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Earnings Call

Bhadora Industries Earnings Call: Key Takeaways

Bhadora Industries reported FY26 revenue of ₹124.93cr and PAT of ₹9.96cr. Strategy focuses on high-margin cable manufacturing and a massive 3-phase capacity expansion.

Why this was an Alfa AlertManagement explicitly guided FY27 revenue at ₹200-225cr, which is a >60% YoY growth compared to FY26's ₹124.93cr.
Highlights
Revenue growthFY26: ₹124.93cr; FY27 Guidance: ₹200-225cr.
MarginsEBITDA margins 14-14.5%; sustainable through high-margin product mix.
Order bookExceeds ₹100cr; tender pipeline approximately ₹500cr.
Demand visibilityStrong government infra push (RDSS) and renewable energy sectors.
Management confidenceHigh, citing 100% utilization and strong order visibility.

Growth

FY26 revenue reached ₹124.93cr. Guided FY27 revenue is ₹200cr-₹225cr, representing a ~60-80% YoY growth target.

Outlook

Phase 1 expansion (₹75cr) operational by Oct '26; Phase 2 planned for FY28. Targeting ₹350cr-₹400cr revenue by FY28.

Risks

Volatility in raw material prices (aluminum/copper), though 98% of contracts have price variation clauses.

Source

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

Read the document ↗

Bhadora Industries Ltd: key numbers

Share price
₹126.70
Market cap
₹235.7 Cr
Revenue (annual)
₹124.9 Cr
Net profit (annual)
₹9.96 Cr
P/E (TTM)
23.7×Sector 45.9×
Promoter holding
65.59%+0.00% QoQ
FII holding
1.48%Current quarter

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

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