M&B Engineering Announces Earnings Conference Call Transcript for Quarter Ended Sep '25
M&B Engineering releases Q2FY26 concall transcript, reporting strong revenue growth, ₹930.56 crore order book. Expects ₹1,225-1,250 crore topline with 13% EBITDA for FY26.
The release of the earnings conference call transcript and the details of the financial performance are relevant to investors. The details on expansion plans can have a medium impact.
The announcement primarily provides factual information regarding the earnings conference call and financial performance. While there are positive aspects, such as revenue growth, there are also challenges, such as margin pressure.
* M&B Engineering Limited (MBEL) has released the transcript of the earnings conference call for the quarter ended September 2025. * The conference call was held on November 11, 2025, at 4:30 P.M. (IST). * During the call, the management reported strong topline growth, with consolidated revenues increasing by 49% in Q2 FY26 and 57% in H1 FY26 year-over-year. * The Proflex Roofing Division and the Phenix pre-engineered building division both experienced satisfactory revenue growth. * Export sales in the Phenix division, particularly to the US market, increased to approximately ₹54 crore compared to ₹3 crore in Q1 FY26. * The company's outstanding order book as of September 30, 2025, stood at ₹930.56 crore, comprising ₹703.51 crore for the Phenix division and ₹227.05 crore for the Proflex division. * New order intake for H1 FY26 totaled ₹672.20 crore. * Margins in Q2 FY26 were affected by a foreign exchange loss of ₹2.15 crore in the Proflex division and the absorption of ₹2.85 crore in tariffs by the Phenix division. * The company expects to achieve a topline growth of 25% in the current fiscal year, with total revenue ranging from ₹1,225 crore to ₹1,250 crore and export sales targeted at approximately ₹160 crore. * EBITDA is expected to remain around 13% for the full year. * Three more mobile units are ordered to meet the increased demands for roofing, one from UAE which will be operational by December 2025, and two from the US, expected to be operational in Q1 of FY2027. * Brownfield expansion project implementation at Sanand, involving additional capacity of 20,000 metric tons per annum, which will become operational in Q1 of FY2027. Cheyyar plant brownfield expansion will be implemented in the next fiscal with similar additional capacity of 20,000 metric tons per annum, which will become operational in FY2028.
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M & B Engineering Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it medium impact: worth reading, rarely worth acting on by itself.
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