Q2 2025 Mold-Tek Packaging Ltd Earnings Call Transcript
Key Points
- Sales volumes increased by 7.2% in the first half of the fiscal year, indicating strong demand.
- EBITDA improved by 3.6% in the first half and 4.5% in Q2, reflecting operational efficiency.
- The company is expanding its capacity in response to growing demand from major clients like Aditya Birla Group.
- Pharma segment sales are gaining traction, with significant growth expected from Q4 onwards.
- Gross margin per kg expanded to 86 rupees, driven by product mix improvements and operational efficiencies.
- Profit after tax (PAT) decreased by 10% due to higher depreciation and interest costs from recent investments.
- The Mahad plant faced delays due to local pollution and approval issues, impacting supply timelines.
- The company is experiencing competitive pressure in the paint segment, affecting pricing and volumes.
- Capacity utilization at some plants remains below optimal levels, affecting overall efficiency.
- The pharma segment is still in the early stages, with low capacity utilization and delayed approvals impacting immediate revenue contributions.
Ladies and gentlemen, good day and welcome to Mold-Tek Packaging Limited Q2 FY25 result conference call, hosted by Emkay Global Financial Services. (Operator Instructions) Please note that this conference is being recorded.
I now hand over the conference to Mr. Nitin Gupta from Emkay Global Financial Services. Over to you. Thank you, sir.
Thank you, Shifa. Good evening, everyone. I would like to welcome J. Laxman Rao, Chairman and Managing Director, and thank him for this opportunity. I shall now hand over the call to him for the opening remarks. Over to you, sir.
Good afternoon, everybody. Thank you very much for joining our Q2 conference call. As mentioned in the press note, our sales volumes have increased in the first half-year by 7.2%, and EBITDA is up by 3.6%. Similarly, in Q2-on-Q2, the sales volumes are up by about 7%, and EBITDA is up by 4.5%.
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