MTAR Technologies Earnings Call Transcripts
Fiscal Year 2026
-
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.
-
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%.
-
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
-
FY25 saw 16.4% revenue growth and improved cash flows, with strong order inflows in clean energy and aerospace & defense. FY26 guidance targets 25% revenue growth and 21% EBITDA margin, with significant expansion expected in nuclear, aerospace, and product divisions.
-
Q3 FY25 saw 47.4% YoY revenue growth and 39.4% EBITDA increase, with robust order inflows across clean energy, aerospace, and nuclear. Guidance remains strong with 30% annual revenue growth projected through FY28 and EBITDA margins set to improve to 28%.
-
Q2 is set for record revenue of INR 200 crore, with strong growth and margins expected for FY 2025. Diversification into oil & gas and aerospace, robust order book, and new product launches support a positive outlook.