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Earnings Call

Baheti Recycling Industries Earnings Call: Key Takeaways

Baheti Recycling closed FY26 with ₹724.85 Cr revenue and ₹27.06 Cr PAT, surpassing management's stated guidance through capacity expansion and new OEM clients like TVS and Bajaj.

Why this was an Alfa AlertRevenue Beat: Management states they surpassed revenue guidance by 12% (Achieved ₹724.85 Cr vs guidance) and PAT growth guidance by 15% (Achieved 50.25% growth).
Highlights
Revenue growth38.25% YoY for FY26.
MarginsEBITDA margin improved from 7.75% to 8.41% in FY26.
Order book₹175 Cr as of Q1 FY27; ₹71 Cr ArcelorMittal order.
Demand visibilityStrong; confirmed order book stands at ₹175 Cr.
Management confidenceHigh; projecting ₹1,200 Cr revenue by FY28.

Growth

FY26 Revenue grew 38% YoY to ₹724.85 Cr; PAT rose 50% YoY to ₹27.06 Cr.

Outlook

FY28 revenue target of ₹1,200 Cr; commissioning 5 new electric furnaces and Aluminium Wire Rod plant.

Risks

Global primary aluminium supply disruptions; tightening working capital requirements as volumes scale.

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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Baheti Recycling Industries approved the reappointments of key management personnel and independent directors. The Board also appointed a secretarial auditor and scheduled its 32nd AGM.