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Earnings Call

BMW Industries Earnings Call: Key Takeaways

BMW Industries reported record Q4 FY26 profits with a 27.5% EBITDA margin. Strategy shifts toward high-value downstream products at Bokaro plant to drive growth.

Why this was an Alfa AlertNot a filter event. Results and guidance are stated as 'record' but not compared against a specific prior guided range.
Highlights
Revenue growthGuided 75% CAGR through FY28.
MarginsEBITDA margins to stabilize at 12-13% by FY28.
Order bookToo early for order book; 2-week delivery gap.
Demand visibilityStrong B2B demand for ZAM and coated products.
Management confidenceFairly confident in achieving aggressive CAGR targets.

Growth

Q4 operating income ₹210cr, PAT ₹33cr. Full-year FY26 revenue ₹665cr, PAT ₹81cr (11.9% margin).

Outlook

Guided 75% revenue CAGR FY25-28; Bokaro commissioning starts Q1 FY27; targeting 12-13% blended EBITDA margins.

Risks

Raw material price volatility (Zinc/Aluminium); high debt for Bokaro expansion; customer payment timing issues.

Source

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

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