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Earnings Call Transcript

Bansal Wire Industries Earnings Call Transcript: Key Takeaways

Bansal Wire reported steady Revenue growth despite Q1 disruptions. Management absorbed gas price spikes to protect long-term customer relationships, leading to a temporary EBITDA margin compression before recovery in late May.

Guidance and delivery
Revenue guidance 20.0% → 20.0% Kept
Management target Revenue 20.0% FY27
Highlights
Revenue growth25% YoY growth to ₹1,168 Crores in Q1 FY27.
MarginsMargins recovered to ₹7-8/kg levels after temporary ₹2/kg dip.
Order book30-40 days of firm rate orders providing a natural price hedge.
Demand visibilityImproving demand indicators across infrastructure, automotive, and B2C segments.
Management confidenceConfident; maintaining 20% growth guidance despite early quarter operational headwinds.

Growth

Revenue grew 25% YoY to ₹1,168 Cr. Volume growth was modest at 8%, primarily impacted by industrial gas shortages.

Outlook

Management targets 20% volume growth for the remainder of FY27 and 25% long-term ROCE. Capex guided at ₹200-250 Cr annually.

Risks

Sensitivity to volatile industrial gas prices and high reliance on inventory-heavy cost-plus models. Steel raw material price sudden drops could lead to temporary inventory losses.

Source

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

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Bansal Wire Industries Ltd: key numbers

Share price
₹321.40
Market cap
₹5,032 Cr
Revenue (annual)
₹4,160 Cr
Net profit (annual)
₹160.9 Cr
P/E (TTM)
35.4×Sector 19.0×
Promoter holding
75.00%-2.99% QoQ
FII holding
1.99%Current quarter

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

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