Bhagyanagar India Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

BHAGYANGR · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

+7.5%1-day move

₹290.20

prior close

₹304.70

base price

After-mkt

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5m10m15m30m1D2D3D4D5D7D15D1M2M3M

+0.0+0.0+0.0+0.0+7.5+6.1+10.5+16.0+13.0+4.1+1.0+0.4+35.8—

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AI summary

Bhagyanagar India, a copper products company, reported record FY26 results crossing Rs 2,000 crore revenue for the first time, with operational EBITDA exceeding Rs 100 crore and PAT crossing Rs 50 crore. Q4 standalone revenue was Rs 735 crore with PAT of Rs 18.5 crore. The company achieved 34% volume growth (18,000 to 24,000 MT) and improved EBITDA per kg to Rs 62 in Q4 from Rs 43 average. Value-added products mix reached 59% and is targeted to increase to 66%. The company announced a demerger into copper and real estate businesses, with NCLT hearing scheduled for June 9. Planned Rs 40 crore capex over 2 years includes plastic recycling. The company has started exporting silver/tin-plated bus bars for AI data centers to Canada and US.

Likely market impact

Strong execution with margin improvement and volume growth demonstrates successful shift to value-added products. The 25% CAGR target and 5% EBITDA margin guidance for FY27 provide near-term visibility. The demerger could unlock value by separating copper operations from real estate holdings.