Q1 2026 Mishra Dhatu Nigam Ltd Earnings Call Transcript

Aug 18, 2025 / 08:30 AM GMT

Transcript

Key Points

Positve

Mishra Dhatu Nigam Ltd (NSE:MIDHANI) reported a turnover of 170.5 crores, marking a growth of 4.31% compared to the previous year.
The company achieved a significant growth in profit after tax, which increased by 150.49% to 12.8 crore.
The order book remains robust at 1,827 crore, providing good visibility for future growth.
EBITDA for the quarter increased by 32.86% to 41.28 crore, indicating improved operational efficiency.
The company is fully utilizing its titanium facilities and has a strong order book for titanium products, indicating strong demand in this segment.

Negative

Revenue growth remains subdued, with single-digit growth reported for the quarter.
The company faces challenges with the supply chain, particularly in sourcing imported raw materials, which could impact production timelines.
There is a high dependency on imported raw materials, with 75% to 80% being sourced from outside India.
The execution of the current order book is expected to take 1.5 years, which may delay revenue realization.
Despite a strong order book, the company acknowledges the need for expansion to meet the growing demand, indicating potential capacity constraints.

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

MISR.NS - Mishra Dhatu Nigam Ltd
Q1 2026 Mishra Dhatu Nigam Ltd Earnings Call
Aug 18, 2025 / 08:30AM 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 the Q1 FY26 earnings call of Midhani hosted by ICICI Securities Limited.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions once the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing and 0 on your touchstone phones. Please note that this conference is being recorded.

I would now like to hand the conference over to Mr. Mohit Lohia from ICICA Securities.

Thank you and over to you, sir.

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Unidentified_2 [2]
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