| Management target | Revenue 70.0% FY28 |
|---|
| Revenue growth | Revenue ₹182 Cr, +25.3% YoY; growth tied to Bocaro ramp. |
|---|---|
| Margins | EBITDA margin 19.2%; PAT margin 11.1%, up 76 bps; FY28 EBITDA target 12–13%. |
| Order book | Color-coated orders short-cycle, no book disclosed; legacy renewals ongoing. |
| Demand visibility | Domestic coated steel demand 5–7 Mt, growing 10–13% annually, per management. |
| Management confidence | Optimistic; evasive on short-term revenue and pricing questions. |
Growth
Revenue +25.3% YoY; PAT +42.7% flattered by one-time asset-sale gain in other income. EBITDA ₹35 Cr.
Outlook
FY28 targets: revenue CAGR 70–75%, EBITDA margin 12–13%, PAT margin 5–6%. Peak debt ₹800–900 Cr; galvalume Q4 FY27; ZAM H1 FY28.
Risks
Bocaro ramp unproven; no color-coated order book disclosed; peak debt ₹800–900 Cr; short-term guidance refused; legacy contract renewals ongoing.
Earnings Call Transcript filed with BSE, BSE: 542669. Summary written with AI assistance from the document.
BMW Industries Ltd: key numbers
- Share price
- ₹50.42
- Market cap
- ₹1,135 Cr
- Revenue (annual)
- ₹665.2 Cr
- Net profit (annual)
- ₹81.12 Cr
- P/E (TTM)
- 12.4×Sector 17.0×
- 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 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.
BMW Industries Other Announcement
BMW Industries Ltd. filed a routine compliance certificate under Regulation 74(5) of SEBI (Depositories and Participants) Regulations, 2018 for the quarter ended 30th September 2026.