External broker reports(aggregated public sources), Prabhudas Lilladhar

Prabhudas Lilladhar

External broker reports(aggregated public sources)

Prabhudas Lilladher is one of India's leading research based financial services organisation.

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>MTEP reported 15.2% revenue growth in 3Q25 led by improvement in realization and stable volume growth.</li><li>MTEP expects double-digit volume growth and improvement in EBITDA/kg to ~Rs. 40 in FY26.</li><li>MTEP has received setback in its outlook due to 1) lower orders from APNT for Paint pales 2) rising competition in Food and FMCG segments like Ice cream and dairy from smaller players 3) delayed ramp-up in pharma and ’s 4) slow growth in lubes business.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

MTEP reported 15.2% revenue growth in 3Q25 led by improvement in realization and stable volume growth.MTEP expects double-digit volume growth and improvement in EBITDA/kg to ~Rs. 40 in FY26.MTEP has received setback in its outlook due to 1) lower orders from APNT for Paint pales 2) rising competition in Food and FMCG segments like Ice cream and dairy from smaller players 3) delayed ramp-up in pharma and ’s 4) slow growth in lubes business.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Mold-Tek Packaging - Scalability in New Orders Key to Performance

External broker reports(aggregated public sources), Axis Direct

Axis Direct

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Thematic (Sector/Industry)

<ul><li>The Q1FY26 earnings season was marked with interesting events such as 1) Geopolitical tension, 2) Volatility in Crude Prices, 3) Interest rate cuts, 4) Unseasonal Rainfall, 5) Supply chain disruptions, and 6) Improving liquidity.</li><li>These developments indicate Q1FY26 earnings season is expected to exhibit a mix trend, similar to the patterns observed in previous quarters.</li><li>Some breather is expected in Q1FY26 on account of sequential improvement in some of the pockets of high-frequency indicators. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

The Q1FY26 earnings season was marked with interesting events such as 1) Geopolitical tension, 2) Volatility in Crude Prices, 3) Interest rate cuts, 4) Unseasonal Rainfall, 5) Supply chain disruptions, and 6) Improving liquidity.These developments indicate Q1FY26 earnings season is expected to exhibit a mix trend, similar to the patterns observed in previous quarters.Some breather is expected in Q1FY26 on account of sequential improvement in some of the pockets of high-frequency indicators. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

<ul><li>Lower-than-expected Volume Growth: During the quarter, the company delivered a YoY volume growth of 7%, which is below our expectations.</li><li>While Food &amp; FMCG packs achieved 28% volume growth, overall growth was dragged down by subdued paints pack volumes and a degrowth in lubes-packs.</li><li>The volumes were impacted by a delay in rampup at the Mahad plant, which is now expected to occur from Dec’24 onwards. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Lower-than-expected Volume Growth: During the quarter, the company delivered a YoY volume growth of 7%, which is below our expectations.While Food &amp; FMCG packs achieved 28% volume growth, overall growth was dragged down by subdued paints pack volumes and a degrowth in lubes-packs.The volumes were impacted by a delay in rampup at the Mahad plant, which is now expected to occur from Dec’24 onwards. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Mold-Tek Packaging - Disappointing Margins & Volume Growth

<ul><li>Chemicals &amp; Agrochemicals: In Q2FY25, most specialty chemical companies under coverage are expected to show marginally improved performance, although demand recovery remains subdued and weak pricing persists.</li><li>Volume growth is anticipated compared to the previous quarter, which was affected by several headwinds, including weak demand (with exceptions in a few segments), logistical challenges at ports, and adverse weather conditions.</li><li>Growth prospects remain uncertain as a clear upward trend has yet to emerge.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Chemicals &amp; Agrochemicals: In Q2FY25, most specialty chemical companies under coverage are expected to show marginally improved performance, although demand recovery remains subdued and weak pricing persists.Volume growth is anticipated compared to the previous quarter, which was affected by several headwinds, including weak demand (with exceptions in a few segments), logistical challenges at ports, and adverse weather conditions.Growth prospects remain uncertain as a clear upward trend has yet to emerge.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Q2FY25 Earnings Preview - Chemicals, Capital Goods and Midcaps

<ul><li>Mold-Tek Packaging's Q1FY25 numbers surpassed estimates on the revenue front but fell short on EBITDA and PAT.</li><li>The company reported revenue of Rs 197 Cr (up 6% YoY and 11% QoQ), beating estimates by 3%, as volumes grew marginally by 9% QoQ.</li><li>EBITDA was Rs 36 Cr (up 2% YoY), missing estimates due to the commencement of costs related to new plants in Opex. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Mold-Tek Packaging's Q1FY25 numbers surpassed estimates on the revenue front but fell short on EBITDA and PAT.The company reported revenue of Rs 197 Cr (up 6% YoY and 11% QoQ), beating estimates by 3%, as volumes grew marginally by 9% QoQ.EBITDA was Rs 36 Cr (up 2% YoY), missing estimates due to the commencement of costs related to new plants in Opex. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Mold-Tek Packaging - Volume Growth to Accelerate in Paints and Pharma; Maintain BUY

India

Mold-Tek Packaging Ltd. manufactures plastic packaging products.  The Company manufactures bottles for pharmaceuticals and cosmetics; child-resistant caps; flip-top tablet packs; blow-molded shampoo and medicine packs; and injection-molded pails for lubricants, chemicals, paint, ink, adhesives and bulk drugs.

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Mold Tek Packaging (MTEP IN)

Mold-Tek Packaging - Scalability in New Orders Key to Performance

MTEP reported 15.2% revenue growth in 3Q25 led by improvement in realization and stable volume growth. MTEP expects double-digit volume growth and...

Prabhudas Lilladhar

Q1FY26 - Consolidated Earnings Preview

Some breather is expected in Q1FY26 on account of sequential improvement in some of the pockets of high-frequency indicators.

Axis Direct

Mold-Tek Packaging - Disappointing Margins & Volume Growth

Lower-than-expected Volume Growth: During the quarter, the company delivered a YoY volume growth of 7%, which is below our expectations.

Axis Direct

Q2FY25 Earnings Preview - Chemicals, Capital Goods and Midcaps

In Q2FY25, most specialty chemical companies under coverage are expected to show marginally improved performance, although demand recovery remains...

Axis Direct

Mold-Tek Packaging - Volume Growth to Accelerate in Paints and Pharma; Maintain BUY

Mold-Tek Packaging's Q1FY25 numbers surpassed estimates on the revenue front but fell short on EBITDA and PAT. The company reported revenue of Rs...

Axis Direct

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