Mallcom (India) Ltd (BOM:539400)

Q2 2026 Mallcom (India) Ltd Earnings Call Transcript

Nov 17, 2025 / 06:00 AM GMT

Release Date Price: ₹1235.15 (-2.65%)

Transcript

Key Points

Positve

Mallcom (India) Ltd (BOM:539400) has commenced commercial production at its Protech facility in Saran Gujarat, enhancing its manufacturing capabilities.
The company has been recognized with the CLE National Export Excellence Award 2024-2025, securing second place for its export performance in the industrial leather gloves category.
Mallcom (India) Ltd (BOM:539400) reported a 13% year-on-year increase in operating revenue for the first half of FY26.
The company is focusing on expanding its presence in emerging markets such as the Middle East, Africa, and South America, which have shown positive growth signs.
Mallcom (India) Ltd (BOM:539400) is investing in new product lines and expanding its capacity, with plans to add more dipping lines and knitting machines to support growth.

Negative

The company's EBITDA margin declined by 250 basis points to 10.50% in the first half of FY26, primarily due to higher costs of goods sold.
Net profit for the quarter decreased by 37% year-on-year, with a PAT margin of 2.66%.
The European market is experiencing slow growth or decline, impacting Mallcom (India) Ltd (BOM:539400)'s revenue from this region.
The company faced higher import costs and unfavorable exchange rates, which affected its margins.
Mallcom (India) Ltd (BOM:539400) is experiencing temporary cost increases related to CapEx and higher employee and interest costs.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

MLCM.NS - Mallcom (India) Ltd
Q2 2026 Mallcom (India) Ltd Earnings Call
Nov 17, 2025 / 06:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Malcolm India Limited Q2 FY26 earnings conference call hosted by BNK Securities. As a reminder, all participant lights will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your touchstone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Unga from BNK Securities.

Thank you and over to you, sir.

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Unidentified_2 [2]
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