Mishra Dhatu Nigam Limited — Cyborg Score 6/10

Solid
Specialty Metals & Alloys Manufacturing / Defence & Aerospace Materials

Strategic Profile

Over 81% of the company's booked orders are from critical Defence, Space, and Energy sectors. The Government of India owns approximately 74% stake in the company after its IPO in 2018. Founded in 1973, MIDHANI is a premier manufacturer of special steels, superalloys, and titanium alloys as a Central Public Sector Undertaking.

Cyborg Score Rationale

MIDHANI reports Q3 FY26 turnover growth of 15.8% with an order book of Rs.2,440 Cr. However, the company has delivered poor sales growth of 8.54% over past five years and has a low return on equity of 9.14% over last 3 years. Strong government backing and strategic importance support growth potential.

Top Insights

  • Q3 FY26 net profit rose 8.2% to ₹27.6 crore with revenue up 15.8% to ₹275.6 crore, though EBITDA margins compressed to 19.7% from 22% YoY.
  • The company targets a 20% YoY revenue increase in the coming period.
  • MIDHANI is the only manufacturer of Titanium alloys in India.
  • Company has been maintaining a healthy dividend payout of 31.6%.

Named Competitors

  • Titanium Alloys — International titanium and aerospace materials
  • Special Steels Manufacturing — Indian specialty steel producers
  • Superalloys — International superalloy and aerospace suppliers

Recent Developments

  • (Feb 2026) Q3 FY26 analyst meet held with revenue growth of 15.8% and order book of Rs.2,440 Cr
  • (Jan 2026) MIDHANI secures Rs. 158 crore order, increasing open order book to approximately Rs. 2,520 Cr
  • (Nov 2025) Q2 FY26 results discussed with aims for INR 1,300 Cr revenue by FY26

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