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Earnings Call

Baheti Recycling Industries Earnings Call: Key Takeaways

Baheti Recycling reported FY26 revenue of ₹724.85cr (up 38.25%) and PAT of ₹27.06cr (up 50.25%). Strategy focuses on aluminium wire rod expansion and high-margin specialty products.

Why this was an Alfa AlertRevenue beat: Guided 12% growth, achieved ₹724.85cr (38% growth, 23% beat). PAT beat: Guided 15%, achieved 50% growth.
Highlights
Revenue growth38.25% YoY growth in FY26 to ₹724.85cr.
MarginsEBITDA margin improved from 7.75% to 8.41% in FY26.
Order book₹175+ Crores as of Q1 FY27; new repeat order from ArcelorMittal.
Demand visibilityStrong; confirmed order book stands at over ₹175 Crores.
Management confidenceHigh; stating confidence in exceeding ₹1,200cr revenue by FY28.

Growth

FY26 Revenue grew 38.25% to ₹714.86cr; PAT grew 50.25% to ₹27.06cr. Revenue CAGR is 26.5% over 4 years.

Outlook

Targeting ₹1,200cr revenue by FY28. Investing ₹20-25cr in 12,500 MT Aluminium Wire Rod capacity for FY27.

Risks

Global supply shocks from Middle East; volatility in primary aluminium prices; high working capital intensity.

Source

Earnings Call filed with NSE, NSE: BAHETI. Summary written with AI assistance from the document.

Read the document ↗

Baheti Recycling Industries Ltd: key numbers

Share price
₹761.40
Market cap
₹795.4 Cr
Revenue (annual)
₹724.9 Cr
Net profit (annual)
₹27.06 Cr
P/E (TTM)
29.4×Sector 19.0×
Promoter holding
74.13%
FII holding
0.04%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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