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#mitsuchem
Mitsu Chem Plast — Q1 FY27
Revenue: ₹95.3 Cr +11.6% YoY
EBITDA: ₹15.5 Cr (+209%)
PAT: ₹8.7 Cr +566%
EBITDA Margin: 16.3% vs 5.9% YoY
Operating leverage is clearly kicking in.
Revenue growth is @ 11% , but profitability is growing disproportionately which is the main pedigree here..
Last 2 qtrs continuous improvement in margins after years of lackluster performance.
company is adding additional 3,550 MT/year capacity.
Market is waiting for continous performance not just one qtr to give the re-rating the company deserves.
Company to watch out for..
It's a microcap(225 cr) so highly illiquid company but there multibaggers are born.
Mcap/sales - 0.65
ROCE & ROE > 15%
3 Yrs Cash flow - positive
Disc - Invested & Biased. No buy/sell reco.
#mitsu #mitsuchemplast
Mitsu Chem Plast Ltd Q1 FY27 Concall Summary (18 Aug 2026) #MITSUCHEM
🟡 Management Guidance
Management continues to target ₹1,000 crore annual revenue by FY28 and expects growth across all three major verticals. The company has proposed an additional 3,550 MT capacity, taking total installed capacity from 32,450 MT to around 36,000 MT. Management expects capacity utilization to remain around 64-65%, with 70% considered a healthier level.
🟢 Green Alert
Q1 FY27 was exceptionally strong, with total income increasing 11.62% YoY to ₹95.33 crore, EBITDA rising 209.5% to ₹15.49 crore, and PAT increasing 566.23% to ₹8.74 crore. EBITDA margin expanded sharply to 16.29% from 5.87%, while PAT margin increased to 9.18% from 1.54%. The improvement was driven by better operating efficiency, product mix, innovation and value engineering.
🔴 Red Alert
The key risk is that the 16.3% EBITDA margin is not considered the sustainable normal level. Management continues to consider around 10-13% EBITDA margin reasonable on an average basis, with quarterly margins fluctuating depending on product mix and seasonality. The company also remains exposed to raw material price movements, although it currently passes most raw material increases on to customers.
🔵 Blue Alert
The biggest opportunity is the company's product rationalization and expansion into higher-value products, particularly healthcare furniture, specialized packaging and the upcoming IBC product. Management has already discontinued products that do not provide adequate margin, turnover or throughput and is introducing products with better economics. The new IBC project is expected to begin commercial production around Q3 FY27 using completely new machinery.
🧠 Deep Insight
The key takeaway is that Mitsu Chem Plast is deliberately prioritizing profitability over pure revenue growth. Management repeatedly emphasized that the company is willing to discontinue low-margin products and customers while increasing the share of products offering better margins, turnover and throughput. This strategy appears to be working, as EBITDA margin has expanded dramatically even though revenue growth was comparatively moderate.
The 3,550 MT capacity expansion is already operational, with approximately ₹2 crore of capex required for the additional capacity. Management explained that capacity needs to be planned ahead because machinery procurement and commercialization can take around 6-9 months. The additional capacity will serve all three product verticals, including containers and furniture parts.
Worth having a look because of solid numbers with decent valuations (Tracking since last year).
The recent results are good, it could be the beneficiary of increasing bed strength in hospitals.
Please study it in details, This is just a idea which can be worth.
DYDD
#mitsuchem
@rajuidesai it's one of the largest organised bed manufacturers in India, so addition of hospital beds is beneficial for mitsu chem plast
#mitsuchem
@rajuidesai it's one of the largest organised bed manufacturers in India, so addition of hospital beds is beneficial for mitsu chem plast
#mitsuchem
Mitsu Chem Plast Ltd -- for better understanding of company kindly have a look at this video
#mitsuchem #mitsu
https://t.co/dmevbQ5muv
Mitsu Chem Plast: Short-term Troubles May Have Created an Opportunity
#mitsu #mitsuchem
https://t.co/cIbino8Fry
Mitsu Chem Plast Ltd - Investor Presentation for Q2 FY 2023-24
#mitsuchem #mitsu
https://t.co/NcwzNpC1Sg
Mitsu Chem Plast Ltd - Investor Presentation for Q2 FY 2023-24
#mitsuchem #mitsu
https://t.co/NcwzNpC1Sg
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#Mitsuchem- Capacity expansion by adding 1650MT/Year. Expansion will be funded thru loan from NBFC aggregating to Rs.6 Cr. reason for expansion - Product diversification into Plastic Pails for Lubricant,paint,ink and Food Business
Negen Capital has added 1.1 lakh shares of Mitsu Chem recently. #MitsuChem
A new competitor in the town for #Mold-Tek Packaging.
Mitsu Chem announces entry into pails for packaging of paints, inks, lubricants, and food. They already have various Fortune 500 companies from chemicals, FMCG, etc. as their customers.
Dis: Holding Mitsu Chem
#mitsuchem
highest ever daily volumes
looks like climax selling to me
cmp-280.20
#Mitsuchem Q4 : Excellent numbers. Highest ever revenue and PAT 👌
Margins improved from last quarters. Which indicates that company is able pass on increased raw material cost👌
Free cash in hand almost tripled 💥
Overall very good numbers
yesterdays volume of #mitsu was 58k and now in just 10 min after opening volume crossed 107k and price crossed yesterdays high
this is a very bullish sign in my opinion
disc-invested
#mitsuchem
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