Q2 2026 Mold-Tek Packaging Ltd Earnings Call Transcript
Key Points
- Mold-tek Packaging Ltd (BOM:533080) reported a 9.65% increase in sales value and a 7% growth in volume, despite the typical low volume season in Q2 and Q3.
- EBITDA margin improved to INR40.6 per kg, up from INR36.73 last year, marking a 10.5% growth.
- Pharma packaging sales saw a significant increase of 45% compared to Q1, indicating strong growth potential in this segment.
- The company is on track to achieve its target of INR35 crores in pharma sales, with higher sale prices and EBITDA margins.
- Food and FMCG sectors also registered decent growth, supported by the commencement of production in Panipat.
- The implementation of GST caused a temporary lull in order pickups, impacting Q2 volumes.
- Heavy rains affected the movement of goods, particularly impacting the paints and lubricants segments, with paints showing only a 3% growth.
- Capacity utilization dropped from 74% in Q1 to 63% in Q2, affecting EBITDA per kg.
- There is increased competition in the food and FMCG sector, leading to a slight drop in realization per kg.
- The lubricants segment saw a decline of 13% compared to Q2 last year, attributed to reduced movement of goods during monsoon.
Ladies and gentlemen, good day, and welcome to Mold-Tek Packaging Limited earnings conference call hosted by Emkay Global Financial Services Limited. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Nitin Gupta from Emkay Global Financial Services Limited. Thank you, and over to you.
Thanks, Hina. Good evening, everyone. I would like to welcome Mr. J. Lakshmana Rao, Chairman and Managing Director, and thank him for giving us the opportunity to host the call.
I shall now hand over the call to him for his opening remarks. Over to you, sir.
Good afternoon, everybody. Thank you very much for participating in our Q2 and H1 results of Mold-Tek Packaging Limited. I'm very glad to inform you we have a decent growth in volumes. As you all know, Q2 and Q3 are typically our
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