Mafatlal Industries FY26: Record revenue, steadier execution, and a sharper uniform-led mix

FY26 revenue from operations was INR 3,870.4 Cr (up 37.9% YoY). Operating EBITDA was INR 113.8 Cr (2.9% margin) and PBT was INR 96.7 Cr (2.5% margin).

In FY26, segment revenue mix was Textile and Related Products 38% (INR 1,494.2 Cr), Digital Infrastructure 2% (INR 62.3 Cr), and Consumer Durables and Others 60% (INR 2,313.9 Cr).

In FY26, Uniform Solutions represented 92% of Textile and Related Products; in FY25 it was 89%.

The presentation reports an orderbook of INR 775 Cr, which management states provides revenue visibility for upcoming quarters.

The company commenced installation of a 4 MWp solar power plant at its Nadiad unit for captive consumption, aligned with cost optimization and green energy initiatives.

The Board declared and paid an interim dividend of INR 1.25 per share for FY26 and recommended a final dividend of INR 1.25 per share for FY26, subject to shareholder approval at the AGM.

FY26 includes an exceptional item of INR 2.9 Cr related to reassessment of employee benefit obligations following the new labour codes, and a deferred tax assets (net) charge of INR 5.6 Cr under tax expense.