BEPLNSEBhansali Engineering Polymers Limited· PetrochemicalsMediumNeutral
Announced Sat, 25 Apr · 21:29 IST

Bhansali Engineering Polymers Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementCfo Debt Reduction RoadmapInvestor Communications View source PDF

BEPL · price

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Price reaction · full curve 14 horizons · vs prior close
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AI summary

Bhansali Engineering Polymers Limited is India's leading manufacturer of ABS and Styrenic Resins, operating two manufacturing facilities at Abu Road (Rajasthan) and Satnoor (Madhya Pradesh) with a strategic JV with Nippon A&L Inc., Japan. The company reported Q4 FY26 revenue of ₹341.6 crores (down 1% YoY) but strong profitability with EBITDA up 33.1% to ₹74.3 crores and PAT up 30.6% to ₹51.6 crores. For full FY26, revenue was ₹1,276 crores (down 8.7%), with EBITDA at ₹255.2 crores and PAT at ₹180.2 crores. The company is expanding capacity from 75,000 to 100,000 MTPA through a ₹200 crore capex, fully funded through internal accruals, targeting commissioning by September 2026. The balance sheet remains debt-free with cash and equivalents of ₹441.7 crores.

Likely market impact

Strong margin improvement in Q4 FY26 (EBITDA margin at 21.8% vs 15.8% YoY) combined with debt-free status and self-funded capex signals operational efficiency gains. The capacity expansion should drive future revenue growth without financial risk to shareholders.