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Geopolitical disruption and cost escalation
View Risks →Manaksia Coated Metals & Industries Ltd — Q4 FY26
Manaksia Coated Metals reported Q4 FY26 revenue of ₹228.74 Cr (+9% YoY, +20.45% QoQ) and PAT of ₹5.37 Cr (+6.73% YoY).
bullish
high
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2-Minute Summary
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Manaksia Coated Metals reported Q4 FY26 revenue of ₹228.74 Cr (+9% YoY, +20.45% QoQ) and PAT of ₹5.37 Cr (+6.73% YoY). EBITDA margin compressed to 6.84% due to Middle East conflict-driven cost spikes in energy and raw materials, but management confirmed full pass-through to customers. Full-year FY26 revenue crossed ₹896 Cr (+13.5% YoY) with EBITDA margin expanding 246 bps to 10.29%. The Aluzinc coating line (180K MT capacity) is ramping up, and a second color coating line (150K MT) is on track for July 2026 commissioning. Export tonnage doubled to 66,172 MT (68% of revenue). Guidance: H1 FY27 margins to recover meaningfully; sustainable EBITDA margin of 10-12%. Risk: Geopolitical escalation could again disrupt input costs and freight.
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Export Tonnage
66,172 MT
+110% YoY
Exports doubled year-on-year, now 68% of total revenue.
Value-Added Product Mix (Prepainted Steel)
80%
+6pp YoY
Prepainted steel share of quantity sold increased from 74% in FY25.
Price Realization per Ton
₹82,193
+11.6% YoY
Improved from ₹73,622 in FY25 due to product premiumization.
Order Book
₹350-400 Cr
N/A
Strong order pipeline from export customers despite global tensions.
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Guidance and risk preview
The 150,000 MT capacity line will increase total color coating capacity by 174% to 236,000 MT.
Middle East conflict caused 200% spike in LPG/propane and 50-75% rise in consumables, compressing Q4 margins.
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