beryllium commissioned wrong 7-9 months. Lastly, we are expanding our colour coating capableness with a 2nd line, with a CapEx of INR40 crore, expected to beryllium operational successful 9-10 months.