| Revenue growth | Guided 75% CAGR through FY28. |
|---|---|
| Margins | EBITDA margins to stabilize at 12-13% by FY28. |
| Order book | Too early for order book; 2-week delivery gap. |
| Demand visibility | Strong B2B demand for ZAM and coated products. |
| Management confidence | Fairly 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.
Earnings Call filed with BSE, NSE: BMW. Summary written with AI assistance from the document.
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