Mmp Industries Ltd. · NSE:MMP
Mmp Industries — Q4 FY2026 Earnings Presentation
32 slides from Mmp Industries's earnings presentation, May 25, 2026
Slide 1: Exchange filing cover letter
Monday, 25th May, 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 Audited Financial Results of the Company for the Quarter and Year (Q-4)/FY2
Slide 2: MMP Industries Ltd. Q4 & FY26 Investor Presentation
MMP Industries Ltd. Leadership and Excellence in Aluminium Q4 & FY26 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 Q4 & FY26 Performance 2 Company Overview 3 Product Portfolio 4 Industry Growth 5 Financial Performance 3
Slide 5: Q4 & FY26 Highlights
Q4 & FY26 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 22 Cr Rs 18 Cr Rs 250 Cr Q4FY26 17 % YoY 66 % YoY 12% YoY Margin 8.6% Margin 7.2% Rs 66 Cr Rs 31 Cr Rs 824 Cr FY26 2% YoY 20% YoY 19% YoY Margin 8.0 % Margin 3.8% Business Up
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)* 21% YoY 15% YoY 14% YoY 39% YoY 26% YoY 3% YoY 97% YoY 54% YoY 215 97 100 504 154 438 6.1 4.0 57 37 128 155 65 28 2.1 1.1 Q4FY25 Q4FY26 FY25 FY2
Slide 8: Consolidated Profit & Loss Statement – Q4 & FY26
Consolidated Profit & Loss Statement – Q4 & FY26 Particulars (Rs Cr) Q4FY26 Q4FY25 YoY (%) Q3FY26 QoQ% FY26 FY25 YoY (%) Revenue From Operations 249.7 223.1 11.9% 203.3 22.8% 824.0 691.9 19.1% Other Income -0.1 0.0 0.5 1.3 1.0 Total Income 249.6 223.1 11.8% 203.9 22.4% 825.3 692.9 19.1% Cost of Good
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 u
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 61%* 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. Vijay Singh Bapna (2018 onwards) Chartered Accountant Mr. Arun Bhandari Mr. Mayank Bhandari Ms. Rohini Bhandari Mrs. Sakshi Bhandari Non-Executive, Member of Mr. Sunil Khanna (2018 onwards) Managing Director Director Non-Independent Director Promoter Group B
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 Q4FY26 Expansion Expansion Company owns 150 acres land bank out of which currently 110 acres is utilized
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 Lightweight, highly reactive, excellent th
Slide 17: Diverse Applications & Growing Clientele
Diverse Applications & Growing Clientele Powders Marquee Clients Industry Critical Usage 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
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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 FY
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 31-Mar-26) Script Related Information (as on 22-May-2026) NSE Code MMP Public 25.5% Promoters CMP (Rs) 288.00 74.5% Market Cap (Rs Cr) 731.57 Shares O/s (Cr) 2.54 Face Value (Rs) 10 Promoters Public Average Trading Volume (‘000) 24 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