MOLDTECH Q4 FY26 Guidance vs Delivery (MOLDTECH Management Mirror)

Did MOLDTECH's management deliver what it guided? Guidance vs actual performance and tone changes across recent earnings calls, as of the Q4 FY26 (Mar-2026 Qtr) concall.

Mold-Tek Technologies Ltd (MOLDTECH) Q4FY26 Management Mirror - Mar-2026 Qtr

Revenue & Topline Growth

Management expects upcoming fiscal year revenue to reach approximately 250 crores, an upgrade from the 225-240 crores ($25 million) target provided in the Dec'25 Qtr. In the Mar'26 Qtr, the Poles and Towers division revenue projection was also revised upward to $1.5-$2.0 million for the current year, compared to the $1.0-$1.2 million expectation in the Dec'25 Qtr. Additionally, a new MSA agreement is projected to scale to $0.5 million annually, while structural design is targeted to reach a 30%-40% revenue share within 3 to 4 years. Beryl is expected to maintain a steady monthly order book of $0.2-$0.3 million. [Status: Upgraded]

3 more themes on the ELITE plan.