Mamata Machinery Limited will host a group of institutional investors and analysts for a plant visit and meeting at its registered office and factory premises on June 19, 2026. The interaction, scheduled for 2:30 PM IST, will involve participants from Ambit Capital Private Limited. The venue for the event is located at Survey No. 423/P, Sarkhej-Bavla Road, Moraiya, Sanand, Ahmedabad – 382213.

The company stated that the schedule is subject to change due to exigencies on the part of the investors or the company. Management clarified that it does not intend to discuss any unpublished price sensitive information during the session. Any discussions held will be based solely on information already available in the public domain.

The disclosure was made pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. The filing was submitted to BSE Limited and the National Stock Exchange of India Limited, with scrip codes 544318 and MAMATA respectively.

Event Details

Mamata Machinery Limited reported an 8% decline in revenue from operations to ₹233.1 crore for FY26, compared to ₹254.6 crore in the previous year. Profit after tax for the year stood at ₹15.1 crore, down from ₹40.8 crore in FY25. The company attributed the performance to a sharp one-time disruption in its U.S. business, which declined by nearly 50% in absolute terms, alongside adverse product mix and one-time costs.

The company filed the transcript of its earnings conference call held on June 01, 2026, with BSE Limited and the National Stock Exchange of India Limited. Management stated that no unpublished price sensitive information was shared during the call. The disclosure follows an earlier intimation regarding the scheduling of the conference call.

Financial Performance and Margins

EBITDA for FY26 was ₹19.1 crore at a margin of 8.2%, significantly lower than the ₹54.64 crore recorded at a 21.4% margin in FY25. The compression in profitability was driven by a 6.2% impact from gross margin compression, which fell from 60.8% to 54.6% due to a lower share of higher-margin exports and adverse product mix. Additionally, the company booked a one-time provisioning impact of approximately ₹3.05 crore in employee benefit expenses due to new labor and wage code amendments.

Exhibition expenses rose to ₹10.2 crore from ₹6.2 crore in the previous year, impacting EBITDA margin by 2.1%. Negative operating leverage also played a role as the top line declined while the cost base remained constant. Management expects profitability to normalize to historical averages of around 20% as the top line recovers and these one-off costs subside.

Operational Updates and Order Book

Despite the financial headwinds, the company secured a significant multi-machine order for VFFS packaging machines from a leading Indian snacks brand, with 18 machines scheduled for delivery in H1FY27. Mamata Machinery also received its first packaging machine order from South Africa, marking an entry into a new region. The company launched RecTech, a recyclable packaging technology, and was granted a patent in the European Union for its cross-sealing device.

The order book at the end of FY26 stood at ₹89.59 crore, an increase of 34% compared to ₹66.64 crore in FY25. This provides healthy visibility across all segments. The order book split is 62% exports and 38% domestic. Management remains debt-free with cash on hand of ₹69.26 crore.

Outlook

For FY27, the company expects a return to its growth track with profitability normalizing. The priority is to recoup ground lost in the U.S. market due to tariff policies. The firm is pursuing double-digit growth in domestic converting and a 30-40% growth objective in packaging businesses. It is also targeting close to US$1 million in initial business from South East Asia and has established channel partners in CIS markets and Australia to reduce dependence on the U.S.

Source: https://lodr-files.dhan.co/lodr-inputs/Company/INE0TO701015/f00145d533b84e4a.pdf