Mishra Dhatu Nigam Ltd — Q4 FY26 earnings call
Summary generated by AI from the official transcript Mishra Dhatu Nigam Ltd filed with BSE on 06 Jun 2026. Every statement cites a verbatim quote from that document — open any citation to read it. This is a record of what management said, not a recommendation. How we check these summaries
The short read
MIDHANI reported its highest-ever quarterly turnover of INR552.7 crores for Q4 FY26, up 34.63% year-on-year, with PAT of INR77.75 crores, up 38.49%. For the full year, the company achieved turnover of INR1,208.63 crores, up 12.52%, and PAT of INR130.79 crores, up 18.82%, with an order book of INR2,290 crores as of April 1, 2026. Management highlighted achievements including record Titanium production, a new metal bank initiative for critical raw materials, NADCAP certification for heat treatment, and a new aerospace fastener manufacturing facility.
Numbers mentioned
Quarterly turnover: INR552.7 crores (Q4 FY26)
p. 3
“we have achieved the highest ever quarterly turnover of INR552.7 crores, registering a growth of 34.63% against a turnover of INR410.56 crores recorded in the corresponding quarter in the previous year”
Dr. S.V.S. Narayana Murty, page 3 of the filed PDF · View the filing
Value of production: INR392.19 crores (Q4 FY26)
p. 3
“our value of production during fourth quarter '25-'26 stood at INR392.19 crores, registering a growth of 19.15% against value of production of INR329.19 crores recorded in the corresponding quarter in the previous year”
Dr. S.V.S. Narayana Murty, page 3 of the filed PDF · View the filing
PBT: INR107 crores (Q4 FY26)
p. 3
“Our PBT during fourth quarter stood at INR107 crores, with a growth of 38.67% against PBT of INR77.16 crores in the previous quarter”
Dr. S.V.S. Narayana Murty, page 3 of the filed PDF · View the filing
PAT: INR77.75 crores (Q4 FY26)
p. 3
“PAT in the fourth quarter stood at INR77.75 crores, with a growth of 38.49% against PAT of INR56.14 crores recorded in the previous quarter of this previous year”
Dr. S.V.S. Narayana Murty, page 3 of the filed PDF · View the filing
Annual turnover: INR1,208.63 crores (FY26)
p. 3
“The company achieved the highest ever turnover of INR1,208.63 crores, registering a growth of 12.52% against the turnover of INR1,074.1 crores during the previous financial year, '24, '25”
Dr. S.V.S. Narayana Murty, page 3 of the filed PDF · View the filing
Order book: INR2,290 crores (as on April 1, 2026)
p. 3
“And the order book position of the company as on April 1, 2026 is INR2,290 crores”
Dr. S.V.S. Narayana Murty, page 3 of the filed PDF · View the filing
Annual PAT: INR130.79 crores (FY26)
p. 3
“our PAT for FY '25-'26 was INR130.79 crores with a growth of 18.82% against INR110.07 crores recorded in the previous financial year '24-'25”
Dr. S.V.S. Narayana Murty, page 3 of the filed PDF · View the filing
Titanium production: 700 tons (FY26)
p. 3
“So we have produced 700 tons of Titanium, almost doubling from previous years”
Dr. S.V.S. Narayana Murty, page 3 of the filed PDF · View the filing
Titanium order book: more than INR660 crores
p. 6
“currently, we have about more than INR660 crores worth of Titanium orders and we are likely to get more”
Dr. S.V.S. Narayana Murty, page 6 of the filed PDF · View the filing
Open order book: INR2,249 crores
p. 7
“currently, our open order book is INR2,249 crores, maybe INR2,250 crores”
Dr. S.V.S. Narayana Murty, page 7 of the filed PDF · View the filing
Export turnover: INR85 crores (FY26)
p. 8
“This year, INR'25-'26, we have done INR85 crores, and we are expecting at least INR100 crores we'll be doing in this financial year”
Padavittan Babu, page 8 of the filed PDF · View the filing
Defence share of open order book: 79%
p. 8
“The Defence is about 79% of the total order book”
Dr. S.V.S. Narayana Murty, page 8 of the filed PDF · View the filing
Turnover from Space: INR93 crores (FY26)
p. 9
“So the turnover, the '25-'26, space is about INR93 crores”
Padavittan Babu, page 9 of the filed PDF · View the filing
Turnover from Defence: INR301 crores (FY26)
p. 9
“About INR301 crores from defense”
Padavittan Babu, page 9 of the filed PDF · View the filing
Turnover from PSUs: INR603 crores (FY26)
p. 9
“PSUs are INR603 crores, public sector enterprises”
Padavittan Babu, page 9 of the filed PDF · View the filing
Investment cast business: about INR10 crores
p. 9
“So currently, our investment cast business is about INR10 crores”
Dr. S.V.S. Narayana Murty, page 9 of the filed PDF · View the filing
ABHED jacket order value: about INR1 crore
p. 12
“It was about INR1 crore”
Dr. S.V.S. Narayana Murty, page 12 of the filed PDF · View the filing
What management said it would do
A record of statements made on the call, in the words management used. Parakho does not forecast, endorse or assess them, and their presence here is not a view on whether they will happen.
Revenue growth — 15% to 20% · FY27 and next few years
stated conditionally by Dr. S.V.S. Narayana Murty
p. 7
“One thing is we had this year, maybe 12%, we have exceeded the top line growth, 12% to 15%, we should be able to maintain. Our target will be 20%. But it all depends on the supply chain constraints of raw materials.”
Dr. S.V.S. Narayana Murty, page 7 of the filed PDF · View the filing
EBITDA margin — 23% to 25%
stated as an aspiration by Padavittan Babu
p. 7
“It will be slightly up by 23% to 25% we can expect. When the revenue goes up by 20%, obviously, the margins will increase, maybe around we can expect 23% to 25% between EBITDA.”
Padavittan Babu, page 7 of the filed PDF · View the filing
Order booking — INR1,500 crores · FY27
stated as an aspiration by Dr. S.V.S. Narayana Murty Export order book crcroreseframe renull
p. 7
“So maybe we will be able to book about INR1,500 crores worth of orders in this financial year, FY '26-'27.”
Dr. S.V.S. Narayana Murty Export order book crcroreseframe renull, page 7 of the filed PDF · View the filing
Generated by claude-sonnet-5. Source: the transcript as filed with BSE. We link to the exchange's copy; we do not host transcripts. Parakho is a data and screening tool, not an investment adviser — nothing here is a recommendation to buy, sell or hold.