Q3 2025 Mold-Tek Packaging Ltd Earnings Call Transcript
Key Points
- Mold-tek Packaging Ltd (BOM:533080) reported a 15% increase in sales, with volume growth of 7.5% and a 15.25% increase in rupee terms.
- The company has successfully entered the pharma sector, with sales in this segment increasing from INR1 crore in Q2 to INR2.1 crore in January.
- The company is expanding its pharma capacity, which is expected to contribute significantly to future growth.
- Mold-tek Packaging Ltd (BOM:533080) has developed 12 new bottle SKUs and two child-resistant features for the pharma industry.
- The company is seeing increased adoption of in-mold labeling (IML) in the paint industry, which could enhance its competitive edge.
- Despite the sales growth, the company's PAT dipped by 3.9% due to higher depreciation and interest costs.
- The company faced challenges with printing capacity and mold availability, impacting supply in the food, FMCG, and pharma segments.
- There was a 10% volume loss from Asian Paints, one of Mold-tek Packaging Ltd (BOM:533080)'s largest customers.
- The company's EBITDA per kg target of INR40 has not been met, with current levels around INR36.7.
- Increased competition in the food and FMCG segment has led to a lower growth forecast of 10% to 12%, down from previous expectations.
Ladies and gentlemen, good day and welcome to the Q3 FY25 earnings conference call of Mold-Tek Packaging Limited, hosted by Emkay Global Financial Services. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Nitin Gupta from Emkay Global Financial Services. Thank you and over to you, Mr. Gupta.
Thanks, Michelle. Good evening, everyone. I would like to welcome management and thank them for this opportunity. We have with us today, J. Lakshmana Rao, Chairman and managing director. I shall now hand over the call to him for his opening remarks. Over to you, sir.
Good evening, everybody. Thank you very much for your interest in our quarterly and nine months, results. I'm glad to inform you that the considerable improvement in the performance this quarter compared to the previous two quarters.
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