Transcript of Earnings call / Investor Meet held on 02nd May,2026.
BHAGYANGR · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Bhagyanagar India reported outstanding FY26 results crossing major milestones for the first time: revenue over Rs 2,000 crore (Rs 2,378 crore), operational EBITDA over Rs 100 crore, and PAT over Rs 50 crore. Q4 was the best quarter with revenue of Rs 735 crore and PAT of Rs 18.5 crore. The company achieved 34% volume growth (18,000 to 24,000 MT) with EBITDA per kg of Rs 62 in Q4. Management guided for 25% CAGR targeting Rs 5,000 crore revenue by 2030, with 5% EBITDA margin guidance and 20% volume growth expected. A demerger into separate copper and real estate entities is in progress with NCLT hearing on June 9. New products like silver/tin-plated bus bars for data centers are being developed with 10% EBITDA margins.
The strong results with clear multi-year growth guidance (25% CAGR to Rs 5,000 crore) and planned demerger signal confidence in the copper business. The stock has already doubled since March with 285% one-year return. Management's focus on value-added products (targeting 66%) and new data center products should support margin sustainability at 5% EBITDA.