Baheti Recycling Industries Investor Presentation: Key Takeaways
H1 FY27 revenue ₹528.47 Cr (+67.7% YoY), EBITDA ₹42.37 Cr (+99.5%), PAT ₹19.08 Cr (+105.8%). FY28 revenue guidance raised to ₹1,300+ Cr; wire-rod expansion underway.
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H1 FY27 revenue ₹528.47 Cr (+67.7% YoY), EBITDA ₹42.37 Cr (+99.5%), PAT ₹19.08 Cr (+105.8%). FY28 revenue guidance raised to ₹1,300+ Cr; wire-rod expansion underway.
H1FY27 revenue ₹2,719.9Mn (+24.6% YoY), PAT ₹603.7Mn (+26.3%), EBITDA margin 41.8%. Q2FY27 revenue ₹1,383.4Mn (+47.5% YoY, +3.5% QoQ). Large GPUaaS contract is the key growth driver.
Q2 FY27 revenue up 28% and PAT up 26%, but EBITDA rose only 3% as margin fell to 18%. Management's FY27 outlook is qualitative; no growth number was given.
Q2 revenue rose 56.4% to ₹128.29 Cr, but the 15.25% EBITDA margin was project-mix driven. Management guides a normalised 12–13%. H1 operating cash flow was −₹38.2 Cr.
Q2 revenue ₹227.7 Cr, up 8.2% QoQ, but EBITDA margin is 6.8% and PAT fell 19.2% YoY. Management gave no numbers on margin recovery.
Q2 FY27 PAT Rs 86 Cr (Q1 FY27: Rs 62 Cr; Q2 FY26: loss Rs 22 Cr). AUM Rs 8,007 Cr (+14% YoY), GNPA 1.6%, NIM 12.5%.
Q2 FY27 revenue ₹61.27 Cr (-5.5% YoY), EBITDA ₹12.70 Cr (+50.7%), margin 20.72%, PAT ₹6.24 Cr (+147.6%). Strategy centres on utilisation ramp-up and 1,500 KLPD Rajasthan expansion.
Q2 revenue fell 1% to ₹11,860 Cr on a 10% volume drop. EBITDA rose 5% to ₹2,312 Cr at 19.5% margin, led by Superform. Net debt rose $312M, and the deleveraging case relies on a self-defined 'structural debt' metric.
Q2 standalone revenue rose 29%, EBITDA 77% and PAT more than doubled YoY. Management flagged a weaker Q3 from gas allocation cuts and volatile sourcing costs.
Record H1 EBITDA ₹1,326 Cr (+4% YoY) and PAT ₹799 Cr (+5%), driven by energy. Management declined numeric forward guidance when asked about FY27 targets.
Q2 volumes rose 10.1% and profits 36%, with EBITA/kg of ₹46.5. H1 volume growth is only about 8% against a double-digit target, and lubricants fell about 12%.
Q2 FY27 revenue ₹962 Cr (+21% YoY), EBITDA ₹226 Cr (23.3% margin), PAT ₹103 Cr (+106%). ₹280 Cr buyback at ₹320/share.
Q2 FY27 revenue ₹15,600 Mn (+20% YoY), EBITDA ₹3,376 Mn (21.6% margin), PAT ₹1,818 Mn (+39%). Net cash ₹8,280 Mn after warrant proceeds.
Q2FY27 consolidated revenue ₹118 Cr (+31% YoY), EBITDA ₹27 Cr (+23%), PAT ₹20 Cr (+37%). ₹317 Cr order wins; strategy shifts toward recurring real-estate income.
Q2 FY27 volume rose 26% and revenue 17% YoY, with net profit at ₹52 Cr. Fuel costs and plant shutdowns squeezed margins. Management guides H2 recovery and FY27 AITA of ₹350–375 Cr, below the prior ₹410 Cr.
Q2 FY27 total income Rs358.4cr (+3.1% YoY), EBITDA Rs36.5cr at 10.2% margin, PAT Rs8.1cr. H1 PAT Rs12.5cr. Yarn, fabric and garment divisions all reported.
SPR Auto reports strong revenue growth driven by acquisitions, despite external margin pressures from commodity costs and geopolitical tensions.
Q2 FY27 revenue INR 1,098 Mn (+16.7% YoY), EBITDA INR 25 Mn (2.28% margin), PAT INR 22 Mn (-4.3% YoY). H1 FY27 revenue INR 2,236 Mn, PAT INR 47 Mn. Strategy is qualitative only.
Management re-affirmed its bold annual guidance despite sequential revenue pressure, relying heavily on a back-ended Q4 project completion cycle.
Aditya Birla Lifestyle Brands reports strong double-digit revenue growth and significant margin expansion, driven by retail footprint growth and emerging brands.
Shyam Metalics delivered strong Q2 revenue growth led by significant volume expansion in downstream segments like flat steel and stainless steel.
Volume-led revenue recovery offset by margin pressure from higher raw material costs.
Kheria Autocomp is scaling through significant capacity expansion despite currently operating at near-full utilization. Management is highly optimistic about their second Sanand facility driving the next growth leg.
H1FY27 consolidated revenue ₹1,047.4 Cr (+34.2%), EBITDA ₹70.78 Cr (6.76% margin), PAT ₹30.77 Cr (+102.3%). Strategy: integrate backward into copper cathode via Zambia and forward into high-spec conductors.
Record Q2 revenue ₹1,430 Cr (+17% YoY), Ex-US overtakes US, but EBITDA margin fell to 17.6% on input costs; US aspiration slips beyond FY28.
Q2 FY27 revenue Rs 7,364 Cr (+7.2% Y-o-Y), EBITDA Rs 431 Cr (5.8% margin, down 38%), PAT Rs 122 Cr (down 64%). H1 revenue Rs 13,488 Cr (+18.6%), PAT Rs 516 Cr. Margins squeezed; no quantitative guidance.
Management is pivoting toward a capability-led structure to drive sustainable growth, yet revenue remains modest. High legacy liabilities and legal disputes continue to weigh on the balance sheet and sentiment.
H1 FY27 revenue ₹106.5 Cr (+153.5%), EBITDA ₹25.1 Cr (23.6% margin), PAT ₹15.3 Cr (14.4% margin). Capacity expanding 50%, with a growing BIS-ER certified AI camera range.
Suraj Estate reports strong Q2 growth driven by residential traction and the 'Suraj One Business Bay' commercial project launch.
Revenue grew 11% YoY despite global oversupply in Soda Ash.