Belrise Industries Limited has informed the Exchange about Investor Presentation
BELRISE · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Belrise Industries reported strong FY26 results with total revenue of ₹95,091 Mn (+15% YoY) and adjusted PAT of ₹5,020 Mn (+41% YoY). Manufacturing revenue grew 17% to ₹77,346 Mn. Q4 EBITDA margin contracted 70 bps to 11.4% due to operating cost increases, though adjusted PAT grew 17% driven by lower finance costs. The company completed the merger of BAPL & EITSPL at 8.3x P/E vs listed entity's 30.9x, significantly reducing related party transactions. Key strategic moves include the acquisition of Chester Hall (UK aerospace) and expansion into Defense & Aerospace with empanelment at 3 OEMs. Net debt/equity improved sharply to 0.11x from 1.01x. New facilities were commissioned in Haridwar, Lille (first overseas plant), Chennai, Pune, and Bhiwadi during the year.
Strong bottom-line growth of 41% and deleveraging to 0.11x Net D/E signals improving financial health. However, the 70 bps EBITDA margin contraction in Q4 raises near-term margin concerns. The strategic pivot into aerospace/defense and new OEM customers (4 new in 2W) provides multi-year growth visibility.