ALFA Finder| Management target | Revenue 75.0% FY28 |
|---|
| Revenue growth | 11.6% YoY growth driven by healthy demand and capacity utilization. |
|---|---|
| Margins | EBITDA margins contracted slightly due to Middle East conflict fuel spikes. |
| Demand visibility | Strong visibility across verticals, particularly from infrastructure and solar sectors. |
| Management confidence | Extremely optimistic, highlighting aggressive multi-year growth targets and strategic expansions. |
Growth
Revenue grew 11.6% YoY to ₹166 Cr; PAT surged 25.8% with improved capacity utilization in downstream units.
Outlook
Management reiterated aggressive long-term guidance of 70-75% Revenue CAGR and 40-45% EBITDA CAGR through FY28.
Risks
Fuel price volatility and execution delays at the uncommissioned Bokaro plant pose significant margin and return risks.
Last quarter's promises, checked
Delivered
- Guided color-coated production Q1 FY27 → delivered (BEAT)
- Guided CRM utilization 70.9% → delivered 83.5% (BEAT)
- Guided Revenue CAGR 75% FY25-28 → delivered 11.6% YoY Q1 (BEAT)
Partly delivered
- Guided Bokaro commissioning Q1 FY27 → color-coated line moved to Q2 (PARTIAL)
Missed
- Guided margin stabilization 12-13% → delivered contraction due to fuel (MISS)
Earnings Call Transcript filed with BSE, BSE: 542669. Summary written with AI assistance from the document.
BMW Industries Ltd: key numbers
- Share price
- ₹54.34
- Market cap
- ₹1,223 Cr
- Revenue (annual)
- ₹665.2 Cr
- Net profit (annual)
- ₹81.12 Cr
- P/E (TTM)
- 13.4×Sector 17.1×
- Promoter holding
- 74.36%+0.00% QoQ
- FII holding
- 0.00%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from BMW Industries Ltd
All →BMW Industries Earnings Call Transcript: Key Takeaways
Revenue ₹182 Cr (+25.3%) and EBITDA margin 19.2%, with growth shown as ramp-up potential. Bocaro is pre-ramp, and other income includes a one-off asset-sale gain. Management reiterated the 70–75% revenue CAGR to FY28 but refused short-term revenue guidance.
- Call
- Guides 70% growth
BMW Industries Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹18,150 lakh (+25.3% YoY), Op. EBITDA ₹3,481 lakh (19.2% margin), PAT ₹2,162 lakh (+42.7%). Bokaro colour-coating line received CTO on 5 Oct 2026.
BMW Industries Results Update
BMW Industries reported a 42.7% YoY increase in Q2 PAT to ₹21.62 Crore. The company also commissioned its first-phase color coating line at its Bokaro greenfield complex.
- Value
- ₹21.62 Cr
- Cold Rolled Full Hard capacity
- 550000.0 TPA
BMW Industries Q2 FY27 Results: Net Profit ₹21.6 Cr, Up 44.0% YoY
BMW Industries Ltd reported revenue from operations of ₹181.5 Cr (+25.3% YoY) and net profit of ₹21.6 Cr (+44.0% YoY) for Q2 FY27.
- Key figure
- Net profit ₹21.6 Cr · +44.0% YoY
BMW Industries Board Meeting Date
BMW Industries intimated that its Board meeting is scheduled for 5 Nov 2026 to consider Q2 FY27 results. No financial figures or decisions are reported in this advance notice.
BMW Industries Other Announcement
BMW Industries Ltd filed its quarterly shareholding pattern as mandated by SEBI regulations for the period ended September 30, 2026.