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Latest filing: 2026-08-12 16:13
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Machino Plastics Q1 PAT drops 71% to ₹0.58 Cr despite 17.7% Revenue Growth
Machino Plastics reported a 17.7% YoY increase in revenue to ₹133.32 Cr for Q1 FY27, but net profit fell sharply by 71% to ₹0.58 Cr compared to ₹2.00 Cr in Q1 FY26. The bottom line was severely impacted by a 75% surge in finance costs to ₹6.26 Cr and a 130% increase in depreciation to ₹5.41 Cr, likely reflecting the commissioning of the ₹125 Cr Kharkhoda plant expansion. A significant net price revision of ₹9.87 Cr (7.41% of turnover) was recorded, providing some revenue support. However, the high debt-to-equity ratio of 1.82 and increased fixed costs are currently weighing on profitability.
Confidence: HIGH
What changedThe company has transitioned into a phase of higher fixed costs (interest and depreciation) following its ₹125 Cr expansion, leading to a sharp contraction in net profit despite healthy top-line growth.
Why it mattersThe expansion at Kharkhoda is critical for serving MSIL's new capacity, but the immediate financial impact is a significant margin squeeze due to the high debt-funded nature of the project (Debt of ₹250 Cr vs Net Worth of ₹137 Cr).
Revenue (Q1 FY27): ₹133.32 CrNet Profit (Q1 FY27): ₹0.58 CrFinance Costs (Q1 FY27): ₹6.26 CrDepreciation (Q1 FY27): ₹5.41 CrPrice Revision % of Turnover: 7.41%Debt to Equity Ratio: 1.82
📅 Short termThe stock may face downward pressure in the short term as the market reacts to the substantial decline in net profit and the impact of higher interest costs.
📈 Long termLong-term value depends on the successful ramp-up of the Kharkhoda plant and maintaining the single-source supplier status with MSIL. The high debt levels remain a structural concern for the next few years.
⚠ Risk flags
- High client concentration (MSIL ~84%)
- High debt-to-equity ratio (1.82)
- Rising interest and depreciation costs impacting margins
Key Highlights
Revenue from operations increased 17.7% YoY to ₹133.32 Cr from ₹113.27 Cr.
Net profit declined 71% YoY to ₹0.58 Cr from ₹2.00 Cr in the same quarter last year.
Finance costs rose significantly by 75% YoY to ₹6.26 Cr from ₹3.58 Cr.
Depreciation and amortization expenses increased 130% YoY to ₹5.41 Cr from ₹2.35 Cr.
Net price revision during the quarter stood at ₹9.87 Cr, representing 7.41% of turnover.
👀 What to Watch
Investors should monitor the utilization levels of the new Kharkhoda facility to see if operating leverage can offset the ₹11.67 Cr combined quarterly burden of interest and depreciation. The high client concentration with MSIL (84% of revenue) remains a key risk factor to watch.
Machino Plastics Q1 PAT drops 71% YoY to Rs 0.58 Cr despite 17.7% revenue growth
Machino Plastics reported a 17.7% YoY increase in revenue to Rs 133.32 Cr for Q1 FY27, but net profit plummeted 71% to Rs 0.58 Cr. The bottom line was severely impacted by a 75% surge in finance costs (Rs 6.26 Cr) and a 130% jump in depreciation (Rs 5.41 Cr), likely reflecting the capitalization of the new Kharkhoda plant. Despite a significant price revision of 7.41% of turnover (Rs 9.88 Cr), margins remained under pressure. High debt (D/E 1.82) and rising interest costs continue to be a significant drag on profitability.
Confidence: HIGH
What changedThe company has transitioned into a higher fixed-cost structure following its expansion, leading to a sharp decline in net profit despite healthy top-line growth.
Why it mattersWith a high debt-to-equity ratio of 1.82 and 84% revenue concentration with Maruti Suzuki (MSIL), the company's profitability is highly sensitive to interest rates and MSIL's production volumes.
Revenue (Q1 FY27): Rs 133.32 CrNet Profit (Q1 FY27): Rs 0.58 CrFinance Cost Increase (YoY): 75%Depreciation Increase (YoY): 130%Price Revision % of Turnover: 7.41%
📅 Short termNegative sentiment is expected as the market reacts to the significant margin contraction and the heavy burden of interest and depreciation.
📈 Long termThe long-term outlook depends on the company's ability to deleverage and whether the Kharkhoda plant expansion can capture higher market share from MSIL's new capacities.
⚠ Risk flags
- High Debt-to-Equity ratio (1.82)
- Extreme client concentration (MSIL ~84%)
- Rising fixed costs (Interest and Depreciation)
Key Highlights
Revenue from operations grew 17.7% YoY to Rs 133.32 Cr from Rs 113.27 Cr.
Net profit fell sharply by 71% YoY to Rs 0.58 Cr compared to Rs 2.00 Cr in the previous year.
Finance costs increased by 75% YoY to Rs 6.26 Cr, reflecting high leverage (D/E 1.82).
Depreciation and amortization expenses rose 130% YoY to Rs 5.41 Cr.
A net price revision of Rs 9.88 Cr was recorded, accounting for 7.41% of the quarter's turnover.
👀 What to Watch
Monitor the utilization levels and operating efficiency of the new Kharkhoda plant to see if it can generate enough EBITDA to cover the combined quarterly interest and depreciation burden of Rs 11.67 Cr.
Machino Plastics Q1 FY27: PAT at ₹0.58 Cr, Revenue Grows 17.7% YoY to ₹133.32 Cr
Machino Plastics reported a Q1 FY27 net profit of ₹0.58 Cr, a 71% decline from ₹2.00 Cr in the same quarter last year, though an improvement from ₹0.25 Cr in the preceding quarter. Revenue grew 17.7% YoY to ₹133.32 Cr, supported by a significant price revision of ₹9.87 Cr (7.41% of turnover). Profitability remains constrained by high finance costs of ₹6.26 Cr, which represent nearly 5% of revenue and exceed the quarter's Profit Before Tax of ₹1.11 Cr. The company continues to face high client concentration with Maruti Suzuki (MSIL) and a high Debt-to-Equity ratio of 1.82.
Confidence: HIGH
What changedThe company released its unaudited financial results for the quarter ended June 30, 2026, showing a recovery in revenue but a sharp YoY drop in net profit due to higher interest and depreciation costs.
Why it mattersThe results highlight the company's thin margins and high leverage (D/E 1.82), where interest costs significantly eat into operating profits, making the upcoming capacity expansion vital for financial stability.
Revenue (Q1 FY27): ₹133.32 CrNet Profit (Q1 FY27): ₹0.58 CrFinance Cost: ₹6.26 CrPrice Revision % of Turnover: 7.41%Debt-to-Equity Ratio: 1.82TTM Revenue: ₹492 Cr
📅 Short termThe stock may see neutral to slightly negative sentiment due to the sharp YoY profit decline, despite the revenue growth and price revision benefits.
📈 Long termLong-term value depends on the successful execution of the Kharkhoda plant and the company's ability to diversify its client base beyond MSIL to improve pricing power.
⚠ Risk flags
- High client concentration (MSIL ~84%)
- High leverage (Debt of ₹250 Cr vs Net Worth of ₹137 Cr)
- Thin net profit margins (TTM PAT only ₹1 Cr)
Key Highlights
Revenue from operations increased to ₹133.32 Cr in Q1 FY27 from ₹113.27 Cr in Q1 FY26.
Net profit for the quarter stood at ₹0.58 Cr, down from ₹2.00 Cr YoY but up from ₹0.25 Cr QoQ.
Finance costs remained elevated at ₹6.26 Cr compared to ₹3.58 Cr in the year-ago quarter.
A net price revision of ₹9.87 Cr was recorded, accounting for 7.41% of the total turnover.
Plastic Injection Moulding segment contributed ₹126.79 Cr to the total revenue.
👀 What to Watch
Monitor the commercialization timeline of the ₹125 Cr Kharkhoda plant expansion, which is critical for scaling revenue to service the ₹250 Cr debt. Investors should also track MSIL's production volumes given the 84% client concentration.
