Belrise Industries Limited has informed the Exchange about Transcript
BELRISE · price
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Belrise Industries shared detailed Q4 and FY25 results in its first post-IPO earnings call (listed May 28, 2025). FY25 consolidated revenue grew 11% YoY to INR82,908 million, with EBITDA up 10% to INR10,211 million (margin 12.3%) and PAT up 13% to INR3,554 million. Manufacturing revenue grew 9% to INR65,938 million at 14.2% EBITDA margin. Q4 was a record quarter with PAT of INR1,100 million. The company used IPO proceeds to repay INR15,960 million of debt, and outlined an INR8,000 million capex plan over two years. Management targets mid-teen revenue growth, stable EBITDA margins, and ROCE in the high teens. Three new plants (Chennai, Bhiwadi, Pune) are coming up, and the company is evolving from a Tier 1 to Tier 0.5 system supplier, with a goal to raise content per two-wheeler from INR12,500 to INR17,300.
Positive signals for shareholders: strong first post-listing results, significant deleveraging via IPO, clear multi-year growth roadmap with margin stability, and visible order pipeline. The transcript highlights execution capability but also indicates that H-One's full contribution and rare earth-related OEM schedule disruptions remain near-term uncertainties to watch.