Maharashtra Seamless Ltd (BOM:500265)
₹ 613.4 -3.9 (-0.63%) Market Cap: 82.20 Bil Enterprise Value: 65.41 Bil PE Ratio: 9.74 PB Ratio: 1.38 GF Score: 89/100
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Q2 2025 Maharashtra Seamless Ltd Earnings Call Transcript

Oct 29, 2024 / 10:30AM GMT
Release Date Price: ₹610.85 (+4.55%)

Key Points

Positve
  • Revenue improved by 14% compared to Q1 FY '25, reaching INR 1,291 crores.
  • EBITDA increased by 83% to INR 231 crores, indicating strong operational performance.
  • PAT and EPS increased by 65% to INR 224 crores and INR 16.42 per share, respectively.
  • The company's treasury has improved significantly, standing at INR 2,387 crores, generating substantial returns.
  • The order book remains robust at INR 1,700 crores, reflecting strong demand in the manufacturing and oil and gas sectors.
Negative
  • Fluctuations in EBITDA per tonne due to varying product mix and raw material costs.
  • Challenges in the export market due to price competitiveness and potential antidumping duties.
  • ERW Pipes utilization levels have declined, impacting overall production efficiency.
  • Working capital has increased due to higher debtor levels, affecting cash flow management.
  • The company faces ongoing challenges from Chinese imports, impacting domestic market share.
Operator

Ladies and gentlemen, good day, and welcome to the Maharashtra Seamless Limited Q2 FY25 earnings conference call hosted by PhillipCapital India Private Limited. (Operator Instructions)

Please note that this conference is being recorded. I now hand the conference over to Mr. Vikash Singh from PhillipCapital. Thank you, and over to you, sir.

Vikash Singh
PhillipCapital India Private Limited - Analyst

Thank you. Good afternoon, everyone. On behalf of PhillipCapital, I invite everyone on Maharashtra Seamless Q2 FY25 investors continuec all. On the management side, we have with us Mr. Kaushal Bengani, Deputy General Manager, Investor Relations and Finance.

Without taking any much time, I'll hand it over to Kaushal for his opening remarks.

Kaushal Bengani
Maharashtra Seamless Ltd - Deputy General Manager, Investor Relations and Finance

Thank you, Vikash. Good afternoon, shareholders, and thank you for joining our earnings call. During Q2 FY '25, dispatches of seamless pipes improved meaningfully in

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