BANSALWIREBSEBANSAL WIRE INDUSTRIES LMediumNeutral
Announced Tue, 28 Jul · 17:50 IST

Bansal Wire Q1FY27 call transcript; margins back to INR 7-8 per kg

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDFExplain this filing

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AI summary

Bansal Wire shared Q1FY27 earnings call transcript. Revenue rose 25 percent year on year to about INR 1,168 crore on volume of 112,000 tonnes. EBITDA was INR 57 crore and net profit INR 20 crore. Q1 margins dipped due to West Asia tensions causing a gas shortage, hitting INR 2 per kg in the first 45 days, but have recovered to INR 7 to 8 per kg. Management guides 20 percent volume and EBITDA growth for the rest of the year. Steel Cord got its first trial order from a leading Indian tire maker. B2C now contributes about 10 percent of sales.

Likely market impact

Margins recovering from temporary gas cost hit. Guides 20 percent growth ahead. Steel Cord trial order and B2C ramp-up are positive signals.