Mmp Industries Ltd. · NSE:MMP
Mmp Industries — Q2 FY27 Earnings Presentation
34 slides from Mmp Industries's earnings presentation, Nov 3, 2026
Slide 1: Cover letter to National Stock Exchange
Tuesday, 3rd November, 2026 The Manager, Listing Department, National Stock Exchange of India Limited “Exchange Plaza”, C - 1, Block G, Bandra –Kurla Complex, Bandra(East), Mumbai– 400051 MH IN Sub: Investors Press Release for the Unaudited Financial Results of the Company for the Quarter and Year (
Slide 2: MMP Industries Ltd. Q2 & H1FY27 Investor Presentation
MMP Industries Ltd. Leadership and Excellence in Aluminium Q2 & H1FY27 INVESTOR PRESENTATION
Slide 3: Disclaimer
Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared by MMP Industries Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securit
Slide 4: Table of Contents
Table of Contents 1 Q2 & H1FY27 Highlights 2 Company Overview 3 Product Portfolio 4 Industry Growth 5 Financial Performance 3
Slide 5: Q2 & H1FY27 Highlights
Q2 & H1FY27 Highlights 4
Slide 6: Consolidated Financial Highlights
Q2 & H1FY27 | Consolidated Financial Highlights Total Income EBITDA & MARGIN PAT & MARGIN Q2FY27 Q2FY27 Q2FY27 Rs 253 Cr Rs 19 Cr Rs 12 Cr 7.6% Margin 4.8% Margin 34% YoY | 9% QoQ 44% YoY | 8% QoQ 73% YoY | 12% QoQ H1FY27 H1FY27 H1FY27 Rs 486 Cr Rs 40 Cr Rs 26 Cr 8.3% Margin 5.3% Margin
Slide 7: Business Highlights
Q2 & H1FY27 | Business Highlights Robust Business New Product Capacity Expansion & Strategic & Performance Commercialisation Backward Integration Growth Initiatives • Strong growth across • Lidding Foil manufacturing line • 18,000 MTPA Aluminium Wire • Higher export contribution and Aluminium Powder
Slide 8: Segmental Revenue Performance
Q2 & H1FY27 | Segmental Revenue Performance Aluminium Powders (Rs Cr) Aluminium Foils (Rs Cr) Business Portfolio Revenue Mix – H1FY27 37% YoY 41% YoY 47% YoY 38% YoY 1% 315 7% 224 135 161 98 75 117 51 28% Q2FY26 Q2FY27 H1FY26 H1FY27 Q2FY26 Q2FY27 H1FY26 H1FY27 Rs 486 Cr 65% Aluminium Conduct
Slide 9: Segment-wise Business Updates
Q2 & H1FY27 | Segment-wise Business Updates Aluminium Aluminium Aluminium Polymer Powders Foils Conductors / Cables Insulators Strong Growth & Strong Growth & Recovery Expected Approvals & Export Momentum Product Expansion in H2FY27 Market Expansion • Revenue grew 37% YoY, • Revenue grew 47% YoY acr
Slide 10: Consolidated Profit & Loss Statement – Q2 & H1FY27
Consolidated Profit & Loss Statement – Q2 & H1FY27 Particulars (Rs Cr) Q2FY27 Q2FY26 YoY (%) Q1FY27 QoQ% H1FY27 H1FY26 YoY (%) Revenue From Operations 252.7 187.7 35% 232.6 9% 485.3 371.0 31% Other Income 0.2 0.5 0.2 0.4 0.9 Total Income 252.9 188.2 34% 232.8 9% 485.7 371.9 31% Cost of Goods Sold 20
Slide 11: Growth Strategy & Investment Rationale
Growth Strategy & Investment Rationale 01 Scaling Core Business 02 Improving Operating Efficiency 03 Commercialising New Products Aluminium Powder Exports Backward Integration for Conductors & Cables Lidding Foil and Security Printing Foil Strong export execution in Q2FY27, with momentum 18,000 MTPA
Slide 12: Company Overview
Company Overview 11
Slide 13: MMP Industries Company Overview
Company Overview 40 + Years of Expertise: A leader in manufacturing aluminium powders, foils, Aluminium 65%* and conductors/cables. Powders Aluminium Diverse Industry Applications: Products cater to a wide range of industries, including 28%* Foils explosives, AAC blocks, pesticides, pharmaceuticals,
Slide 14: Leadership Team
Leadership Team Independent Directors Mr. Raj Sethia (2026 onwards) CMA and MBA from Wake Forest University, North Carolina, USA Mr. Arun Bhandari Mr. Mayank Bhandari Ms. Rohini Bhandari Mrs. Sakshi Bhandari Chairman & Managing Non-Executive, Member of Dr. Sanjay Arora (2026 onwards) Director Direct
Slide 15: Strategically Located Manufacturing Facilities
Strategically Located Manufacturing Facilities Strategic location in Central India with proximity to the Capacity (MTPA) manufacturing hub for all the key end user industry segments. Division Post Q2FY27 Expansion Expansion Aluminium Powders Company owns 150 acres land bank out of which currently 11
Slide 16: Sustainability Leadership and Zero Discharge Facility
Sustainability Leadership and Zero Discharge Facility Zero Discharge & Emissions-Free Operations: 1 Achieved 100% wastewater treatment and reuse, with zero harmful discharge into the environment. Successfully reduced emissions to zero, eliminating CO2 and other harmful gases from all operations. Ren
Slide 17: Product Portfolio
Product Portfolio Aluminium Polymer Aluminium Aluminium Conductors / Insulators Powders Foils Cables (New Product) 16
Slide 18: Powders: Setting the Standard as an Industry Leader
Powders: Setting the Standard as an Industry Leader Product Overview Aluminium Powder is a fine, granular or flake-form material manufactured Segment-wise Capacity (MT) from high-purity (99.7%) aluminium ingots through atomisation and milling processes. MMP manufactures Atomised, Pyro & Flake and Le
Slide 19: Diverse Applications & Growing Clientele
Diverse Applications & Growing Clientele Powders Revenue Industry Critical Usage Marquee Clients used in Share* (%) Tailored aluminium powders Cement / generate hydrogen gas AAC Blocks 36% Construction bubbles for optimal AAC block production. Flake powders act as sensitizers in explosives, Explosiv
Slide 20: Foils: Transforming from Startup to Industry Leader
Foils: Transforming from Startup to Industry Leader Product Overview Aluminium Foil is a thin sheet of aluminium manufactured through rolling Segment-wise Capacity (MT) and conversion processes. MMP offers foils for food packaging, flexible packaging and pharmaceutical applications, including printe
Slide 21: Diverse Product Portfolio and Strong Client Partnerships
Diverse Product Portfolio and Strong Client Partnerships Products Description Marquee Clients Thin aluminium foil (10–18 microns) used for Foil for Food wrapping, storing, and preparing food in Applications households and food packaging industries. Lightweight aluminium foil (9–13 microns) Foil for
Slide 22: Conductors/Cables: Powering Growth in the Transmission Sector
Conductors/Cables : Powering Growth in the Transmission Sector Product Overview MMP manufactures aluminium conductors, including AAC, AAAC and ACSR, Capacity (MT) for power transmission and distribution. The portfolio is expanding into Low 1,200 Voltage (LT) Power Cables. 7,200 7,200 7,200 7,200 7,2
Slide 23: Polymer Insulator
Polymer Insulator Product Overview Key Metrics Polymer Insulators comprise a fibreglass-reinforced polymer (FRP) rod, silicone rubber housing and metal end fittings, manufactured through MMP Electricals Private Limited. Rs 35–40 Cr Capex Invested Key Properties & Applications 11kV–765 kV Lightweight
Slide 24: Enhanced Product Offerings through Valuable Partnerships
Enhanced Product Offerings through Valuable Partnerships Star Circlips & Engineering Ltd Toyal MMP India Pvt Ltd Circlips, Retaining Rings & Carbon Steel Fasteners Aluminium Paste Q2FY27 Performance Q2FY27 Performance Revenue: Rs 60.5 Cr Revenue: Rs 23.1 Cr PAT: Rs 10.0 Cr PAT: Rs 0.4 Cr MMPIL Holdi
Slide 25: Industry Growth
Industry omit... : Cousins =. 0 mm 4 —_ —_ me _ 24
Slide 26: Aluminium Industry Growth: Opportunities on the Horizon
Aluminium Industry Growth: Opportunities on the Horizon Global Aluminium Industry Indian Aluminium Industry (In Bn) (In Bn) CAGR 6.2% CAGR 7.6% $394 $20 $230 $244 $11 2023 2024 2032E 2023 2030 Growth Drivers: Growth Drivers: • EVs Drive Lightweight Aluminium Demand: The rise of electric vehicles (EV
Slide 27: Key Drivers Fueling Growth across Segments
Key Drivers Fueling Growth across Segments Aluminium Powder Explosives AAC Block Pesticides • Coal production growth from 1bn • Growth in residential market size is estimated at USD 227.26 bn and is expected to reach to USD 687.27 bn • Government’s Initiative in the tons to 1.50 bn tons till 2030 as
Slide 28: Financial Performance
Financial Performance 27
Slide 29: Track Record of Robust Consolidated Financial Performance
Track Record of Robust Consolidated Financial Performance Revenue from Operations (Rs Cr) EBITDA (Rs Cr) & Margin (%) PAT (Rs Cr) & Margin (%) CAGR 29% 9% 9% 824 8% 8% 692 7% 6% 5% 6% 4% 4% 538 579 65 66 448 48 39 42 36 29 32 31 21 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY2
Slide 30: Consolidated - Profit & Loss Statement
Consolidated - Profit & Loss Statement Particulars (Rs Cr) FY22 FY23 FY24 FY25 FY26 H1FY27 Revenue From Operations 448.3 538.3 578.5 691.9 824.0 485.3 Other Income 0.5 0.6 1.3 1.0 1.3 0.4 Total Income 448.7 538.9 579.9 692.9 825.3 485.7 Cost of Goods Sold 343.0 428.7 450.6 534.8 656.3 388.5 Gross Pr
Slide 31: Consolidated - Balance Sheet Statement
Consolidated - Balance Sheet Statement Liabilities (Rs Cr) Mar-22 Mar-23 Mar-24 Mar-25 Mar-26 Sep-26 Assets (Rs Cr) Mar-22 Mar-23 Mar-24 Mar-25 Mar-26 Sep-26 Share Capital 25.4 25.4 25.4 25.4 25.4 25.4 PPE & Intangible 147.2 159.9 182.6 222.6 250.2 259.0 Assets Reserves & Surplus 212.6 231.7 263.6 2
Slide 32: Consolidated - Cash Flow Statement
Consolidated - Cash Flow Statement Particulars (Rs Cr) Mar-22 Mar-23 Mar-24 Mar-25 Mar-26 Sep-26 (A) Net Cash Flow from Operating Activities 19.0 32.8 42.8 56.8 53.3 22.8 (B) Net Cash Flow from Investing Activities -19.5 -23.8 -41.7 -51.0 -54.9 -52.9 (C) Net Cash Flow from Financing Activities 0.4 -
Slide 33: Stock Information
Stock Information Shareholding Pattern (as on 30th September 2026) Script Related Information (as on 30th October 2026) NSE Code MMP Public 25.1% CMP (Rs) 458.00 Promoters FII 74.5% 0.5% Market Cap (Rs Cr) 1,161.28 Shares O/s (Cr) 2.54 Face Value (Rs) 10 Promoters FII Public Average Trading Volume (
Slide 34: Thank You
THANK YOU MMP Industries Ltd CIN No .: L32300MH1973PLC030813 Mr. Sharad Khadelwal, Chief Financial Officer sharadk@mmpil.com Ms. Madhura Ubale, Company Secretary companysecretary@mmpil.com Stellar IR Advisors Pvt. Ltd Mr. Akhilesh Gandhi, CFA | Mr. Harshit Kabra akhilesh@stellar-ir.com | harshit@ste