| 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
- ₹53.82
- Market cap
- ₹1,211 Cr
- Revenue (annual)
- ₹665.2 Cr
- Net profit (annual)
- ₹81.12 Cr
- P/E (TTM)
- 14.2×Sector 18.2×
- 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.
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