MITSU Q2 FY27 Guidance vs Delivery (MITSU Management Mirror)

Q2 FY27 EBITDA Margin Reported at 12.4%, Meeting Sustainable Double-Digit Guidance from Jun'26 Qtr

In Sep'26 Qtr results, Mitsu Chem Plast reported a Q2 FY27 EBITDA margin of 12.4%, alongside an H1 FY27 margin of 14.34%. This performance successfully met the expectations set in both the Mar'26 Qtr and Jun'26 Qtr concalls, where management guided that baseline EBITDA margins would sustainably remain in double digits, specifically targeting between 10% to 12% or up to 13%. Looking forward, management guides that double-digit EBITDA margins will be sustained despite global uncertainties, noting that additional depreciation and interest costs coming online from new CapEx next year are not anticipated to significantly compress PAT margins.