MTAR Technologies Stock Surges 230% in 2026 Amid AI Data Centre Optimism Shares of MTAR Technologies climbed 7% to a new 52-week high of ₹8,025 on 21 May 2026, marking a significant rally that has seen the stock rise over 230% year-to-date. The surge outperformed its sector by 2.82% and extended a two-day rally of more than 14%, reflecting strong investor confidence. Over the past month, MTAR shares gained over 54%, while the broader Sensex declined 4.75%, highlighting the stock’s exceptional performance. The stock has also gained nearly 204% in six months and nearly 382% over the past 12 months, positioning it as a standout in a volatile market. The rally is driven by robust financial results, revised growth guidance, and growing exposure to AI infrastructure demand. For FY26, MTAR reported revenue growth of 29.6% year-on-year to ₹876.2 crore, with EBITDA rising 41.7% to ₹171.2 crore. Profit before tax surged 75.1% to ₹126.1 crore, and profit after tax climbed 76.2% to ₹94 crore. The March quarter saw even stronger performance, with revenue up 67.2% to ₹306.1 crore, EBITDA rising 80.9% to ₹61.8 crore, and net profit jumping 222.3% to ₹44.3 crore. Sequentially, revenue grew 10.1%, and profit increased 27.7%, underscoring the company’s momentum. Managing Director P Srinivas Reddy raised FY27 revenue growth guidance from 50% to over 80%, with a possible 5% variation. The company also expects EBITDA margins to remain around 24%, supported by capacity expansion in clean energy and other verticals. These projections have bolstered investor sentiment, as MTAR’s order pipeline is projected to reach nearly ₹5,000 crore by FY27-end. A key factor behind the stock’s rise is its growing role in AI data centre infrastructure.#blackrock #sensex #mtar_technologies #psrinivas_reddy #bloom_energy
MTAR Technologies’ share price jumps over 6%; stock rallies 230% YTD, what’s driving the momentum? Shares of MTAR Technologies surged 6.21% to ₹7,920 on the NSE on May 21, 2026, marking a significant rally of 230.54% year-to-date (YTD). The stock has outperformed broader market benchmarks, with gains of nearly 204% in six months, 56% in 30 days, and 9% over the past five trading sessions. Over the past 12 months, the stock has climbed 381%, reflecting strong investor confidence in the company’s growth prospects. The company, a leading manufacturer of mission-critical precision-engineered systems for clean energy, aerospace, and defense sectors, attributed its performance to robust revenue growth, a surge in orders, and strategic expansion. In the March quarter (Q4 FY26), MTAR reported revenue of ₹306.1 crore, up 67.2% YoY, and profit after tax (PAT) of ₹44.3 crore, a 222.3% increase from the same period the previous year. Full-year FY26 results showed revenue from operations rising 29.6% to ₹876.2 crore, while EBITDA grew 41.7% to ₹171.2 crore. Profit before tax surged 75.1% to ₹126.1 crore, and PAT jumped 76.2% to ₹94 crore. Parvat Srinivas Reddy, Managing Director & Promoter of MTAR Technologies, highlighted the company’s “phenomenal year” marked by “robust revenue growth” and “highest ever inflow of orders.” He emphasized the firm’s focus on high-growth sectors, including clean energy, aerospace, and defense, with confidence in sustaining growth momentum. The company expects a sequential improvement in margins due to higher operating leverage and a shift toward volume-based production. Management raised its FY27 revenue growth guidance from 50% to 80% plus or minus 5%, citing expanded capacities in clean energy, oil and gas, and aerospace.#defense #aerospace #mtar_technologies #clean_energy #parvat_srinivas_reddy
MTAR Technologies Surges Over 100% Amid Clean Energy and AI Partnerships In a year marked by market volatility and underperformance across most sectors, MTAR Technologies has emerged as a rare exception, delivering nearly 100% gains in just over four months. The smallcap defence company’s stock, now trading above Rs 5,300, has defied broader market trends, with analysts attributing its rally to strategic positioning in the global clean energy and artificial intelligence infrastructure supply chain. This surge has positioned MTAR as one of the few multibagger stocks in an otherwise weak market, where most indices have corrected sharply and midcaps have struggled to generate outsized returns. The company’s partnership with Bloom Energy Corporation has been a key catalyst for its success. Bloom, which has expanded its collaboration with Oracle Corporation to support up to 2.8 gigawatts of power capacity for AI data centres, relies on MTAR to supply critical components known as hot box assemblies for its fuel cell systems. Analysts at Motilal Oswal estimate that this partnership could translate into incremental orders of Rs 14,000-17,000 crore for MTAR over time, equivalent to more than 1.5 times its estimated annual revenue. The deal has positioned MTAR as a vital player in the rapidly growing AI infrastructure sector, where demand for clean energy solutions is accelerating globally. MTAR’s financial performance has also reinforced investor confidence. In the December quarter, the company reported revenue of around Rs 278 crore, reflecting nearly 60% year-on-year growth. Margins remained stable at 19-21%, a rare combination of strong growth without margin dilution in a manufacturing context.#motilal_oswal #oracle_corporation #mtar_technologies #bloom_energy_corporation #noorani
