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Earnings Call

Baheti Recycling Industries Earnings Call: Key Takeaways

Baheti Recycling delivered strong FY26 results with revenue growing 38% to ₹725cr and PAT up 50% to ₹27cr, driven by operational efficiency and expansion into high-margin aluminum wire rods.

Highlights
Revenue growth38% YoY growth in FY26 to ₹725 crore.
MarginsSustainable EBITDA margins of 7-10%; wire rods to add 1-2%.
Order bookMinimum ₹200 crore order book heading into FY27.
Demand visibilityStrong demand from secondary aluminum and new automotive OEM clients.
Management confidenceHigh; targeting ₹1,000cr+ revenue and 4-digit sales targets.

Growth

FY26 Revenue: ₹725cr (vs ₹520cr, +38% YoY); Profit: ₹27cr (vs ₹18cr, +50% YoY).

Outlook

Targeting 4-digit revenue (₹1,000cr+) by FY28; ₹25cr capex for new wire rod plant (38,000 tons total capacity).

Risks

Global geopolitical tensions in Middle East; negative operating cash flows due to high inventory levels to serve OEMs.

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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