Q4 2025 Mahindra EPC Irrigation Ltd Earnings Call Transcript

Apr 21, 2025 / 10:00 AM GMT

Transcript

Key Points

Positve

Mahindra EPC Irrigation Ltd (BOM:523754) achieved a 4% revenue growth in FY25, despite a nearly flat industry performance.
The company reported a significant improvement in its bottom line, with a PBT of INR10.71 crores in FY25 compared to INR2.43 crores in FY24.
The company achieved a 32% revenue growth in Q4 FY25, marking the highest ever Q4 revenue.
Mahindra EPC Irrigation Ltd has successfully increased its non-subsidy business contribution to 33.4% from a mere 3% in FY20.
The company has implemented strategic sourcing initiatives and cost control measures, resulting in a material cost saving of 2.6% compared to FY24.

Negative

The company faced a de-growth in the first half of FY25 due to strong headwinds from general elections.
There is a significant skew in revenue towards the second half of FY25, leading to higher debtors as of March 31, 2025.
The industry faced challenges such as skyrocketing raw material prices and policy changes, impacting growth.
Mahindra EPC Irrigation Ltd's operating profit margin remains a concern, with a full-year margin of 5% despite a 10% margin in Q4.
The company has increased other expenses due to the growth in irrigation projects, which have higher on-site costs.

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

MHID.NS - Mahindra EPC Irrigation Ltd
Q4 2025 Mahindra EPC Irrigation Ltd Earnings Call
Apr 21, 2025 / 10:00AM 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 Investors conference call hosted by Mahida EPC Irrigation 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 after the presentation concludes. Should you need assistance in the conference call, please signal an operator by 60 on a touchstone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Ramesh Ramachandran, managing director from Mahindra EPC.

Thank you and to you, Mr. Ramchandra.

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Unidentified_2 [2]
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