Mmp Industries Ltd. · NSE:MMP
Mmp Industries — Q3 FY2026 Earnings Presentation
33 slides from Mmp Industries's earnings presentation, Feb 16, 2026
Slide 1: NSE cover letter for investor presentation
Monday, 16th February, 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 Presentation for the Unaudited Financial Results of the Company for the Quarter (Q-3)/FY25-
Slide 2: MMP Industries Ltd. Q3 & 9MFY26 Investor Presentation
MMP Industries Ltd. Q3 & 9MFY26 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 Content
Table of Content 1 Q3 & 9MFY26 Performance 2 Company Overview 3 Product Portfolio 4 Industry Growth 5 Financial Performance 3
Slide 5: Q3 & 9MFY26 Highlights
Q3 & 9MFY26 Highlights 4
Slide 6: Robust Revenue Growth with Highest Ever Profit
Robust Revenue Growth with Highest Ever Profit Revenue From Operations EBITDA & EBITDA Margin PAT & PAT Margin Rs 18 Cr Rs 11 Cr Q3FY26 Rs 203 Cr 7 % YoY 5 % YoY 21 % YoY Margin 9.0% Margin 5.6% Rs 45 Cr Rs 13 Cr 9MFY26 Rs 574 Cr 4% YoY 54% YoY 23% YoY Margin 7.8 % Margin 2.3% Business U
Slide 7: Strong Growth Momentum Across Segments
Strong Growth Momentum Across Segments Aluminium Powder (Rs Cr) Aluminium Foil (Rs Cr) Aluminium Conductors/ Cables (Rs Cr) Others (Rs Cr) 13% YoY 13% YoY 52% YoY 54% YoY 8% YoY 22% YoY 78% YoY 38% YoY 349 72 310 150 59 4.0 97 2.9 126 23 24 111 34 52 0.9 1.6 Q3FY25 Q3FY26 9MFY25 9MFY
Slide 8: Composite Insulators: Commercial Production Started
Composite Insulators: Commercial Production Started Foraying into manufacturing of Composite Insulators through its 100% wholly owned subsidiary, MMP Electricals Private Limited. 33 kV Silicone Composite Insulators Product and Application • A composite insulator consists of a fiberglass core coated
Slide 9: Consolidated Profit & Loss Statement – Q3 & 9MFY26
Consolidated Profit & Loss Statement – Q3 & 9MFY26 Particulars (Rs Cr) Q3FY26 Q3FY25 YoY (%) Q2FY26 QoQ% 9MFY26 9MFY25 YoY (%) Revenue From Operations 203.3 168.4 20.8% 187.7 8.3% 574.3 468.7 22.5% Other Income 0.5 0.4 0.5 1.5 1.0 Total Income 203.9 168.7 20.8% 188.2 8.3% 575.8 469.8 22.6% Cost of G
Slide 10: Accelerating Success: Capacity Expansion & Growth Strategy
Accelerating Success: Capacity Expansion & Growth Strategy Revenue Growth Profitability Improvement ▪ Capacity Expansion: ▪ Powders Business: Higher capacity utilization is expected to strengthen market position and drive ❑ Composite Insulators: Phase II Expansion is economies of scale. expected to
Slide 11: Investment Rationale
Investment Rationale The existing Aluminium Powder business is expected to grow steadily, supported by the Government’s continued focus on power, infrastructure and housing. MMP wishes to diversify its manufacturing range from aluminium processing to the High Demand Power Distribution and Transmissi
Slide 12: Company Overview
Company Overview 11
Slide 13: MMP Industries
Company Overview 40 + Years of Expertise: A leader in manufacturing aluminium powders, foils, Aluminium and conductors/ cables. 61%* Powders Aluminium 26%* Diverse Industry Applications: Products are used in explosives, AAC blocks, Foils pesticides, and pharmaceuticals, meeting a wide range of marke
Slide 14: Leadership Team
Leadership Team Mr. Arun Bhandari, Managing Director ▪ B. Tech in Chemical Engineering from Institute of Technology, Banaras Hindu University, Varanasi with extensive Independent Directors industrial projects, operations, and management experience. ▪ Started his career as a GET at Shri Ram Chemical
Slide 15: Strategically Located Manufacturing Facilities
Strategically Located Manufacturing Facilities Strategic location in Central India with proximity to the manufacturing Capacity (MTPA) hub for all the key end user industry segments Division Post Q3FY26 Expansion Expansion Company owns 100 acres land bank out of which currently 60 acres is utilized,
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 Composite 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 Aluminium Powder is a fine, granular material produced from high-purity Segment-wise Capacity (MT) (99.7%) electrolytic-grade Aluminium ingots using advanced atomization and milling techniques. 300 300 300 Lightweight, highly reactive, excellent th
Slide 19: Diverse Applications & Growing Clientele
Diverse Applications & Growing Clientele Powders Revenue Industry Critical Usage Marquee Clients used in Share* (%) Lake powders act as sensitizers in explosives, enhancing Explosives Mining 33% strength and safety even in varying pH environments. Tailored aluminium powders Cement / generate hydroge
Slide 20: Foils: Transforming from Startup to Industry Leader
Foils: Transforming from Startup to Industry Leader A thin sheet of aluminium metal manufactured through rolling and laminating processes, known for its versatility and excellent barrier Segment-wise Capacity (MT) properties. Lightweight, flexible, easily shaped, printed, and laminated, with excepti
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) for Foil
Slide 22: Conductors/Cables: Powering Growth in the Transmission Sector
Conductors/Cables : Powering Growth in the Transmission Sector High-purity aluminium conductors/cables designed for high conductivity and durability, providing a cost-effective alternative to copper cables for power Capacity (MT) transmission, telecommunications, and infrastructure. Lightweight, cor
Slide 23: 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 MMPIL Holding: 26.06% | Promoter Holding: 73.94% MMPIL Holding: 26.0% | Toyo Holding: 74.0% Star Circlips is a Largest m
Slide 24: Industry Growth
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Slide 25: 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 26: Key Drivers Fueling Growth across Segments
Key Drivers Fueling Growth across Segments Aluminium Powder Explosives AAC Block Pesticides • Coal production growth from • Growth in residential market size is estimated at USD 227.26 bn and is expected to reach to • Government’s Initiative in the 1bn tons to 1.50 bn tons till USD 687.27 bn till 20
Slide 27: Financial Performance
Financial Performance 26
Slide 28: Track Record of Robust Consolidated Financial Performance
Track Record of Robust Consolidated Financial Performance Revenue (Rs Cr) EBITDA (Rs Cr) & Margin (%) PAT (Rs Cr) & Margin (%) CAGR- 32% 692 12% 579 9% 9% 538 8% 8% 6% 448 5% 6% 7% 65 4% 231 48 39 42 32 36 29 27 21 17 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 ROE(%)
Slide 29: Consolidated Profit & Loss Statement
Consolidated Profit & Loss Statement Particulars (Rs Cr) FY21 FY22 FY23 FY24 FY25 CAGR (%) Revenue From Operations 230.7 448.3 538.3 578.5 691.9 32% Other Income 0.8 0.5 0.6 1.3 1.0 Total Income 231.6 448.7 538.9 579.9 692.9 32% Cost of Goods Sold 161.5 343.0 428.7 450.6 534.8 Gross Profit 70.1 105.
Slide 30: Consolidated Balance Sheet Statement
Consolidated Balance Sheet Statement Liabilities (Rs Cr) Mar-21 Mar-22 Mar-23 Mar-24 Mar-25 Sep-25 Assets (Rs Cr) Mar-21 Mar-22 Mar-23 Mar-24 Mar-25 Sep-25 PPE & Intangible Share Capital 25.4 25.4 25.4 25.4 25.4 25.4 112.0 147.2 159.9 182.6 222.6 237.4 Assets Reserves & Surplus 183.6 212.6 231.7 263
Slide 31: Consolidated Cash Flow Statement
Consolidated Cash Flow Statement Particulars (Rs Cr) FY21 FY22 FY23 FY24 FY25 H1FY26 (A) Net Cash Flow from Operating Activities 35.9 19.0 32.8 42.8 56.8 25.4 (B) Net Cash Flow from Investing Activities -27.0 -19.5 -23.8 -41.7 -51.0 -31.6 (C) Net Cash Flow from Financing Activities -1.4 0.4 -7.2 -2.
Slide 32: Stock Information
Stock Information Shareholding Pattern (as on 31-Dec-25) Script Related Information (as on 12-Feb-2026) NSE Code MMP Public 25.5% Promoters CMP (Rs) 257.00 74.5% Market Cap (Rs Cr) 652.85 Shares O/s (Cr) 2.54 Face Value (Rs) 10 Promoters Public Average Trading Volume (‘000) 32 31
Slide 33: Contact Us
Contact Us 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@st