Mmp Industries Ltd. · NSE:MMP
Mmp Industries — Q1 FY27 Earnings Presentation
32 slides from Mmp Industries's earnings presentation, Aug 13, 2026
Slide 1: Exchange filing cover letter
Thursday, 13th August, 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. Q1FY27 Investor Presentation
MMP Industries Ltd. Leadership and Excellence in Aluminium Q1FY27 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 Q1FY27 Highlights 2 Company Overview 3 Product Portfolio 4 Industry Growth 5 Financial Performance 3
Slide 5: Q1FY27 Highlights
Q1FY27 Highlights 4
Slide 6: Highest Ever Quarterly & Full Year Performance
Highest Ever Quarterly & Full Year Performance Revenue From Operations EBITDA & EBITDA Margin PAT & PAT Margin Rs 21 Cr Rs 14 Cr Rs 233 Cr Q1FY27 60% YoY 353%* YoY 27% YoY Margin 9.0% Margin 5.9% Business Updates • Revenue growth was supported by strong performance in the Aluminium Powders and
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)* 45% YoY 29% YoY 42% YoY 35% YoY 154 106 61 29 47 1.4 17 1.0 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Segment Wise Updates • Alumiuim Powd
Slide 8: Consolidated Profit & Loss Statement – Q1FY27
Consolidated Profit & Loss Statement – Q1FY27 Particulars (Rs Cr) Q1FY27 Q1FY26 YoY (%) Q4FY26 QoQ% FY26 YoY (%) Revenue From Operations 232.6 183.3 27% 249.7 -7% 824.0 19.1% Other Income 0.2 0.4 -0.1 1.3 Total Income 232.8 183.7 27% 249.6 -7% 825.3 19.1% Cost of Goods Sold 183.9 148.6 199.0 656.3 G
Slide 9: Growth Strategy & Investment Rationale
Growth Strategy & Investment Rationale Strong & Diversified Growth Capex: Clear Path to 01 Growth Platform 02 Executed & Planned 03 Margin Expansion ₹ ₹ ₹ ₹ ₹ • Evolving Product Mix • Executed • Operating leverage from › Established aluminium powders › Rs 35-40 Cr invested in Polymer higher capacity
Slide 10: Company Overview
Company Overview 9
Slide 11: MMP Industries Company Overview
Company Overview 40 + Years of Expertise: A leader in manufacturing aluminium powders, foils, Aluminium 62%* and conductors/ cables. Powders Aluminium 26%* Diverse Industry Applications: Products are used in explosives, AAC blocks, Foils pesticides, and pharmaceuticals, meeting a wide range of marke
Slide 12: 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 Non-Executive, Member of Dr. Sanjay Arora (2026 onwards) Managing Director Director Non-Inde
Slide 13: 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 Q1FY27 Expansion Expansion Company owns 150 acres land bank out of which currently Powders 110 acres is
Slide 14: 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 15: Product Portfolio
Product Portfolio Aluminium Polymer Aluminium Aluminium Conductors / Insulators Powders Foils Cables (New Product) 14
Slide 16: 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 (99.7%) electrolytic-grade Aluminium ingots using advanced atomization Segment-wise Capacity (MT) and milling techniques. 300 300 300 300 Lightweight, highly reactive, excellen
Slide 17: Diverse Applications & Growing Clientele
Diverse Applications & Growing Clientele Powders Industry Critical Usage Marquee Clients used in Lake powders act as sensitizers in explosives, enhancing strength and Explosives Mining safety even in varying pH environments. Tailored aluminium powders Cement / generate hydrogen gas bubbles for AAC B
Slide 18: 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 19: 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 20: 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 Capacity (MT) power transmission, telecommunications, and infrastructure. Lightweight, cor
Slide 21: Polymer Insulators: Strengthening Growth Platform
Polymer Insulators: Strengthening Growth Platform Foraying into manufacturing of Polymer Insulators through its 100% wholly owned subsidiary, MMP Electricals Private Limited. 33 kV Silicone Polymer Insulators Product and Application: • A Polymer insulator consists of a fiberglass core coated with a
Slide 22: 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 23: Industry Growth
GRASE No Ind ustry “ 3 ; 2 : q ‘Bee ae TE 22
Slide 24: 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 25: 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 26: Financial Performance
Financial Performance 25
Slide 27: 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 28: Consolidated - Profit & Loss Statement
Consolidated - Profit & Loss Statement Particulars (Rs Cr) FY22 FY23 FY24 FY25 FY26 CAGR (%) Revenue From Operations 448.3 538.3 578.5 691.9 824.0 29% Other Income 0.5 0.6 1.3 1.0 1.3 Total Income 448.7 538.9 579.9 692.9 825.3 29% Cost of Goods Sold 343.0 428.7 450.6 534.8 656.3 Gross Profit 105.8 1
Slide 29: Consolidated - Balance Sheet Statement
Consolidated - Balance Sheet Statement Liabilities (Rs Cr) Mar-22 Mar-23 Mar-24 Mar-25 Mar-26 Assets (Rs Cr) Mar-22 Mar-23 Mar-24 Mar-25 Mar-26 Share Capital 25.4 25.4 25.4 25.4 25.4 PPE & Intangible Assets 147.2 159.9 182.6 222.6 250.2 Reserves & Surplus 212.6 231.7 263.6 298.0 321.1 Capital WIP 3.
Slide 30: Consolidated - Cash Flow Statement
Consolidated - Cash Flow Statement Particulars (Rs Cr) FY21 FY22 FY23 FY24 FY25 FY26 (A) Net Cash Flow from Operating Activities 35.9 19.0 32.8 42.8 56.8 53.3 (B) Net Cash Flow from Investing Activities -27.0 -19.5 -23.8 -41.7 -51.0 -54.9 (C) Net Cash Flow from Financing Activities -1.4 0.4 -7.2 -2.
Slide 31: Stock Information
Stock Information Shareholding Pattern (as on 30-June-26) Script Related Information (as on 12th-August-2026) NSE Code MMP Public 25.5% CMP (Rs) 345.20 Promoters 74.5% Market Cap (Rs Cr) 876.80 Shares O/s (Cr) 2.54 Face Value (Rs) 10 Promoters Public Average Trading Volume (‘000) 32 30
Slide 32: 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