India · Delayed Price · Currency is INR MTAR Technologies Earnings Call Transcripts
Fiscal Year 2026
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Record FY26 results with 30% revenue growth, robust margins, and strong cash flow. FY27 guidance raised to 80% revenue growth, driven by clean energy, nuclear, and defense, with major capacity expansions and a projected order book of INR 5,000 crores.
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Record Q3 revenue and EBITDA growth driven by robust order inflows in clean energy, nuclear, and aerospace. FY26 revenue guidance is INR 900+ crore with 30-35% growth, and FY27 is expected to see 50% revenue growth and higher margins.
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Q2 FY26 saw a temporary dip in revenue and margins due to inventory build-up, but a record order book and robust demand in clean energy, nuclear, and aerospace segments support a strong H2 outlook. FY26 revenue growth guidance is raised to 30%-35%, with annual EBITDA margin expected at 21%.
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Q1 FY26 saw 22.1% revenue and 70.9% EBITDA growth year-over-year, with strong momentum across Clean Energy, Aerospace & Defense, and Civil Nuclear. Guidance for 25% revenue growth and 21% EBITDA margin is reaffirmed, with large order inflows and new facilities supporting future expansion.
Fiscal Year 2025
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FY25 saw 16.4% revenue growth and improved cash flows, with strong order inflows across Clean Energy, Aerospace & Defense, and Nuclear. FY26 guidance targets 25% revenue growth and 21% EBITDA margin, with significant upside potential from new orders.
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Q3 FY25 saw 47.4% YoY revenue growth and 39.4% EBITDA growth, with strong order inflow across clean energy, aerospace, and defense. Guidance remains robust with 30% annual revenue growth projected through FY28 and improving margins, supported by major upcoming nuclear and MNC orders.
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Q2 is projected to deliver record revenue of INR 200 crore, driven by strong demand in clean energy, aerospace, and nuclear segments. Full-year guidance of 20%-25% revenue growth and 22% margins remains intact, with significant order book and new product launches expected to fuel future growth.